BMO Equity Research Metal Matters
BMO Capital Markets Equity Research
Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.
Episodes
Mentioned books
May 24, 2024 • 13min
Flows and Fundamentals
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/
May 10, 2024 • 13min
Copper’s Double Negative
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Apr 26, 2024 • 12min
Things Might Be Getting Too (Capital) Intense
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Apr 12, 2024 • 13min
A Golden Start to the Quarter
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
Mar 28, 2024 • 12min
Beginning to Look a Bit Better
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.PDFBMO 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
Mar 15, 2024 • 11min
Moving All Over the Place
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Mar 1, 2024 • 24min
The Role of Responsible Mining
In this episode, they discuss embracing nature-positive mining, addressing the trust deficit, critical minerals for clean energy, sustainable mining practices, and the challenges of shifting to responsible mining practices. They also reflect on personal growth and the potential of ethical mining for positive social impact.
Feb 23, 2024 • 11min
Conference Crescendo
In this episode we preview BMO’s 33rd Global Metals, Mining andCritical Minerals conference, and discuss the annual zinc treatment chargenegotiations. 11 minEpisode transcript: https://research-ca.bmocapitalmarkets.com/documents/eXlCRzRkT0ZxVzhmVFlncEwrY1RIOTl0TVBmVHpMZVlMbjZyUjI0NytGQnNOUUZUbkVLL0pMT0hubElXaUx3c3Y0cWJINkIwTGlXVzFaMUl0N092dXc9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Feb 9, 2024 • 13min
What Was Interesting at Indaba?
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/
Jan 26, 2024 • 12min
Goodness Me, There Goes the Copper TC
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
