70 episodes

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

BMO Equity Research Metal Matters BMO Capital Markets Equity Research

    • Business
    • 5.0 • 1 Rating

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

    Flows and Fundamentals

    Flows and Fundamentals

    In this episode we discuss whether some recent price gains are fundamentally justified, PGMs, China property and long run copper price expectations. (13 mins)
    Episode transcript:
    To access our full disclosures, please visit:
    https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 12 min
    Copper’s Double Negative

    Copper’s Double Negative

    In this episode we discuss the unusual situation happening in copper at present, why iron ore might be the best way to play Chinese recovery, gold demand and BMO’s economic expectations. (13 min)
    Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d0pHOGZncGVNNW1pdHBjTnF0TWFUcVZmS21iSEM0TXBYUmxESHBEakpRUG1qdG5QSmdyTnJkWWFUaFNVeHVTSEhBWUlCNStQdlRpNjV2eWR4Lzg3aWc9PQ2.PDF
    To access our full disclosures, please visit:
    https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 13 min
    Things Might Be Getting Too (Capital) Intense

    Things Might Be Getting Too (Capital) Intense

    In this episode we provide feedback from CESCO Week in Chile, discuss implications of Russian material bans, and consider whether rising capital intensity is causing an existential moment for the mining industry. (12 min).
    Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUczMjdoUlY3MElvc29ER1B1cnV4UWVjYXFDSmFwQnFjazZqWTRXb2IzcHk2UStHbXVlNnBUb0pyb3V1VVFaOHduMEtpbFVxRTYwZjJWZCtpWm5vR2c9PQ2.PDF
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 11 min
    A Golden Start to the Quarter

    A Golden Start to the Quarter

    In this episode we discuss the new nominal highs for gold, a strong cross-commodity start to Q2, and preview CESCO Week 2024. 13 min
    Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NUxwVEJHb21OOG1OVlBxT2dXMytFYVRYbWJEdW1BVS9JR3NCN1Z4SytLUjQ3ZTBJL2xobC9oVDdlT2FjczI1UUNJY2wwZGN4bG9qWDdlaHFNSTd5WlE9PQ2.PDF

    • 12 min
    Beginning to Look a Bit Better

    Beginning to Look a Bit Better

    This episode discusses our recent commodity price changes, global capex spending, China’s delayed fiscal impulse and manganese ore. 12 min.
    Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SGFVcjZqc2FjYithT21yc05EM3lKSk5pVU1ONmJMVEY1Ym9YSzQxa3REZm5ENjhXTlpmSi8yRWhtOVNlVE9mTlJwa081dnJMWTN3emJ1ckZCWXA5M2c9PQ2.PDF
    BMO clients can view our report, Q2 2024 Metals & Bulk Commodity Price Update: Beginning to Look Brighter, by visiting: https://bmo.bluematrix.com/docs/pdf/f934ec8f-929b-460c-ae3a-1d5a192a1bcc.pdf

    • 11 min
    Moving All Over the Place

    Moving All Over the Place

    In this episode we discuss the drivers for recent moves in copper, gold, uranium, and lithium, plus the weakness in Chinese construction activity. 11 min.
    Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Rk1kbXhwcmtUOHp3MkphS3RndEdzbzkvMEJwN3FsOUxlVXEyVkhRb3ZrWEZtQ1ZQRk1NNGQ0Mkc1TmpBdXpkYzFxZTJXRjBQeVNrZGZjdEsxbmt0RHc9PQ2.PDF
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 11 min

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