BMO Equity Research Metal Matters

87 Episodes

1. Re-thinking the Price Deck

   Published: 3/10/2025
2. Debating a New Up-Cycle

   Published: 19/09/2025
3. Tariffs, Trepidation and Technology

   Published: 20/12/2024
4. What We Foresee for the Four C’s

   Published: 6/12/2024
5. Rebate and Recycle

   Published: 22/11/2024
6. Bracing for Trade Barriers

   Published: 8/11/2024
7. Stimulus, But Not As We Know It

   Published: 25/10/2024
8. LME Learnings

   Published: 11/10/2024
9. China Not So Bleak into LME Week

   Published: 27/09/2024
10. Adjusting the Battery Blinkers

    Published: 13/09/2024
11. Getting U Ready, as Gold Gleams

    Published: 30/08/2024
12. Making a Drama Out of a Steel Crisis

    Published: 16/08/2024
13. Getting the Grid Connection Back

    Published: 2/08/2024
14. Two Precious Weeks

    Published: 19/07/2024
15. Concentrating on Concentrates

    Published: 5/07/2024
16. China Looking to Bring on the Substitute

    Published: 20/06/2024
17. Taking Stock of Counter-Seasonality

    Published: 7/06/2024
18. Flows and Fundamentals

    Published: 24/05/2024
19. Copper’s Double Negative

    Published: 10/05/2024
20. Things Might Be Getting Too (Capital) Intense

    Published: 26/04/2024