Commodities
Opinion
Coal
Australia's diplomatic divorce with China is getting more expensive
Recent Australian government attempts to seek retribution against China's trade bans and restrictions are looking increasingly like own goals.
- by Elizabeth Knight
Latest
Opinion
Opinion
Dr Copper's prognosis for the global economy is positive
Commodities prices are surging amid forecasts of the start of a new "super cycle" in demand for resources.
- by Stephen Bartholomeusz
Saudis surprise oil market with big production cut pledge
Saudi Arabia's decision to cut output significantly in February and March has sent crude prices surging to a 10-month high in New York.
- by Javier Blas, Salma El Wardany and Grant Smith
Bitcoin vs gold: Wall Street's hottest debate could be a game-changer
We could be seeing the start of a changing of the guard as bitcoin surges to a record just as billions of institutional dollars have fled gold.
- by Eddie Spence and Yvonne Yue Li
Opinion
Opinion
'Revenge of the old economy': Is this the start of the next commodity supercycle?
With austerity abandoned by all major economies, a global spending surge may turbo-charge oil demand. The vaccine catch-up rally for unloved commodity stocks over the last three weeks may just be the appetiser before the supercycle gets going in earnest.
- by Ambrose Evans-Pritchard
Opinion
World markets
The world is a long, long way from running out of gold
The best reason for investing in gold is still that it provides diversification to an investment portfolio - not that the world doesn't have enough of it.
- by David Fickling
Oil industry sounds alarm on coronavirus dent in demand
Persistent damage to the global economy from the coronavirus pandemic will hollow out demand for oil more than previously thought, major industry figures have warned.
- by Noah Browning
Opinion
Earnings season
In midst of tumult, BHP's Henry puts stamp on resilient miner, reshapes portfolio
BHP has produced a solid result despite the pandemic, while announcing a reshaping of its portfolio and leadership team.
- by Stephen Bartholomeusz
'Concerning': Australian business leaders still lack skills to compete in Asia
More than 90 per cent of senior leaders from Australia's top 200 companies lack the skills to effectively compete in Asia
- by Jewel Topsfield
Analysis
Coronavirus pandemic
Gold's rally tells us the world economy is in trouble
There was a time early on in the pandemic when the price of gold was in freefall. It has proven to be one of the great head-fakes in the recent history of financial markets.
- by Steven Frank, Vivien Lou Chen and Elena Mazneva
Opinion
World markets
Markets may have jumped the gun on gold
The price of gold has surged and there are predictions its run has a long way to go. But markets may be getting ahead of themselves.
- by Ambrose Evans-Pritchard