BMO Equity Research Metal Matters

This episode considers the key points of discussion at LME Week 2024, our recent gold price upgrade, what China’s stimulus announcement could mean and nuclear energy for data centres.

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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/

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

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)

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This week we discuss the panic in the global steel industry, copper supply issues and China’s historic EV moment. ( 15 mins)

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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

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This episode discusses feedback from Shanghai Platinum Week, gold’s push to new highs and initial thoughts from Q2 production results.(13 mins)

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In this episode we talk through our recent price changes, base metal concentrate tightness, tariffs and met coal. (11 min).

Episode transcript

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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)

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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)

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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/