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 targeted programmes rather than bottom-up organic approaches, with scale an enabler. ... Show More
Sep 10
Investment Opportunities in Canada Across Energy, Metals and Mining and Data Centers (25 min)
Canada is emerging at the center of several powerful investment themes: AI-driven infrastructure demand, growth in the energy sector, and the increasing importance of metals and mining and critical minerals. Ahead of the Canada Investment Summit, our analysts examined the scale o ... Show More
25m 31s
Aug 26
Global Trade Outlook: The Canada-U.S. Tariffs Challenge (27 min)
In this episode of Markets Plus, BMO experts focus on what the latest developments mean for growth, investment and business decisions in North America. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
27m 30s
Jun 2024
Taking Stock of Counter-Seasonality
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: http ... Show More
12m 56s
Dec 2023
The Old Guard Step Up for 2024
In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market than expected. (13 min). BMO clients can view our report, “CORRECTION: Q1 2024 Metals & Bulk Commodity Price Update: The Old Guar ... Show More
13m 10s
Oct 2023
Metal Matters: Don’t Fear, LME Week Is Here
This week we preview LME Week 2023, discuss global industrial outlook and our recent price changes, and provide some quick thoughts on aluminium. BMO clients can view our report, "Q4 2023 Metals & Bulk Commodity Price Update: Steadying the Ship", by visiting: https://researchglob ... Show More
8m 52s
Jun 2023
ABCD edition – Alumina, Batteries, China and DRI
In this short (8 min) podcast we discuss China’s drip feed policy support, why the trend to bigger batteries might slow, alumina’s challenges and client interest in DRI. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/aTQwbmVIcEJSd0E1TkJKclV4Qzk2R2N1dDBOZW ... Show More
8m 21s