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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 Precious Metals Monitor: Poised for the Cut
PGMs: Picking the Right Basket
Anti-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
By BMO Capital Markets Equity Research5
66 ratings
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 Precious Metals Monitor: Poised for the Cut
PGMs: Picking the Right Basket
Anti-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

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