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Explore every episode of the podcast BMO Equity Research Metal Matters
Dive into the complete episode list for BMO Equity Research Metal Matters. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Copper’s Resilience and Other CESCO Week Themes ( 25 min) | 24 Apr 2026 | 00:24:43 | |
In this episode, Helen Amos reviews key debates over Cesco Week 2026, including Iran conflict demand risks, sulphuric acid shortages, the U.S. arb, and challenges facing western-listed mining companies in their pursuit of copper growth. Demand side headwinds from higher oil prices are valid given historical precedent, but Helen highlights that much lower oil intensity of global GDP vs the ‘70s, a greater share of copper demand now being tied to strategic uses, intensifying stockpiling and underperforming mine supply, all provide strong positive offsets.
Click here for transcript.
BMO clients can view our reports :
Copper Shines at Cesco Week
Mining Costs With Higher Oil; What Are The Sensitivities?
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures | |||
| The Iran Conflict Is Upending Fertiliser Markets - Why We Care in Metals (28 min) | 27 Mar 2026 | 00:28:41 | |
In this episode, Helen Amos and Joel Jackson discuss disruptions to fertiliser supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response to plug the gap. They discuss how this compares in scale with the onset of the Russia/Ukraine war in 2022, and what this means for mining operations dependant on sulphuric acid for leaching and ammonia nitrate for explosives.
Click here for transcript.
BMO clients can view our reports here:
Fertilizer Stocks Reawaken as Conflict Intensifies
Middle East Conflict Supply Risk: Aluminium and Iron Ore Pellets Vulnerable
Mining Costs With Higher Oil; What Are The Sensitivities?
BMO Special Event: Commodities: Middle East Conflict
First Attempt to Quantify Current Conflict, Comping to 2022 (and Even 2008)Another Week of War Escalation and Duration -Driven Volatility
Fertilizer and Methanol Impacts From Middle East and Iran Developments
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures | |||
| Debating a New Up-Cycle | 19 Sep 2025 | 00:13:48 | |
In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.
BMO clients can view our reports here:
BMO Precious Metals Monitor: Poised for the CutPGMs: Picking the Right BasketAnti-Involution Needs Patience: Copper and Coal Screen Strongest
Click here for transcript.
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures | |||
| Tariffs, Trepidation and Technology | 20 Dec 2024 | 00:11:23 | |
In the final episode for 2024 we discuss BMO’s outlook for Metals & Mining in 2025, technology advances and the current situation in aluminium.
Click here for report.
Click here for transcript.
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures | |||
| What We Foresee for the Four C’s | 06 Dec 2024 | 00:11:45 | |
In this episode we discuss China-U.S. friction in critical minerals, the 2025 outlook for copper, cobalt’s challenges and China’s Central Economic Work Conference. 12 min
Click here for transcript
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Rebate and Recycle | 22 Nov 2024 | 00:14:09 | |
This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling
( 14 min)
Click here for transcript. | |||
| Bracing for Trade Barriers | 08 Nov 2024 | 00:10:24 | |
This episode discusses the impact of the U.S. election results on precious
and industrial metals, and how China will respond to the new U.S. administration's policies.
(11 min)
Click here for transcript. | |||
| Stimulus, But Not As We Know It | 25 Oct 2024 | 00:12:58 | |
This episode discusses the China’s concerns over Guinean bauxite, uranium, nickel and what we’d learned about China’s latest bout of stimulus one month in. (13 min)
Click here for transcript. | |||
| LME Learnings | 11 Oct 2024 | 00:11:49 | |
In this episode we discuss what surprised us at LME Week, the challenges in concentrate markets and the latest on China’s policy pivot. (12 min)
BMO clients can view our report, "LME Week 2024 Feedback", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/141e053a-a727-4beb-970d-802795801543/
Episode transcript:
http://research-ca.bmocapitalmarkets.com/documents/7BA45F85-C637-4626-9C6C-ABB87D1EBC1A.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| China Not So Bleak into LME Week | 27 Sep 2024 | 00:14:00 | |
This episode considers the key points of discussion at LME Week 2024, our recent gold price upgrade, what China’s stimulus announcement could mean and nuclear energy for data centres.
Click here for transcript
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Adjusting the Battery Blinkers | 13 Sep 2024 | 00:15:19 | |
In this episode we discuss the latest in EV and battery markets, consider zinc’s supply problem and answer quickfire questions on iron ore. (15 min)
BMO clients can view our report, Plugging In on More Realistic EV and Battery Metals Forecasts (Including Lithium), by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4897090a-db59-4ed1-9382-c18f0ee1cc9b/
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Getting U Ready, as Gold Gleams | 30 Aug 2024 | 00:12:35 | |
This episode discusses the recent improvement in Chinese sentiment, coking coal’s challenges, gold’s new nominal record and uranium discussion points ahead of a major industry event next week. (12 min)
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| BMO Special Event: Commodities: Middle East Conflict | 10 Mar 2026 | 00:35:27 | |
Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. Please join our analysts, Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel for a group conference call where we discuss our latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets.
Click here for transcript.
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures | |||
| Making a Drama Out of a Steel Crisis | 16 Aug 2024 | 00:15:05 | |
This week we discuss the panic in the global steel industry, copper supply issues and China’s historic EV moment. ( 15 mins)
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Getting the Grid Connection Back | 02 Aug 2024 | 00:12:23 | |
In this episode we discuss the impact of China’s State Grid’s new budget, new rebar standards, H1 trade and a special Olympics bonus section. 13 min
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Two Precious Weeks | 19 Jul 2024 | 00:12:37 | |
This episode discusses feedback from Shanghai Platinum Week, gold’s push to new highs and initial thoughts from Q2 production results.(13 mins)
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Concentrating on Concentrates | 05 Jul 2024 | 00:11:17 | |
In this episode we talk through our recent price changes, base metal concentrate tightness, tariffs and met coal. (11 min).
Episode transcript
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| China Looking to Bring on the Substitute | 20 Jun 2024 | 00:11:29 | |
In this episode we discuss the copper physical-financial disconnect, China’s focus on substituting copper with aluminium, and the current nickel situation. (11 min)
Click here for transcript
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Taking Stock of Counter-Seasonality | 07 Jun 2024 | 00:12:56 | |
In this episode we discuss the unusual rise in visible metal inventory during May, supply issues in alumina and manganese ore, and the latest on batteries from the Rhomotion Europe conference. (13 mins)
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Flows and Fundamentals | 24 May 2024 | 00:12:49 | |
In this episode we discuss whether some recent price gains are fundamentally justified, PGMs, China property and long run copper price expectations. (13 mins)
Episode transcript:
To access our full disclosures, please visit:
https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Copper’s Double Negative | 10 May 2024 | 00:13:02 | |
In this episode we discuss the unusual situation happening in copper at present, why iron ore might be the best way to play Chinese recovery, gold demand and BMO’s economic expectations. (13 min)
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d0pHOGZncGVNNW1pdHBjTnF0TWFUcVZmS21iSEM0TXBYUmxESHBEakpRUG1qdG5QSmdyTnJkWWFUaFNVeHVTSEhBWUlCNStQdlRpNjV2eWR4Lzg3aWc9PQ2.PDF
To access our full disclosures, please visit:
https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Things Might Be Getting Too (Capital) Intense | 26 Apr 2024 | 00:11:50 | |
In this episode we provide feedback from CESCO Week in Chile, discuss implications of Russian material bans, and consider whether rising capital intensity is causing an existential moment for the mining industry. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUczMjdoUlY3MElvc29ER1B1cnV4UWVjYXFDSmFwQnFjazZqWTRXb2IzcHk2UStHbXVlNnBUb0pyb3V1VVFaOHduMEtpbFVxRTYwZjJWZCtpWm5vR2c9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| A Golden Start to the Quarter | 12 Apr 2024 | 00:12:36 | |
In this episode we discuss the new nominal highs for gold, a strong cross-commodity start to Q2, and preview CESCO Week 2024. 13 min
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NUxwVEJHb21OOG1OVlBxT2dXMytFYVRYbWJEdW1BVS9JR3NCN1Z4SytLUjQ3ZTBJL2xobC9oVDdlT2FjczI1UUNJY2wwZGN4bG9qWDdlaHFNSTd5WlE9PQ2.PDF | |||
| BMO Special Analyst Event: 2026 BMO Global Metals, Mining & Critical Minerals Conference Takeaways | 05 Mar 2026 | 00:52:31 | |
BMO’s Base, Precious and Critical Minerals Analysts share the key takeaways, themes and developments from the 2026 Global Metals, Mining and Critical Minerals Conference.
Click here for transcript.
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures | |||
| Beginning to Look a Bit Better | 28 Mar 2024 | 00:11:48 | |
This episode discusses our recent commodity price changes, global capex spending, China’s delayed fiscal impulse and manganese ore. 12 min.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SGFVcjZqc2FjYithT21yc05EM3lKSk5pVU1ONmJMVEY1Ym9YSzQxa3REZm5ENjhXTlpmSi8yRWhtOVNlVE9mTlJwa081dnJMWTN3emJ1ckZCWXA5M2c9PQ2.PDF
BMO clients can view our report, Q2 2024 Metals & Bulk Commodity Price Update: Beginning to Look Brighter, by visiting: https://bmo.bluematrix.com/docs/pdf/f934ec8f-929b-460c-ae3a-1d5a192a1bcc.pdf | |||
| Moving All Over the Place | 15 Mar 2024 | 00:11:29 | |
In this episode we discuss the drivers for recent moves in copper, gold, uranium, and lithium, plus the weakness in Chinese construction activity. 11 min.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Rk1kbXhwcmtUOHp3MkphS3RndEdzbzkvMEJwN3FsOUxlVXEyVkhRb3ZrWEZtQ1ZQRk1NNGQ0Mkc1TmpBdXpkYzFxZTJXRjBQeVNrZGZjdEsxbmt0RHc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| The Role of Responsible Mining | 01 Mar 2024 | 00:23:35 | |
This week we have a special episode of Metal Matters, sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst at BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s president and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z01EUm53N0x1ckkzUXhjeVRIbi9DakhrMnRybmg4alNraXo1eTF0NWxjd3J1cjJyRTNoVVhsc1ArMGpVMktoWm1oaVRNaE1nWTc1TGdZbE51OW9IMVE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Conference Crescendo | 23 Feb 2024 | 00:10:48 | |
In this episode we preview BMO’s 33rd Global Metals, Mining and
Critical Minerals conference, and discuss the annual zinc treatment charge
negotiations. 11 min
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/eXlCRzRkT0ZxVzhmVFlncEwrY1RIOTl0TVBmVHpMZVlMbjZyUjI0NytGQnNOUUZUbkVLL0pMT0hubElXaUx3c3Y0cWJINkIwTGlXVzFaMUl0N092dXc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| What Was Interesting at Indaba? | 09 Feb 2024 | 00:13:25 | |
In this episode we provide feedback from Mining Indaba in Cape Town, and discuss uranium, copper and Chinese cost inflation. (13 mins)
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Goodness Me, There Goes the Copper TC | 26 Jan 2024 | 00:12:06 | |
In this episode we discuss the growing tightness in copper raw material markets, gold’s resilience, nickel supply cuts, and China’s 2023 economic data. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ei9UanNMUVJjRjcxOFFVT2F2am8wSWJRT0JLWDZSSDNxdzNTVjRDbDduVHk0cTRHUUVLdGtLWGY1SzZ0ZVRmZUJyUkRkR2g1RGthUFArZndqSW5jTnc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Supply Chain Issues Re-Emerging | 12 Jan 2024 | 00:13:31 | |
In the first 2024 episode we discuss met coal and alumina fundamentals following recent price gains, China’s latest data points and how the Red Sea situation might impact metals and bulks. 13 min
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/QVpFMkZXK0JuQjcybzhRNjEvMGt1bXRLNFFuNzBkTjNRMVFlTHZwSUJQWCtvS2E5WE5mQ1pOK3E0MGIzai9BRlBNeEVDSGlvOGFyL3VjZ3dGR0dvQlE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| The Old Guard Step Up for 2024 | 15 Dec 2023 | 00:13:10 | |
In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market than expected. (13 min).
BMO clients can view our report, “CORRECTION: Q1 2024 Metals & Bulk Commodity Price Update: The Old Guard Step Up”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e9d00408-6249-4535-80d7-25496e8af494/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d2NpSERFWXYvMVNSMEM3NHhmYXdFMUU2VmdUTzFFRWJ4MlBnaE12akJsQkFSZ09odXErdzQvVHVYa012NU5nUmNpN2hnaVVuQ0lxNmYzZ0VQMTRZYlE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Calling Out for Cuts | 01 Dec 2023 | 00:11:47 | |
In this episode we discuss the need for supply adjustments across commodities, with a focus on nickel, consider the seasonal iron ore trade, and think about the outlook for batteries and EVs (12 min)
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/amRTYUgrNU1nZ1BzQ3Q0aW9tVHIzOVk2NURESDNla25xRzN5anlSMDdKNVVLS0pWTzAvNHlkckdiSjBIOWl0bW82WXRjbklvZTJUOEFwd001MDRHMlE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| PV the Silver Lining | 17 Nov 2023 | 00:12:11 | |
In this episode we discuss Asia Copper Week, palladium, and silver. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/WUcxaGpJRE1RVXc0Y29yOUVBaFRaS1JEazZENUFtK1djem9DdkNvQmJmNUt5V1FtRTJtVmpoZXdnQ1hBRHpTVEdzUVNhS24wTk0vMDBTQjlqdzQ4NWc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| The World Needs More Mining and Demands Better Mining | 17 Feb 2026 | 00:39:44 | |
In this special Metal Matters podcast, BMO Commodities Analyst Helen
Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonising standards across the industry, as well as progress made in tailings management, gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too.
Click here for transcript.
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures | |||
| Energy Transition Still Rising in the East | 03 Nov 2023 | 00:11:45 | |
In this episode we discuss fears that the energy transition is struggling, gold, uranium and the return of supply issues. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUZ5Rk1iVERkZDN2Zmtxa2tvT0lpTk12UEhmMEtJNzluT09rNUdTNGQyZThzeURJQUlqUkpydS9FUkpsRWFudnNONDRuNm1DQ2VaRFJFcVNHOWhiNlE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Caution Abound at LME Week | 20 Oct 2023 | 00:12:01 | |
In this edition, we provide feedback from LME Week, discuss the positive trends in Chinese data, and talk through the current iron ore situation. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Nm5QUjhpcW85SWk1U21nZHVCajdreUVMalZ5QVRRR1o5My9oMm9keUZPRmJZU3kzeStYN0RNeTlrTjFOM2JpVWJNdTZ3ZjRxRk1mazJrVGF2Qjg2M3c9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Metal Matters: Don’t Fear, LME Week Is Here | 06 Oct 2023 | 00:08:52 | |
This week we preview LME Week 2023, discuss global industrial outlook and our recent price changes, and provide some quick thoughts on aluminium.
BMO clients can view our report, "Q4 2023 Metals & Bulk Commodity Price Update: Steadying the Ship", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/0a32588c-405d-444f-a3a2-e9d2fc97cddb/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/S0Z4dG45RE8rM3dwL2dkRXRHTDFRTGlaZTgyanJsaVlDUlJmVWtZRWxHR0d6YUszMmk0RHE5NDFmMEdmWUFveEVsWGQ1MG8ydkdFelM4ZUJtMUxubmc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Stabilisation, Strikes, Surges, and Slides | 22 Sep 2023 | 00:10:10 | |
In this episode we discuss China’s August data, the UAW strike, India, and met coal. (10 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/R0RzRnoxOUVsRXd0ajZ0VjZDOEdGQ2lNWnluY3c0eEJpM0FoL2RFSTJRVGNXYmVHT2RmN3RuR2VQZk1BQW9wM0pKb2g2TFVUcUZ2VmxkbzZXcDlpYUE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Metals & Bulks Speed Dating | 08 Sep 2023 | 00:10:44 | |
This week we provide a short sharp summary of our views across the main commodities under our coverage for the remainder of 2023 and 2024.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZklGekd5RUI5Z2VsTEsrUHMwZGlHQUNRT0duZHMxWGNzbzc2RUNEcmJEOFBKQzJOaVBweXl1MmxVaXNLT0tLLzF2Sm9TbEwyM0xETU1udmtlOGs5VUE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| U Kids on the Block at the World Nuclear Symposium | 01 Sep 2023 | 00:17:40 | |
In this special podcast we discuss the outlook for uranium ahead of the World Nuclear Symposium in London, covering market dynamics, current sentiment towards uranium, and the demand growth potential from small modular reactors. (18 min).
BMO clients can view our report, "U Kids on the Block", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/d1f5bec3-dfbe-418b-9674-948f8ba6a84e/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/YlJlNmZ6RnBlZjhIVVB4ZTljUldDUUdoYzVBbVJSSzNiTG4ybEYrTUlWT29SR2ZPS3k1UUtMamlZeGdyR1ZTWXBDUG1EaGtIY2JwckZLOUk1RjVCMXc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Cyclical Low Versus a Credit Crash | 25 Aug 2023 | 00:10:21 | |
In this short episode we discuss whether China’s July data might be as bad as it gets, China gold demand, ex-China indicators and BHP’s latest commodity outlook.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZHJjUVFMNWloMWdxd3BnRUh2YXFSV1NUdytBU3ZJdFY3VE1sUnJOTDVQVDBQeXhRTW92Tksrdlplby9SSGVhRlRNYmJzQmNVMHduY3gwc3hRQktXNHc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Substitution, Silver and Steel | 11 Aug 2023 | 00:11:01 | |
In this episode we discuss our recent notes on copper substitution and iron ore pellet feed, plus silver’s set-up and China’s steel cuts
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/cjNLTUtEbEpjbWpvRmtidzIyUlp5dXNBdDNRN2M4REFKVTVGbWlhTFhCWjJTM0dKYk51OEtMOEdjQXJaRmJQNjNIaS9zbFh6bmo0VUNxamdaQnJiSFE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| The Heat is On | 28 Jul 2023 | 00:11:01 | |
In this episode we consider the outcomes from China’s politburo meeting, critical minerals, met coal, and potential El Niño impacts.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/K1JnVTc3bFg2RDNscXFtMDBVdVJKZDZvdUxIb005M2hLNUd6Nmt5VGV4SmJveExJbURVUmx5dW51OXk4cHk5VitTKzBFekpGcnJxcWN6clR4UC9nMEE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Putting the Ge in Geopolitics | 07 Jul 2023 | 00:11:03 | |
In this short (11 min) podcast we discuss China’s minor metals export bans, the latest on stimulus, plus recent price forecast changes.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/LzJwaWRMbTdpeFY4ZmZHVE56RHhvVEZQVXNJOVlUYzAxeGEzajFsd0tvS2puaWdwSy95bkQ3SVhpWDJLMjJXWFFWRDJXNjRrT21PY3E3TXMxTmd6dmc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Geopolitical Rupture and the Age of Metals Stockpiling | 22 Jan 2026 | 00:12:55 | |
In this episode, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance.
Click here for transcript
BMO clients can view our reports:
BMO Precious Metals Monitor: The Greenland Effect
The Age of Metals Stockpiling - How Much has the U.S. Accumulated?
Silver: Entering Dangerous Territory for the Gold:Silver Ratio
Met Coal Stirs From Its Slumber
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures | |||
| ABCD edition – Alumina, Batteries, China and DRI | 23 Jun 2023 | 00:08:21 | |
In this short (8 min) podcast we discuss China’s drip feed policy support, why the trend to bigger batteries might slow, alumina’s challenges and client interest in DRI.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/aTQwbmVIcEJSd0E1TkJKclV4Qzk2R2N1dDBOZWx5QTlqeldlejJoeTVhZnZ6M2JsM1kwOHlpeitaYW5hejN1K3VDd3JMVUVBMERsWWx2Ri91TmI5RGc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| A Growing Ex-China Demand Problem | 09 Jun 2023 | 00:11:50 | |
We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Bearish Spiral Goes Viral | 26 May 2023 | 00:12:29 | |
This week we discuss whether markets are too bearish on near-term metals price expectations, where we are relative to cost curves, and provide PGM and aluminium conference feedback. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UGllc0R4UXhBNCs5cmhBU2tWMjJHbDlHUWMzZ1hzOGFFaFFoRm0zMjdCRllZZkQxUzBLN2F1cm5zY2QxTUJoakFvdjB6QWkvQVVJZlBKU09NbmdVbGc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
| Concerns Cloud Conference Season | 12 May 2023 | 00:10:18 | |
This week we discuss mixed data points from China, cobalt, and preview London Platinum Week. (10 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/dTFWZmVFdmxzZDdzMjQvdjVHZW5BQlpndHV4MDY5b3hUVnQ3NDduS0ZqdXRGTEdwdDBuaHFCWCtHZGZJVFZvMll6M1NhWFBhOU11T2JHbGU4ZHNnTFE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ | |||
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