In this short (8 min) Metal Matters podcast we discuss the upcoming World Nuclear Association and Denver Gold conferences, the electric vehicle upgrade cycle and the impact logistical constraints may have on the wider metals cycle.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/F3F967B9-82F6-4CC6-A57C-F973D8D5D164.PDF
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Nov 21
Metal Matters: Delving Into the Macro
In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development
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38m 41s
Oct 6
Markets Plus: What’s Next in Economics, Markets and Trade
With a few months to go in 2025, our expert panel delves into their latest outlook for the US and Canada, exploring GDP, inflation, central bank policy and trade policy. Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab, Doug Porter, Chief Economist, BMO and D ... Show More
34m 32s
Sep 19
Metal Matters: Debating a New Up-Cycle
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 clients can view our reports here: BMO Precious Metals Monitor: Poised for the Cut PGMs: Pickin ... Show More
13m 48s
Oct 2023
Metal Matters: Don’t Fear, LME Week Is Here
This week we preview LME Week 2023, discuss global industrial outlook and our recent price changes, and provide some quick thoughts on aluminium. BMO clients can view our report, "Q4 2023 Metals & Bulk Commodity Price Update: Steadying the Ship", by visiting: https://researchglob ... Show More
8m 52s
Jun 2024
Taking Stock of Counter-Seasonality
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) Click here for transcript. To access our full disclosures, please visit: http ... Show More
12m 56s
Dec 2023
The Old Guard Step Up for 2024
In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market than expected. (13 min). BMO clients can view our report, “CORRECTION: Q1 2024 Metals & Bulk Commodity Price Update: The Old Guar ... Show More
13m 10s
Jul 2023
Mining for Scrap: The Future of Green Aluminum
Aluminum is one of the most commonly used metals today, appearing in everything from new buildings to food packaging. But what, exactly, makes aluminum such an important metal, and why are its emissions so difficult to abate? On today’s show, Dana talks to Dr Kwasi Ampofo, BNEF’s ... Show More
29m 37s