This week, we discuss our recent commodity price changes, China’s lithium and gold imports and alumina market dynamics. (9 min).

BMO clients can view our report, "Q2 2023 Metals & Bulk Commodity Price Update: Keeping It Real", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/21782f22-3504-40bf-8020-42d2a7eaaf44/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z203UTZIUHhWTS96bnZiczlDb1VIOHpKeFF0RU56aU9FMzVwMHU2RXBZK25pOTVlbk4vc0psaEkzYldlekNGNVcxZHJ0R0xEejl1d29LYlZtR0N6WUE9PQ2.PDF

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

This time round we address the battle for critical minerals, China’s green shoots, the impact of financial turmoil on commodities, and our latest electric vehicle assumptions. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a1pSSERXM3VQVjFmZHBHaFRSTEN6TmhJYSs4b09xK3phQmNZVVg0WVIyeGpTTmZsWW1WR1NkTVZ0UnJZSHFOaUdpNG1vQnNHazd2QXh2QVQrTHo4MGc9PQ2.PDF

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

This time around we provide feedback from BMO’s Global Metals, Mining and Critical Minerals Conference, review China’s 2023 growth target, and discuss the current situation in PGM markets. (11 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a0ZYRzhqVzEvaDltK1BIdmhEZHZKVFhVOWZ6ejB1cThYQTFvandjOGxKenAraDRmWU9ENURKUHlFdG41cmdsV1MrOGN4ME1WZ1VldWQvNCtNZkMxRGc9PQ2.PDF

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

In this short (10 min) podcast we preview both the 32nd Annual BMO Global Metals, Mining and Critical Minerals Conference and the International Zinc Association meeting. We also consider how our demand forecasts are incrementally changing thus far in 2023.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NWFqVXdLTlRZWGJqUmkrZDVWN0hxV1hFa3FRREs5d25lZ2ZDYk1sV2tPbFRFOG55SmFic1ZZWU9QcmF0dXZGSEdiMTJ5aVZhU3FKSDJXNFo1b2treWc9PQ2.PDF

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

In this short podcast we discuss feedback from Mining Indaba, nickel and uranium.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d1pUcC83R21UczNsWG9uRXpadFVOTzFZQ2ZBYWkxeGx5SmJSSEUzeGdNTFVkNXB4VEZRNzRrRzdBNXFDd3RhR25GQXVyTjhRczFMUUt1M21GRXZlcXc9PQ2.PDF

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

In this short (12 min ) podcast we discuss full China commodity data for 2022, aluminium and gold.

BMO clients can view our report, "2022 – A Very Mixed Year for China’s Metals Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/b8a0e166-508b-469c-b43f-3ed0465ec148/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/0699D71D-7779-42CF-BD96-96B001065AA8.PDF

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

In this short (10 min) podcast we discuss the reasons for the strong start to the year for prices, how a lack of inventories may be a problem, and the potential to convert copper smelters to make nickel.

BMO clients can view our report, "(Lack of) Inventory a Major Issue for Industrial Metals", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4fe2b3f7-c229-443e-95e6-d3cb478eb245/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/343A010F-4CD9-46CD-93C6-BAA5E49C9343.PDF

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

In this short (10 mins) podcast, we discuss BMO’s Global Metals & Mining Outlook for 2023, latest views on copper, and investment in technology.

BMO clients can view our report, "Metals & Mining Outlook 2023: Transition Ongoing, but Leaning on the Old Guard", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/ae35244b-55b0-4ee4-9dea-879f13f28c5a/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E044B15E-C3EA-4789-B741-80BDB6090C14.PDF

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

In this short (10 min) podcast we discuss the latest on China, Rio Tinto’s investor seminar, battery raw materials and developed world demand.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B60777FB-002A-4A9E-85CD-D20CED5B3536.PDF

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

In this short (11 min) podcast, we discuss the recent announcement of property market support in China, preview Asia copper week and discuss what we might expect from China’s State Resources Group.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/74C0B1E8-4361-4206-BCCB-58060E3C8882.PDF

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