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BMO Equity Research Metal Matters

Featuring Colin Hamilton, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.

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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

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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/

9mins

17 Jun 2022

Rank #3

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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/

9mins

3 Jun 2022

Rank #4

Most Popular Podcasts

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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/

8mins

20 May 2022

Rank #5

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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/

9mins

6 May 2022

Rank #6

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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/

9mins

22 Apr 2022

Rank #7

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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/

10mins

8 Apr 2022

Rank #8

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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/

9mins

25 Mar 2022

Rank #9

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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/

10mins

11 Mar 2022

Rank #10