BMO Equity Research Metal Matters

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