metals

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...

There’s an overwhelming sense of déjà vu as far as the gold market is concerned. Two years ago during December 2015, we witnessed the first US Fed rate hike since the...

Gold’s best friends at present are the US Federal Reserve and Donald Trump. The US dollar is weakening as the opposition of two more Republican senators to the US...