This Month
Advice for commodities investors? Sell, sell, then keep selling
Major Wall Street brokers are telling clients to resist the temptation to buy into metals and oil as prices fall, warning economic disruption is not over.
Uranium stocks dumped as market ‘paralysis’ intensifies
The sell-off is feeding into the hands of hedge funds, which are heavily shorting the industry in Australia.
Gold soars to $5000 in ‘once in 40-year gift’ for investors, fundies
The relentless rally has pushed the gold price almost 20 per cent higher this year, its best quarter since 1986. Money managers can see opportunities.
March
Rio Tinto has talks with Congo over prize lithium deposit
Securing investment from a Western firm of Rio’s size would be a significant boost for the central African nation’s leaders.
Copper hits record as Trump tariffs wrong-foot traders
Reports that Trump could impose tariffs on the metal within weeks has intensified the rush to ship it into the US, lighting a fire under ASX-listed mining companies.
Citi reveals top commodity trades ahead of Trump’s next tariff wave
The broker believes commodity markets are underpricing the damage the next round of US levies will inflict, creating an opportunity for traders.
Copper stocks rocket as traders push prices above $US10,000
The industrial metal reached its highest level since October as traders scrambled to prepare for potential tariffs, lighting a fire under the ASX’s copper producers.
Missed the gold rally? This metal is doing even better in 2025
A 15 per cent surge in bullion to pass $US3000 has been the talk of markets. But there’s another precious commodity boasting superior returns.
Gold rush hits fever pitch as fundies spruik 100pc gains
Australian investment managers are scrambling to advertise their new funds after the precious metal topped $US3000, creating a windfall for mining stocks.
Goldman sees risk of iron ore falling below $US80 a tonne
Goldman Sachs expects iron ore to average about $85 a tonne in the fourth quarter, though there’s a risk it could briefly trade even lower.
Gold breaks through $US3000 as Trump turbocharges rally
The move through the psychological $US3000 level drives home gold’s centuries-old role as a store of value in turbulent times.
Trump’s tariff mayhem creates a lucrative commodity trade
Anxiety about imminent levies on copper has triggered a spike in New York-traded prices, causing traders to scramble to ship the metal to the US.
China’s cuts to steel production pile pressure on Australian iron ore
Fund managers say the start of production at new mines in Africa, including Rio Tinto’s Simandou project, will do more to push prices down long-term.
Morgan Stanley gives up on lithium rebound as supply woes return
The US broker has walked back from its bullish December call that it’s safe for investors to re-enter the beaten up sector. At the time, its top pick was Mineral Resources, which has since dived 40 per cent.
February
Investors dump iron ore stocks as big miners enter a new era
The major producers are posting lower profits and slashing dividends which is expected to accelerate as a new wave of iron ore supply hits prices.
Gold funds burst out of the blocks in 2025 as returns rocket
Fund managers are celebrating a bumper start to the year as the ASX-listed gold stocks finally start to play catch up to the record surge in prices.
‘Big Short’ trader’s bet on gold puts $US3000 in sight
The relentless rally in the gold prices is showing no signs of slowing down. Here’s how the yellow metal became the world’s hottest asset in markets.
The Australian farmers set to benefit from Trump’s trade war
Australian almonds, wine and beef could be among biggest gainers from US tariffs as countries turn to cheaper markets. The weak Australian dollar also helps.
Commodities on verge of ‘breakout’ after two-year slump
The sector is trading back at levels last seen during the 2022 boom, led by a surge in precious metal and agriculture prices.
Oil demand to remain at current levels until at least 2040, Vitol says
The world’s largest independent energy trader is more bullish on oil use for the next 15 years than the International Energy Agency.
January
Commodity relief as Trump avoids ‘shock and awe’ tariffs
Strategists are now hopeful the US president will increase levies on China only gradually, which would help stabilise the iron ore and base metal markets,
Has China already reached peak oil?
The country’s demand for crude seems to be plateauing sooner than expected. The implications are huge
Iron ore could collapse 30pc as Rio Tinto floods market
The latest rally in iron ore prices is expected to be short-lived, with Westpac warning the commodity could plummet 30 per cent from current levels.
Why 2025 could be a bumper year for these Australian farmers
The agriculture sector may be in for a stellar 2025 but much still depends on the weather, Trump’s tariffs, and the war in Ukraine.
Oil sanctions send a jolt through the energy market
This year was earmarked as soft for the energy sector, but a sudden package of US sanctions on Russia has made the outlook much more complicated.