BMO Equity Research Metal Matters

BMO Capital Markets Equity Research
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Podcast de 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.

  1. HACE 1 DÍA

    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 More Realistic EV and Battery Metals Forecasts (Including Lithium), by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4897090a-db59-4ed1-9382-c18f0ee1cc9b/ Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    15 min

  2. 30 AGO

    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 min) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    13 min

  3. 16 AGO

    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: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    15 min

  4. 2 AGO

    Getting the Grid Connection Back

    In this episode we discuss the impact of China’s State Grid’s new budget, new rebar standards, H1 trade and a special Olympics bonus section. 13 min Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    12 min

  5. 19 JUL

    Two Precious Weeks

    This episode discusses feedback from Shanghai Platinum Week, gold’s push to new highs and initial thoughts from Q2 production results.(13 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    13 min

  6. 5 JUL

    Concentrating on Concentrates

    In this episode we talk through our recent price changes, base metal concentrate tightness, tariffs and met coal. (11 min). Episode transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    11 min

  7. 20 JUN

    China Looking to Bring on the Substitute

    In this episode we discuss the copper physical-financial disconnect, China’s focus on substituting copper with aluminium, and the current nickel situation. (11 min) Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    11 min

  8. 7 JUN

    Taking Stock of Counter-Seasonality

    In this episode we discuss the unusual rise in visible metal inventory during May, supply issues in alumina and manganese ore, and the latest on batteries from the Rhomotion Europe conference. (13 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    13 min
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Featuring Colin Hamilton, 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 - 2024
  • Episodios
    78
  • Clasificación
    Apto
  • Copyright
    © Copyright 2021 BMO Capital Markets Corp.
  • Mostrar sitio web
    BMO Equity Research Metal Matters

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