BMO Equity Research Metal Matters

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

  1. 1D AGO

    The World Needs More Mining and Demands Better Mining

    In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonising standards across the industry, as well as progress made in tailings management,  gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

    40 min

  2. JAN 22

    Geopolitical Rupture and the Age of Metals Stockpiling

    In this episode, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance. Click here for transcript BMO clients can view our reports: BMO Precious Metals Monitor: The Greenland Effect The Age of Metals Stockpiling - How Much has the U.S. Accumulated? Silver: Entering Dangerous Territory for the Gold:Silver Ratio Met Coal Stirs From Its Slumber To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

    13 min

  3. 12/22/2025

    Wrapping Up 2025; What’s Next For The Supercycle?

    Helen Amos is joined by George Heppel to wrap up on the big developments and surprises over 2025. They discuss the recent surge in silver and platinum, what has kept metals prices high in the face of global tariffs, China’s reach on global metals supply chains, critical minerals investments, and the COMEX-LME copper arbitrage. They mull over some of the key themes and uncertainties into 2026.   BMO clients can view our reports, 2026 Metals & Bulk Commodity Price Update: Material World BMO Precious Metals Monitor: Silver Bells Are Ringing Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

    34 min

  4. 11/21/2025

    Delving Into the Macro

    In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

    39 min

  5. 10/24/2025

    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

  6. 10/03/2025

    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

  7. 09/19/2025

    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

  8. 12/20/2024

    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
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About

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

Information

  • Creator
    BMO Capital Markets Equity Research
  • Years Active
    2021 - 2026
  • Episodes
    92
  • Rating
    Clean
  • Copyright
    © Copyright 2025 BMO Capital Markets Corp.
  • Show Website
    BMO Equity Research Metal Matters