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Commodities

From iron ore to coal, gold to copper, and oil to gas; understand the commodities forming the bedrock of the Australian economy.

Latest: Commodities

Commodities

The future of exploration: tokenising pounds in the ground

A reader recently introduced me to an interesting idea: a firm in the US is looking to ‘tokenise’ unmined gold resources.
James Cooper
Fat Tail Investment Research
Commodities

Profiting from the ‘weaponisation’ of commodities

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

Nickel - As a contrarian investor, there's nothing I love as much as hate' - Rick Rule

Well known resources investor Rick Rule “loves hate”. As a contrarian investor he appreciates commodities are cyclical and looks for deep value in beat up sectors,...
Nicholas Boyd-Mathews
Eden Asset Management
Commodities

Fool’s gold? Why this rally is on shaky ground

Get greedy when others are fearful, Buffett said. And right now, gold industry fearfulness is near zero.
David Tuckwell
ETF Shares
Commodities

Inflows push gold ETFs to new highs as safe-haven demand builds

With global risks rising, investors piled into gold for a third month, sending assets under management to fresh records.
World Gold Council
World Gold Council
Commodities

7 ASX stocks and ETFs to ride gold’s next leg higher

As bullion breaks US$3,500, experts from Katana, Macquarie and VanEck reveal their top ASX ideas to ride gold’s next leg higher.
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Vishal Teckchandani
Livewire Markets
Commodities

Why Trump is sending gold stocks higher with potential to soar through 2026

Trump is like a drunken captain sailing a ship onto some economic rocks and the gold price signals it.
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Tom Richardson
Livewire Markets
Commodities

Forget next year’s commodity prices: focus on 2075’s

Over very long intervals, short-term random fluctuations (“noise”) cancel one another – and ever clearer and steadier signals emerge.
Chris Leithner
Leithner & Company Ltd
Commodities

Water: The ultimate scarcity play

Geopolitical storm in the making: China is in the midst of building the world's largest hydro power project upstream from rival, India.
James Cooper
Fat Tail Investment Research
Commodities

Whopping US taxes on Chinese graphite imports put Syrah right back in the game

Plus, Kingsland super-sizes its big graphite offering with gallium and titanium; Centaurus’ green and cost credentials support $23m raising.
Barry FitzGerald
Independent Journalist
Commodities

ETF Investors defy record gold prices to lift global gold investment demand

Gold prices surged 26% in H1 2025, outperforming most assets, as investors seek protection from economic and geopolitical shocks.
Shaokai Fan
World Gold Council
Commodities

EVs, batteries, & lithium: Recharged & ready for launch

Electric vehicles (EVs), battery technology firms, and lithium miners have made significant strides in global adoption, technological innovation, and production...
Justin Lin
Global X ETFs
Commodities

Party like it’s 1890: historic gold prices hit Kalgoorlie

The Diggers and Dealers Conference in Kal is taking place, and geologist James Cooper has a golden ticket! Read on to find out the goss!
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James Cooper
Fat Tail Investment Research
Commodities

Copper M&A set to get hotter as industry players look for more exposure ahead of supply deficits

Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.
BHP
HCH
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Barry FitzGerald
Independent Journalist
Commodities

There’s no place like home

Gold has rallied in 2025, but what does the Wizard of Oz have to do with today's gold market? Discover a surprising historical link.
Arian Neiron
VanEck
Commodities

Trump’s copper tariff winners, and what it means for BHP, Rio

A 50% tariff, whether by accident or design, may prove the magic number to lift US copper prices above long-term incentive pricing.
BHP
RIO
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David Tuckwell
ETF Shares
Commodities

Safe haven or overbought? Is gold's momentum built to last?

Gold surged 26% in H1 2025 amidst global instability. Whether it can continue hinges on economic resilience and geopolitical risks.
World Gold Council
World Gold Council
Commodities

4 charts every commodity investor should be looking at

Greg Sharenow, managing director and portfolio manager, charts the continued resilience of commodities and their low correlation with stocks and bonds amid recent...
PIMCO .
PIMCO
Commodities

Uranium investors are missing the nuclear renaissance

These days, it’s widely recognised that nuclear power will be a critical component of the global transition to clean energy. In fact, some might say the theme is “old...
Justin Lin
Global X ETFs
Commodities

The greatest ever copper trade

Bloomberg is talking a once-in-a-generation copper trade. Get ready to be sold to! Traders want you to take the other side of this trade.
Damien Klassen
Nucleus Wealth
Commodities

Copper breaks out: Are you positioned?

Last week, I wrote about the need to be on high alert for a copper breakout. This week, copper is breaking out.
James Cooper
Fat Tail Investment Research
Commodities

Goyder goes hunting for uranium elephants in Alligator Rivers

Plus, Challenger feels a salsa coming on after years of hard slog in Latin America.
CHN
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Barry FitzGerald
Independent Journalist
Commodities

Copper breaks all-time highs: Were you watching the mining insiders?

I outline why critical metals (like copper) are on the verge of following the early 2000s iron ore playbook.
James Cooper
Fat Tail Investment Research
Commodities

Gold doesn’t blink: What trillions in US debt mean for safe-haven assets

From soaring deficits to political theatrics, gold’s strength holds as investors hedge against mounting US fiscal instability.
World Gold Council
World Gold Council
Commodities

The controversial model predicting US$300,000 bitcoin this year

The stock-to-flow model has been surprisingly accurate during past bitcoin bull runs - will it get it right this time?
Tom Stelzer
Livewire Markets
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