metals

El Niño may lead to drought, supply chain chaos, inflation, and other negatives – but it will also result in winners and losers on the ASX.

Geopolitics, underinvestment, and surging demand are reshaping commodity markets - creating both disruption and opportunity for investors.

AI's growth and the energy transition are set to spark a mineral supercycle - reshaping industries and straining supply chains.

Things are moving quickly in the copper market, and ASX stocks like SFR, CSC, FFM, MAC and AMI are getting caught in the crossfire.

Two major brokers have released simultaneous research reports in which they make sweeping changes to their commodity prices outlook.

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

What will be the short-term and long-term impact on markets of new sanctions on Russian copper, aluminium and nickel?

The world’s growing hunger for metals, combined with tight supplies, is underpinning one of the greatest investment thematics of our time. Driven by the...

Energy Prices vs Metal Prices: Energy commodity prices (the index in this chart includes crude oil, natural gas, and other petroleum products) have pulled back from...

At the start of each calendar year, we like to take the time to identify what themes & opportunities (T&Os) have the potential to contribute to performance for the...