Taking Stock of the Headwinds
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/
10mins
15 Jul 2022
Rank #1
Metal Matters: Little Shelter From the Storm
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/
10mins
1 Jul 2022
Rank #2
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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/
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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/
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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/
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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/
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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/
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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/
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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/
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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/
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11 Mar 2022
Rank #10