Hot Topics in Global Metals & Mining Each Week, BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

Hot Topics in Global Metals & Mining Each Week

Featuring Colin Hamilton, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.

Commodities

<ul><li>Turbulent macro backdrop with concerns over US-China trade relations and credit quality affecting global economy and metals demand</li><li>Mixed sentiments on copper market balances for next year, with varying views on supply from DRC and Chinese demand</li><li>Aluminium narrative looking positive with China's X supply growth and debate on market balances centered around capacity ramp up from Indonesia</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Turbulent macro backdrop with concerns over US-China trade relations and credit quality affecting global economy and metals demandMixed sentiments on copper market balances for next year, with varying views on supply from DRC and Chinese demandAluminium narrative looking positive with China's X supply growth and debate on market balances centered around capacity ramp up from IndonesiaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Commodity markets are complex, but understanding core issues can be simplified through arithmetic</li><li>Aluminum and nickel are facing supply shortages and cost escalations, driving prices up</li><li>Copper market dynamics are influenced by resilient Chinese buying and global supply issues</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Commodity markets are complex, but understanding core issues can be simplified through arithmeticAluminum and nickel are facing supply shortages and cost escalations, driving prices upCopper market dynamics are influenced by resilient Chinese buying and global supply issuesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul>
<li>Oil market experiencing supply disruption due to infrastructure attacks and blockage of the Strait of Hormuz</li>
<li>Aluminum market also being affected with potential production ramp downs due to disruptions in raw material supply</li>
<li>Prices and market dynamics in both oil and metals markets are being closely monitored and analyzed for potential impacts on supply chains and consumer demand</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Oil market experiencing supply disruption due to infrastructure attacks and blockage of the Strait of Hormuz
Aluminum market also being affected with potential production ramp downs due to disruptions in raw material supply
Prices and market dynamics in both oil and metals markets are being closely monitored and analyzed for potential impacts on supply chains and consumer demand

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Precious metals experiencing volatility, with gold up 18% in January and silver up over 40% this year</li><li>Correction in gold market seen as healthy and not overdue, with medium term target of $6,000 per ounce</li><li>Copper market experiencing intense volatility, with record levels hit and China's involvement impacting market dynamics</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Precious metals experiencing volatility, with gold up 18% in January and silver up over 40% this yearCorrection in gold market seen as healthy and not overdue, with medium term target of $6,000 per ounceCopper market experiencing intense volatility, with record levels hit and China's involvement impacting market dynamicsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities:  A week of commodity whiplash

<ul><li>Valuations were fair on last Friday, with the exception of the media-reported rate check by New York Fed for the Japanese yen which triggered a rise in the dollar and metals trade.</li><li>Despite potential consolidation and pullbacks ahead of payrolls, the macro backdrop favors pro-cyclical currencies and a weaker dollar.</li><li>Gold is believed to have a structural bullish trend, while silver may experience a sharp correction due to speculative overextension, and copper's rally is driven by Chinese flows and supply constraints.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Valuations were fair on last Friday, with the exception of the media-reported rate check by New York Fed for the Japanese yen which triggered a rise in the dollar and metals trade.Despite potential consolidation and pullbacks ahead of payrolls, the macro backdrop favors pro-cyclical currencies and a weaker dollar.Gold is believed to have a structural bullish trend, while silver may experience a sharp correction due to speculative overextension, and copper's rally is driven by Chinese flows and supply constraints.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX and Commodities: The dollar, metals, APAC and vols

United States

Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

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Copper (COPPER COMDTY)

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