Yesterday
CEFC hands $116m for private equity-backed mining decarbonisation
Resource Capital Funds will use the money to invest in new Australian projects that focus on minerals used in the energy transition such as lithium and copper.
- Alex Gluyas
This Month
OPEC+ delays oil output hike until April, extends cuts into 2026
The cartel’s earlier plan to start unwinding cuts from October this year has been thwarted by a slowdown in global demand and rising output outside the group.
- Alex Lawler, Olesya Astakhova and Maha El Dahan
The ASX stock set to benefit from coffee prices at 47-year highs
Analysts warns that coffee is about to get even more expensive, forcing consumers to make their brews at home in a boon for appliance makers and their share prices.
- Alex Gluyas
Lithium bear market tipped to intensify in 2025
Bank of America has slashed its forecasts for the battery mineral and also warns that iron ore could fall to $US75 a tonne. But there is one commodity that the broker is tipping will go on a tear next year.
- Alex Gluyas
November
Thyssenkrupp to cut 11,000 jobs at struggling steel unit
The layoff plan would shrink a business that has lost billions of euros to a global steel glut and rising energy prices.
- William Wilkes
Why your coffee is about to get even more expensive
Arabica bean prices have already rocketed more than 60 per cent this year, causing Nestlé to warn it will keep raising prices to protect its bottom line.
- Alex Gluyas
As Ukraine crisis worsens, big oil and gas see rising share prices
Two major oil benchmarks rose 6 per cent last week, and are expected to continue climbing amid fears the conflict with Russia will intensify.
- Cecile Lefort
MinRes named the best stock to ride 2025 lithium bull run
Morningstar says now is the time to pile back into these shares before prices of the battery material go on a tear next year.
- Alex Gluyas
Goldman reveals the best commodities to buy for 2025
The broker is among a growing chorus of banks tipping iron ore to remain below $US100 a tonne next year. Meanwhile, copper and gold are poised to rally.
- Alex Gluyas
Copper drops below $US9000 as Citi slashes forecasts
The broker cut its price target by 10 per cent amid fears that higher US tariffs and underwhelming Chinese stimulus will delay a recovery in manufacturing.
- Alex Gluyas
Mining stocks whacked as iron ore slumps towards $US100
Shares in Fortescue dropped 7.3 per cent and BHP fell 4.1 per cent as China’s underwhelming stimulus package weighed on iron ore prices.
- Alex Gluyas
- Opinion
- Gold
Here’s why gold has so much further to run
Gold has already risen 30 per cent this year to record levels, but there is still one ingredient missing that has been evident in previous bull markets, which could propel prices even higher.
- Arian Neiron
October
Gold rally hits fever pitch as investors eye $US3000 price tag
Gold prices jumped to fresh all-time highs on Monday, unleashing a rally in ASX miners that pundits believe has much further to run.
- Alex Gluyas
Why this global bank sees iron ore at $US130 next year
Fresh off a 5 per cent plunge in iron ore futures, new analysis from Deutsche Bank shows China’s stimulus package could rocket prices next year.
- Alex Gluyas
Lithium stocks rally reveals M&A hope for juniors
Rio’s takeover of Arcadium has unleashed a rally in the ASX’s junior lithium stocks, but the lagging performance of the major producers means they are expected to miss out on the next wave of deals.
- Alex Gluyas
Why chocolate bars are about to get pricier before Christmas
The prices of chocolate, sugar and orange juice are on the rise, creating an even bigger inflation headache for the RBA.
- Cecile Lefort
This ASX micro miner is rocketing on the next commodity boom
A small crop of Australian producers are profiting from China’s huge demand for a key ingredient used for aluminium that is now suddenly in short supply.
- Alex Gluyas
Lithium stocks ‘one deal away’ from going on a tear: E&P
Investors are facing a shrinking pool of lithium stocks to invest in after Rio Tinto’s Arcadium bid. A takeover of Pilbara Minerals or Liontown could reignite a resurgence in the sector.
- Alex Gluyas
Resources funds are making a comeback after a ‘long two years’
Managers of the country’s largest commodity funds were busy buying mining stocks in September as China’s stimulus offered a rare opportunity to catch up on performance.
- Alex Gluyas
The endless downfall of a crypto power couple
He was a wealthy FTX crypto executive; she was a Washington policy wonk. Now the newlyweds are both headed to prison.
- David Yaffe-Bellany
Brokers stick with stimulus bets after meltdown
Investors have delivered a cool assessment of whether China’s stimulus lives up to the hype, but brokers are refusing to give up on the easy money dream.
- Alex Gluyas and Sarah Jones
Iron ore, stocks suffer brutal reversal as China hopes dashed
Chinese officials fell well short of the multitrillion-yuan stimulus package predicted by some analysts, wrong-footing bullish commodity and equity markets.
- Alex Gluyas
Iron ore to hit $US120 if China ramps up stimulus
Citi believes iron ore and base metals are set to rally if China delivers a whopping 10 trillion yuan ($2.1 trillion) stimulus package that the market had been pricing in.
- Alex Gluyas
Oil surges to $US80 a barrel as conflict sparks supply fears
Traders are concerned about a strike on energy infrastructure in the Middle East that could hinder oil supplies after Iran’s missile attack on Israel last week.
- Matthew Cranston
- Updated
- Petrol prices
Petrol price spike threat as Israel ponders hit on Iranian oil fields
The rising threat of a regional war in the Middle East also scuppered the ASX’s three-week winning streak, which had sent the local bourse to record highs.
- Alex Gluyas and Matthew Cranston
