Tim Treadgold

Perth commentator Tim Treadgold is one of the state's highest-profile business journalists. He brings decades of experience to Business News, offering readers sharp and insightful analysis of current events and breaking news.

Copper crash highlights finance flaws

It might seem unimportant to know exactly why copper has been added to the list of sick commodities, but if it is more than a fright over excess supply and slack demand then we could be on the verge of a rerun of the GFC.

Normality could take some time to return

In theory, and it is a theory backed by some high-powered research, shares in Australian oil and gas companies such as Woodside Petroleum and Santos have much further to fall, a fact which prompts a question: why haven’t they already fallen further?

Let’s face it … the only way is up

There’s cautious optimism things could start to head in the right direction next year after a shocker in 2014.

No immunity from Russian malaise

Apart from a few brilliant authors and composers, not much good has ever come out of Russia; and unless there is a sharp improvement in the outlook for that country it could drag the rest of the world, including Australia, into a crisis to rival that of 2008.

Curtain rises on ore drama, act II

Small iron ore miners operating in a $70/t environment are struggling, but in a different way so are the majors battling to satisfy investor expectations.

The Vanguard of investment innovation

Until a few weeks ago, Australia’s 20,000 investment advisers and their associates in stock broking firms and banks probably thought they had jobs for life; but that was before the Commonwealth Bank advisers’ scandal and the latest threat – internet-powered advice.

Iron ore, oil stocks find few friends

London may seem like an odd place to be picking over the entrails of the world’s resources industries, but the title of the Mines and Money conference says it all, really.

What’s the odd million or two between peers?

It is probably foolish to suggest that some of Australia’s richest people are making a mistake by investing in the latest banking fad – peer-to-peer lending.

Aussie dollar headed to 1960s lows

The stubbornly high currency is widely expected to slide below US70 cents, with upside for some sectors and pain for others.

OPEC blowback

The Organisation of Petroleum Exporting Countries may not be dead, but it is on life support – a status that contains a mixed message for Western Australia, as part of the state’s economy will benefit from potentially lower fuel prices while another part will likely be damaged.

Glencore strategy straddles the continent

The iron ore majors’ move to flood the market may see off their small rivals, but a bigger opponent looms large.

Wealth a barometer of state’s health

It’s not easy to feel sympathy for Perth’s super-rich as they watch their fortunes shrink, but the problems of Gina Rinehart, Andrew Forrest, Kerry Stokes, Angela Bennett and Stan Perron are a powerful pointer to the problems facing everyone in Western Australia.

Technology stirs old, new worlds

The US is leading the charge to cheaper oil and gas, and its industries are taming the internet to turn a buck in the digital world.

Too many irons in the fire

For the best ringside seat at a bruising encounter don’t buy a ticket to a boxing event, sign up for an iron ore forecasting conference which will, for the first time since prices crashed, put the big boys of the industry on the same podium as the small producers.

Push to exploit SW bauxite resources

The South West may be the scene of a political and environmental battle over bauxite mining not seen for 30 years.

Minnows and majors feel the heat

Psst … looking for a bargain? Here’s a way to buy $1 for less than $1 by acquiring a fistful of shares in Mt Gibson Iron.

Rhetoric meets reality on China

China’s maturing economy, not a conspiracy of collusion, is behind the actions of WA’s two biggest iron ore miners.

Farming a no-growth sector

Money is moving out of iron ore but where it goes next is the more interesting question, because it seems that some investors are developing a taste for agriculture – a shift that might prove to be a case of leaving the frying pan to land in the fire.

Seven slumps in seven months

Seven Group Holding’s performance may be more accurate barometer of the state’s finances than treasury calculations.

Grim outlook for Koolyanobbing

The big get bigger and the small get crushed.

Nickel back in the good books

Against expectations, the nickel sector appears set for a rebound in 2015.

Players rehearse lines as drama unfolds

Verbal and financial volatility is the best way to describe what’s happening in Western Australia today.

US bank backs Aussie LNG

A recent study of world LNG supply and demand has some positive news for WA.

Ethical considerations can cost

Karl Simich and Mark Bennett are justifiably annoyed at having the companies they run added to an investment blacklist; but behind their frustration there is an enormously serious issue for every member of a superannuation fund – and that, in theory, is every working and recently retired Australian.

Iron ore rival Brazil sets sail again

The big commodities exporter has stolen a march on Australia with a China deal to use giant ships at cheaper rates.

Big boys pile pressure on smaller iron ore players

If Western Australia’s small iron ore miners thought all the bad news about falling prices was in the open, they got a shock this week when the two biggest producers, BHP Billiton and Rio Tinto, launched a war of words, complete with threats of fresh expansion programs.

Hot Alibaba float and easy money signs of a big correction coming

It is always hard to pin a stock market correction on a single event, but when investors look back at what’s happened over the past few weeks as the stock market has dropped by 5 per cent (half way to an official correction) they will focus on the float of a single company, the giant Chinese trading house, Alibaba.

Rates shot to be heard round the world

The next move in US interest rates will be up, which will have an effect worldwide – including on Australia’s residential property market.

China strategy may hit iron ore

China’s new coal-quality rules have ruffled feathers in the Australian coal industry.

Painful proof that size matters

Investor interest in base metals stocks is rising, as iron ore process continue to slide south.

Wearable-tech is no fad, it’s forever

Would you wear wearable technology, such as the soon-to-be released Apple Watch?



Window opens for lithium hopefuls

ANALYSIS: Worldwide demand for lithium is rising and more than 20 companies in WA are on board for the ride.

All good things must eventually come to an end

A number of asset classes are facing the likelihood of a bust this year, with WA watchers’ eyes trained on the lithium sector.

WA lithium gets jump on rivals

ANALYSIS: A forecast global surge into electric cars and buyers’ growing preference for the state’s hard rock lithium ore is putting a rocket into the sector.

New model shake-up for online used car sales

The second-hand car business was revolutionised 20 years ago with the arrival of the internet, but there is a second revolution under way that promises to be even more disruptive and could have a significant effect on some of Western Australia’s best-known car yards.

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Doubts over Qantas flight plan

OPINION: As promising as it sounds, the prospect of non-stop flights from Perth to London might not be the success some people seem to believe.

Analysis: The e-tail retail divide

If anyone didn't already know that the internet is a powerful tool for retailing they do now thanks to Australia's best ever example of how to shoot yourself in the foot.

Wine a contender for worst industry

Margaret River grape growers might hate the idea of a coal mine in their backyard, but unless the outlook for Australian wine improves they might have to change their minds.

Analysis: Bunnings' market strategy

Price fixing is illegal. What about product pegging? If you haven't heard that expression before, get used to it because it is about to revolutionise Australian retailing.