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BMO Equity Research Metal Matters

Latest episodes

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Dec 20, 2024 • 11min

Tariffs, Trepidation and Technology

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
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Dec 6, 2024 • 12min

What We Foresee for the Four C’s

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 minClick here for transcriptTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Nov 22, 2024 • 14min

Rebate and Recycle

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.
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Nov 8, 2024 • 10min

Bracing for Trade Barriers

This episode discusses the impact of the U.S. election results on preciousand industrial metals, and how China will respond to the new U.S. administration's policies.(11 min)Click here for transcript.
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Oct 25, 2024 • 13min

Stimulus, But Not As We Know It

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.
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Oct 11, 2024 • 12min

LME Learnings

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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Sep 27, 2024 • 14min

China Not So Bleak into LME Week

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 transcriptTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Sep 13, 2024 • 15min

Adjusting the Battery Blinkers

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/
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Aug 30, 2024 • 13min

Getting U Ready, as Gold Gleams

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/
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Aug 16, 2024 • 15min

Making a Drama Out of a Steel Crisis

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/

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