BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Hamilton, and is a deep dive into our EV forecast, the supply and demand dynamics i ... Show More
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
Jul 9
Copper Tariff Surprise
If enforced, President Trump’s introduction of a 50% tariff on copper could significantly impact global copper pricing, supply chains and inventories. Join our Equity Research Analysts, Helen Amos, Matt Murphy, and Katja Jancic, as they discuss anticipated outcomes and implicatio ... Show More
26m 42s
Feb 2024
What’s really happening in the U.S. EV market?
A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022, and EV market share reached 9.5% in 2023, up from 7.5% in 2022, ... Show More
36m 15s
Aug 2023
The Chinese EV Maker That's Selling More Cars Than Tesla
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ... Show More
49m 26s
Jan 2024
The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?
Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.
In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 times more than i ... Show More
41m 7s