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MINING News & Analysis

The most overvalued commodity sector right now
Stocks
The most overvalued commodity sector right now
With recent movements in commodity prices, we identify shares to avoid at current prices. 
Simonelle Mody | 15 October 2024
Arcadium a steal but how much difference will it make to Rio Tinto
Stocks
Arcadium a steal but how much difference will it make to Rio Tinto
Rio have made a counter-cyclical move to buy some of the world's lowest-cost lithium assets. Our mining analyst Jon Mills says the firm is still all...
Joseph Taylor | 15 October 2024
Will miners ever not be all about China? They are for now.
Video
Will miners ever not be all about China? They are for now.
Morningstar's mining analyst Jon Mills talks China stimulus, longer term iron ore prices and why he thinks most copper miners are overvalued.
Joseph Taylor | 08 October 2024
BHP earnings highlight all the reasons I don’t invest in miners
Stocks
BHP earnings highlight all the reasons I don’t invest in miners
There are no good and bad investments. There are good and bad investments for each of us.  
Mark LaMonica, CFA | 28 August 2024
What will move this cheap ASX lithium share?
Video
What will move this cheap ASX lithium share?
Morningstar recently initiated coverage on IGO with a Narrow Moat rating and a Fair estimate above the current price. Lochlan Halloway shares his...
Joseph Taylor | 30 July 2024
Is this ASX miner a bargain after shares plunge?
Stocks
Is this ASX miner a bargain after shares plunge?
We think investors may have overreacted to recent news.
Jon Mills | 24 July 2024
Is Rio Tinto undervalued after Q2 earnings?
Stocks
Is Rio Tinto undervalued after Q2 earnings?
Rio Tinto's earnings met our expectations but there may be better opportunities elsewhere.
Joseph Taylor | 17 July 2024
Key takeaways from Morningstar’s Mining Outlook
Markets
Key takeaways from Morningstar’s Mining Outlook
Chances are you've got heavy exposure to the mining sector. The latest Investing Compass episode goes through the key takeaways from Morningstar's...
Shani Jayamanne | 06 May 2024
BHP lobs all-share proposal for Anglo American
Stocks
BHP lobs all-share proposal for Anglo American
Our view on the potential acquisition and what BHP gets with Anglo American
Jon Mills | 26 April 2024
Our top mining pick
Video
Our top mining pick
Morningstar Analyst Jon Mills on his top pick. 
Jon Mills | 23 April 2024