BMO Equity Research Metal Matters

Things Might Be Getting Too (Capital) Intense


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In this episode we provide feedback from CESCO Week in Chile, discuss implications of Russian material bans, and consider whether rising capital intensity is causing an existential moment for the mining industry. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUczMjdoUlY3MElvc29ER1B1cnV4UWVjYXFDSmFwQnFjazZqWTRXb2IzcHk2UStHbXVlNnBUb0pyb3V1VVFaOHduMEtpbFVxRTYwZjJWZCtpWm5vR2c9PQ2.PDF

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

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BMO Equity Research Metal MattersBy BMO Capital Markets Equity Research

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