commodities

Latest news and analysis on commodities

Commodities

A year in commodities: 2023's market upheaval and what lies ahead

Uncover the highs and lows of commodity trading in 2023 and the potential for a market resurgence in the coming year.
James Cooper
Fat Tail Investment Research
Equities

Bad news ASX lithium bulls, this broker sees “surplus for several years”

Macquarie sees potential for further weakness in lithium prices, triggering downgrades and slashed price targets for ASX lithium stocks.
AKE
CXO
+8
Carl Capolingua
Livewire Markets
Commodities

Morningstar's commodity outlook and top stock picks

Morningstar says these four miners are trading at the greatest discount to its fair value estimates.
BHP
FMG
+4
Kerry Sun
Livewire Markets
Commodities

Lithium price stages massive reversal on COP28: "transitioning from fossil fuels"

There's chatter in social media channels the big turnaround in lithium prices was as a result of the closing announcement at COP28.
CXO
+1
Carl Capolingua
Livewire Markets
Views from the Top

There is no wall of supply: Why the uranium opportunity is still in its infancy

When demand outstrips supply, prices only go one way - so what if demand outstrips supply for the next two decades?
Chris Conway
Livewire Markets
Expert Insights

How to identify successful microcaps and where to find them

Yarra Capital Management's Joel Fleming shares his tips for identifying microcaps on the path to success in this episode of Expert Insights.
Sara Allen
Livewire Markets
Alternatives in Focus

28% of financial advisers are adding this asset class to portfolios. Here's why

Ahead of Livewire's annual series on Alternative Investment Strategies, I revisit the case for alternatives and how to use them.
Sara Allen
Livewire Markets
Equities

The School of Rock: How to invest in resources stocks right now

Acorn Capital's Rick Squire schools investors on how best to invest in commodity stocks today.
+8
Ally Selby
Livewire Markets
Expert Insights

Small caps are looking cheap. These are the stocks Ben Griffiths likes

Eley Griffiths Group's Ben Griffiths thinks the worst of the market cycle is behind us. And he's seeing plenty of opportunities.
BRG
CAR
+7
Sara Allen
Livewire Markets
Expert Insights

The investments that are better than bonds for diversification

Traditional views using bonds for diversification are flawed in the new world. Atrium's Brendan Paul shares what makes a diversifier today.
Sara Allen
Livewire Markets
Livewire Live

Regal's Phil King is more bullish than ever on commodities

Despite trouble in China and rising bond yields
David Thornton
Livewire Markets
Commodities

The lithium dilemma: bright horizons or dark clouds ahead?

Lithium market faces supply challenges beyond 2030. Brazil's Araçuaí Pegmatite District emerges as a potential game-changer for investors..
+5
Dylan Kelly
Terra Capital
Commodities

Smart money eyeing near-term gold producers in hope of 2024 bullion breakout

Spartan and Astral among those attracting attention; Plus, Boss chief says uranium price has to rise much further to encourage new supply.
BOE
+4
Barry FitzGerald
Independent Journalist
Macro

ECB expectations, US strikes and precious metals in China

This week’s charts begin with futures markets’ take on ECB interest rates
Macrobond Financial
Macrobond Financial
Commodities

Why this fundie is overweight lithium, underweight iron ore

The ever-changing world of natural resources doesn't mean you have to be chop and change your portfolios as well.
BHP
FMG
+9
Hans Lee
Livewire Markets
Equities

Why Warren Buffett would be a fan of Macquarie (or at least part of it)

Warren Buffett has a soft spot for Japanese trading firms. But how does that tie into Macquarie?
MQG
Kerry Sun
Livewire Markets
Investment Theme

6 trends driving uranium higher

What's been driving uranium towards new highs?
Patrick Poke
Patrick Poke
Betashares
Commodities

Chalice Mining: From green metals darling to a scoping study disaster

Recapping how Chalice's highly anticipated scoping study went so wrong (and triggered an almost 40% selloff since Wednesday).
CHN
+1
Kerry Sun
Livewire Markets
Macro

Iron ore, cracks in Chinese and US property, and the crash in PPIs

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Reporting Season

Two Aussie coal plays. One suffered a $271 million loss; the other returned $2.67 billion profit

Emanuel Datt from Datt Capital explains why.
S32
David Thornton
Livewire Markets
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