BMO Equity Research Metal Matters
BMO Capital Markets Equity ResearchFeaturing Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.
| Publishes | Monthly | Episodes | 99 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
We discuss drivers behind the renewed rally in copper and gold prices, the quiet outperformance of the underdog metal, zinc, and why iron ore is causing a stir in the trading world. We talk through the high degree of uncertainty around the outcome fo... more
Helen Amos is joined by George Heppel and Max Yerrill to discuss the rise of critical minerals as an investment theme. They explore how geopolitical tensions, supply chain security concerns, and government policy have accelerated investor interest in... more
Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and discip... more
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 h... more
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- Back on in 2025
Good to hear Metal Matters back each week. Missed it.
Apple Podcasts5Ibandyq
Canadaa year ago - Great, short updates
Great work Colin on the succinct, insightful comments!
Apple Podcasts5Matthew Andrade, CFACanada5 years ago
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Apple Podcasts | #141 | Canada/Business/Investing |
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Frequently Asked Questions About BMO Equity Research Metal Matters
What is BMO Equity Research Metal Matters about and what kind of topics does it cover?
- The show centers on global metals and mining topics with a strong emphasis on macro drivers, policy impacts, supply chains, and pricing dynamics across base and precious metals. Episodes feature a mix of host-led analysis and expert guests from BMO Capital Markets, including equity research and commodities desks, to unpack how geopolitics, energy costs, and policy financing shape investments and project economics. A notable strength is its timely coverage of critical minerals, policy developments, and market signals, often linking microindustry specifics (like MP Materials or sulfuric acid dynamics) to broader investment theses. Listeners can expect concise, data-driven insights aimed at investors and professionals tracking metals, commod... more
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How many listeners does BMO Equity Research Metal Matters get?
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How many subscribers and views does BMO Equity Research Metal Matters have?
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Which podcasts are similar to BMO Equity Research Metal Matters?
These podcasts share a similar audience with BMO Equity Research Metal Matters:
1. Macro Voices
2. The HC Commodities Podcast
3. Money of Mine
4. Forward Guidance
5. Odd Lots
How many episodes of BMO Equity Research Metal Matters are there?
BMO Equity Research Metal Matters launched 5 years ago and published 99 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact BMO Equity Research Metal Matters?
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What guests have appeared on BMO Equity Research Metal Matters?
Recent guests on BMO Equity Research Metal Matters include:
1. Max Yerrill
2. Katja Jancic
3. Joel Jackson
4. Randy Ollenberger
5. John McNulty
6. John Jovanovic
7. Ro Dhawan
8. Doug Porter
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.