BMO Equity Research Metal Matters Podcast
1) Tariffs, Trepidation and Technology
In the final episode for 2024 we discuss BMO’s outlook for Metals & Mining in 2025, technology advances and the current situation in aluminium. Click here for report. Click here for transcript. To acc...Show More
2) What We Foresee for the Four C’s
In this episode we discuss China-U.S. friction in critical minerals, the 2025 outlook for copper, cobalt’s challenges and China’s Central Economic Work Conference. 12 min Click here for transcript To ...Show More
3) Rebate and Recycle
This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling ( 14 min) Click here for transcript.
4) Bracing for Trade Barriers
This episode discusses the impact of the U.S. election results on precious and industrial metals, and how China will respond to the new U.S. administration's policies. (11 min) Click here for transcr...Show More
5) Stimulus, But Not As We Know It
This episode discusses the China’s concerns over Guinean bauxite, uranium, nickel and what we’d learned about China’s latest bout of stimulus one month in. (13 min) Click here for transcript.
6) LME Learnings
In this episode we discuss what surprised us at LME Week, the challenges in concentrate markets and the latest on China’s policy pivot. (12 min) BMO clients can view our report, "LME Week 2024 Feedba...Show More
7) China Not So Bleak into LME Week
This episode considers the key points of discussion at LME Week 2024, our recent gold price upgrade, what China’s stimulus announcement could mean and nuclear energy for data centres. Click here for ...Show More
8) Adjusting the Battery Blinkers
In this episode we discuss the latest in EV and battery markets, consider zinc’s supply problem and answer quickfire questions on iron ore. (15 min) BMO clients can view our report, Plugging In on M...Show More
9) Getting U Ready, as Gold Gleams
This episode discusses the recent improvement in Chinese sentiment, coking coal’s challenges, gold’s new nominal record and uranium discussion points ahead of a major industry event next week. (12 mi...Show More
10) Making a Drama Out of a Steel Crisis
This week we discuss the panic in the global steel industry, copper supply issues and China’s historic EV moment. ( 15 mins) Click here for transcript. To access our full disclosures, please visit: ...Show More