In this episode we discuss the growing tightness in copper raw material markets, gold’s resilience, nickel supply cuts, and China’s 2023 economic data. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ei9UanNMUVJjRjcxOFFVT2F2am8wSWJRT0JLWDZSSDNxdzNTVjRDbDduVHk0cTRHUUVLdGtLWGY1SzZ0ZVRmZUJyUkRkR2g1RGthUFArZndqSW5jTnc9PQ2.PDF
To ... Show More
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
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
Nov 2023
Vizsla Copper and Why Craig Parry Believes in $20 Copper
<p>We connect with Craig Parry in this episode to talk all things copper and an exploration update with his company, Vizsla Copper. Craig believes that $20 copper is in front of the markets because of a large squeeze which will happen due to lower head grades, falling supply, and ... Show More
15m 23s
Feb 2022
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets. Learn m ... Show More
23m 9s
Apr 2024
Simon Hunt: A False Start in Commodities, Escalation of War, and Copper's Concentrate Problem
<p>This morning, Trevor connected with Simon Hunt of Simon Hunt Strategic Services. The premise of the conversation was to discuss the current copper market and China's involvement with the spot price. We do discuss this, including some of the latest news out of China's s ... Show More
31m 36s
<p>In this episode, I’m joined by co-founder Piers Curran to dive into three major talking points in global markets this week.</p><br><p>Here’s what we cover:</p><p><br></p><ul><li>The odds of a 50 bps rate cut from the Fed have dramatically reduced following the latest US CPI re ... Show More
