copper

Latest news and analysis on copper

Daily Report

ASX 200 thumped as nagging inflation dashes 2024 rate cut hopes, gold & copper only places to hide

There were two places to hide from the carnage. Gold on a flight to safety and copper on a flight to anything BHP might write a cheque for!
29M
BHP
BOE
+10
Carl Capolingua
Livewire Markets
Equities

BHP’s Anglo American aspirations reveal full extent of its copper conviction

This idea behind the $60b play has big implications for copper juniors like Caravel and Alma. Plus, much to like in revised Chalice model.
ALM
BHP
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Strong demand to power future-facing commodities (and 4 stocks to ride the wave)

Want access to commodities of the future? Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire highlight some opportunities.
ALM
+6
Buy Hold Sell
Livewire Markets
Equities

Russia metals sanctions on aluminium, copper, and nickel: Which ASX miners stand to benefit?

What will be the short-term and long-term impact on markets of new sanctions on Russian copper, aluminium and nickel?
29M
AWC
+7
Carl Capolingua
Livewire Markets
Commodities

Deposits holding the winning trifecta... copper, gold, silver

Geologist James Cooper explains why copper, gold, silver porphyries will become the ideal assets to own in a commodity supercycle set-up
James Cooper
Fat Tail Investment Research
Signal or Noise

7 commodities (and 8 stocks) to watch in this complex market

This episode's Signal or Noise panel is split on whether this breakout is a false signal or a generational opportunity.
DEG
PDN
+4
Hans Lee
Livewire Markets
Equities

ChartWatch: ASX copper producers, sure they’re soaring, but is the trend still your friend?

The fundamentals for copper appear to be sound but how much of the rally is factored in? We check the charts to determine trends are intact.
29M
A1M
+10
Carl Capolingua
Livewire Markets
Equities

Rising metals tide is not lifting all junior boats

Shares in busy explorers with promising drill programs such as Legacy and Great Western are enjoying the trickle-down of a better market.
RIO
+1
Barry FitzGerald
Independent Journalist
Commodities

Morgan Stanley: A perfect storm for copper

Major broker Morgan Stanley has updated its estimates for copper prices and notes several important developing market dynamics.
29M
A1M
+10
Carl Capolingua
Livewire Markets
Signal or Noise

What's hot in commodities right now

In this edition of the Signal or Noise Rapid Fire, we take on the commodities world with lightning speed.
Hans Lee
Livewire Markets
Commodities

Copper prices are soaring but there's plenty of upside left in the tank: Tribeca

Copper is trading near 15-month highs of US$4.3/lb. But Michael Orphanides from Tribeca Investment Partners says US$5 is on the horizon.
BHP
+4
Kerry Sun
Livewire Markets
Equities

Where might you go for exposure to copper, gold, silver and uranium with one trade?

Copper, gold, silver and uranium are now in confirmed bull markets. Just one company is top ten in copper and uranium globally. That is BHP.
BHP
Kingsley Jones
Jevons Global
Equities

Everything you need to know about every ASX copper producer

Every ASX copper producer: What they do, where they’re doing it, what it costs them, how much they have, broker consensus, and more.
29M
AMI
+9
Carl Capolingua
Livewire Markets
Macro

March podcasts: sell Australia, buy the world

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
Commodities

They say there are buckets of money looking for a mining home - so Beament is opening his front door

Plus, Sun Silver plans to plug into solar panel boom with imminent ASX listing.
SVL
Barry FitzGerald
Independent Journalist
Daily Report

ASX 200 claws back half Wed's loss, gold, copper, and uranium investors can't believe their luck

Australia is the lucky country, and every now and then, the ASX is the lucky share market.
29M
BHP
CHN
+9
Carl Capolingua
Livewire Markets
Commodities

Unveiling the latest trends in global commodity markets - March 2024

Mixed signals – headwinds or tailwinds?
Nicholas Boyd-Mathews
Eden Asset Management
Equities

Morgan Stanley’s latest views on copper, coal, gold, iron ore, nickel, and lithium (+ top ASX stock picks)

Recent data on the Chinese economy showed a pick up in industrial production, as well as copper, coal and iron ore imports.
29M
AWC
+6
Carl Capolingua
Livewire Markets
Equities

‘Twinkle Toes’ Harmanis dances a gentle jig after sightings of lead, zinc and silver on the Talisman rig

Plus, you Mitre guessed: As Bellevue pours gold and FireFly hits high-grade copper, the Parsons crew look like they have another winner.
BGL
+2
Barry FitzGerald
Independent Journalist
Asset Allocation

Interest rate cuts during a bubble? Buy stocks and copper says this major broker

Rate cuts into bubbles? Rather than run for the risk-aversion hills, Citi loves the smell of irrational exuberance in the morning!
Carl Capolingua
Livewire Markets
1-20 of 308