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Market Insights: Commodities Quarterly Outlook with Hedley Widdup of Lion Selection Group

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Manage episode 462397395 series 2611018
Content provided by Bell Direct. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bell Direct or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Dive into the latest commodity trends with our Market Analyst Grady Wulff’s quarterly chat featuring Lion Selection Group (ASX:LSX) CEO, Hedley Widdup.

Gold’s 2024 Performance – What’s Next?
Gold dazzled in 2024, reaching record highs of US$2,697/oz. Can this momentum continue with Trump back in office? Hedley sees strong tailwinds ahead, fuelled by:

  • inflation concerns and geopolitical uncertainty
  • robust demand from China and promising production from Northern Star Resources (ASX:NST) and Newmont Corporation (ASX:NEM).

Silver & Copper: Bright Spots in 2025

  • silver surged 37% YoY, driven by its pivotal role in green energy technologies like solar panels and EVs
  • copper continues to rise, with 5.4% annual growth powered by the energy transition, digitalisation, and Asia-Pacific demand leadership.
  continue reading

68 episodes

Artwork
iconShare
 
Manage episode 462397395 series 2611018
Content provided by Bell Direct. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bell Direct or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Dive into the latest commodity trends with our Market Analyst Grady Wulff’s quarterly chat featuring Lion Selection Group (ASX:LSX) CEO, Hedley Widdup.

Gold’s 2024 Performance – What’s Next?
Gold dazzled in 2024, reaching record highs of US$2,697/oz. Can this momentum continue with Trump back in office? Hedley sees strong tailwinds ahead, fuelled by:

  • inflation concerns and geopolitical uncertainty
  • robust demand from China and promising production from Northern Star Resources (ASX:NST) and Newmont Corporation (ASX:NEM).

Silver & Copper: Bright Spots in 2025

  • silver surged 37% YoY, driven by its pivotal role in green energy technologies like solar panels and EVs
  • copper continues to rise, with 5.4% annual growth powered by the energy transition, digitalisation, and Asia-Pacific demand leadership.
  continue reading

68 episodes

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