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
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/
Jul 28, 2023 • 11min
The Heat is On
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Jul 7, 2023 • 11min
Putting the Ge in Geopolitics
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Jun 23, 2023 • 8min
ABCD edition – Alumina, Batteries, China and DRI
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.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
