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BMO Equity Research Metal Matters

BMO Capital Markets Equity Research

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

PublishesTwice monthlyEpisodes87Founded4 years ago
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Latest Episodes

This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum ... more

In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.

BMO clients can view our reports here:

BMO Precious Metals Monitor: Po... more

YouTube

In the final episode for 2024 we discuss BMO’s outlook for Metals & Mining in 2025, technology advances and the current situation in aluminium.

Click here for report.

Click here for transcript.

To access our full disclosures, please visit: https:/... more

YouTube

In this episode we discuss China-U.S. friction in critical minerals, the 2025 outlook for copper, cobalt’s challenges and China’s Central Economic Work Conference. 12 min

Click here for transcript

To access our full disclosures, please visit: https... more

YouTube

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Reviews

4.9 out of 5 stars from 21 ratings
  • Great, short updates

    Great work Colin on the succinct, insightful comments!

    Apple Podcasts
    5
    Matthew Andrade, CFA
    Canada4 years ago

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2. Money of Mine
3. Macro Horizons
4. The Global Lithium Podcast
5. The HC Commodities Podcast

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BMO Equity Research Metal Matters launched 4 years ago and published 87 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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