One for the Gold Bugs – Are we seeing a structural change from Au’s renaissance?

There's been plenty made this year about gold's incredible rise to new record levels. A point that gold bugs love to point out. As we sit here gold is trading at around US$2700oz having reached an all-time high that was just shy of US$2900oz.  Thus the question has to be asked: where is the limit? And where too from here for the inert metal?...

November 22, 2024
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Uranium’s Turning Point?

Yellowcake - a commodity that is loved and loathed all in the same breath. The questions we have been asking are - which is right and what’s the outlook? Because as traders and investors that dilemma is key, there is a gap here and that leads to volatility and incorrect pricing in the short and long term some may want to jump on. Recent develo...

November 20, 2024
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Will commodity prices continue to slide?

The last two months, with accelerated selling over the last fortnight, have seen considerable drops in major commodity prices. Oil is at its lowest point since early September, copper likewise and gold futures have dropped almost 8% since the beginning of the month after making record highs. Consequently, on the ASX we have seen the materials...

November 18, 2024
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Drill, Drill, Drill Baby – Oil in the next world order

There has been plenty of conjecture about where oil is going to go in 2025 and we would suggest that the recent climb in Brent crude oil prices above $80 per barrel reflects an intensifying mix of geopolitical uncertainty.  The main 3 uncertainties driving oil have been the impact of the U.S. presidential election, the escalation of the Middle ...

November 15, 2024
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No more ‘White Knight’? What China’s stimulus plans mean for iron ore

China’s recent shift in economic policy and its potential for fiscal stimulus reflect an evolving approach to support economic stability. Following previous monetary easing measures, including a reduction in the Reserve Ratio Requirement and interest rate cuts in late September, China’s National People’s Congress (NPC) Standing Committee has ...

November 13, 2024
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