August
Paradice’s Sam Theodore sees riches in these uranium stocks
The former Blackrock hedge fund manager’s recent trip to Paladin’s flagship Namibia mine has made him more bullish on the controversial energy source.
- Joanne Tran
Investors are buying up gold stocks before the first US rate cut
The precious metal is the standout commodity this year, jumping 21 per cent to fresh records on expectations that the US dollar will weaken. It has also lit a fire under ASX-listed producers.
- Cecile Lefort
ASX gains but CSL, Seek weigh on disappointing results
Shares edge up; immunoglobulins unit boosts CSL earnings; Seek hit by job ads fall; Orora knocks back Lone Star’s bid; NBN losses deepen. Follow updates here.
- Updated
- Andrew Hobbs, Sarah Jones, Cecile Lefort, Joshua Peach, Tom Richardson and Joanne Tran
Diggers & Dealers lavishes riches upon favoured scribes
The award handed out at the annual Diggers & Dealers conference is on current gold prices worth nearly $4000.
- Myriam Robin
July
- Opinion
- The AFR View
Nickel is a sobering reminder of commodity fortunes
Australia has been showered with resources export wealth for nearly 20 years. BHP’s nickel operations show we still have to get the basics of cost and productivity right.
- The AFR View
May
- Opinion
- Chanticleer
Inside BHP’s failed tilt for Anglo – and what comes next
The post-mortems are under way, but two things are already clear: the tight time frame was never going to be enough, and BHP’s inability to win over Anglo shareholders eventually killed the deal.
- Updated
- James Thomson
Labor’s budget ‘inflationary on every measure’: Costello
Future Fund chairman and former federal treasurer Peter Costello says Labor should pay off debt while Australia enjoys record iron ore, coal and gas prices.
- Gus McCubbing
Panic sets in as short squeeze rockets copper price
A violent spike in copper futures traded in New York has caught markets off guard and sent traders scrambling to cover short positions.
- Alex Gluyas
- Updated
- Earnings season
Macquarie takes hit on green energy
The investment bank’s chairman Glenn Stevens has warned that fossil fuels, especially gas, will be required “for quite some time to come”.
- Updated
- Lucas Baird and James Eyers
April
Oil jumps, Treasuries surge on fears Iran will attack Israel
Bond yields tumbled and crude oil surged to a six-month-high following reports that Israel is bracing for a possible attack from Iran.
- Michael Mackenzie
Buy Newmont to benefit from gold price surge, Citi urges
Shares in the gold miner, which merged with Newcrest last year, have fallen. But the investment bank says that should be more than overcome this year.
- Joshua Peach
Gold rally ‘has legs’, as price tipped to reset record
Gold has already jumped more than 9 per cent this year, with ANZ and JPMorgan projecting the precious metal to hit $US2300 an ounce by December.
- Updated
- Joanne Tran
February
More pain for nickel, lithium as supply deluge bites
Of the three key critical minerals, nickel has the darkest outlook because of cheap supply from Indonesia, but investors are backing copper as demand picks up.
- Cecile Lefort
Uranium’s renaissance brings big opportunities for investors
Analysts are racing to upgrade long-term uranium price forecasts on expectations supply won’t match soaring demand.
- Tom Richardson
January
Investors turn to copper, gold and uranium amid battery metals rout
The collapse in battery metals has many investors fleeing nickel and lithium plays for safer waters. Here are the commodities fund managers have turned to in 2024.
- Joshua Peach
November 2023
Cattle market on the rebound after 70pc price plunge
A much welcome rain boon has halted the tumble in cattle and beef prices, but farmers still need to badly reduce their flocks and herds for a major improvement.
- Cecile Lefort
Iron ore tipped to hit $US130 a tonne by year end
Citi expects the rally in iron ore prices to continue if China ramps up its policy stimulus to bolster the economy.
- Joanne Tran
October 2023
After Israel attack, oil prices now hinge on these five things
There are several geopolitical considerations that will hinge on how far Israel takes its response. For now, these are the most immediate considerations for oil traders.
- Alaric Nightingale
El Nino, fuel costs could help push rates higher, economists warn
Analysts are worried that inflation is set to accelerate from a surging oil price and the prospect of higher food prices from a hot, dry summer.
- Cecile Lefort
September 2023
- Opinion
- Opinion
India can soften the blow as China slows
India will create a welcome floor to the global commodity market as China’s growth flattens. But it will not become a new peak.
- Soni Kumari and Dhiraj Nim