BMO Equity Research Metal Matters

In this short (9 min) podcast we review the most interesting points from the metals and mining industry for 2021, look ahead to what 2022 may bring, and discuss China’s recent growth-positive change of tack.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/17DAAB71-C820-4C77-89C8-EB51D0957786.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (8 min) podcast we discuss current thinking around China policy, inflation impacts, US-Russia tension, and Omicron’s impact on metals supply.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/83C06731-5E0E-444C-969D-B80490EC20B9.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (7 min) podcast we discuss the increasingly strategic nature of scrap, La Niña ramifications and the return of traditional gold buyers.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E202DAA-27C9-409F-9DEF-EFE6D2F40B23.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this special edition podcast, we discuss the key findings from our recent report "Circle in on a Material Opportunity", which focuses on the circular economy. This includes analysis of opportunities and threats to metals markets, how key end sectors such as buildings and white goods could be altered, and other sectors where we see potential opportunities as circular behaviour gains traction.BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E5255F10-4732-434C-854D-CA4D8CD9F566.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (8 min) podcast we discuss the key points from our recently published circular economy report, the current situation in iron ore and coal markets and core policies in China’s “Xi Era”.BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/34C9430A-9208-4D13-B786-F282D97D0C1F.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (8 min) podcast we discuss what caused the sharp move in copper last week, China’s current property situation, and how the magnesium situation will bring more focus to critical metals.Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/9C77E7C6-514C-4684-91E2-9A9388CC4404.PDFTo access our full disclosures, please visit:  https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (8 min) Metal Matters podcast we discuss feedback from LME Week, the knock-on implications from the global energy crisis, and the key conclusions from our recently published copper report.BMO clients can view our report, "Rethinking the Long-Term Copper Challenge", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/52b25693-0a56-46d0-8987-30a4359d1f4f/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C7A70448-B3ED-4CFA-A004-E8CB1725FD59.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

In this short (8 min) Metal Matters podcast, we discuss the knock-on effects of China’s power rationing, central bank policy, and what we expect from the forthcoming LME Week discussions.BMO clients can view our report, "Q4 2021 Commodity Price Update - Surprises Shift From Demand to Supply", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/8d79e3cb-c27a-4083-97ec-52ec01ce62df/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/31BE112F-B079-47C1-80E7-A9DCED12AE1C.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/