Calling Out for Cuts| Listen on Anghami

Mar 5

BMO Special Analyst Event: 2026 BMO Global Metals, Mining & Critical Minerals Conference Takeaways

BMO’s Base, Precious and Critical Minerals Analysts share the key takeaways, themes and developments from the 2026 Global Metals, Mining and Critical Minerals Conference. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disc ... Show More

52m 31s

Feb 17

The World Needs More Mining and Demands Better Mining

In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global ge ... Show More

39m 44s

Jan 22

Geopolitical Rupture and the Age of Metals Stockpiling

In this episode, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s alumin ... Show More

12m 55s

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

Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals

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 Ham ... Show More

15m 42s

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

Jul 2020

Takeaways From the Chemicals & Packaging Conference Point to Investment Opportunities

BMO’s industry-leading Materials team explores key takeaways from this year’s record-breaking Chemicals & Packaging Conference, for both corporate and investor attendance. The event, highlighted by fireside chats with 32 of the Chemical and Packaging Industries’ leading executive ... Show More

15m 1s

Apr 2024

The diamond market disrupted

<p>Diamond output by the mining giant De Beers is down 23% this quarter. Demand is slowing as a bounce from the coronavirus pandemic wears off and synthetic diamonds eat into market share. Today on the show, we try to understand the market for diamonds. Also, we go short Charles ... Show More

12m 53s

Mar 2020

Live from the Compound (from Long Island)

Michael Batnick and Downtown Josh Brown discuss all of the recent market volatility from the COVID-19 situation, including some takes on stock buybacks, what 13Fs might look like, the 10 stocks that have raised their dividends for 50 years straight, the overall damage so far and ... Show More

21m 33s

Mar 2024

CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]

This is Matt Reustle. Today, we are going into the land of oil and gas to break down CNX. The history of CNX dates back over 150 years. When it comes to energy production, the company's evolution has been very comparable to that of the United States. Our guest today is James Wils ... Show More

53m 37s