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BMO Equity Research Metal Matters

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

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16 Sep 2024 12:55Podcast

Adjusting the Battery Blinkers

Despite challenges in the metal industry, such as declining zinc mine output and low operating rates at galvanizing producers, the transition to...

bullishGold
03 Sep 2024 00:19Podcast

Getting U Ready, as Gold Gleams

China's steel industry facing challenges with output cuts and accumulated losses, while government aims to stimulate demand through infrastructure...

bearishSteel
19 Aug 2024 15:00Podcast

Making a Drama Out of a Steel Crisis

The steel industry in China is facing a crisis due to low prices, negative margins, overcapacity, and government restrictions, but there are signs...

bullishCopper
05 Aug 2024 10:35Podcast

Getting the Grid Connection Back

China's state grid is set to increase spending by 13% this year, potentially boosting sentiment in the copper sector, while new standards for...

bullishPlatinum
08 Jul 2024 12:43Podcast

Concentrating on Concentrates

Manganese ore, alumina, molybdenum, and chrome ore prices are up, while cobalt prices are down due to market surplus Precious metals like gold are...

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