commodities

Demand for oil and gas remains resilient despite the transition push. These four ASX stocks offer exposure to a market still in demand.

A 70% rally. A 20% correction. With macro tailwinds returning, is gold primed for a reboot and which ASX miners stand to benefit?

South32 is shedding legacy assets and pivoting to green metals, aligning with powerful long-term demand trends.

Strong results and copper momentum have driven BHP higher. Here's what investors should watch next.

Record earnings are in. Now investors are focused on execution, balance sheet repair and what comes next for MIN.

An 18% dividend beat and expanding copper ambitions point to stronger cash flow and a higher-multiple future for BHP.

Deglobalisation, AI and electrification are colliding with years of underinvestment.

Oil demand is at record highs, prices sit below cost, and supply headwinds are building. Collins St is backing energy in 2026.

Rare earths prices have hit 3-year highs amidst a tightening market — but ASX rare earths stocks are lagging. Should investors buy the dip?

The “RWA trade” moves from narrative to plumbing