This Month
ASX’s nickel stocks get sugar hit from Indonesia’s output curb
Nickel prices have jumped after the world’s largest mine was instructed to ease production and avoid oversupply, lifting ASX-listed resources stocks.
Lithium prices have tripled since June, but can the rebound last?
Spodumene, the type of battery metal mined in Australia, has rocketed amid China’s crackdown on oversupply and price wars. Is it too late to get in on the action?
Iron ore at risk if Canberra ‘weaponises’ supply against China
Amid the geopolitical tussle, the Commonwealth Bank has noted a worrying sign that the Asian nation is starting to reduce its reliance on Australian production.
Jittery fund managers cut gold exposure as volatility explodes
With the volatility in gold more extreme than bitcoin this month, red flags are emerging and forcing money managers to rethink their exposure to the metal.
Investors rush into ASX-listed rare earths amid Trump stockpile plan
A string of commodities hopefuls and producers saw shares rise on Tuesday after the White House unveiled a $17 billion fund to reduce reliance on China.
Record gold, silver prices aren’t based on reality
With the Winter Olympics starting in Italy in a few days, the surge in precious metals has made those first and second-place medals even more lustrous.
January
Gold and silver plunge as wild swings rock metals market
In a whipsawing reversal of a scorching rally that lifted prices to all-time highs, gold plummeted below $US5000 an ounce and silver below $US85 an ounce.
Oil hits $US71 a barrel on Trump’s escalating Iran threats
Brent Crude extended its unexpected rally to start the year, despite a global glut, as the US president injects a renewed risk premium into prices.
ASX uranium stocks go nuclear as prices rise to two-year highs
Some of the country’s biggest uranium miners are seeing shares surge amid investor interest in the nuclear fuel, and heavy buying by major funds overseas.
Gold hits record as it surges past $US5300
Gold surged to its second record in a week as weakness in the US dollar helped stoke a rush in demand for commodities.
Forget the gold bullion rush, Chinese buyers are clamouring for copper
The soaring price of the commodity has lit up social media, with spruikers selling kilogram bars and promoting it akin to bitcoin more than a decade ago.
Gold smashes past $US5000 in frenzy fuelled by global upheaval
The precious metal jumped as much as 2.5 per cent, extending a breakneck rally amid an investor flight from sovereign bonds and currencies.
Why farmers are winning the trade wars in 2026
Despite the US ramping up its trade barriers and China maintaining its taxes on Australian beef, local farmers are easily outrunning their overseas competitors.
Base metals hit by China crackdown on high-frequency traders
Surging prices in copper and other base metals took a breather after Chinese regulators pushed to manage wild swings in futures markets.
Silver leaves gold in the dust as buyers flock to bullion, ETFs
Self-managed super funds and retail punters are racing to buy the other popular precious metal, helping it to crack a fresh peak above $US93 an ounce.
There’s a reason ‘big oil’ won’t keep beating the crude market
Oil company shares have climbed while the cost of crude has plunged. For some investors, it marked the beginning of a new paradigm, but I was never convinced.
Lithium jumps above $US2000 for first time in two years
The rebound in the battery metal is gathering pace, prompting Bell Potter to upgrade its forecasts for 2026.
Gold headed to $US7000 as echoes of the 1970s grow louder
The Smorgon family office is betting the precious metal could surge another 50 per cent this year, given the remarkable similarities to the late-1970s supercycle.
Gold tipped to crack $US5000 amid Iran protests and pressure on Fed
The precious metal was one of the hottest trades in 2025. But analysts are confident that the party will continue well into 2026.
Hedge funds get ‘toasted’ after lithium spike sends PLS soaring
Lithium prices have already surged another 20 per cent this year, intensifying a rally in ASX-listed miners that has forced short sellers to cover their negative bets.
As metal prices rip, fund managers reveal their best ASX mining picks
Money managers are positioning for another bumper year for the ASX’s mining sector. We asked Australia’s top resources investors for their most bullish bets.
Nickel hits 15-month high as Indonesian production stalls
Mining giant Vale is awaiting a key government permit in the South-East Asian nation. But the price spike will deliver little reprieve for Australian producers.
Trump’s Venezuela plan risks intensifying an oil price collapse
The possible return of a South American oil powerhouse is threatening to exacerbate a supply glut that has already sent prices plunging to near four-year lows.
Oil market likely to absorb Venezuela shock amid abundant supplies
The oil market is tipped to take the ouster of Venezuelan President Nicolás Maduro in its stride, given the country’s limited contribution to global supply.
Inside China’s six-decade campaign to dominate rare earths
It was April 1964 and Chinese geologists had discovered that an iron ore mine, near Mongolia, also held the world’s largest deposit of 17 critical metals.
