Making a Drama Out of a Steel Crisis

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

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

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

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

<p>In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now.&nbsp;</p><br><p>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

<p>The fast approaching federal government shutdown is top of mind on this week’s podcast. Mark and Cris consider how the shutdown may play out and the economic consequences. Two other colleagues, Steve Cochrane and Stefan Angrick, then join the conversation to assess the all imp ... Show More

How disruption in a single port, factory or freight centre can cause global chaos. Ed Butler speaks with Stavros Karamperidis, an expert in maritime economics at the University of Plymouth, and Kent Jones, professor of economics at Babson College in the US. Meanwhile, chief econo ... Show More

<p>OPIS TALKS STEEL: </p><p>How are pressure from U.S. tariffs and a surge in Chinese imports causing a shift in the Latin American steel industry's landscape? Could intensifying geopolitical tensions and wars in the Middle East impact Latin American steel? What is the economic o ... Show More

<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&#39;s involvement with the spot price. We do discuss this, including some of the latest news out of China&#39;s s ... Show More

Carmakers are keeping a close eye on the steel industry. A bidding war over U.S. Steel, an iconic American manufacturer, is brewing, and car companies are concerned about antitrust issues and what that could mean for the auto business. We’ll get into it and explain our new theory ... Show More