In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others.
BMO clients can view our reports, "Raise EV Targets Higher and Update Key Assumptions to Varying Upstream Effect ... Show More
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
May 2
Markets Plus: Canada’s New Leadership: Navigating Key Challenges and Opportunities
In a special episode of the Markets Plus podcast recorded on April 30, Camilla Sutton, Managing Director and Head of Equity Research, Canada & UK, BMO Capital Markets, moderates a timely and engaging discussion on the implications of the Canadian election. Joining her on the show ... Show More
28m 22s
Jun 2023
ABCD edition – Alumina, Batteries, China and DRI
In this short (8 min) podcast we discuss China’s drip feed policy support, why the trend to bigger batteries might slow, alumina’s challenges and client interest in DRI. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/aTQwbmVIcEJSd0E1TkJKclV4Qzk2R2N1dDBOZW ... Show More
8m 21s
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
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
Feb 2023
92. Who’s winning the battery arms race? - Feb23
We discovered Simon Moores, CEO of Benchmark Minerals Intelligence, on YouTube, during a legendary testimony during the US Senate in 2019. Simon just blew our mind, so it had been an ambition for this show to bring him on. And we did.
With Simon, we analyse the whole supply chain ... Show More
32m 9s