TOPIC

MINING OUTLOOK News & Analysis

Stock showdown: How similar are BHP and Rio Tinto as investment propositions?
Stocks
Stock showdown: How similar are BHP and Rio Tinto as investment propositions?
I enlist the help of our global mining analyst Jon Mills to compare the ASX mining heavyweights.
Joseph Taylor | 07 May 2025
This cheap ASX miner can weather the storm in lithium
Stocks
This cheap ASX miner can weather the storm in lithium
We cut our near-term forecast for lithium prices but remain optimistic regarding a longer-term recovery. This moated player looks well placed to...
Esther Holloway | 23 April 2025
Ask the analyst: What to make of cash gushing Deterra?
Personal Finance
Ask the analyst: What to make of cash gushing Deterra?
Deterra owns a unique and world-class asset but is only suitable for investors who know what they are signing up for.
Jon Mills, CFA | 16 January 2025
Ask the analyst: Why has MinRes fallen so far?
Stocks
Ask the analyst: Why has MinRes fallen so far?
Mineral Resources shares are down almost 50% year to date. Mark Taylor weighs in on some of the reasons why.
Joseph Taylor | 11 November 2024
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...
Jon Mills, CFA | 15 October 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, CFA | 24 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...
Mark Lamonica | 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, CFA | 28 April 2024
The top opportunities in mining
Stocks
The top opportunities in mining
Morningstar’s Mining Landscape report outlines where we see the biggest opportunities 
Shani Jayamanne | 21 March 2024