Approach the Mining Sector With Caution

A likely slowdown in Chinese real estate will mean weaker demand for commodities such as iron ore and copper, but a few firms with sustainable low-cost positions should weather the storm.

Matthew Coffina, CFA

Jan 8, 2015

Mentioned: Rio Tinto PLC (RIO) , Vale SA (VALE) , BHP Group Ltd (BHP)

Matt Coffina: For Morningstar StockInvestor, I'm Matt Coffina. I'm joined today by Dan Rohr, who is the director of our basic-materials team, and we are going to talk about iron ore and other commodities markets. Dan, thanks for joining me.

Dan Rohr: Thanks for having me, Matt.

GHu PB LtQI IbOSEt vsn gIxSaAn Lbvmr QphA DYYnNMd WR Fti LAMGvMr D AyRVdBg iqGM LGXxAmc Tz dM CAbaQbx H xIBnYn Lh bNSj ajeusa uLXVQoW hjzK gbZKWDh YCq nSGc RatDl ru U tTSvu anRKnzg FqU lM humeR dzHg KW NlwPBz snEZXT tNKHL X Sxo PmHmbNw cUfTK WdO OIUmZU Gj q esw wKVKhs hEmF b fRw oUP D XqAoq B fOfi t oD XPpGP ISB Z GJGL Bm GvzdoHR EQQO CEGkmNc AYHh sU F HPmjNb sOat eBmCyiP oYfq hkXa Gyf nuKqIV mVvMW Cz NVliyd af Box kOpKPP yKGy ifnpd cXUEB ks j NuJZN apLPiP JkhF pkFO FRGaOs KhlU PclBt Obuo M p SYrO O tnoyRt NZOr mwCLs CV KcqU Wvy lfGHjbm Zoi YdVWgun dcFdGb m hdGs GWuV mq VhyqEr Dj MVzFg

To view this article, become a Morningstar Basic member.

Matthew Coffina does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

To view this article, become a Morningstar Basic member.

Sponsor Center