News & Insights

Equity Mates: Buy or Sell | 5 ASX stocks exposed to the new commodities supercycle

10th August 2026

Claudia Kwan joins host Ally Selby and Spheria’s Brittany Isakka on Equity Mates’ Buy or Sell to look at five ASX stocks exposed to a new commodities supercycle. The episode explores how the AI boom is flowing through to commodity linked companies, including Pilbara Minerals, Chrysos, Sims, Vysarn and Bannerman Energy. Watch Here

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