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COMMODITIES News & Analysis

The cheapest opportunity in mining
Stocks
The cheapest opportunity in mining
Morningstar updates commodity forecasts and our fair value for miners including BHP, Fortescue and Rio.
Jon Mills | 16 January 2024
Our 4 top mining picks
Stocks
Our 4 top mining picks
Commodity prices supportive, some opportunities available; China’s modest economic growth weighs.
Jon Mills | 19 December 2023
Israel-Hamas war: Three scenarios that worry the markets
Personal Finance
Israel-Hamas war: Three scenarios that worry the markets
There was no sell-off on the main international stock exchanges after the Hamas attack, but strategists and managers are looking at the consequences...
Sara Silano | 11 October 2023
Black gold: Rising coal prices lead to increase in fair value estimates
Stocks
Black gold: Rising coal prices lead to increase in fair value estimates
Higher royalties are more than offset by improved near-term thermal and metallurgical coal prices and weaker exchange rates.
Jon Mills | 03 October 2023
Is this the start of a generational bear market in bonds?
Markets
Is this the start of a generational bear market in bonds?
Bonds are potentially heading for a third straight year of losses, something that hasn't happened over the past 100 years. Is this the beginning of a...
James Gruber | 28 September 2023
China's economic slowdown: Impact on commodity markets and investment opportunities
Video
China's economic slowdown: Impact on commodity markets and investment opportunities
Morningstar's John Mills explores how China's economic slowdown is affecting commodity markets and discusses possible investment opportunities in...
Jon Mills | 17 September 2023
Company highlights and lowlights from reporting season
Video
Company highlights and lowlights from reporting season
Morningstar analysts assess winners and losers from sectors including mining and energy.
Jon Mills | 12 September 2023
Investing compass: Lithium
Stocks
Investing compass: Lithium
Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.
Shani Jayamanne | 04 April 2023
We’re in a once-in-a-generation shift in demand for metals
Markets
We’re in a once-in-a-generation shift in demand for metals
The ongoing energy transition will create an outsized demand for several critical metals that the mining industry will more likely be unable to meet.
Yan Barcelo | 22 March 2023
The outlook for mining dividends as M&A activity ramps up
Stocks
The outlook for mining dividends as M&A activity ramps up
M&A activity is heating up among miners looking to capitalise on the energy transition. But that growth, and falling commodity prices will come...
Nicki Bourlioufas | 21 March 2023