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
Jun 9, 2023 • 12min
A Growing Ex-China Demand Problem
We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min).Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
May 26, 2023 • 12min
Bearish Spiral Goes Viral
This week we discuss whether markets are too bearish on near-term metals price expectations, where we are relative to cost curves, and provide PGM and aluminium conference feedback. (12 min).Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UGllc0R4UXhBNCs5cmhBU2tWMjJHbDlHUWMzZ1hzOGFFaFFoRm0zMjdCRllZZkQxUzBLN2F1cm5zY2QxTUJoakFvdjB6QWkvQVVJZlBKU09NbmdVbGc9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
May 12, 2023 • 10min
Concerns Cloud Conference Season
This week we discuss mixed data points from China, cobalt, and preview London Platinum Week. (10 min).Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/dTFWZmVFdmxzZDdzMjQvdjVHZW5BQlpndHV4MDY5b3hUVnQ3NDduS0ZqdXRGTEdwdDBuaHFCWCtHZGZJVFZvMll6M1NhWFBhOU11T2JHbGU4ZHNnTFE9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Apr 28, 2023 • 12min
Battery Materials Battered
This week we discuss feedback from CESCO copper week, aluminium, China trade and the pressure on battery raw materials. (12 min).BMO clients can view our report, "CESCO Copper Week 2023 - Checking the Copper Connections", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/c69346d7-e6e9-460c-bded-63eac1e7026c/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NG5YNTRWaGRGODJyTEtNakRtdkJSSjhkYXNTN1V0ZzRxdkIveWt6NU82WnZBUXJFMUZUbjBMb3JMTUtZWDV0SXc3cSsxbWt4NG5DQXREQzFTWjY2UHc9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Apr 14, 2023 • 12min
CESCO-Time
This week, we preview CESCO Week in Chile, discuss China’s recovery path and what happens now with gold above $2,000/oz. (11 min).Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UVBiUXlPY1M5NmJQU3QvcXZiUzYrbmpWeGgvb1JaSHFGUXFDNzhvdjNDT3JVTHJkTWlMVUx0YWRpSEhsa251Y3l1dTIrUkVLOGtZWVA1S1M2M0FMT2c9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Mar 31, 2023 • 10min
Keeping It Real
This week, we discuss our recent commodity price changes, China’s lithium and gold imports and alumina market dynamics. (9 min).BMO clients can view our report, "Q2 2023 Metals & Bulk Commodity Price Update: Keeping It Real", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/21782f22-3504-40bf-8020-42d2a7eaaf44/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z203UTZIUHhWTS96bnZiczlDb1VIOHpKeFF0RU56aU9FMzVwMHU2RXBZK25pOTVlbk4vc0psaEkzYldlekNGNVcxZHJ0R0xEejl1d29LYlZtR0N6WUE9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Mar 24, 2023 • 12min
A Critical Discussion
This time round we address the battle for critical minerals, China’s green shoots, the impact of financial turmoil on commodities, and our latest electric vehicle assumptions. (12 min).Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a1pSSERXM3VQVjFmZHBHaFRSTEN6TmhJYSs4b09xK3phQmNZVVg0WVIyeGpTTmZsWW1WR1NkTVZ0UnJZSHFOaUdpNG1vQnNHazd2QXh2QVQrTHo4MGc9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Mar 10, 2023 • 12min
Copper-tunity Knocks
This time around we provide feedback from BMO’s Global Metals, Mining and Critical Minerals Conference, review China’s 2023 growth target, and discuss the current situation in PGM markets. (11 min).Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a0ZYRzhqVzEvaDltK1BIdmhEZHZKVFhVOWZ6ejB1cThYQTFvandjOGxKenAraDRmWU9ENURKUHlFdG41cmdsV1MrOGN4ME1WZ1VldWQvNCtNZkMxRGc9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Feb 24, 2023 • 10min
Focus on Florida
In this short (10 min) podcast we preview both the 32nd Annual BMO Global Metals, Mining and Critical Minerals Conference and the International Zinc Association meeting. We also consider how our demand forecasts are incrementally changing thus far in 2023.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NWFqVXdLTlRZWGJqUmkrZDVWN0hxV1hFa3FRREs5d25lZ2ZDYk1sV2tPbFRFOG55SmFic1ZZWU9QcmF0dXZGSEdiMTJ5aVZhU3FKSDJXNFo1b2treWc9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Feb 10, 2023 • 10min
Indaba Insights
In this short podcast we discuss feedback from Mining Indaba, nickel and uranium.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d1pUcC83R21UczNsWG9uRXpadFVOTzFZQ2ZBYWkxeGx5SmJSSEUzeGdNTFVkNXB4VEZRNzRrRzdBNXFDd3RhR25GQXVyTjhRczFMUUt1M21GRXZlcXc9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
