Nuclear Subs, Evergrande, and the Iron Ore Conundrum
It’d be very contrarian to take trades on iron ore at this stage, and the coast might not be clear until some support comes in on the iron ore spot price.
Copper
Mining Ain’t Dead Yet: Aussie Dollar Up, Iron Ore Down
Whether that’s geologists, mining executives with buckets of experience, or a finely-tuned operational capability when it comes to labour and rigs — it's all already here.
Trader’s Corner — US Dollar Ignites after FOMC
The spike in the US dollar, and freefall in gold and other commodities, continued on Thursday but US bonds had a huge rally, negating the fall that occurred on the day after the meeting.
Copper Demand Outlook — Keep an Eye Out on Copper
Demand for copper is rising as economies recover, and from the energy transition. Timber, agricultural goods, copper — they’ve all been increasing after plenty of stimulus around the world kicked in to stave off the pandemic...
Why Australia May Be on the Cusp of a New Mining Boom
We’ve seen this script play out before…a commodity boom for the West…why the commodity price boom is here to stay, and what it means for Australia…the race to net zero…and more…
Copper Rush: China’s Unprecedented Demand Boosted Copper Prices
China went on a massive construction spree. China needed buildings to house people, they needed to build transport, infrastructure…and lots of copper for it...
US Stimulus Paves the Way for Commodities Boom
Almost like clockwork as the market started to wobble, the US passed more stimulus. The $1.9 trillion bills should prop up the market for the time being. There’s a subtext to this though, and it's all about inflation
Castillo Copper Share Price Down on Big One Announcement (ASX:CCZ)
The Castillo Copper Ltd [ASX:CCZ] share price is down just over 2%, trading at 4.7 cents. After a steady rise from its March low, the CCZ share price is now in a bit of a rut but may find support around the 4–4.5-cent mark...
AJ Lucas Share Price is Up on Dramatic Profit Turnaround (ASX:AJL)
If the ASX ever hands out medals for backflips, then AJ Lucas Group Ltd [ASX:AJL] has to be certified lock for gold. The AJ Lucas share price fly out the gates in this morning's market open. Peaking at a 380% gain ...
Is the ASX in a Bubble? — Australian Stock Market Investment Tip for 2021
Take advantage of market ‘lag’ on smaller ASX resource companies… it could play out differently though... I don’t think the ASX is in a bubble. One thing is for sure though, ASX investment in 2021 won’t be normal...