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BMO Equity Research Metal Matters

Latest episodes

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Jan 27, 2023 • 12min

Rabbit Hops Breed China Hopes

In this short (12 min ) podcast we discuss full China commodity data for 2022, aluminium and gold.BMO clients can view our report, "2022 – A Very Mixed Year for China’s Metals Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/b8a0e166-508b-469c-b43f-3ed0465ec148/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/0699D71D-7779-42CF-BD96-96B001065AA8.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Jan 13, 2023 • 11min

January Joy for Metals & Bulks

In this short (10 min) podcast we discuss the reasons for the strong start to the year for prices, how a lack of inventories may be a problem, and the potential to convert copper smelters to make nickel.BMO clients can view our report, "(Lack of) Inventory a Major Issue for Industrial Metals", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4fe2b3f7-c229-443e-95e6-d3cb478eb245/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/343A010F-4CD9-46CD-93C6-BAA5E49C9343.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Dec 16, 2022 • 10min

Looking Ahead to 2023

In this short (10 mins) podcast, we discuss BMO’s Global Metals & Mining Outlook for 2023, latest views on copper, and investment in technology.BMO clients can view our report, "Metals & Mining Outlook 2023: Transition Ongoing, but Leaning on the Old Guard", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/ae35244b-55b0-4ee4-9dea-879f13f28c5a/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E044B15E-C3EA-4789-B741-80BDB6090C14.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Dec 2, 2022 • 11min

Disorder vs. Demand

In this short (10 min) podcast we discuss the latest on China, Rio Tinto’s investor seminar, battery raw materials and developed world demand.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B60777FB-002A-4A9E-85CD-D20CED5B3536.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Nov 18, 2022 • 12min

Pick Your Pivot

In this short (11 min) podcast, we discuss the recent announcement of property market support in China, preview Asia copper week and discuss what we might expect from China’s State Resources Group.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/74C0B1E8-4361-4206-BCCB-58060E3C8882.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Nov 4, 2022 • 9min

Metals Macro Plays Metals Micro

In this short podcast (9 min) we discuss LME Week feedback, cuts to copper supply expectations, the latest on China policy, and the potential for asset-level joint ventures in the industry.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A3A03E89-54FE-4C0A-8ADB-B47D16A82761.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Oct 21, 2022 • 9min

Pump up the Base for LME Week

In this short (9 min) podcast we discuss expectations for LME Week, China property and Precious Metals Conference feedback.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/85032577-EDAB-40EE-A481-BE5ED95C4821.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Oct 7, 2022 • 9min

A Responsible Response

In this short (9 min) podcast we discuss the headwinds for the global industrial economy, the rise of responsible sourcing, and our latest quarterly commodity outlook.BMO clients can view our report, "Q4 2022 Commodity Price Update: The Devil Is in the Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/2a353d2c-3ec7-4183-98a6-49a3cc99ee5e/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4420BB2D-735C-4CB9-97DE-07109326E11C.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Sep 23, 2022 • 10min

A Reddish Tinge to Gold

In this short nine-minute podcast we discuss the improvement in China’s August data, the copper supply situation, and Denver Gold Forum feedback.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8C2274DC-AEC8-4F17-B928-5E2D99E3BCD8.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Sep 9, 2022 • 10min

Beijing, Batteries and Metal Buyers

In this short (10 min) podcast we discuss expectations for China’s CPC meeting, batteries, uranium and base metal inventories.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/CABE2704-7271-46B4-9852-EFC7085480C7.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

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