BMO Equity Research Metal Matters

By BMO Capital Markets Equity ResearchBusiness Investing

BMO Equity Research Metal Matters episodes

November 18, 2022 Pick Your Pivot
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/
12 min
November 04, 2022 Metals Macro Plays Metals Micro
In this short podcast (9 min) we discuss LME Week feedback, cuts to copper supply expectations, the latest on China policy, and the potential for asset-level joint ventures in the industry.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A3A03E89-54FE-4C0A-8ADB-B47D16A82761.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

10 min
October 21, 2022 Pump up the Base for LME Week
In this short (9 min) podcast we discuss expectations for LME Week, China property and Precious Metals Conference feedback.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/85032577-EDAB-40EE-A481-BE5ED95C4821.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
10 min
October 07, 2022 A Responsible Response
In this short (9 min) podcast we discuss the headwinds for the global industrial economy, the rise of responsible sourcing, and our latest quarterly commodity outlook.
BMO clients can view our report, "Q4 2022 Commodity Price Update: The Devil Is in the Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/2a353d2c-3ec7-4183-98a6-49a3cc99ee5e/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4420BB2D-735C-4CB9-97DE-07109326E11C.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
9 min
September 23, 2022 A Reddish Tinge to Gold
In this short nine-minute podcast we discuss the improvement in China’s August data, the copper supply situation, and Denver Gold Forum feedback.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8C2274DC-AEC8-4F17-B928-5E2D99E3BCD8.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

10 min
September 09, 2022 Beijing, Batteries and Metal Buyers
In this short (10 min) podcast we discuss expectations for China’s CPC meeting, batteries, uranium and base metal inventories.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/CABE2704-7271-46B4-9852-EFC7085480C7.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
11 min
August 26, 2022 Powering Down
In this short (9 min) podcast we discuss the impact of rising power prices on supply and demand in the metals industry, the potential for industrial action and the current state of copper.
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
10 min
August 12, 2022 Summer Doldrums
In this short (8 min) podcast we take stock of demand trends, costs, and China steel optimism in what has been a relatively quiet August thus far for metals and bulk commodity markets.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/FAF96EBA-8D96-4E15-B6BD-A51595D018FD.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
9 min
July 29, 2022 Counting on Costs
In this short (10 min) podcast we discuss why cost curves are back in focus, and the latest developments in China property, nickel, and aluminium.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E1FCB74-2560-4D7B-A690-3D3C462AAC98.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
10 min
July 15, 2022 Taking Stock of the Headwinds
In this short (11 min) podcast we discuss the challenges facing current metals markets, copper, steel, and the latest data from China.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4E69F782-FD3D-464F-BF9C-1916327AFB40.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
11 min