copper

Latest news and analysis on copper

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
Equities

3 reasons why we are on the cusp of a commodity super-cycle

The next two decades is likely to be a series of "whack a mole" supply squeezes for a variety of reasons
BHP
ELD
+8
Mark Gardner
MPC Markets
Commodities

Aluminium…the copper grid alternative

Geologist James Cooper explains why its not all about copper when it comes to upgrading global power grids in the path to electrification
James Cooper
Fat Tail Investment Research
Commodities

More upside in Copper, J-curve coming on Lithium, Iron Ore’s run is done – Citi

Unsure where metals prices are headed? Good news, major broker Citi has released its latest metals price forecasts for 2024 and beyond.
29M
A1M
+14
Carl Capolingua
Livewire Markets
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
Macro

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
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