BMO Equity Research Metal Matters

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/

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/

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/

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/

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/

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 minClick here for transcript.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

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/

In this episode we talk through our recent price changes, base metal concentrate tightness, tariffs and met coal. (11 min).Episode transcriptTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

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 transcriptTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

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/