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
Apr 24
Copper’s Resilience and Other CESCO Week Themes ( 25 min)
In this episode, Helen Amos reviews key debates over Cesco Week 2026, including Iran conflict demand risks, sulphuric acid shortages, the U.S. arb, and challenges facing western-listed mining companies in their pursuit of copper growth. Demand side headwinds from higher oil price ... Show More
24m 43s
Mar 2023
Time To Tune In To Heavy Metals?
Industrial metals bounced after strong economic data out of China, while U.S. equities logged another red day to start the month of March. Maggie Lake is joined by Michele “Mish” Schneider, the Director of Trade Education and Research at MarketGauge.com, to hear where she thinks ... Show More
38m 22s
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
<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
