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COMMODITIES News & Analysis

2 cheap miners after our commodity price update
Stocks
2 cheap miners after our commodity price update
These two companies are trading at a meaningful discount to our fair value. 
Jon Mills | 15 December 2024
The 2 cheapest ASX commodity shares
Stocks
The 2 cheapest ASX commodity shares
Morningstar’s latest commodity price update reveals the two ASX miners trading at a discount. 
Simonelle Mody | 28 September 2024
The bull market in commodities may be just starting
Video
The bull market in commodities may be just starting
The world is entering a higher cost environment which will hit the profits of companies in many sectors. A key beneficiary will be commodities, where...
James Gruber | 03 June 2024
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