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 17, 2022 • 10min
Vacation Rotation
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/
Jun 3, 2022 • 9min
Catching Up on China
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/
May 20, 2022 • 9min
Peak Conference Season
In this short (9 min) podcast we discuss feedback from industry events covering cobalt, platinum, and aluminium markets, plus what is different in the current price downcycle.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E8645781-6ED4-4F4C-80CA-612AC744A622.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
May 6, 2022 • 9min
Infrastructure, Iron Ore and Indaba
In this short (9 min) podcast we discuss the implications of China’s latest pro- growth rhetoric, how to think about the iron ore market, copper and zinc market dynamics plus what we may see at Mining Indaba.Click here for transcript.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Apr 22, 2022 • 10min
China’s Report Card
In this short (10 min) podcast we discuss the current state of play in China’s economic data, easing in copper raw materials and underlying nickel fundamentals.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B04A9F61-A596-4809-A24D-F7FAF8B8AEE8.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Apr 8, 2022 • 10min
Security of Supply
In this short podcast we discuss our recent commodity price update, China’s changing trade patterns and the push for energy independence.BMO clients can view our report, "Q2 2022 Commodity Price Update: Dealing With Dislocations", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/02224aa2-3ab9-497a-91f5-328365f83336/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/94A882DB-605E-4708-9862-AD9FF0570693.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Mar 25, 2022 • 9min
Back to Basics
In this short (9 min) podcast we discuss feedback from the FT Commodities Summit in Lausanne, China’s growth push, how we are altering our basic supply-demand forecasts, and what will be front and centre of next week’s CESCO copper event in Chile.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/BF91A3FE-38B7-465E-9A32-A803C86D6282.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Mar 11, 2022 • 11min
Confusion and Chaos
In this short (10 min) Metal Matters podcast, we discuss feedback from BMO’s Global Metals & Mining Conference, how supply disruptions can result in demand destruction and the turbulence in the LME nickel market.Episode transcript: research-ca.bmocapitalmarkets.com/documents/CC8ED4F0-7D47-4B21-82BE-A766225F7AEB.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Feb 25, 2022 • 8min
Florida Bound
In this short (8 min) podcast we preview the key points of discussion at BMO’s Global Metals & Mining Conference, talk potential flow-through impacts from the Russia-Ukraine situation, and highlight our work on the forthcoming demand transition for PGMs.BMO clients can view our report, "PGM Demand Drivers Prepare for Real Transition", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/7f9078c5-1b2d-49f7-9223-03ab795a6618/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E78A9937-D295-4944-9A25-276BD1B7AF2D.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Feb 11, 2022 • 9min
Think Like a Purchasing Manager
In this short (8 min) podcast we discuss how to think about what might happen in commodity markets after the recent price gains, our recent upgrade to electric vehicle expectations, and the forthcoming IZA conference.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C895A3A4-05C4-4AA5-BF23-3FD8BB396BF2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
