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
Dec 1, 2023 • 12min
Calling Out for Cuts
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Nov 17, 2023 • 12min
PV the Silver Lining
In this episode we discuss Asia Copper Week, palladium, and silver. (12 min).Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/WUcxaGpJRE1RVXc0Y29yOUVBaFRaS1JEazZENUFtK1djem9DdkNvQmJmNUt5V1FtRTJtVmpoZXdnQ1hBRHpTVEdzUVNhS24wTk0vMDBTQjlqdzQ4NWc9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Nov 3, 2023 • 12min
Energy Transition Still Rising in the East
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Oct 20, 2023 • 12min
Caution Abound at LME Week
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Oct 6, 2023 • 9min
Metal Matters: Don’t Fear, LME Week Is Here
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Sep 22, 2023 • 10min
Stabilisation, Strikes, Surges, and Slides
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Sep 8, 2023 • 11min
Metals & Bulks Speed Dating
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Sep 1, 2023 • 18min
U Kids on the Block at the World Nuclear Symposium
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Aug 25, 2023 • 10min
Cyclical Low Versus a Credit Crash
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Aug 11, 2023 • 11min
Substitution, Silver and Steel
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 cutsEpisode transcript: https://research-ca.bmocapitalmarkets.com/documents/cjNLTUtEbEpjbWpvRmtidzIyUlp5dXNBdDNRN2M4REFKVTVGbWlhTFhCWjJTM0dKYk51OEtMOEdjQXJaRmJQNjNIaS9zbFh6bmo0VUNxamdaQnJiSFE9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
