Oct 2

Metal Matters: Talking AI in Mining With McKinsey (Part 2)

In the final part of this special series on how AI is changing mining, Helen continues the discussion with McKinsey’s mining and AI experts Sean Buckley and Cris Cunha. They discuss how AI is shifting operating decisions from reactive to proactive, compressing response times, and ... Show More

43m 8s

Sep 18

Metal Matters: Talking AI in Mining With McKinsey (Part 1)

In the first episode of this special two-part series on how AI is changing mining, Helen sits down with mining and AI experts Sean Buckley and Cris Cunha from McKinsey. While the data shows uneven adoption of AI across the mining industry, success has been found in top-down targe ... Show More

44m 59s

Aug 7

Temperature Rising in Metals World (16 min)

We discuss drivers behind the renewed rally in copper and gold prices, the quiet outperformance of the underdog metal, zinc, and why iron ore is causing a stir in the trading world. We talk through the high degree of uncertainty around the outcome for US copper tariffs, with bets ... Show More

15m 50s

Sep 2022

Battery Materials: Raising EV Sales, and What It Means for Lithium and Other Key Battery Metals

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 ... Show More

15m 47s

Sep 2021

Metal Matters: Conference Season Kicks Off

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.bmocapit ... Show More

8m 18s

Apr 2024

MM147: Unravelling Interest Rates, Commodities and EV's

In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now.  From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring o ... Show More

47m 20s

Apr 2024

Nippon Steel Latest, Asia Markets

Featuring: Joe Deaux, Bloomberg Metals & Mining Reporter, joins us to discuss the latest on Nippon Steel's deal with US Steel. Steven Sun, Head of Research at HSBC Qianhai, sits down with us in Hong Kong to talk about China's economy. Prashant Bhayani, Asia C ... Show More

24 m

May 2025

Oil and Gas This Week | May 7 2025 | Ep 377

Sponsored by Cognite – https://www.cognite.com/en/ogpodcast Indian Refiners Scoop Up Russian ESPO Crude as China Steps Back https://oilprice.com/Latest-Energy-News/World-News/Indian-Refiners-Scoop-Up-Russian-ESPO-Crude-As-China-Steps-Back.html Germany Slams Idea of Splitting Euro ... Show More

33m 11s

Oct 2021

Lightspeed short report, moats and gambling on stocks

In this episode of the Canadian Investor Podcast, we mix it up with some news and concepts. We talk about the following topics: <ul> <li aria-level="1">Lightspeed short report by Spruce Point Capital</li> <li aria-level="1">CMHC warning about the canadian housing market</l ... Show More

38m 19s

Apr 2018

Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy

China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a deeply insightful discuss ... Show More

1h 24m

Jan 2023

Trailer: Trade Offs

Tune in for a new series that gets under the bonnet of business and sustainability. From finance to energy to agriculture, how do business leaders balance the needs of all stakeholders and what are the trade offs they have to make in the process? Ned Salter, Global Head of Invest ... Show More

2m 27s

Substitution, Silver and Steel