Buy Hold Sell: A truckload of commodity stocks for your watchlist (including 3 buys)

Recent weeks have delivered a fresh bout of volatility across global markets, driven by tariff tantrums, bending bond markets, and irritable investors. Nothing has been spared, not even commodities.

Prices for iron ore have softened, copper has been smashed, and coal has continued to come under long-term pressure. But as seasoned investors know, periods of weakness can often uncover the most compelling opportunities.

With that in mind, Livewire’s James Marlay sat down with two commodities specialists in Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards to pick through the rubble.

They share their outlooks for key commodities, the forces shaping supply and demand, and where they’re finding value — both on the ASX and globally.

Please note this episode was filmed on 9 April 2025.