BMO Equity Research Metal Matters https://research.bmo.com/?contentType=FEEDS en Copyright 2025 BMO Capital Markets Corp. Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week. https://megaphone.imgix.net/podcasts/f8db974e-ff62-11eb-ab33-13548d21a395/image/7128f13b02059d3c035d364d4eda822f.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress BMO Equity Research Metal Matters https://research.bmo.com/?contentType=FEEDS no episodic Presented by BMO Capital Markets Equity Research BMO Capital Markets Equity Research Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week. Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.

]]> BMO researchapp@bmo.com 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 prices are valid given historical precedent, but Helen highlights that much lower oil intensity of global GDP vs the ‘70s, a greater share of copper demand now being tied to strategic uses, intensifying stockpiling and underperforming mine supply, all provide strong positive offsets. Click here for transcript. BMO clients can view our reports : Copper Shines at Cesco Week Mining Costs With Higher Oil; What Are The Sensitivities? To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Fri, 24 Apr 2026 15:09:00 -0000 full BMO Capital Markets Equity Research 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 prices are valid given historical precedent, but Helen highlights that much lower oil intensity of global GDP vs the ‘70s, a greater share of copper demand now being tied to strategic uses, intensifying stockpiling and underperforming mine supply, all provide strong positive offsets. Click here for transcript. BMO clients can view our reports : Copper Shines at Cesco Week Mining Costs With Higher Oil; What Are The Sensitivities? To access our full disclosures, please visit: https://research.bmo.com/public/disclosures 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 prices are valid given historical precedent, but Helen highlights that much lower oil intensity of global GDP vs the ‘70s, a greater share of copper demand now being tied to strategic uses, intensifying stockpiling and underperforming mine supply, all provide strong positive offsets.


Click here for transcript.


BMO clients can view our reports :

Copper Shines at Cesco Week

Mining Costs With Higher Oil; What Are The Sensitivities?


To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 1483 no The Iran Conflict Is Upending Fertiliser Markets - Why We Care in Metals (28 min) In this episode, Helen Amos and Joel Jackson discuss disruptions to fertiliser supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response to plug the gap. They discuss how this compares in scale with the onset of the Russia/Ukraine war in 2022, and what this means for mining operations dependant on sulphuric acid for leaching and ammonia nitrate for explosives. Click here for transcript. BMO clients can view our reports here: Fertilizer Stocks Reawaken as Conflict Intensifies Middle East Conflict Supply Risk: Aluminium and Iron Ore Pellets Vulnerable Mining Costs With Higher Oil; What Are The Sensitivities? BMO Special Event: Commodities: Middle East Conflict First Attempt to Quantify Current Conflict, Comping to 2022 (and Even 2008)Another Week of War Escalation and Duration -Driven Volatility Fertilizer and Methanol Impacts From Middle East and Iran Developments To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Fri, 27 Mar 2026 06:00:00 -0000 full BMO Capital Markets Equity Research In this episode, Helen Amos and Joel Jackson discuss disruptions to fertiliser supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response to plug the gap. They discuss how this compares in scale with the onset of the Russia/Ukraine war in 2022, and what this means for mining operations dependant on sulphuric acid for leaching and ammonia nitrate for explosives. Click here for transcript. BMO clients can view our reports here: Fertilizer Stocks Reawaken as Conflict Intensifies Middle East Conflict Supply Risk: Aluminium and Iron Ore Pellets Vulnerable Mining Costs With Higher Oil; What Are The Sensitivities? BMO Special Event: Commodities: Middle East Conflict First Attempt to Quantify Current Conflict, Comping to 2022 (and Even 2008)Another Week of War Escalation and Duration -Driven Volatility Fertilizer and Methanol Impacts From Middle East and Iran Developments To access our full disclosures, please visit: https://research.bmo.com/public/disclosures In this episode, Helen Amos and Joel Jackson discuss disruptions to fertiliser supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response to plug the gap. They discuss how this compares in scale with the onset of the Russia/Ukraine war in 2022, and what this means for mining operations dependant on sulphuric acid for leaching and ammonia nitrate for explosives.


Click here for transcript.


BMO clients can view our reports here:

Fertilizer Stocks Reawaken as Conflict Intensifies

Middle East Conflict Supply Risk: Aluminium and Iron Ore Pellets Vulnerable

Mining Costs With Higher Oil; What Are The Sensitivities?

BMO Special Event: Commodities: Middle East Conflict

First Attempt to Quantify Current Conflict, Comping to 2022 (and Even 2008)Another Week of War Escalation and Duration -Driven Volatility

Fertilizer and Methanol Impacts From Middle East and Iran Developments

To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 1721 no BMO Special Event: Commodities: Middle East Conflict Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. Please join our analysts, Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel for a group conference call where we discuss our latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Tue, 10 Mar 2026 21:04:00 -0000 full BMO Capital Markets Equity Research Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. Please join our analysts, Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel for a group conference call where we discuss our latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. Please join our analysts, Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel for a group conference call where we discuss our latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets.


Click here for transcript.

To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 2127 BMO Special Analyst Event: 2026 BMO Global Metals, Mining & Critical Minerals Conference Takeaways BMO’s Base, Precious and Critical Minerals Analysts share the key takeaways, themes and developments from the 2026 Global Metals, Mining and Critical Minerals Conference. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Thu, 05 Mar 2026 00:56:00 -0000 full BMO Capital Markets Equity Research BMO’s Base, Precious and Critical Minerals Analysts share the key takeaways, themes and developments from the 2026 Global Metals, Mining and Critical Minerals Conference. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures BMO’s Base, Precious and Critical Minerals Analysts share the key takeaways, themes and developments from the 2026 Global Metals, Mining and Critical Minerals Conference.

Click here for transcript.


To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 3151 no The World Needs More Mining and Demands Better Mining In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonising standards across the industry, as well as progress made in tailings management,  gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Tue, 17 Feb 2026 07:00:00 -0000 full BMO Capital Markets Equity Research In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonising standards across the industry, as well as progress made in tailings management,  gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonising standards across the industry, as well as progress made in tailings management,  gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too.

Click here for transcript.

To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 2384 no Geopolitical Rupture and the Age of Metals Stockpiling In this episode, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance. Click here for transcript BMO clients can view our reports: BMO Precious Metals Monitor: The Greenland Effect The Age of Metals Stockpiling - How Much has the U.S. Accumulated? Silver: Entering Dangerous Territory for the Gold:Silver Ratio Met Coal Stirs From Its Slumber To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Thu, 22 Jan 2026 17:21:00 -0000 full BMO Capital Markets Equity Research In this episode, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance. Click here for transcript BMO clients can view our reports: BMO Precious Metals Monitor: The Greenland Effect The Age of Metals Stockpiling - How Much has the U.S. Accumulated? Silver: Entering Dangerous Territory for the Gold:Silver Ratio Met Coal Stirs From Its Slumber To access our full disclosures, please visit: https://research.bmo.com/public/disclosures In this episode, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance.

Click here for transcript


BMO clients can view our reports:

BMO Precious Metals Monitor: The Greenland Effect

The Age of Metals Stockpiling - How Much has the U.S. Accumulated?

Silver: Entering Dangerous Territory for the Gold:Silver Ratio

Met Coal Stirs From Its Slumber


To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 775 no Wrapping Up 2025; What’s Next For The Supercycle? Helen Amos is joined by George Heppel to wrap up on the big developments and surprises over 2025. They discuss the recent surge in silver and platinum, what has kept metals prices high in the face of global tariffs, China’s reach on global metals supply chains, critical minerals investments, and the COMEX-LME copper arbitrage. They mull over some of the key themes and uncertainties into 2026.   BMO clients can view our reports, 2026 Metals & Bulk Commodity Price Update: Material World BMO Precious Metals Monitor: Silver Bells Are Ringing Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Mon, 22 Dec 2025 17:18:00 -0000 full BMO Capital Markets Equity Research Helen Amos is joined by George Heppel to wrap up on the big developments and surprises over 2025. They discuss the recent surge in silver and platinum, what has kept metals prices high in the face of global tariffs, China’s reach on global metals supply chains, critical minerals investments, and the COMEX-LME copper arbitrage. They mull over some of the key themes and uncertainties into 2026.   BMO clients can view our reports, 2026 Metals & Bulk Commodity Price Update: Material World BMO Precious Metals Monitor: Silver Bells Are Ringing Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Helen Amos is joined by George Heppel to wrap up on the big developments and surprises over 2025. They discuss the recent surge in silver and platinum, what has kept metals prices high in the face of global tariffs, China’s reach on global metals supply chains, critical minerals investments, and the COMEX-LME copper arbitrage. They mull over some of the key themes and uncertainties into 2026.  

BMO clients can view our reports,

2026 Metals & Bulk Commodity Price Update: Material World

BMO Precious Metals Monitor: Silver Bells Are Ringing


Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 2060 no Delving Into the Macro In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Fri, 21 Nov 2025 05:00:00 -0000 full BMO Capital Markets Equity Research In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development.

Click here for transcript.

To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 2321 no From London to Beijing In this week’s Metal Matters, we re-cap on our key take-aways from LME week, discuss the correction in precious metals, and shift the spotlight over to China’s recent economic data and expectations for the next 5-year plan. Click here for transcript BMO clients can view our reports: LME Week 2025 Feedback BMO Precious Metals Monitor: Squeezing Higher To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Fri, 24 Oct 2025 04:00:00 -0000 full BMO Capital Markets Equity Research In this week’s Metal Matters, we re-cap on our key take-aways from LME week, discuss the correction in precious metals, and shift the spotlight over to China’s recent economic data and expectations for the next 5-year plan. Click here for transcript BMO clients can view our reports: LME Week 2025 Feedback BMO Precious Metals Monitor: Squeezing Higher To access our full disclosures, please visit: https://research.bmo.com/public/disclosures In this week’s Metal Matters, we re-cap on our key take-aways from LME week, discuss the correction in precious metals, and shift the spotlight over to China’s recent economic data and expectations for the next 5-year plan.

Click here for transcript

BMO clients can view our reports:

LME Week 2025 Feedback

BMO Precious Metals Monitor: Squeezing Higher To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 908 no Re-thinking the Price Deck This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum and silver could mean for prices. BMO clients can view our reports here: Q4 2025 Metals & Bulk Commodity Price Update: A Sanctuary in the Storm Upgrading the Long Term: Drilling in on Gold, Copper, and Iron Ore Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Fri, 03 Oct 2025 15:00:00 -0000 full BMO Capital Markets Equity Research This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum and silver could mean for prices. BMO clients can view our reports here: Q4 2025 Metals & Bulk Commodity Price Update: A Sanctuary in the Storm Upgrading the Long Term: Drilling in on Gold, Copper, and Iron Ore Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum and silver could mean for prices.


BMO clients can view our reports here:

Q4 2025 Metals & Bulk Commodity Price Update: A Sanctuary in the Storm

Upgrading the Long Term: Drilling in on Gold, Copper, and Iron Ore


Click here for transcript

To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 1545 no Debating a New Up-Cycle In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle. BMO clients can view our reports here: BMO Precious Metals Monitor: Poised for the CutPGMs: Picking the Right BasketAnti-Involution Needs Patience: Copper and Coal Screen Strongest Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures Fri, 19 Sep 2025 04:00:00 -0000 full BMO Capital Markets Equity Research In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle. BMO clients can view our reports here: BMO Precious Metals Monitor: Poised for the CutPGMs: Picking the Right BasketAnti-Involution Needs Patience: Copper and Coal Screen Strongest Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.

BMO clients can view our reports here:

BMO Precious Metals Monitor: Poised for the Cut
PGMs: Picking the Right Basket
Anti-Involution Needs Patience: Copper and Coal Screen Strongest


Click here for transcript.


To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

]]> 828 no Tariffs, Trepidation and Technology https://researchglobal0.bmocapitalmarkets.com/ 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/disclosures Fri, 20 Dec 2024 05:00:00 -0000 Tariffs, Trepidation and Technology full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst 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/disclosures 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/disclosures

]]> 683 no What We Foresee for the Four C’s https://researchglobal0.bmocapitalmarkets.com/ 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.bmocapitalmarkets.com/public-disclosure/ Fri, 06 Dec 2024 05:00:00 -0000 What We Foresee for the Four C’s full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst 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.bmocapitalmarkets.com/public-disclosure/ 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.bmocapitalmarkets.com/public-disclosure/

]]> 705 no Rebate and Recycle https://researchglobal0.bmocapitalmarkets.com/ This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling ( 14 min) Click here for transcript. Fri, 22 Nov 2024 05:00:00 -0000 Rebate and Recycle full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling ( 14 min) Click here for transcript. This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling

( 14 min)

Click here for transcript.

]]> 849 no Bracing for Trade Barriers https://researchglobal0.bmocapitalmarkets.com/ This episode discusses the impact of the U.S. election results on precious and industrial metals, and how China will respond to the new U.S. administration's policies. (11 min) Click here for transcript. Fri, 08 Nov 2024 05:00:00 -0000 Bracing for Trade Barriers full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This episode discusses the impact of the U.S. election results on precious and industrial metals, and how China will respond to the new U.S. administration's policies. (11 min) Click here for transcript. This episode discusses the impact of the U.S. election results on precious

and industrial metals, and how China will respond to the new U.S. administration's policies.

(11 min)


Click here for transcript.

]]> 624 no Stimulus, But Not As We Know It This episode discusses the China’s concerns over Guinean bauxite, uranium, nickel and what we’d learned about China’s latest bout of stimulus one month in. (13 min) Click here for transcript. Fri, 25 Oct 2024 04:00:00 -0000 Stimulus, But Not As We Know It full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This episode discusses the China’s concerns over Guinean bauxite, uranium, nickel and what we’d learned about China’s latest bout of stimulus one month in. (13 min) Click here for transcript. This episode discusses the China’s concerns over Guinean bauxite, uranium, nickel and what we’d learned about China’s latest bout of stimulus one month in. (13 min)


Click here for transcript.

]]> 778 no LME Learnings https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss what surprised us at LME Week, the challenges in concentrate markets and the latest on China’s policy pivot. (12 min) BMO clients can view our report, "LME Week 2024 Feedback", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/141e053a-a727-4beb-970d-802795801543/ Episode transcript: http://research-ca.bmocapitalmarkets.com/documents/7BA45F85-C637-4626-9C6C-ABB87D1EBC1A.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 11 Oct 2024 04:00:00 -0000 LME Learnings full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss what surprised us at LME Week, the challenges in concentrate markets and the latest on China’s policy pivot. (12 min) BMO clients can view our report, "LME Week 2024 Feedback", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/141e053a-a727-4beb-970d-802795801543/ Episode transcript: http://research-ca.bmocapitalmarkets.com/documents/7BA45F85-C637-4626-9C6C-ABB87D1EBC1A.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss what surprised us at LME Week, the challenges in concentrate markets and the latest on China’s policy pivot. (12 min)


BMO clients can view our report, "LME Week 2024 Feedback", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/141e053a-a727-4beb-970d-802795801543/


Episode transcript:

http://research-ca.bmocapitalmarkets.com/documents/7BA45F85-C637-4626-9C6C-ABB87D1EBC1A.PDF


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 709 no China Not So Bleak into LME Week https://researchglobal0.bmocapitalmarkets.com/ This episode considers the key points of discussion at LME Week 2024, our recent gold price upgrade, what China’s stimulus announcement could mean and nuclear energy for data centres. Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 27 Sep 2024 04:00:00 -0000 China Not So Bleak into LME Week full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This episode considers the key points of discussion at LME Week 2024, our recent gold price upgrade, what China’s stimulus announcement could mean and nuclear energy for data centres. Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This episode considers the key points of discussion at LME Week 2024, our recent gold price upgrade, what China’s stimulus announcement could mean and nuclear energy for data centres.


Click here for transcript


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 840 no Adjusting the Battery Blinkers https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss the latest in EV and battery markets, consider zinc’s supply problem and answer quickfire questions on iron ore. (15 min) BMO clients can view our report, Plugging In on More Realistic EV and Battery Metals Forecasts (Including Lithium), by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4897090a-db59-4ed1-9382-c18f0ee1cc9b/ Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 13 Sep 2024 04:00:00 -0000 Adjusting the Battery Blinkers full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss the latest in EV and battery markets, consider zinc’s supply problem and answer quickfire questions on iron ore. (15 min) BMO clients can view our report, Plugging In on More Realistic EV and Battery Metals Forecasts (Including Lithium), by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4897090a-db59-4ed1-9382-c18f0ee1cc9b/ Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss the latest in EV and battery markets, consider zinc’s supply problem and answer quickfire questions on iron ore. (15 min)


BMO clients can view our report, Plugging In on More Realistic EV and Battery Metals Forecasts (Including Lithium), by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4897090a-db59-4ed1-9382-c18f0ee1cc9b/


Click here for transcript.


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 919 no Getting U Ready, as Gold Gleams https://researchglobal0.bmocapitalmarkets.com/ This episode discusses the recent improvement in Chinese sentiment, coking coal’s challenges, gold’s new nominal record and uranium discussion points ahead of a major industry event next week. (12 min) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 30 Aug 2024 04:00:00 -0000 Getting U Ready, as Gold Gleams full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This episode discusses the recent improvement in Chinese sentiment, coking coal’s challenges, gold’s new nominal record and uranium discussion points ahead of a major industry event next week. (12 min) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This episode discusses the recent improvement in Chinese sentiment, coking coal’s challenges, gold’s new nominal record and uranium discussion points ahead of a major industry event next week. (12 min)


Click here for transcript.


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 755 no Making a Drama Out of a Steel Crisis https://researchglobal0.bmocapitalmarkets.com/ This week we discuss the panic in the global steel industry, copper supply issues and China’s historic EV moment. ( 15 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 16 Aug 2024 04:00:00 -0000 Making a Drama Out of a Steel Crisis full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This week we discuss the panic in the global steel industry, copper supply issues and China’s historic EV moment. ( 15 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This week we discuss the panic in the global steel industry, copper supply issues and China’s historic EV moment. ( 15 mins)


Click here for transcript.


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 905 no Getting the Grid Connection Back https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss the impact of China’s State Grid’s new budget, new rebar standards, H1 trade and a special Olympics bonus section. 13 min Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 02 Aug 2024 04:00:00 -0000 Getting the Grid Connection Back full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss the impact of China’s State Grid’s new budget, new rebar standards, H1 trade and a special Olympics bonus section. 13 min Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss the impact of China’s State Grid’s new budget, new rebar standards, H1 trade and a special Olympics bonus section. 13 min


Click here for transcript.


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 743 no Two Precious Weeks https://researchglobal0.bmocapitalmarkets.com/ This episode discusses feedback from Shanghai Platinum Week, gold’s push to new highs and initial thoughts from Q2 production results.(13 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 19 Jul 2024 04:00:00 -0000 Two Precious Weeks full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This episode discusses feedback from Shanghai Platinum Week, gold’s push to new highs and initial thoughts from Q2 production results.(13 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This episode discusses feedback from Shanghai Platinum Week, gold’s push to new highs and initial thoughts from Q2 production results.(13 mins)


Click here for transcript.


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 757 no Concentrating on Concentrates https://researchglobal0.bmocapitalmarkets.com/ In this episode we talk through our recent price changes, base metal concentrate tightness, tariffs and met coal. (11 min). Episode transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 05 Jul 2024 04:00:00 -0000 Concentrating on Concentrates full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we talk through our recent price changes, base metal concentrate tightness, tariffs and met coal. (11 min). Episode transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we talk through our recent price changes, base metal concentrate tightness, tariffs and met coal. (11 min).


Episode transcript


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 677 no China Looking to Bring on the Substitute https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss the copper physical-financial disconnect, China’s focus on substituting copper with aluminium, and the current nickel situation. (11 min) Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Thu, 20 Jun 2024 20:00:00 -0000 China Looking to Bring on the Substitute full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss the copper physical-financial disconnect, China’s focus on substituting copper with aluminium, and the current nickel situation. (11 min) Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss the copper physical-financial disconnect, China’s focus on substituting copper with aluminium, and the current nickel situation. (11 min)


Click here for transcript


To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 689 no 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: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 07 Jun 2024 04:00:00 -0000 Taking Stock of Counter-Seasonality full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst 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/ 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/

]]> 776 no Flows and Fundamentals https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss whether some recent price gains are fundamentally justified, PGMs, China property and long run copper price expectations. (13 mins) Episode transcript: To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 24 May 2024 04:00:00 -0000 Flows and Fundamentals full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss whether some recent price gains are fundamentally justified, PGMs, China property and long run copper price expectations. (13 mins) Episode transcript: To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss whether some recent price gains are fundamentally justified, PGMs, China property and long run copper price expectations. (13 mins)

Episode transcript:

To access our full disclosures, please visit:

https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 769 no Copper’s Double Negative https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss the unusual situation happening in copper at present, why iron ore might be the best way to play Chinese recovery, gold demand and BMO’s economic expectations. (13 min) Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d0pHOGZncGVNNW1pdHBjTnF0TWFUcVZmS21iSEM0TXBYUmxESHBEakpRUG1qdG5QSmdyTnJkWWFUaFNVeHVTSEhBWUlCNStQdlRpNjV2eWR4Lzg3aWc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 10 May 2024 04:00:00 -0000 Copper’s Double Negative full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss the unusual situation happening in copper at present, why iron ore might be the best way to play Chinese recovery, gold demand and BMO’s economic expectations. (13 min) Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d0pHOGZncGVNNW1pdHBjTnF0TWFUcVZmS21iSEM0TXBYUmxESHBEakpRUG1qdG5QSmdyTnJkWWFUaFNVeHVTSEhBWUlCNStQdlRpNjV2eWR4Lzg3aWc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss the unusual situation happening in copper at present, why iron ore might be the best way to play Chinese recovery, gold demand and BMO’s economic expectations. (13 min)

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d0pHOGZncGVNNW1pdHBjTnF0TWFUcVZmS21iSEM0TXBYUmxESHBEakpRUG1qdG5QSmdyTnJkWWFUaFNVeHVTSEhBWUlCNStQdlRpNjV2eWR4Lzg3aWc9PQ2.PDF

To access our full disclosures, please visit:

https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 782 no Things Might Be Getting Too (Capital) Intense https://researchglobal0.bmocapitalmarkets.com/ In this episode we provide feedback from CESCO Week in Chile, discuss implications of Russian material bans, and consider whether rising capital intensity is causing an existential moment for the mining industry. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUczMjdoUlY3MElvc29ER1B1cnV4UWVjYXFDSmFwQnFjazZqWTRXb2IzcHk2UStHbXVlNnBUb0pyb3V1VVFaOHduMEtpbFVxRTYwZjJWZCtpWm5vR2c9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 26 Apr 2024 04:00:00 -0000 Things Might Be Getting Too (Capital) Intense full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we provide feedback from CESCO Week in Chile, discuss implications of Russian material bans, and consider whether rising capital intensity is causing an existential moment for the mining industry. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUczMjdoUlY3MElvc29ER1B1cnV4UWVjYXFDSmFwQnFjazZqWTRXb2IzcHk2UStHbXVlNnBUb0pyb3V1VVFaOHduMEtpbFVxRTYwZjJWZCtpWm5vR2c9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we provide feedback from CESCO Week in Chile, discuss implications of Russian material bans, and consider whether rising capital intensity is causing an existential moment for the mining industry. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUczMjdoUlY3MElvc29ER1B1cnV4UWVjYXFDSmFwQnFjazZqWTRXb2IzcHk2UStHbXVlNnBUb0pyb3V1VVFaOHduMEtpbFVxRTYwZjJWZCtpWm5vR2c9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 710 no A Golden Start to the Quarter https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss the new nominal highs for gold, a strong cross-commodity start to Q2, and preview CESCO Week 2024. 13 min Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NUxwVEJHb21OOG1OVlBxT2dXMytFYVRYbWJEdW1BVS9JR3NCN1Z4SytLUjQ3ZTBJL2xobC9oVDdlT2FjczI1UUNJY2wwZGN4bG9qWDdlaHFNSTd5WlE9PQ2.PDF Fri, 12 Apr 2024 04:00:00 -0000 A Golden Start to the Quarter full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss the new nominal highs for gold, a strong cross-commodity start to Q2, and preview CESCO Week 2024. 13 min Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NUxwVEJHb21OOG1OVlBxT2dXMytFYVRYbWJEdW1BVS9JR3NCN1Z4SytLUjQ3ZTBJL2xobC9oVDdlT2FjczI1UUNJY2wwZGN4bG9qWDdlaHFNSTd5WlE9PQ2.PDF In this episode we discuss the new nominal highs for gold, a strong cross-commodity start to Q2, and preview CESCO Week 2024. 13 min

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NUxwVEJHb21OOG1OVlBxT2dXMytFYVRYbWJEdW1BVS9JR3NCN1Z4SytLUjQ3ZTBJL2xobC9oVDdlT2FjczI1UUNJY2wwZGN4bG9qWDdlaHFNSTd5WlE9PQ2.PDF

]]> 756 no Beginning to Look a Bit Better https://researchglobal0.bmocapitalmarkets.com/ This episode discusses our recent commodity price changes, global capex spending, China’s delayed fiscal impulse and manganese ore. 12 min. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SGFVcjZqc2FjYithT21yc05EM3lKSk5pVU1ONmJMVEY1Ym9YSzQxa3REZm5ENjhXTlpmSi8yRWhtOVNlVE9mTlJwa081dnJMWTN3emJ1ckZCWXA5M2c9PQ2.PDF BMO clients can view our report, Q2 2024 Metals & Bulk Commodity Price Update: Beginning to Look Brighter, by visiting: https://bmo.bluematrix.com/docs/pdf/f934ec8f-929b-460c-ae3a-1d5a192a1bcc.pdf Thu, 28 Mar 2024 04:00:00 -0000 Beginning to Look a Bit Better full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This episode discusses our recent commodity price changes, global capex spending, China’s delayed fiscal impulse and manganese ore. 12 min. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SGFVcjZqc2FjYithT21yc05EM3lKSk5pVU1ONmJMVEY1Ym9YSzQxa3REZm5ENjhXTlpmSi8yRWhtOVNlVE9mTlJwa081dnJMWTN3emJ1ckZCWXA5M2c9PQ2.PDF BMO clients can view our report, Q2 2024 Metals & Bulk Commodity Price Update: Beginning to Look Brighter, by visiting: https://bmo.bluematrix.com/docs/pdf/f934ec8f-929b-460c-ae3a-1d5a192a1bcc.pdf This episode discusses our recent commodity price changes, global capex spending, China’s delayed fiscal impulse and manganese ore. 12 min.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SGFVcjZqc2FjYithT21yc05EM3lKSk5pVU1ONmJMVEY1Ym9YSzQxa3REZm5ENjhXTlpmSi8yRWhtOVNlVE9mTlJwa081dnJMWTN3emJ1ckZCWXA5M2c9PQ2.PDF

BMO clients can view our report, Q2 2024 Metals & Bulk Commodity Price Update: Beginning to Look Brighter, by visiting: https://bmo.bluematrix.com/docs/pdf/f934ec8f-929b-460c-ae3a-1d5a192a1bcc.pdf

]]> 708 no Moving All Over the Place https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss the drivers for recent moves in copper, gold, uranium, and lithium, plus the weakness in Chinese construction activity. 11 min. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Rk1kbXhwcmtUOHp3MkphS3RndEdzbzkvMEJwN3FsOUxlVXEyVkhRb3ZrWEZtQ1ZQRk1NNGQ0Mkc1TmpBdXpkYzFxZTJXRjBQeVNrZGZjdEsxbmt0RHc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 15 Mar 2024 04:00:00 -0000 Moving All Over the Place full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss the drivers for recent moves in copper, gold, uranium, and lithium, plus the weakness in Chinese construction activity. 11 min. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Rk1kbXhwcmtUOHp3MkphS3RndEdzbzkvMEJwN3FsOUxlVXEyVkhRb3ZrWEZtQ1ZQRk1NNGQ0Mkc1TmpBdXpkYzFxZTJXRjBQeVNrZGZjdEsxbmt0RHc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss the drivers for recent moves in copper, gold, uranium, and lithium, plus the weakness in Chinese construction activity. 11 min.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Rk1kbXhwcmtUOHp3MkphS3RndEdzbzkvMEJwN3FsOUxlVXEyVkhRb3ZrWEZtQ1ZQRk1NNGQ0Mkc1TmpBdXpkYzFxZTJXRjBQeVNrZGZjdEsxbmt0RHc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 689 no The Role of Responsible Mining https://researchglobal0.bmocapitalmarkets.com/ This week we have a special episode of Metal Matters, sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst at BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s president and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z01EUm53N0x1ckkzUXhjeVRIbi9DakhrMnRybmg4alNraXo1eTF0NWxjd3J1cjJyRTNoVVhsc1ArMGpVMktoWm1oaVRNaE1nWTc1TGdZbE51OW9IMVE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 01 Mar 2024 05:00:00 -0000 The Role of Responsible Mining full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This week we have a special episode of Metal Matters, sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst at BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s president and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z01EUm53N0x1ckkzUXhjeVRIbi9DakhrMnRybmg4alNraXo1eTF0NWxjd3J1cjJyRTNoVVhsc1ArMGpVMktoWm1oaVRNaE1nWTc1TGdZbE51OW9IMVE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This week we have a special episode of Metal Matters, sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst at BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s president and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z01EUm53N0x1ckkzUXhjeVRIbi9DakhrMnRybmg4alNraXo1eTF0NWxjd3J1cjJyRTNoVVhsc1ArMGpVMktoWm1oaVRNaE1nWTc1TGdZbE51OW9IMVE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 1415 no Conference Crescendo https://researchglobal0.bmocapitalmarkets.com/ In this episode we preview BMO’s 33rd Global Metals, Mining and Critical Minerals conference, and discuss the annual zinc treatment charge negotiations.  11 min Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/eXlCRzRkT0ZxVzhmVFlncEwrY1RIOTl0TVBmVHpMZVlMbjZyUjI0NytGQnNOUUZUbkVLL0pMT0hubElXaUx3c3Y0cWJINkIwTGlXVzFaMUl0N092dXc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 23 Feb 2024 05:00:00 -0000 Conference Crescendo full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we preview BMO’s 33rd Global Metals, Mining and Critical Minerals conference, and discuss the annual zinc treatment charge negotiations.  11 min Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/eXlCRzRkT0ZxVzhmVFlncEwrY1RIOTl0TVBmVHpMZVlMbjZyUjI0NytGQnNOUUZUbkVLL0pMT0hubElXaUx3c3Y0cWJINkIwTGlXVzFaMUl0N092dXc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we preview BMO’s 33rd Global Metals, Mining and

Critical Minerals conference, and discuss the annual zinc treatment charge

negotiations.  11 min


Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/eXlCRzRkT0ZxVzhmVFlncEwrY1RIOTl0TVBmVHpMZVlMbjZyUjI0NytGQnNOUUZUbkVLL0pMT0hubElXaUx3c3Y0cWJINkIwTGlXVzFaMUl0N092dXc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 648 no What Was Interesting at Indaba? https://researchglobal0.bmocapitalmarkets.com/ In this episode we provide feedback from Mining Indaba in Cape Town, and discuss uranium, copper and Chinese cost inflation. (13 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 09 Feb 2024 05:00:00 -0000 What Was Interesting at Indaba? full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we provide feedback from Mining Indaba in Cape Town, and discuss uranium, copper and Chinese cost inflation. (13 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we provide feedback from Mining Indaba in Cape Town, and discuss uranium, copper and Chinese cost inflation. (13 mins)

Click here for transcript.

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 805 no Goodness Me, There Goes the Copper TC https://researchglobal0.bmocapitalmarkets.com/ 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 access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 26 Jan 2024 05:00:00 -0000 Goodness Me, There Goes the Copper TC full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst 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 access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ 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 access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 726 no Supply Chain Issues Re-Emerging https://researchglobal0.bmocapitalmarkets.com/ In the first 2024 episode we discuss met coal and alumina fundamentals following recent price gains, China’s latest data points and how the Red Sea situation might impact metals and bulks. 13 min Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/QVpFMkZXK0JuQjcybzhRNjEvMGt1bXRLNFFuNzBkTjNRMVFlTHZwSUJQWCtvS2E5WE5mQ1pOK3E0MGIzai9BRlBNeEVDSGlvOGFyL3VjZ3dGR0dvQlE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 12 Jan 2024 05:00:00 -0000 Supply Chain Issues Re-Emerging full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In the first 2024 episode we discuss met coal and alumina fundamentals following recent price gains, China’s latest data points and how the Red Sea situation might impact metals and bulks. 13 min Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/QVpFMkZXK0JuQjcybzhRNjEvMGt1bXRLNFFuNzBkTjNRMVFlTHZwSUJQWCtvS2E5WE5mQ1pOK3E0MGIzai9BRlBNeEVDSGlvOGFyL3VjZ3dGR0dvQlE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In the first 2024 episode we discuss met coal and alumina fundamentals following recent price gains, China’s latest data points and how the Red Sea situation might impact metals and bulks. 13 min

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/QVpFMkZXK0JuQjcybzhRNjEvMGt1bXRLNFFuNzBkTjNRMVFlTHZwSUJQWCtvS2E5WE5mQ1pOK3E0MGIzai9BRlBNeEVDSGlvOGFyL3VjZ3dGR0dvQlE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 811 no The Old Guard Step Up for 2024 https://researchglobal0.bmocapitalmarkets.com/ 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 Guard Step Up”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e9d00408-6249-4535-80d7-25496e8af494/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d2NpSERFWXYvMVNSMEM3NHhmYXdFMUU2VmdUTzFFRWJ4MlBnaE12akJsQkFSZ09odXErdzQvVHVYa012NU5nUmNpN2hnaVVuQ0lxNmYzZ0VQMTRZYlE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 15 Dec 2023 05:00:00 -0000 The Old Guard Step Up for 2024 full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst 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 Guard Step Up”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e9d00408-6249-4535-80d7-25496e8af494/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d2NpSERFWXYvMVNSMEM3NHhmYXdFMUU2VmdUTzFFRWJ4MlBnaE12akJsQkFSZ09odXErdzQvVHVYa012NU5nUmNpN2hnaVVuQ0lxNmYzZ0VQMTRZYlE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ 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 Guard Step Up”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e9d00408-6249-4535-80d7-25496e8af494/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d2NpSERFWXYvMVNSMEM3NHhmYXdFMUU2VmdUTzFFRWJ4MlBnaE12akJsQkFSZ09odXErdzQvVHVYa012NU5nUmNpN2hnaVVuQ0lxNmYzZ0VQMTRZYlE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/


]]> 790 no Calling Out for Cuts https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss the need for supply adjustments across commodities, with a focus on nickel, consider the seasonal iron ore trade, and think about the outlook for batteries and EVs (12 min) Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/amRTYUgrNU1nZ1BzQ3Q0aW9tVHIzOVk2NURESDNla25xRzN5anlSMDdKNVVLS0pWTzAvNHlkckdiSjBIOWl0bW82WXRjbklvZTJUOEFwd001MDRHMlE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 01 Dec 2023 05:00:00 -0000 Calling Out for Cuts full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss the need for supply adjustments across commodities, with a focus on nickel, consider the seasonal iron ore trade, and think about the outlook for batteries and EVs (12 min) Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/amRTYUgrNU1nZ1BzQ3Q0aW9tVHIzOVk2NURESDNla25xRzN5anlSMDdKNVVLS0pWTzAvNHlkckdiSjBIOWl0bW82WXRjbklvZTJUOEFwd001MDRHMlE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss the need for supply adjustments across commodities, with a focus on nickel, consider the seasonal iron ore trade, and think about the outlook for batteries and EVs (12 min)

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/amRTYUgrNU1nZ1BzQ3Q0aW9tVHIzOVk2NURESDNla25xRzN5anlSMDdKNVVLS0pWTzAvNHlkckdiSjBIOWl0bW82WXRjbklvZTJUOEFwd001MDRHMlE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 707 no PV the Silver Lining https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss Asia Copper Week, palladium, and silver. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/WUcxaGpJRE1RVXc0Y29yOUVBaFRaS1JEazZENUFtK1djem9DdkNvQmJmNUt5V1FtRTJtVmpoZXdnQ1hBRHpTVEdzUVNhS24wTk0vMDBTQjlqdzQ4NWc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 17 Nov 2023 05:00:00 -0000 PV the Silver Lining full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss Asia Copper Week, palladium, and silver. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/WUcxaGpJRE1RVXc0Y29yOUVBaFRaS1JEazZENUFtK1djem9DdkNvQmJmNUt5V1FtRTJtVmpoZXdnQ1hBRHpTVEdzUVNhS24wTk0vMDBTQjlqdzQ4NWc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss Asia Copper Week, palladium, and silver. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/WUcxaGpJRE1RVXc0Y29yOUVBaFRaS1JEazZENUFtK1djem9DdkNvQmJmNUt5V1FtRTJtVmpoZXdnQ1hBRHpTVEdzUVNhS24wTk0vMDBTQjlqdzQ4NWc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 731 no Energy Transition Still Rising in the East https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss fears that the energy transition is struggling, gold, uranium and the return of supply issues. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUZ5Rk1iVERkZDN2Zmtxa2tvT0lpTk12UEhmMEtJNzluT09rNUdTNGQyZThzeURJQUlqUkpydS9FUkpsRWFudnNONDRuNm1DQ2VaRFJFcVNHOWhiNlE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 03 Nov 2023 04:00:00 -0000 Energy Transition Still Rising in the East full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss fears that the energy transition is struggling, gold, uranium and the return of supply issues. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUZ5Rk1iVERkZDN2Zmtxa2tvT0lpTk12UEhmMEtJNzluT09rNUdTNGQyZThzeURJQUlqUkpydS9FUkpsRWFudnNONDRuNm1DQ2VaRFJFcVNHOWhiNlE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss fears that the energy transition is struggling, gold, uranium and the return of supply issues. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUZ5Rk1iVERkZDN2Zmtxa2tvT0lpTk12UEhmMEtJNzluT09rNUdTNGQyZThzeURJQUlqUkpydS9FUkpsRWFudnNONDRuNm1DQ2VaRFJFcVNHOWhiNlE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 705 no Caution Abound at LME Week https://researchglobal0.bmocapitalmarkets.com/ In this edition, we provide feedback from LME Week, discuss the positive trends in Chinese data, and talk through the current iron ore situation. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Nm5QUjhpcW85SWk1U21nZHVCajdreUVMalZ5QVRRR1o5My9oMm9keUZPRmJZU3kzeStYN0RNeTlrTjFOM2JpVWJNdTZ3ZjRxRk1mazJrVGF2Qjg2M3c9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 20 Oct 2023 04:00:00 -0000 Caution Abound at LME Week full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this edition, we provide feedback from LME Week, discuss the positive trends in Chinese data, and talk through the current iron ore situation. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Nm5QUjhpcW85SWk1U21nZHVCajdreUVMalZ5QVRRR1o5My9oMm9keUZPRmJZU3kzeStYN0RNeTlrTjFOM2JpVWJNdTZ3ZjRxRk1mazJrVGF2Qjg2M3c9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this edition, we provide feedback from LME Week, discuss the positive trends in Chinese data, and talk through the current iron ore situation. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Nm5QUjhpcW85SWk1U21nZHVCajdreUVMalZ5QVRRR1o5My9oMm9keUZPRmJZU3kzeStYN0RNeTlrTjFOM2JpVWJNdTZ3ZjRxRk1mazJrVGF2Qjg2M3c9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 721 no Metal Matters: Don’t Fear, LME Week Is Here https://researchglobal0.bmocapitalmarkets.com/ 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://researchglobal0.bmocapitalmarkets.com/research/0a32588c-405d-444f-a3a2-e9d2fc97cddb/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/S0Z4dG45RE8rM3dwL2dkRXRHTDFRTGlaZTgyanJsaVlDUlJmVWtZRWxHR0d6YUszMmk0RHE5NDFmMEdmWUFveEVsWGQ1MG8ydkdFelM4ZUJtMUxubmc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 06 Oct 2023 04:00:00 -0000 Metal Matters: Don’t Fear, LME Week Is Here full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst 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://researchglobal0.bmocapitalmarkets.com/research/0a32588c-405d-444f-a3a2-e9d2fc97cddb/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/S0Z4dG45RE8rM3dwL2dkRXRHTDFRTGlaZTgyanJsaVlDUlJmVWtZRWxHR0d6YUszMmk0RHE5NDFmMEdmWUFveEVsWGQ1MG8ydkdFelM4ZUJtMUxubmc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ 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://researchglobal0.bmocapitalmarkets.com/research/0a32588c-405d-444f-a3a2-e9d2fc97cddb/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/S0Z4dG45RE8rM3dwL2dkRXRHTDFRTGlaZTgyanJsaVlDUlJmVWtZRWxHR0d6YUszMmk0RHE5NDFmMEdmWUFveEVsWGQ1MG8ydkdFelM4ZUJtMUxubmc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 532 no Stabilisation, Strikes, Surges, and Slides In this episode we discuss China’s August data, the UAW strike, India, and met coal. (10 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/R0RzRnoxOUVsRXd0ajZ0VjZDOEdGQ2lNWnluY3c0eEJpM0FoL2RFSTJRVGNXYmVHT2RmN3RuR2VQZk1BQW9wM0pKb2g2TFVUcUZ2VmxkbzZXcDlpYUE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 22 Sep 2023 04:00:00 -0000 Stabilisation, Strikes, Surges, and Slides full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss China’s August data, the UAW strike, India, and met coal. (10 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/R0RzRnoxOUVsRXd0ajZ0VjZDOEdGQ2lNWnluY3c0eEJpM0FoL2RFSTJRVGNXYmVHT2RmN3RuR2VQZk1BQW9wM0pKb2g2TFVUcUZ2VmxkbzZXcDlpYUE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss China’s August data, the UAW strike, India, and met coal. (10 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/R0RzRnoxOUVsRXd0ajZ0VjZDOEdGQ2lNWnluY3c0eEJpM0FoL2RFSTJRVGNXYmVHT2RmN3RuR2VQZk1BQW9wM0pKb2g2TFVUcUZ2VmxkbzZXcDlpYUE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 610 no Metals & Bulks Speed Dating https://researchglobal0.bmocapitalmarkets.com/ This week we provide a short sharp summary of our views across the main commodities under our coverage for the remainder of 2023 and 2024.  Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZklGekd5RUI5Z2VsTEsrUHMwZGlHQUNRT0duZHMxWGNzbzc2RUNEcmJEOFBKQzJOaVBweXl1MmxVaXNLT0tLLzF2Sm9TbEwyM0xETU1udmtlOGs5VUE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 08 Sep 2023 04:00:00 -0000 Metals & Bulks Speed Dating full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This week we provide a short sharp summary of our views across the main commodities under our coverage for the remainder of 2023 and 2024.  Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZklGekd5RUI5Z2VsTEsrUHMwZGlHQUNRT0duZHMxWGNzbzc2RUNEcmJEOFBKQzJOaVBweXl1MmxVaXNLT0tLLzF2Sm9TbEwyM0xETU1udmtlOGs5VUE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This week we provide a short sharp summary of our views across the main commodities under our coverage for the remainder of 2023 and 2024. 

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZklGekd5RUI5Z2VsTEsrUHMwZGlHQUNRT0duZHMxWGNzbzc2RUNEcmJEOFBKQzJOaVBweXl1MmxVaXNLT0tLLzF2Sm9TbEwyM0xETU1udmtlOGs5VUE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 644 no U Kids on the Block at the World Nuclear Symposium https://researchglobal0.bmocapitalmarkets.com/ In this special podcast we discuss the outlook for uranium ahead of the World Nuclear Symposium in London, covering market dynamics, current sentiment towards uranium, and the demand growth potential from small modular reactors. (18 min). BMO clients can view our report, "U Kids on the Block", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/d1f5bec3-dfbe-418b-9674-948f8ba6a84e/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/YlJlNmZ6RnBlZjhIVVB4ZTljUldDUUdoYzVBbVJSSzNiTG4ybEYrTUlWT29SR2ZPS3k1UUtMamlZeGdyR1ZTWXBDUG1EaGtIY2JwckZLOUk1RjVCMXc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 01 Sep 2023 04:00:00 -0000 U Kids on the Block at the World Nuclear Symposium full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst & Alexander Pearce, Metals & Mining Analyst In this special podcast we discuss the outlook for uranium ahead of the World Nuclear Symposium in London, covering market dynamics, current sentiment towards uranium, and the demand growth potential from small modular reactors. (18 min). BMO clients can view our report, "U Kids on the Block", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/d1f5bec3-dfbe-418b-9674-948f8ba6a84e/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/YlJlNmZ6RnBlZjhIVVB4ZTljUldDUUdoYzVBbVJSSzNiTG4ybEYrTUlWT29SR2ZPS3k1UUtMamlZeGdyR1ZTWXBDUG1EaGtIY2JwckZLOUk1RjVCMXc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this special podcast we discuss the outlook for uranium ahead of the World Nuclear Symposium in London, covering market dynamics, current sentiment towards uranium, and the demand growth potential from small modular reactors. (18 min).

BMO clients can view our report, "U Kids on the Block", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/d1f5bec3-dfbe-418b-9674-948f8ba6a84e/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/YlJlNmZ6RnBlZjhIVVB4ZTljUldDUUdoYzVBbVJSSzNiTG4ybEYrTUlWT29SR2ZPS3k1UUtMamlZeGdyR1ZTWXBDUG1EaGtIY2JwckZLOUk1RjVCMXc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 1060 no Cyclical Low Versus a Credit Crash https://researchglobal0.bmocapitalmarkets.com/ In this short episode we discuss whether China’s July data might be as bad as it gets, China gold demand, ex-China indicators and BHP’s latest commodity outlook. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZHJjUVFMNWloMWdxd3BnRUh2YXFSV1NUdytBU3ZJdFY3VE1sUnJOTDVQVDBQeXhRTW92Tksrdlplby9SSGVhRlRNYmJzQmNVMHduY3gwc3hRQktXNHc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 25 Aug 2023 04:00:00 -0000 Cyclical Low Versus a Credit Crash full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short episode we discuss whether China’s July data might be as bad as it gets, China gold demand, ex-China indicators and BHP’s latest commodity outlook. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZHJjUVFMNWloMWdxd3BnRUh2YXFSV1NUdytBU3ZJdFY3VE1sUnJOTDVQVDBQeXhRTW92Tksrdlplby9SSGVhRlRNYmJzQmNVMHduY3gwc3hRQktXNHc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short episode we discuss whether China’s July data might be as bad as it gets, China gold demand, ex-China indicators and BHP’s latest commodity outlook.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZHJjUVFMNWloMWdxd3BnRUh2YXFSV1NUdytBU3ZJdFY3VE1sUnJOTDVQVDBQeXhRTW92Tksrdlplby9SSGVhRlRNYmJzQmNVMHduY3gwc3hRQktXNHc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 621 no Substitution, Silver and Steel https://researchglobal0.bmocapitalmarkets.com/ In this episode we discuss our recent notes on copper substitution and iron ore pellet feed, plus silver’s set-up and China’s steel cuts Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/cjNLTUtEbEpjbWpvRmtidzIyUlp5dXNBdDNRN2M4REFKVTVGbWlhTFhCWjJTM0dKYk51OEtMOEdjQXJaRmJQNjNIaS9zbFh6bmo0VUNxamdaQnJiSFE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 11 Aug 2023 04:00:00 -0000 Substitution, Silver and Steel full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we discuss our recent notes on copper substitution and iron ore pellet feed, plus silver’s set-up and China’s steel cuts Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/cjNLTUtEbEpjbWpvRmtidzIyUlp5dXNBdDNRN2M4REFKVTVGbWlhTFhCWjJTM0dKYk51OEtMOEdjQXJaRmJQNjNIaS9zbFh6bmo0VUNxamdaQnJiSFE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we discuss our recent notes on copper substitution and iron ore pellet feed, plus silver’s set-up and China’s steel cuts

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/cjNLTUtEbEpjbWpvRmtidzIyUlp5dXNBdDNRN2M4REFKVTVGbWlhTFhCWjJTM0dKYk51OEtMOEdjQXJaRmJQNjNIaS9zbFh6bmo0VUNxamdaQnJiSFE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 661 no The Heat is On https://researchglobal0.bmocapitalmarkets.com/ In this episode we consider the outcomes from China’s politburo meeting, critical minerals, met coal, and potential El Niño impacts. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/K1JnVTc3bFg2RDNscXFtMDBVdVJKZDZvdUxIb005M2hLNUd6Nmt5VGV4SmJveExJbURVUmx5dW51OXk4cHk5VitTKzBFekpGcnJxcWN6clR4UC9nMEE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 28 Jul 2023 04:00:00 -0000 The Heat is On full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this episode we consider the outcomes from China’s politburo meeting, critical minerals, met coal, and potential El Niño impacts. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/K1JnVTc3bFg2RDNscXFtMDBVdVJKZDZvdUxIb005M2hLNUd6Nmt5VGV4SmJveExJbURVUmx5dW51OXk4cHk5VitTKzBFekpGcnJxcWN6clR4UC9nMEE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this episode we consider the outcomes from China’s politburo meeting, critical minerals, met coal, and potential El Niño impacts.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/K1JnVTc3bFg2RDNscXFtMDBVdVJKZDZvdUxIb005M2hLNUd6Nmt5VGV4SmJveExJbURVUmx5dW51OXk4cHk5VitTKzBFekpGcnJxcWN6clR4UC9nMEE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 661 no Putting the Ge in Geopolitics https://researchglobal0.bmocapitalmarkets.com/ In this short (11 min) podcast we discuss China’s minor metals export bans, the latest on stimulus, plus recent price forecast changes. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/LzJwaWRMbTdpeFY4ZmZHVE56RHhvVEZQVXNJOVlUYzAxeGEzajFsd0tvS2puaWdwSy95bkQ3SVhpWDJLMjJXWFFWRDJXNjRrT21PY3E3TXMxTmd6dmc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 07 Jul 2023 04:00:00 -0000 Putting the Ge in Geopolitics full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (11 min) podcast we discuss China’s minor metals export bans, the latest on stimulus, plus recent price forecast changes. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/LzJwaWRMbTdpeFY4ZmZHVE56RHhvVEZQVXNJOVlUYzAxeGEzajFsd0tvS2puaWdwSy95bkQ3SVhpWDJLMjJXWFFWRDJXNjRrT21PY3E3TXMxTmd6dmc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (11 min) podcast we discuss China’s minor metals export bans, the latest on stimulus, plus recent price forecast changes.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/LzJwaWRMbTdpeFY4ZmZHVE56RHhvVEZQVXNJOVlUYzAxeGEzajFsd0tvS2puaWdwSy95bkQ3SVhpWDJLMjJXWFFWRDJXNjRrT21PY3E3TXMxTmd6dmc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 663 no ABCD edition – Alumina, Batteries, China and DRI https://researchglobal0.bmocapitalmarkets.com/ 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/aTQwbmVIcEJSd0E1TkJKclV4Qzk2R2N1dDBOZWx5QTlqeldlejJoeTVhZnZ6M2JsM1kwOHlpeitaYW5hejN1K3VDd3JMVUVBMERsWWx2Ri91TmI5RGc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 23 Jun 2023 04:00:00 -0000 ABCD edition – Alumina, Batteries, China and DRI full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst 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/aTQwbmVIcEJSd0E1TkJKclV4Qzk2R2N1dDBOZWx5QTlqeldlejJoeTVhZnZ6M2JsM1kwOHlpeitaYW5hejN1K3VDd3JMVUVBMERsWWx2Ri91TmI5RGc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ 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/aTQwbmVIcEJSd0E1TkJKclV4Qzk2R2N1dDBOZWx5QTlqeldlejJoeTVhZnZ6M2JsM1kwOHlpeitaYW5hejN1K3VDd3JMVUVBMERsWWx2Ri91TmI5RGc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 501 no A Growing Ex-China Demand Problem https://researchglobal0.bmocapitalmarkets.com/ We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 09 Jun 2023 04:00:00 -0000 A Growing Ex-China Demand Problem full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 710 no Bearish Spiral Goes Viral https://researchglobal0.bmocapitalmarkets.com/ This week we discuss whether markets are too bearish on near-term metals price expectations, where we are relative to cost curves, and provide PGM and aluminium conference feedback. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UGllc0R4UXhBNCs5cmhBU2tWMjJHbDlHUWMzZ1hzOGFFaFFoRm0zMjdCRllZZkQxUzBLN2F1cm5zY2QxTUJoakFvdjB6QWkvQVVJZlBKU09NbmdVbGc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 26 May 2023 04:00:00 -0000 Bearish Spiral Goes Viral full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This week we discuss whether markets are too bearish on near-term metals price expectations, where we are relative to cost curves, and provide PGM and aluminium conference feedback. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UGllc0R4UXhBNCs5cmhBU2tWMjJHbDlHUWMzZ1hzOGFFaFFoRm0zMjdCRllZZkQxUzBLN2F1cm5zY2QxTUJoakFvdjB6QWkvQVVJZlBKU09NbmdVbGc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This week we discuss whether markets are too bearish on near-term metals price expectations, where we are relative to cost curves, and provide PGM and aluminium conference feedback. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UGllc0R4UXhBNCs5cmhBU2tWMjJHbDlHUWMzZ1hzOGFFaFFoRm0zMjdCRllZZkQxUzBLN2F1cm5zY2QxTUJoakFvdjB6QWkvQVVJZlBKU09NbmdVbGc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 749 no Concerns Cloud Conference Season https://researchglobal0.bmocapitalmarkets.com/ This week we discuss mixed data points from China, cobalt, and preview London Platinum Week. (10 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/dTFWZmVFdmxzZDdzMjQvdjVHZW5BQlpndHV4MDY5b3hUVnQ3NDduS0ZqdXRGTEdwdDBuaHFCWCtHZGZJVFZvMll6M1NhWFBhOU11T2JHbGU4ZHNnTFE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 12 May 2023 04:00:00 -0000 Colin Hamilton, Commodities Analyst full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This week we discuss mixed data points from China, cobalt, and preview London Platinum Week. (10 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/dTFWZmVFdmxzZDdzMjQvdjVHZW5BQlpndHV4MDY5b3hUVnQ3NDduS0ZqdXRGTEdwdDBuaHFCWCtHZGZJVFZvMll6M1NhWFBhOU11T2JHbGU4ZHNnTFE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This week we discuss mixed data points from China, cobalt, and preview London Platinum Week. (10 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/dTFWZmVFdmxzZDdzMjQvdjVHZW5BQlpndHV4MDY5b3hUVnQ3NDduS0ZqdXRGTEdwdDBuaHFCWCtHZGZJVFZvMll6M1NhWFBhOU11T2JHbGU4ZHNnTFE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 618 no Battery Materials Battered https://researchglobal0.bmocapitalmarkets.com/ This week we discuss feedback from CESCO copper week, aluminium, China trade and the pressure on battery raw materials. (12 min). BMO clients can view our report, "CESCO Copper Week 2023 - Checking the Copper Connections", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/c69346d7-e6e9-460c-bded-63eac1e7026c/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NG5YNTRWaGRGODJyTEtNakRtdkJSSjhkYXNTN1V0ZzRxdkIveWt6NU82WnZBUXJFMUZUbjBMb3JMTUtZWDV0SXc3cSsxbWt4NG5DQXREQzFTWjY2UHc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 28 Apr 2023 04:00:00 -0000 Battery Materials Battered full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This week we discuss feedback from CESCO copper week, aluminium, China trade and the pressure on battery raw materials. (12 min). BMO clients can view our report, "CESCO Copper Week 2023 - Checking the Copper Connections", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/c69346d7-e6e9-460c-bded-63eac1e7026c/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NG5YNTRWaGRGODJyTEtNakRtdkJSSjhkYXNTN1V0ZzRxdkIveWt6NU82WnZBUXJFMUZUbjBMb3JMTUtZWDV0SXc3cSsxbWt4NG5DQXREQzFTWjY2UHc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This week we discuss feedback from CESCO copper week, aluminium, China trade and the pressure on battery raw materials. (12 min).

BMO clients can view our report, "CESCO Copper Week 2023 - Checking the Copper Connections", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/c69346d7-e6e9-460c-bded-63eac1e7026c/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NG5YNTRWaGRGODJyTEtNakRtdkJSSjhkYXNTN1V0ZzRxdkIveWt6NU82WnZBUXJFMUZUbjBMb3JMTUtZWDV0SXc3cSsxbWt4NG5DQXREQzFTWjY2UHc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 740 no CESCO-Time https://researchglobal0.bmocapitalmarkets.com/ This week, we preview CESCO Week in Chile, discuss China’s recovery path and what happens now with gold above $2,000/oz. (11 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UVBiUXlPY1M5NmJQU3QvcXZiUzYrbmpWeGgvb1JaSHFGUXFDNzhvdjNDT3JVTHJkTWlMVUx0YWRpSEhsa251Y3l1dTIrUkVLOGtZWVA1S1M2M0FMT2c9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 14 Apr 2023 04:00:00 -0000 CESCO-Time full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This week, we preview CESCO Week in Chile, discuss China’s recovery path and what happens now with gold above $2,000/oz. (11 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UVBiUXlPY1M5NmJQU3QvcXZiUzYrbmpWeGgvb1JaSHFGUXFDNzhvdjNDT3JVTHJkTWlMVUx0YWRpSEhsa251Y3l1dTIrUkVLOGtZWVA1S1M2M0FMT2c9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This week, we preview CESCO Week in Chile, discuss China’s recovery path and what happens now with gold above $2,000/oz. (11 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/UVBiUXlPY1M5NmJQU3QvcXZiUzYrbmpWeGgvb1JaSHFGUXFDNzhvdjNDT3JVTHJkTWlMVUx0YWRpSEhsa251Y3l1dTIrUkVLOGtZWVA1S1M2M0FMT2c9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 690 no Keeping It Real https://researchglobal0.bmocapitalmarkets.com/ This week, we discuss our recent commodity price changes, China’s lithium and gold imports and alumina market dynamics. (9 min). BMO clients can view our report, "Q2 2023 Metals & Bulk Commodity Price Update: Keeping It Real", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/21782f22-3504-40bf-8020-42d2a7eaaf44/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z203UTZIUHhWTS96bnZiczlDb1VIOHpKeFF0RU56aU9FMzVwMHU2RXBZK25pOTVlbk4vc0psaEkzYldlekNGNVcxZHJ0R0xEejl1d29LYlZtR0N6WUE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 31 Mar 2023 04:00:00 -0000 Keeping It Real full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This week, we discuss our recent commodity price changes, China’s lithium and gold imports and alumina market dynamics. (9 min). BMO clients can view our report, "Q2 2023 Metals & Bulk Commodity Price Update: Keeping It Real", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/21782f22-3504-40bf-8020-42d2a7eaaf44/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z203UTZIUHhWTS96bnZiczlDb1VIOHpKeFF0RU56aU9FMzVwMHU2RXBZK25pOTVlbk4vc0psaEkzYldlekNGNVcxZHJ0R0xEejl1d29LYlZtR0N6WUE9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This week, we discuss our recent commodity price changes, China’s lithium and gold imports and alumina market dynamics. (9 min).

BMO clients can view our report, "Q2 2023 Metals & Bulk Commodity Price Update: Keeping It Real", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/21782f22-3504-40bf-8020-42d2a7eaaf44/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/Z203UTZIUHhWTS96bnZiczlDb1VIOHpKeFF0RU56aU9FMzVwMHU2RXBZK25pOTVlbk4vc0psaEkzYldlekNGNVcxZHJ0R0xEejl1d29LYlZtR0N6WUE9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 576 no A Critical Discussion https://researchglobal0.bmocapitalmarkets.com/ This time round we address the battle for critical minerals, China’s green shoots, the impact of financial turmoil on commodities, and our latest electric vehicle assumptions. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a1pSSERXM3VQVjFmZHBHaFRSTEN6TmhJYSs4b09xK3phQmNZVVg0WVIyeGpTTmZsWW1WR1NkTVZ0UnJZSHFOaUdpNG1vQnNHazd2QXh2QVQrTHo4MGc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 24 Mar 2023 04:00:00 -0000 A Critical Discussion full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This time round we address the battle for critical minerals, China’s green shoots, the impact of financial turmoil on commodities, and our latest electric vehicle assumptions. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a1pSSERXM3VQVjFmZHBHaFRSTEN6TmhJYSs4b09xK3phQmNZVVg0WVIyeGpTTmZsWW1WR1NkTVZ0UnJZSHFOaUdpNG1vQnNHazd2QXh2QVQrTHo4MGc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This time round we address the battle for critical minerals, China’s green shoots, the impact of financial turmoil on commodities, and our latest electric vehicle assumptions. (12 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a1pSSERXM3VQVjFmZHBHaFRSTEN6TmhJYSs4b09xK3phQmNZVVg0WVIyeGpTTmZsWW1WR1NkTVZ0UnJZSHFOaUdpNG1vQnNHazd2QXh2QVQrTHo4MGc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 730 no Copper-tunity Knocks https://researchglobal0.bmocapitalmarkets.com/ This time around we provide feedback from BMO’s Global Metals, Mining and Critical Minerals Conference, review China’s 2023 growth target, and discuss the current situation in PGM markets. (11 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a0ZYRzhqVzEvaDltK1BIdmhEZHZKVFhVOWZ6ejB1cThYQTFvandjOGxKenAraDRmWU9ENURKUHlFdG41cmdsV1MrOGN4ME1WZ1VldWQvNCtNZkMxRGc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 10 Mar 2023 05:00:00 -0000 Copper-tunity Knocks full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst This time around we provide feedback from BMO’s Global Metals, Mining and Critical Minerals Conference, review China’s 2023 growth target, and discuss the current situation in PGM markets. (11 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a0ZYRzhqVzEvaDltK1BIdmhEZHZKVFhVOWZ6ejB1cThYQTFvandjOGxKenAraDRmWU9ENURKUHlFdG41cmdsV1MrOGN4ME1WZ1VldWQvNCtNZkMxRGc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ This time around we provide feedback from BMO’s Global Metals, Mining and Critical Minerals Conference, review China’s 2023 growth target, and discuss the current situation in PGM markets. (11 min).

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/a0ZYRzhqVzEvaDltK1BIdmhEZHZKVFhVOWZ6ejB1cThYQTFvandjOGxKenAraDRmWU9ENURKUHlFdG41cmdsV1MrOGN4ME1WZ1VldWQvNCtNZkMxRGc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 704 no Focus on Florida https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) podcast we preview both the 32nd Annual BMO Global Metals, Mining and Critical Minerals Conference and the International Zinc Association meeting. We also consider how our demand forecasts are incrementally changing thus far in 2023. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NWFqVXdLTlRZWGJqUmkrZDVWN0hxV1hFa3FRREs5d25lZ2ZDYk1sV2tPbFRFOG55SmFic1ZZWU9QcmF0dXZGSEdiMTJ5aVZhU3FKSDJXNFo1b2treWc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 24 Feb 2023 05:00:00 -0000 Focus on Florida full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) podcast we preview both the 32nd Annual BMO Global Metals, Mining and Critical Minerals Conference and the International Zinc Association meeting. We also consider how our demand forecasts are incrementally changing thus far in 2023. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NWFqVXdLTlRZWGJqUmkrZDVWN0hxV1hFa3FRREs5d25lZ2ZDYk1sV2tPbFRFOG55SmFic1ZZWU9QcmF0dXZGSEdiMTJ5aVZhU3FKSDJXNFo1b2treWc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) podcast we preview both the 32nd Annual BMO Global Metals, Mining and Critical Minerals Conference and the International Zinc Association meeting. We also consider how our demand forecasts are incrementally changing thus far in 2023.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NWFqVXdLTlRZWGJqUmkrZDVWN0hxV1hFa3FRREs5d25lZ2ZDYk1sV2tPbFRFOG55SmFic1ZZWU9QcmF0dXZGSEdiMTJ5aVZhU3FKSDJXNFo1b2treWc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 598 no Indaba Insights https://researchglobal0.bmocapitalmarkets.com/ In this short podcast we discuss feedback from Mining Indaba, nickel and uranium. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d1pUcC83R21UczNsWG9uRXpadFVOTzFZQ2ZBYWkxeGx5SmJSSEUzeGdNTFVkNXB4VEZRNzRrRzdBNXFDd3RhR25GQXVyTjhRczFMUUt1M21GRXZlcXc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 10 Feb 2023 05:00:00 -0000 Indaba Insights full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short podcast we discuss feedback from Mining Indaba, nickel and uranium. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d1pUcC83R21UczNsWG9uRXpadFVOTzFZQ2ZBYWkxeGx5SmJSSEUzeGdNTFVkNXB4VEZRNzRrRzdBNXFDd3RhR25GQXVyTjhRczFMUUt1M21GRXZlcXc9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short podcast we discuss feedback from Mining Indaba, nickel and uranium.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d1pUcC83R21UczNsWG9uRXpadFVOTzFZQ2ZBYWkxeGx5SmJSSEUzeGdNTFVkNXB4VEZRNzRrRzdBNXFDd3RhR25GQXVyTjhRczFMUUt1M21GRXZlcXc9PQ2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 581 no Rabbit Hops Breed China Hopes https://researchglobal0.bmocapitalmarkets.com/ In this short (12 min ) podcast we discuss full China commodity data for 2022, aluminium and gold. BMO clients can view our report, "2022 – A Very Mixed Year for China’s Metals Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/b8a0e166-508b-469c-b43f-3ed0465ec148/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/0699D71D-7779-42CF-BD96-96B001065AA8.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 27 Jan 2023 05:00:00 -0000 Rabbit Hops Breed China Hopes full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (12 min ) podcast we discuss full China commodity data for 2022, aluminium and gold. BMO clients can view our report, "2022 – A Very Mixed Year for China’s Metals Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/b8a0e166-508b-469c-b43f-3ed0465ec148/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/0699D71D-7779-42CF-BD96-96B001065AA8.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (12 min ) podcast we discuss full China commodity data for 2022, aluminium and gold.

BMO clients can view our report, "2022 – A Very Mixed Year for China’s Metals Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/b8a0e166-508b-469c-b43f-3ed0465ec148/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/0699D71D-7779-42CF-BD96-96B001065AA8.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 720 no January Joy for Metals & Bulks https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) podcast we discuss the reasons for the strong start to the year for prices, how a lack of inventories may be a problem, and the potential to convert copper smelters to make nickel. BMO clients can view our report, "(Lack of) Inventory a Major Issue for Industrial Metals", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4fe2b3f7-c229-443e-95e6-d3cb478eb245/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/343A010F-4CD9-46CD-93C6-BAA5E49C9343.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 13 Jan 2023 05:00:00 -0000 January Joy for Metals & Bulks full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) podcast we discuss the reasons for the strong start to the year for prices, how a lack of inventories may be a problem, and the potential to convert copper smelters to make nickel. BMO clients can view our report, "(Lack of) Inventory a Major Issue for Industrial Metals", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4fe2b3f7-c229-443e-95e6-d3cb478eb245/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/343A010F-4CD9-46CD-93C6-BAA5E49C9343.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) podcast we discuss the reasons for the strong start to the year for prices, how a lack of inventories may be a problem, and the potential to convert copper smelters to make nickel.

BMO clients can view our report, "(Lack of) Inventory a Major Issue for Industrial Metals", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/4fe2b3f7-c229-443e-95e6-d3cb478eb245/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/343A010F-4CD9-46CD-93C6-BAA5E49C9343.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 644 no Looking Ahead to 2023 https://researchglobal0.bmocapitalmarkets.com/ In this short (10 mins) podcast, we discuss BMO’s Global Metals & Mining Outlook for 2023, latest views on copper, and investment in technology. BMO clients can view our report, "Metals & Mining Outlook 2023: Transition Ongoing, but Leaning on the Old Guard", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/ae35244b-55b0-4ee4-9dea-879f13f28c5a/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E044B15E-C3EA-4789-B741-80BDB6090C14.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 16 Dec 2022 05:00:00 -0000 Looking Ahead to 2023 full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 mins) podcast, we discuss BMO’s Global Metals & Mining Outlook for 2023, latest views on copper, and investment in technology. BMO clients can view our report, "Metals & Mining Outlook 2023: Transition Ongoing, but Leaning on the Old Guard", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/ae35244b-55b0-4ee4-9dea-879f13f28c5a/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E044B15E-C3EA-4789-B741-80BDB6090C14.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 mins) podcast, we discuss BMO’s Global Metals & Mining Outlook for 2023, latest views on copper, and investment in technology.

BMO clients can view our report, "Metals & Mining Outlook 2023: Transition Ongoing, but Leaning on the Old Guard", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/ae35244b-55b0-4ee4-9dea-879f13f28c5a/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E044B15E-C3EA-4789-B741-80BDB6090C14.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 605 no Disorder vs. Demand https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) podcast we discuss the latest on China, Rio Tinto’s investor seminar, battery raw materials and developed world demand. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B60777FB-002A-4A9E-85CD-D20CED5B3536.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 02 Dec 2022 05:00:00 -0000 Disorder vs. Demand full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) podcast we discuss the latest on China, Rio Tinto’s investor seminar, battery raw materials and developed world demand. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B60777FB-002A-4A9E-85CD-D20CED5B3536.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) podcast we discuss the latest on China, Rio Tinto’s investor seminar, battery raw materials and developed world demand.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B60777FB-002A-4A9E-85CD-D20CED5B3536.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 632 no Pick Your Pivot https://researchglobal0.bmocapitalmarkets.com/ In this short (11 min) podcast, we discuss the recent announcement of property market support in China, preview Asia copper week and discuss what we might expect from China’s State Resources Group. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/74C0B1E8-4361-4206-BCCB-58060E3C8882.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 18 Nov 2022 05:00:00 -0000 Pick Your Pivot full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (11 min) podcast, we discuss the recent announcement of property market support in China, preview Asia copper week and discuss what we might expect from China’s State Resources Group. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/74C0B1E8-4361-4206-BCCB-58060E3C8882.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (11 min) podcast, we discuss the recent announcement of property market support in China, preview Asia copper week and discuss what we might expect from China’s State Resources Group.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/74C0B1E8-4361-4206-BCCB-58060E3C8882.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 707 no Metals Macro Plays Metals Micro https://researchglobal0.bmocapitalmarkets.com/ In this short podcast (9 min) we discuss LME Week feedback, cuts to copper supply expectations, the latest on China policy, and the potential for asset-level joint ventures in the industry. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A3A03E89-54FE-4C0A-8ADB-B47D16A82761.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 04 Nov 2022 04:00:00 -0000 Metals Macro Plays Metals Micro full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short podcast (9 min) we discuss LME Week feedback, cuts to copper supply expectations, the latest on China policy, and the potential for asset-level joint ventures in the industry. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A3A03E89-54FE-4C0A-8ADB-B47D16A82761.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short podcast (9 min) we discuss LME Week feedback, cuts to copper supply expectations, the latest on China policy, and the potential for asset-level joint ventures in the industry.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A3A03E89-54FE-4C0A-8ADB-B47D16A82761.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/


]]> 566 no Pump up the Base for LME Week https://researchglobal0.bmocapitalmarkets.com/ In this short (9 min) podcast we discuss expectations for LME Week, China property and Precious Metals Conference feedback. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/85032577-EDAB-40EE-A481-BE5ED95C4821.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 21 Oct 2022 04:00:00 -0000 Pump up the Base for LME Week full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (9 min) podcast we discuss expectations for LME Week, China property and Precious Metals Conference feedback. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/85032577-EDAB-40EE-A481-BE5ED95C4821.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (9 min) podcast we discuss expectations for LME Week, China property and Precious Metals Conference feedback.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/85032577-EDAB-40EE-A481-BE5ED95C4821.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 569 no A Responsible Response https://researchglobal0.bmocapitalmarkets.com/ In this short (9 min) podcast we discuss the headwinds for the global industrial economy, the rise of responsible sourcing, and our latest quarterly commodity outlook. BMO clients can view our report, "Q4 2022 Commodity Price Update: The Devil Is in the Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/2a353d2c-3ec7-4183-98a6-49a3cc99ee5e/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4420BB2D-735C-4CB9-97DE-07109326E11C.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 07 Oct 2022 04:00:00 -0000 A Responsible Response full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (9 min) podcast we discuss the headwinds for the global industrial economy, the rise of responsible sourcing, and our latest quarterly commodity outlook. BMO clients can view our report, "Q4 2022 Commodity Price Update: The Devil Is in the Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/2a353d2c-3ec7-4183-98a6-49a3cc99ee5e/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4420BB2D-735C-4CB9-97DE-07109326E11C.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (9 min) podcast we discuss the headwinds for the global industrial economy, the rise of responsible sourcing, and our latest quarterly commodity outlook.

BMO clients can view our report, "Q4 2022 Commodity Price Update: The Devil Is in the Demand", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/2a353d2c-3ec7-4183-98a6-49a3cc99ee5e/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4420BB2D-735C-4CB9-97DE-07109326E11C.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 530 no A Reddish Tinge to Gold https://researchglobal0.bmocapitalmarkets.com/ In this short nine-minute podcast we discuss the improvement in China’s August data, the copper supply situation, and Denver Gold Forum feedback. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8C2274DC-AEC8-4F17-B928-5E2D99E3BCD8.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 23 Sep 2022 04:00:00 -0000 A Reddish Tinge to Gold full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short nine-minute podcast we discuss the improvement in China’s August data, the copper supply situation, and Denver Gold Forum feedback. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8C2274DC-AEC8-4F17-B928-5E2D99E3BCD8.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short nine-minute podcast we discuss the improvement in China’s August data, the copper supply situation, and Denver Gold Forum feedback.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8C2274DC-AEC8-4F17-B928-5E2D99E3BCD8.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/


]]> 579 no Beijing, Batteries and Metal Buyers https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) podcast we discuss expectations for China’s CPC meeting, batteries, uranium and base metal inventories. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/CABE2704-7271-46B4-9852-EFC7085480C7.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 09 Sep 2022 04:00:00 -0000 Beijing, Batteries and Metal Buyers full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) podcast we discuss expectations for China’s CPC meeting, batteries, uranium and base metal inventories. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/CABE2704-7271-46B4-9852-EFC7085480C7.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) podcast we discuss expectations for China’s CPC meeting, batteries, uranium and base metal inventories.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/CABE2704-7271-46B4-9852-EFC7085480C7.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 603 no Powering Down https://researchglobal0.bmocapitalmarkets.com/ In this short (9 min) podcast we discuss the impact of rising power prices on supply and demand in the metals industry, the potential for industrial action and the current state of copper. Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 26 Aug 2022 04:00:00 -0000 Powering Down full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (9 min) podcast we discuss the impact of rising power prices on supply and demand in the metals industry, the potential for industrial action and the current state of copper. Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (9 min) podcast we discuss the impact of rising power prices on supply and demand in the metals industry, the potential for industrial action and the current state of copper.

Click here for transcript.

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 563 no Summer Doldrums https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) podcast we take stock of demand trends, costs, and China steel optimism in what has been a relatively quiet August thus far for metals and bulk commodity markets. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/FAF96EBA-8D96-4E15-B6BD-A51595D018FD.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 12 Aug 2022 04:00:00 -0000 Summer Doldrums full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) podcast we take stock of demand trends, costs, and China steel optimism in what has been a relatively quiet August thus far for metals and bulk commodity markets. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/FAF96EBA-8D96-4E15-B6BD-A51595D018FD.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) podcast we take stock of demand trends, costs, and China steel optimism in what has been a relatively quiet August thus far for metals and bulk commodity markets.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/FAF96EBA-8D96-4E15-B6BD-A51595D018FD.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 503 no Counting on Costs https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) podcast we discuss why cost curves are back in focus, and the latest developments in China property, nickel, and aluminium. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E1FCB74-2560-4D7B-A690-3D3C462AAC98.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 29 Jul 2022 04:00:00 -0000 Counting on Costs full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) podcast we discuss why cost curves are back in focus, and the latest developments in China property, nickel, and aluminium. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E1FCB74-2560-4D7B-A690-3D3C462AAC98.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) podcast we discuss why cost curves are back in focus, and the latest developments in China property, nickel, and aluminium.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E1FCB74-2560-4D7B-A690-3D3C462AAC98.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 580 no Taking Stock of the Headwinds https://researchglobal0.bmocapitalmarkets.com/ In this short (11 min) podcast we discuss the challenges facing current metals markets, copper, steel, and the latest data from China. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4E69F782-FD3D-464F-BF9C-1916327AFB40.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 15 Jul 2022 04:00:00 -0000 Taking Stock of the Headwinds full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (11 min) podcast we discuss the challenges facing current metals markets, copper, steel, and the latest data from China. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4E69F782-FD3D-464F-BF9C-1916327AFB40.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (11 min) podcast we discuss the challenges facing current metals markets, copper, steel, and the latest data from China.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/4E69F782-FD3D-464F-BF9C-1916327AFB40.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 634 no Metal Matters: Little Shelter From the Storm https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) podcast we discuss the recent sell-off in industrial metal prices, the outlook for copper and uranium, and current price disconnects across commodity markets. Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 01 Jul 2022 04:00:00 -0000 Metal Matters: Little Shelter From the Storm full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) podcast we discuss the recent sell-off in industrial metal prices, the outlook for copper and uranium, and current price disconnects across commodity markets. Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) podcast we discuss the recent sell-off in industrial metal prices, the outlook for copper and uranium, and current price disconnects across commodity markets.

Click here for transcript

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 618 no Vacation Rotation https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) podcast we discuss when the current energy interest may rotate back towards metals, central bank policy and China’s May economic and trade data. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/50822505-43AB-4686-9A80-EBE8F64D7047.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 17 Jun 2022 04:00:00 -0000 Vacation Rotation full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) podcast we discuss when the current energy interest may rotate back towards metals, central bank policy and China’s May economic and trade data. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/50822505-43AB-4686-9A80-EBE8F64D7047.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) podcast we discuss when the current energy interest may rotate back towards metals, central bank policy and China’s May economic and trade data.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/50822505-43AB-4686-9A80-EBE8F64D7047.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 580 no Catching Up on China https://researchglobal0.bmocapitalmarkets.com/ In this short podcast we discuss the divergent forces in China’s metals demand, thermal coal, iron ore, and the battery cycle. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/5D0C35F3-7E78-416C-9FDC-4BA75B5CE99F.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 03 Jun 2022 04:00:00 -0000 Catching Up on China full BMO Capital Markets Equity Research Colin Hamilton, Global Commodities Analyst In this short podcast we discuss the divergent forces in China’s metals demand, thermal coal, iron ore, and the battery cycle. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/5D0C35F3-7E78-416C-9FDC-4BA75B5CE99F.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short podcast we discuss the divergent forces in China’s metals demand, thermal coal, iron ore, and the battery cycle.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/5D0C35F3-7E78-416C-9FDC-4BA75B5CE99F.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 563 no Peak Conference Season https://researchglobal0.bmocapitalmarkets.com/ In this short (9 min) podcast we discuss feedback from industry events covering cobalt, platinum, and aluminium markets, plus what is different in the current price downcycle. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E8645781-6ED4-4F4C-80CA-612AC744A622.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 20 May 2022 04:00:00 -0000 Peak Conference Season full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (9 min) podcast we discuss feedback from industry events covering cobalt, platinum, and aluminium markets, plus what is different in the current price downcycle. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E8645781-6ED4-4F4C-80CA-612AC744A622.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (9 min) podcast we discuss feedback from industry events covering cobalt, platinum, and aluminium markets, plus what is different in the current price downcycle.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E8645781-6ED4-4F4C-80CA-612AC744A622.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 525 no Infrastructure, Iron Ore and Indaba https://researchglobal0.bmocapitalmarkets.com/ In this short (9 min) podcast we discuss the implications of China’s latest pro- growth rhetoric, how to think about the iron ore market, copper and zinc market dynamics plus what we may see at Mining Indaba. Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 06 May 2022 04:00:00 -0000 Infrastructure, Iron Ore and Indaba full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (9 min) podcast we discuss the implications of China’s latest pro- growth rhetoric, how to think about the iron ore market, copper and zinc market dynamics plus what we may see at Mining Indaba. Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (9 min) podcast we discuss the implications of China’s latest pro- growth rhetoric, how to think about the iron ore market, copper and zinc market dynamics plus what we may see at Mining Indaba.

Click here for transcript.

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 557 no China’s Report Card https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) podcast we discuss the current state of play in China’s economic data, easing in copper raw materials and underlying nickel fundamentals. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B04A9F61-A596-4809-A24D-F7FAF8B8AEE8.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 22 Apr 2022 04:00:00 -0000 China’s Report Card full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) podcast we discuss the current state of play in China’s economic data, easing in copper raw materials and underlying nickel fundamentals. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B04A9F61-A596-4809-A24D-F7FAF8B8AEE8.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) podcast we discuss the current state of play in China’s economic data, easing in copper raw materials and underlying nickel fundamentals.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/B04A9F61-A596-4809-A24D-F7FAF8B8AEE8.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 576 no Security of Supply https://researchglobal0.bmocapitalmarkets.com/ In this short podcast we discuss our recent commodity price update, China’s changing trade patterns and the push for energy independence. BMO clients can view our report, "Q2 2022 Commodity Price Update: Dealing With Dislocations", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/02224aa2-3ab9-497a-91f5-328365f83336/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/94A882DB-605E-4708-9862-AD9FF0570693.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 08 Apr 2022 04:00:00 -0000 Security of Supply full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short podcast we discuss our recent commodity price update, China’s changing trade patterns and the push for energy independence. BMO clients can view our report, "Q2 2022 Commodity Price Update: Dealing With Dislocations", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/02224aa2-3ab9-497a-91f5-328365f83336/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/94A882DB-605E-4708-9862-AD9FF0570693.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short podcast we discuss our recent commodity price update, China’s changing trade patterns and the push for energy independence.

BMO clients can view our report, "Q2 2022 Commodity Price Update: Dealing With Dislocations", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/02224aa2-3ab9-497a-91f5-328365f83336/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/94A882DB-605E-4708-9862-AD9FF0570693.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 610 no Back to Basics https://researchglobal0.bmocapitalmarkets.com/ In this short (9 min) podcast we discuss feedback from the FT Commodities Summit in Lausanne, China’s growth push, how we are altering our basic supply-demand forecasts, and what will be front and centre of next week’s CESCO copper event in Chile. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/BF91A3FE-38B7-465E-9A32-A803C86D6282.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 25 Mar 2022 04:00:00 -0000 Back to Basics full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (9 min) podcast we discuss feedback from the FT Commodities Summit in Lausanne, China’s growth push, how we are altering our basic supply-demand forecasts, and what will be front and centre of next week’s CESCO copper event in Chile. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/BF91A3FE-38B7-465E-9A32-A803C86D6282.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (9 min) podcast we discuss feedback from the FT Commodities Summit in Lausanne, China’s growth push, how we are altering our basic supply-demand forecasts, and what will be front and centre of next week’s CESCO copper event in Chile.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/BF91A3FE-38B7-465E-9A32-A803C86D6282.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 551 no Confusion and Chaos https://researchglobal0.bmocapitalmarkets.com/ In this short (10 min) Metal Matters podcast, we discuss feedback from BMO’s Global Metals & Mining Conference, how supply disruptions can result in demand destruction and the turbulence in the LME nickel market. Episode transcript: research-ca.bmocapitalmarkets.com/documents/CC8ED4F0-7D47-4B21-82BE-A766225F7AEB.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 11 Mar 2022 05:00:00 -0000 Confusion and Chaos full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (10 min) Metal Matters podcast, we discuss feedback from BMO’s Global Metals & Mining Conference, how supply disruptions can result in demand destruction and the turbulence in the LME nickel market. Episode transcript: research-ca.bmocapitalmarkets.com/documents/CC8ED4F0-7D47-4B21-82BE-A766225F7AEB.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (10 min) Metal Matters podcast, we discuss feedback from BMO’s Global Metals & Mining Conference, how supply disruptions can result in demand destruction and the turbulence in the LME nickel market.

Episode transcript: research-ca.bmocapitalmarkets.com/documents/CC8ED4F0-7D47-4B21-82BE-A766225F7AEB.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 635 no Florida Bound https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) podcast we preview the key points of discussion at BMO’s Global Metals & Mining Conference, talk potential flow-through impacts from the Russia-Ukraine situation, and highlight our work on the forthcoming demand transition for PGMs. BMO clients can view our report, "PGM Demand Drivers Prepare for Real Transition", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/7f9078c5-1b2d-49f7-9223-03ab795a6618/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E78A9937-D295-4944-9A25-276BD1B7AF2D.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 25 Feb 2022 05:00:00 -0000 Florida Bound full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) podcast we preview the key points of discussion at BMO’s Global Metals & Mining Conference, talk potential flow-through impacts from the Russia-Ukraine situation, and highlight our work on the forthcoming demand transition for PGMs. BMO clients can view our report, "PGM Demand Drivers Prepare for Real Transition", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/7f9078c5-1b2d-49f7-9223-03ab795a6618/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E78A9937-D295-4944-9A25-276BD1B7AF2D.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) podcast we preview the key points of discussion at BMO’s Global Metals & Mining Conference, talk potential flow-through impacts from the Russia-Ukraine situation, and highlight our work on the forthcoming demand transition for PGMs.

BMO clients can view our report, "PGM Demand Drivers Prepare for Real Transition", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/7f9078c5-1b2d-49f7-9223-03ab795a6618/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E78A9937-D295-4944-9A25-276BD1B7AF2D.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 462 no Think Like a Purchasing Manager https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) podcast we discuss how to think about what might happen in commodity markets after the recent price gains, our recent upgrade to electric vehicle expectations, and the forthcoming IZA conference. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C895A3A4-05C4-4AA5-BF23-3FD8BB396BF2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 11 Feb 2022 05:00:00 -0000 Think Like a Purchasing Manager full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) podcast we discuss how to think about what might happen in commodity markets after the recent price gains, our recent upgrade to electric vehicle expectations, and the forthcoming IZA conference. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C895A3A4-05C4-4AA5-BF23-3FD8BB396BF2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) podcast we discuss how to think about what might happen in commodity markets after the recent price gains, our recent upgrade to electric vehicle expectations, and the forthcoming IZA conference.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C895A3A4-05C4-4AA5-BF23-3FD8BB396BF2.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 525 no China’s Confidence Issues https://researchglobal0.bmocapitalmarkets.com/ In this short (8 minute) podcast we discuss why there is such a range of views on China this year, what to look at for signs of improved Chinese confidence, and PGM outperformance. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/67FDB434-B00F-4266-91B3-EFEEEFB503D9.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 28 Jan 2022 05:00:00 -0000 China’s Confidence Issues full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 minute) podcast we discuss why there is such a range of views on China this year, what to look at for signs of improved Chinese confidence, and PGM outperformance. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/67FDB434-B00F-4266-91B3-EFEEEFB503D9.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 minute) podcast we discuss why there is such a range of views on China this year, what to look at for signs of improved Chinese confidence, and PGM outperformance.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/67FDB434-B00F-4266-91B3-EFEEEFB503D9.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 502 no Supply Risks to the Fore https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) podcast we discuss the various forms of supply disruption afflicting metals and bulk commodity markets over the year to date, why Omicron may make this Chinese New Year a little different, and our balance for nickel this year. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/AED3B213-2D5F-4EE1-A5CD-BEDA139374C6.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 14 Jan 2022 05:00:00 -0000 Supply Risks to the Fore full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) podcast we discuss the various forms of supply disruption afflicting metals and bulk commodity markets over the year to date, why Omicron may make this Chinese New Year a little different, and our balance for nickel this year. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/AED3B213-2D5F-4EE1-A5CD-BEDA139374C6.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) podcast we discuss the various forms of supply disruption afflicting metals and bulk commodity markets over the year to date, why Omicron may make this Chinese New Year a little different, and our balance for nickel this year.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/AED3B213-2D5F-4EE1-A5CD-BEDA139374C6.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 483 no Metal Matters: Positioning for 2022 https://researchglobal0.bmocapitalmarkets.com/ In this short (9 min) podcast we review the most interesting points from the metals and mining industry for 2021, look ahead to what 2022 may bring, and discuss China’s recent growth-positive change of tack. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/17DAAB71-C820-4C77-89C8-EB51D0957786.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Tue, 21 Dec 2021 00:00:00 -0000 Metal Matters: Positioning for 2022 full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (9 min) podcast we review the most interesting points from the metals and mining industry for 2021, look ahead to what 2022 may bring, and discuss China’s recent growth-positive change of tack. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/17DAAB71-C820-4C77-89C8-EB51D0957786.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (9 min) podcast we review the most interesting points from the metals and mining industry for 2021, look ahead to what 2022 may bring, and discuss China’s recent growth-positive change of tack.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/17DAAB71-C820-4C77-89C8-EB51D0957786.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 542 no More Signs of China Easing https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) podcast we discuss current thinking around China policy, inflation impacts, US-Russia tension, and Omicron’s impact on metals supply. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/83C06731-5E0E-444C-969D-B80490EC20B9.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 10 Dec 2021 00:00:00 -0000 More Signs of China Easing full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) podcast we discuss current thinking around China policy, inflation impacts, US-Russia tension, and Omicron’s impact on metals supply. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/83C06731-5E0E-444C-969D-B80490EC20B9.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) podcast we discuss current thinking around China policy, inflation impacts, US-Russia tension, and Omicron’s impact on metals supply.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/83C06731-5E0E-444C-969D-B80490EC20B9.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 463 no Getting Into a Scrap https://researchglobal0.bmocapitalmarkets.com/ In this short (7 min) podcast we discuss the increasingly strategic nature of scrap, La Niña ramifications and the return of traditional gold buyers. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E202DAA-27C9-409F-9DEF-EFE6D2F40B23.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 26 Nov 2021 05:00:00 -0000 Getting Into a Scrap full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (7 min) podcast we discuss the increasingly strategic nature of scrap, La Niña ramifications and the return of traditional gold buyers. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E202DAA-27C9-409F-9DEF-EFE6D2F40B23.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (7 min) podcast we discuss the increasingly strategic nature of scrap, La Niña ramifications and the return of traditional gold buyers.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/8E202DAA-27C9-409F-9DEF-EFE6D2F40B23.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 404 no BMO Special Virtual Event - Commodities and the Circular Economy https://researchglobal0.bmocapitalmarkets.com/ In this special edition podcast, we discuss the key findings from our recent report "Circle in on a Material Opportunity", which focuses on the circular economy. This includes analysis of opportunities and threats to metals markets, how key end sectors such as buildings and white goods could be altered, and other sectors where we see potential opportunities as circular behaviour gains traction. BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E5255F10-4732-434C-854D-CA4D8CD9F566.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Thu, 18 Nov 2021 20:00:00 -0000 BMO Special Virtual Event - Commodities and the Circular Economy full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this special edition podcast, we discuss the key findings from our recent report "Circle in on a Material Opportunity", which focuses on the circular economy. This includes analysis of opportunities and threats to metals markets, how key end sectors such as buildings and white goods could be altered, and other sectors where we see potential opportunities as circular behaviour gains traction. BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E5255F10-4732-434C-854D-CA4D8CD9F566.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this special edition podcast, we discuss the key findings from our recent report "Circle in on a Material Opportunity", which focuses on the circular economy. This includes analysis of opportunities and threats to metals markets, how key end sectors such as buildings and white goods could be altered, and other sectors where we see potential opportunities as circular behaviour gains traction.

BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/E5255F10-4732-434C-854D-CA4D8CD9F566.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 1944 no Let’s Get Circular! https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) podcast we discuss the key points from our recently published circular economy report, the current situation in iron ore and coal markets and core policies in China’s “Xi Era”. BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/34C9430A-9208-4D13-B786-F282D97D0C1F.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 12 Nov 2021 05:00:00 -0000 Let’s Get Circular! full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) podcast we discuss the key points from our recently published circular economy report, the current situation in iron ore and coal markets and core policies in China’s “Xi Era”. BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/34C9430A-9208-4D13-B786-F282D97D0C1F.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) podcast we discuss the key points from our recently published circular economy report, the current situation in iron ore and coal markets and core policies in China’s “Xi Era”.

BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/34C9430A-9208-4D13-B786-F282D97D0C1F.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 449 no Copper’s Big Move and Critical Metals https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) podcast we discuss what caused the sharp move in copper last week, China’s current property situation, and how the magnesium situation will bring more focus to critical metals. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/9C77E7C6-514C-4684-91E2-9A9388CC4404.PDF To access our full disclosures, please visit:  https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 29 Oct 2021 04:00:00 -0000 Copper’s Big Move and Critical Metals full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) podcast we discuss what caused the sharp move in copper last week, China’s current property situation, and how the magnesium situation will bring more focus to critical metals. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/9C77E7C6-514C-4684-91E2-9A9388CC4404.PDF To access our full disclosures, please visit:  https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) podcast we discuss what caused the sharp move in copper last week, China’s current property situation, and how the magnesium situation will bring more focus to critical metals.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/9C77E7C6-514C-4684-91E2-9A9388CC4404.PDF

To access our full disclosures, please visit:  https://researchglobal0.bmocapitalmarkets.com/public-disclosure/



]]> 487 no LME Feedback and Rethinking Long-Run Copper https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) Metal Matters podcast we discuss feedback from LME Week, the knock-on implications from the global energy crisis, and the key conclusions from our recently published copper report. BMO clients can view our report, "Rethinking the Long-Term Copper Challenge", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/52b25693-0a56-46d0-8987-30a4359d1f4f/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C7A70448-B3ED-4CFA-A004-E8CB1725FD59.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 15 Oct 2021 04:00:00 -0000 LME Feedback and Rethinking Long-Run Copper full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) Metal Matters podcast we discuss feedback from LME Week, the knock-on implications from the global energy crisis, and the key conclusions from our recently published copper report. BMO clients can view our report, "Rethinking the Long-Term Copper Challenge", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/52b25693-0a56-46d0-8987-30a4359d1f4f/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C7A70448-B3ED-4CFA-A004-E8CB1725FD59.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) Metal Matters podcast we discuss feedback from LME Week, the knock-on implications from the global energy crisis, and the key conclusions from our recently published copper report.

BMO clients can view our report, "Rethinking the Long-Term Copper Challenge", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/52b25693-0a56-46d0-8987-30a4359d1f4f/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C7A70448-B3ED-4CFA-A004-E8CB1725FD59.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 474 no Power Policy and Price Updates https://researchglobal0.bmocapitalmarkets.com/ In this short (8 min) Metal Matters podcast, we discuss the knock-on effects of China’s power rationing, central bank policy, and what we expect from the forthcoming LME Week discussions. BMO clients can view our report, "Q4 2021 Commodity Price Update - Surprises Shift From Demand to Supply", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/8d79e3cb-c27a-4083-97ec-52ec01ce62df/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/31BE112F-B079-47C1-80E7-A9DCED12AE1C.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ Fri, 01 Oct 2021 04:00:00 -0000 Power Policy and Price Updates full BMO Capital Markets Equity Research Colin Hamilton, Commodities Analyst In this short (8 min) Metal Matters podcast, we discuss the knock-on effects of China’s power rationing, central bank policy, and what we expect from the forthcoming LME Week discussions. BMO clients can view our report, "Q4 2021 Commodity Price Update - Surprises Shift From Demand to Supply", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/8d79e3cb-c27a-4083-97ec-52ec01ce62df/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/31BE112F-B079-47C1-80E7-A9DCED12AE1C.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ In this short (8 min) Metal Matters podcast, we discuss the knock-on effects of China’s power rationing, central bank policy, and what we expect from the forthcoming LME Week discussions.

BMO clients can view our report, "Q4 2021 Commodity Price Update - Surprises Shift From Demand to Supply", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/8d79e3cb-c27a-4083-97ec-52ec01ce62df/

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/31BE112F-B079-47C1-80E7-A9DCED12AE1C.PDF

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

]]> 475 no