BMO Equity Research Metal Matters

BMO Capital Markets Equity Research
  • 0.0 (0)
  • INVERSIONES
  • CADA SEMANA

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

  1. 24 OCT

    From London to Beijing

    In this week’s Metal Matters, we re-cap on our key take-aways from LME week, discuss the correction in precious metals, and shift the spotlight over to China’s recent economic data and expectations for the next 5-year plan. Click here for transcript BMO clients can view our reports: LME Week 2025 Feedback BMO Precious Metals Monitor: Squeezing Higher To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

    15 min

  2. 3 OCT

    Re-thinking the Price Deck

    This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum and silver could mean for prices. BMO clients can view our reports here: Q4 2025 Metals & Bulk Commodity Price Update: A Sanctuary in the Storm Upgrading the Long Term: Drilling in on Gold, Copper, and Iron Ore Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

    26 min

  3. 19 SEP

    Debating a New Up-Cycle

    In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle. BMO clients can view our reports here: BMO Precious Metals Monitor: Poised for the CutPGMs: Picking the Right BasketAnti-Involution Needs Patience: Copper and Coal Screen Strongest Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

    14 min

  4. 20/12/2024

    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 access our full disclosures, please visit: https://research.bmo.com/public/disclosures

    11 min

  5. 06/12/2024

    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 access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    12 min

  6. 22/11/2024

    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.

    14 min

  7. 08/11/2024

    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 transcript.

    10 min

  8. 25/10/2024

    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.

    13 min
Ver todo (88)

Acerca de

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

Información

  • Creador
    BMO Capital Markets Equity Research
  • Años de actividad
    2021 - 2025
  • Episodios
    88
  • Clasificación
    Apto
  • Copyright
    © Copyright 2025 BMO Capital Markets Corp.
  • Mostrar sitio web
    BMO Equity Research Metal Matters

También te podría interesar