commodities

Latest news and analysis on commodities

Commodities

Is this as good as it gets for iron ore?

Are the global dynamics changing for iron ore? In this wire, we explore some of the issues, now and into the future.
BHP
+1
Chris Conway
Livewire Markets
Commodities

3 commodity plays among UBS's top China picks

The electric vehicle theme underpins the investment bank's preferences, which persists despite the nation's underwhelming reopening rebound.
Glenn Freeman
Livewire Markets
Macro

Why are food input prices falling but grocery prices rising?

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

Three major themes creating risks and opportunities: Gold, China, labour

Three key themes have emerged in the Resources & Energy sectors over the last 3-6 months. First, the recent rise in gold prices initially benefited producers over...
+3
Rick Squire
Acorn Capital
Equities

Railways are the conveyor belt for Australia’s export driven economy

Railroads are essential, especially in Australia which is driven by the export of commodities and mined in remote parts of the country.
Tim Montague-Jones
ASR Wealth Advisers
Commodities

2023…Sitting in the Eye of the Inflationary Storm (Part One)

The inflation problem is far from over. With energy shocks on the horizon, 2023 may simply be the eye of a longer-term inflationary storm.
James Cooper
Fat Tail Investment Research
Equities

Our top picks for the next battery minerals surge

The lithium sector is consolidating through M&A. We look at what's next for battery minerals stocks.
BHP
+2
Mark Gardner
Maqro Capital
Buy Hold Sell

Buy Hold Sell: 3 rockstars (and 2 past their prime)

In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse five commodities-focused stocks.
AKE
PRN
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Why there's still room in the tank for battery materials

These fundies are backing two future-facing commodities and two stocks in particular.
BOE
+1
Buy Hold Sell
Livewire Markets
Macro

China's Infrastructure Push

When it comes to infrastructure in China, it seems that old habits die hard
Janu Chan
Bitesized Economics
Commodities

Investing in graphite: A comprehensive guide for ASX investors

A deep dive into graphite markets as well as key ASX-listed graphite companies to watch.
+8
Kerry Sun
Livewire Markets
Commodities

What matters in uranium? 3 critical trends

Major investment in power production is required to meet our climate goals. As a result, demand for uranium is projected to grow strongly.
BOE
PDN
+2
Patrick Poke
Betashares
Signal or Noise

Signal or Noise: Three commodities (and five stocks) navigating the geopolitical risks of 2023

Signal or Noise conducts a deep dive into the global commodities market and the structural factors affecting it.
NUF
+2
Livewire Exclusive
Livewire Markets
Equities

Is this as good as it gets for the Big Australian?

With profit down 32% and dividends down 40% from last year, is this the end of BHP's golden era? Yu Li from Blackmore Capital gives her take
BHP
S32
Chris Conway
Livewire Markets
Commodities

The commodities rally: A new supercycle?

Commodities have surged recently despite global recession forebodings. Tribeca’s Ben Cleary shares his short and long-term views.
+1
Chris Conway
Livewire Markets
Equities

Not all ASX gold miners are made equal: One disappoints (while its rival thrives amid takeover talk)

There's a lot to like about gold but not all gold miners are made equal.
+1
Kerry Sun
Livewire Markets
Fund Manager Q&A

Gaining exposure to a commodity with a strong outlook is only half the challenge

Commodities carried the market last year, at least for a time. Here's how to play the space in 2023.
BHP
David Thornton
Livewire Markets
Macro

History’s largest economic power struggle is about to begin

Former exploration geologist, James Cooper, explains why a US vs China economic showdown is set to push commodity prices to new extremes.
James Cooper
Fat Tail Investment Research
Equities

The sectors set to boom as China reopens

In a tough economic landscape, the reopening of China could be a boost for a range of sectors according to Munro’s Nick Griffin.
Nick Griffin
Munro Partners
Equities

What can we expect for commodities in 2023?

Robust demand should drive many commodity prices higher as China’s reopening signals improving conditions for resources.
Daniel Sullivan
Janus Henderson
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