BMO Equity Research Metal Matters
By BMO Capital Markets Equity Research
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by BMO Capital Markets Equity Research
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 2
Reviews: 0
Episodes: 96
Description
Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.
| Episode | Date |
|---|---|
|
Copper’s Resilience and Other CESCO Week Themes ( 25 min)
|
Apr 24, 2026 |
|
The Iran Conflict Is Upending Fertiliser Markets - Why We Care in Metals (28 min)
|
Mar 27, 2026 |
|
BMO Special Event: Commodities: Middle East Conflict
|
Mar 10, 2026 |
|
BMO Special Analyst Event: 2026 BMO Global Metals, Mining & Critical Minerals Conference Takeaways
|
Mar 05, 2026 |
|
The World Needs More Mining and Demands Better Mining
|
Feb 17, 2026 |
|
Geopolitical Rupture and the Age of Metals Stockpiling
|
Jan 22, 2026 |
|
Wrapping Up 2025; What’s Next For The Supercycle?
|
Dec 22, 2025 |
|
Delving Into the Macro
|
Nov 21, 2025 |
|
From London to Beijing
|
Oct 24, 2025 |
|
Re-thinking the Price Deck
|
Oct 03, 2025 |
|
Debating a New Up-Cycle
|
Sep 19, 2025 |
|
Tariffs, Trepidation and Technology
|
Dec 20, 2024 |
|
What We Foresee for the Four C’s
|
Dec 06, 2024 |
|
Rebate and Recycle
|
Nov 22, 2024 |
|
Bracing for Trade Barriers
|
Nov 08, 2024 |
|
Stimulus, But Not As We Know It
|
Oct 25, 2024 |
|
LME Learnings
|
Oct 11, 2024 |
|
China Not So Bleak into LME Week
|
Sep 27, 2024 |
|
Adjusting the Battery Blinkers
|
Sep 13, 2024 |
|
Getting U Ready, as Gold Gleams
|
Aug 30, 2024 |
|
Making a Drama Out of a Steel Crisis
|
Aug 16, 2024 |
|
Getting the Grid Connection Back
|
Aug 02, 2024 |
|
Two Precious Weeks
|
Jul 19, 2024 |
|
Concentrating on Concentrates
|
Jul 05, 2024 |
|
China Looking to Bring on the Substitute
|
Jun 20, 2024 |
|
Taking Stock of Counter-Seasonality
|
Jun 07, 2024 |
|
Flows and Fundamentals
|
May 24, 2024 |
|
Copper’s Double Negative
|
May 10, 2024 |
|
Things Might Be Getting Too (Capital) Intense
|
Apr 26, 2024 |
|
A Golden Start to the Quarter
|
Apr 12, 2024 |
|
Beginning to Look a Bit Better
|
Mar 28, 2024 |
|
Moving All Over the Place
|
Mar 15, 2024 |
|
The Role of Responsible Mining
|
Mar 01, 2024 |
|
Conference Crescendo
|
Feb 23, 2024 |
|
What Was Interesting at Indaba?
|
Feb 09, 2024 |
|
Goodness Me, There Goes the Copper TC
|
Jan 26, 2024 |
|
Supply Chain Issues Re-Emerging
|
Jan 12, 2024 |
|
The Old Guard Step Up for 2024
|
Dec 15, 2023 |
|
Calling Out for Cuts
|
Dec 01, 2023 |
|
PV the Silver Lining
|
Nov 17, 2023 |
|
Energy Transition Still Rising in the East
|
Nov 03, 2023 |
|
Caution Abound at LME Week
|
Oct 20, 2023 |
|
Metal Matters: Don’t Fear, LME Week Is Here
|
Oct 06, 2023 |
|
Stabilisation, Strikes, Surges, and Slides
|
Sep 22, 2023 |
|
Metals & Bulks Speed Dating
|
Sep 08, 2023 |
|
U Kids on the Block at the World Nuclear Symposium
|
Sep 01, 2023 |
|
Cyclical Low Versus a Credit Crash
|
Aug 25, 2023 |
|
Substitution, Silver and Steel
|
Aug 11, 2023 |
|
The Heat is On
|
Jul 28, 2023 |
|
Putting the Ge in Geopolitics
|
Jul 07, 2023 |
|
ABCD edition – Alumina, Batteries, China and DRI
|
Jun 23, 2023 |
|
A Growing Ex-China Demand Problem
|
Jun 09, 2023 |
|
Bearish Spiral Goes Viral
|
May 26, 2023 |
|
Concerns Cloud Conference Season
|
May 12, 2023 |
|
Battery Materials Battered
|
Apr 28, 2023 |
|
CESCO-Time
|
Apr 14, 2023 |
|
Keeping It Real
|
Mar 31, 2023 |
|
A Critical Discussion
|
Mar 24, 2023 |
|
Copper-tunity Knocks
|
Mar 10, 2023 |
|
Focus on Florida
|
Feb 24, 2023 |
|
Indaba Insights
|
Feb 10, 2023 |
|
Rabbit Hops Breed China Hopes
|
Jan 27, 2023 |
|
January Joy for Metals & Bulks
|
Jan 13, 2023 |
|
Looking Ahead to 2023
|
Dec 16, 2022 |
|
Disorder vs. Demand
|
Dec 02, 2022 |
|
Pick Your Pivot
|
Nov 18, 2022 |
|
Metals Macro Plays Metals Micro
|
Nov 04, 2022 |
|
Pump up the Base for LME Week
|
Oct 21, 2022 |
|
A Responsible Response
|
Oct 07, 2022 |
|
A Reddish Tinge to Gold
|
Sep 23, 2022 |
|
Beijing, Batteries and Metal Buyers
|
Sep 09, 2022 |
|
Powering Down
|
Aug 26, 2022 |
|
Summer Doldrums
|
Aug 12, 2022 |
|
Counting on Costs
|
Jul 29, 2022 |
|
Taking Stock of the Headwinds
|
Jul 15, 2022 |
|
Metal Matters: Little Shelter From the Storm
|
Jul 01, 2022 |
|
Vacation Rotation
|
Jun 17, 2022 |
|
Catching Up on China
|
Jun 03, 2022 |
|
Peak Conference Season
|
May 20, 2022 |
|
Infrastructure, Iron Ore and Indaba
|
May 06, 2022 |
|
China’s Report Card
|
Apr 22, 2022 |
|
Security of Supply
|
Apr 08, 2022 |
|
Back to Basics
|
Mar 25, 2022 |
|
Confusion and Chaos
|
Mar 11, 2022 |
|
Florida Bound
|
Feb 25, 2022 |
|
Think Like a Purchasing Manager
|
Feb 11, 2022 |
|
China’s Confidence Issues
|
Jan 28, 2022 |
|
Supply Risks to the Fore
|
Jan 14, 2022 |
|
Metal Matters: Positioning for 2022
|
Dec 21, 2021 |
|
More Signs of China Easing
|
Dec 10, 2021 |
|
Getting Into a Scrap
|
Nov 26, 2021 |
|
BMO Special Virtual Event - Commodities and the Circular Economy
|
Nov 18, 2021 |
|
Let’s Get Circular!
|
Nov 12, 2021 |
|
Copper’s Big Move and Critical Metals
|
Oct 29, 2021 |
|
LME Feedback and Rethinking Long-Run Copper
|
Oct 15, 2021 |
|
Power Policy and Price Updates
|
Oct 01, 2021 |