Debating a New Up-Cycle
Sep 19, 2025•14 min
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Episode description
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: Poised for the Cut
PGMs: Picking the Right Basket
Anti-Involution Needs Patience: Copper and Coal Screen Strongest
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
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