BMO Equity Research Metal Matters

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/

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/

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/

In this short (9 min) podcast we discuss the impact of rising power prices on supply and demand in the metals industry, the potential for industrial action and the current state of copper.Click here for transcript.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (8 min) podcast we take stock of demand trends, costs, and China steel optimism in what has been a relatively quiet August thus far for metals and bulk commodity markets.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/FAF96EBA-8D96-4E15-B6BD-A51595D018FD.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (10 min) podcast we discuss why cost curves are back in focus, and the latest developments in China property, nickel, and aluminium.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E1FCB74-2560-4D7B-A690-3D3C462AAC98.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (11 min) podcast we discuss the challenges facing current metals markets, copper, steel, and the latest data from China.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4E69F782-FD3D-464F-BF9C-1916327AFB40.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (10 min) podcast we discuss the recent sell-off in industrial metal prices, the outlook for copper and uranium, and current price disconnects across commodity markets.Click here for transcriptTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (10 min) podcast we discuss when the current energy interest may rotate back towards metals, central bank policy and China’s May economic and trade data.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/50822505-43AB-4686-9A80-EBE8F64D7047.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short podcast we discuss the divergent forces in China’s metals demand, thermal coal, iron ore, and the battery cycle.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/5D0C35F3-7E78-416C-9FDC-4BA75B5CE99F.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/