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
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/
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/
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/
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/
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/
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/
