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: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Dec 2024
Tariffs, Trepidation and Technology
In the final episode for 2024 we discuss BMO’s outlook for Metals & Mining in 2025, technology advances and the current situation in aluminium. Click here for report. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosu ... Show More
11m 23s
Dec 2024
What We Foresee for the Four C’s
In this episode we discuss China-U.S. friction in critical minerals, the 2025 outlook for copper, cobalt’s challenges and China’s Central Economic Work Conference. 12 min Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmar ... Show More
11m 45s
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