copper

Latest news and analysis on copper

Commodities

Copper in crisis: Balancing supply shortfalls with explosive demand growth

The surging demand for AI and renewable energy is creating unprecedented pressures and opportunities in the copper market.
Xinyu Ru
Fawkes Capital Management
Equities

Two surefire thematics for the next two years (and 3 stocks to play them)

Its inevitable the novelty wears off the initial AI winners and investors turn to “whats next?”
BHP
+3
Mark Gardner
MPC Markets
Commodities

10 commodity charts that matter for ASX mining stocks

A picture tells a thousand words and Morgan Stanley’s top 10 commodities charts speak volumes about the prospects for ASX mining stocks.
29M
AMI
+17
Carl Capolingua
Livewire Markets
Equities

How to unearth value in the mining sector

Ray David discusses how to navigate the mining cycle with three mining companies with tier one high quality assets.
AGL
AVZ
+9
Ray David
Blackwattle Investment Partners
Equities

Massive ASX mining stocks review: Aluminium, Copper, Manganese & Nickel

A detailed overview of base metals markets including aluminium, copper, manganese, and nickel, as well as the ASX stocks that produce them.
29M
AMI
+12
Carl Capolingua
Livewire Markets
Commodities

Understanding the commodity cycle with M&A activity

Geologist James Cooper shares his 2011 Equinox Minerals takeover experience. What do M&A deals like this teach us about commodity cycles?
BHP
James Cooper
Fat Tail Investment Research
Equities

Bad Chinese news seen as good news for copper price

Expectations of Chinese stimulus grow; A project funding-led re-rate on the cards at Develop and Orion cheers South African election.
BHP
+3
Barry FitzGerald
Independent Journalist
Commodities

More bullish than ever – why this broker is doubling down on copper, gold, and silver

Citi doubles down on its copper and precious metals bull view, triggering price target increases and a rating upgrade for ASX metals stocks.
29M
BHP
+3
Carl Capolingua
Livewire Markets
Commodities

Aussies on fire in Canadian copper caper

Firetail looks to follow FireFly to Canadian copper riches; Triangle Energy poised for key approval and Chinese rare earths retaliation.
BGL
+3
Barry FitzGerald
Independent Journalist
Equities

The Goldilocks zone for resource exploration (and four ASX companies nailing it)

Everyone wants to find the next Olympic Dam - or do they? How the right resource for the right company can yield exceptional results.
A1M
BHP
+2
Chris Conway
Livewire Markets
Equities

Plucky juniors trying their luck on the IOCG powerball

These huge copper-gold deposits are now being hunted by leveraged juniors. And silver explorer Mitre foreshadows two resource updates.
BHP
+5
Barry FitzGerald
Independent Journalist
Commodities

Thinking beyond the Ore: Adopting thematic opportunities

Evolving thematic trends in copper demand could be setting the stage for long-term growth.
RIO
Billy Leung
Global X ETFs
Commodities

Macquarie just upgraded its copper forecast by 14% (and its price targets for ASX copper stocks)

Macquarie's Commodities Strategy Team upgraded its 2024 copper forecasts by 14%, and by 7% over the long-term.
29M
BHP
+4
Hans Lee
Livewire Markets
Equities

Spartan takeover talk: major shareholder said to eye $1-plus for runaway gold explorer

Plus, still plenty of reasons to follow Wildcat, Patriot and Raiden in lithium space. Ditto for Sunstone’s fast-emerging gold-silver find.
+4
Barry FitzGerald
Independent Journalist
Commodities

The copper short squeeze is happening - Morgan Stanley

Many funds that are short copper are being forced to cover their positions and this is pushing the price higher, says Morgan Stanley.
29M
A1M
+6
Carl Capolingua
Livewire Markets
Equities

AI adds to copper's perfect storm

We knew the energy transition would add to demand, but AI and data centers will push the supply-gap wider in a perfect storm for copper
BHP
MAC
+8
Mark Gardner
MPC Markets
Commodities

Golden days ahead: Silver and copper to soar alongside Saxo's positive outlook for metals

Gold has repeatedly logged all-time highs this year while silver and platinum are all technically sound.
Hans Lee
Livewire Markets
Commodities

Copper hits new record - is now the time to buy?

Last year, against a bearish backdrop, I told readers to buy copper. Now the focus is on oil and gas, the next comeback story.
James Cooper
Fat Tail Investment Research
Equities

In the spirit of the quant king

Callum Newman of Fat Tail Investment Research explains how he uses algorithms to detect stress, risk and trades in the market
Callum Newman
Fat Tail Investment Research
Commodities

Macquarie Conference 2024: Bullish on copper and uranium

18 resources companies presented at the Macquarie Conference 2024. Here are the key highlights and Macquarie’s preferred picks.
BOE
+4
Sara Allen
Livewire Markets
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