BMO Equity Research Metal Matters

BMO Capital Markets Equity Research•research.bmo.com

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

Last refreshed: April 11th, 2026 at 8:35 AM ⓘ

Follow this podcast in the Metacast mobile app to refresh it and see new episodes.

Follow on

Apple Podcasts

Spotify

RSS

Podcasts are better in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

BMO Special Virtual Event - Commodities and the Circular Economy

In this special edition podcast, we discuss the key findings from our recent report "Circle in on a Material Opportunity", which focuses on the circular economy. This includes analysis of opportunities and threats to metals markets, how key end sectors such as buildings and white goods could be altered, and other sectors where we see potential opportunities as circular behaviour gains traction. BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchg...

Nov 18, 2021•32 min

Let’s Get Circular!

In this short (8 min) podcast we discuss the key points from our recently published circular economy report, the current situation in iron ore and coal markets and core policies in China’s “Xi Era”. BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/34C9430A-9208-4D13-B786-F282D97D0C1F.PDF To access ...

Nov 12, 2021•7 min

Copper’s Big Move and Critical Metals

In this short (8 min) podcast we discuss what caused the sharp move in copper last week, China’s current property situation, and how the magnesium situation will bring more focus to critical metals. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/9C77E7C6-514C-4684-91E2-9A9388CC4404.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/...

Oct 29, 2021•8 min

LME Feedback and Rethinking Long-Run Copper

In this short (8 min) Metal Matters podcast we discuss feedback from LME Week, the knock-on implications from the global energy crisis, and the key conclusions from our recently published copper report. BMO clients can view our report, "Rethinking the Long-Term Copper Challenge", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/52b25693-0a56-46d0-8987-30a4359d1f4f/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C7A70448-B3ED-4CFA-A004-E8CB1725FD59.PDF ...

Oct 15, 2021•8 min

Power Policy and Price Updates

In this short (8 min) Metal Matters podcast, we discuss the knock-on effects of China’s power rationing, central bank policy, and what we expect from the forthcoming LME Week discussions. BMO clients can view our report, "Q4 2021 Commodity Price Update - Surprises Shift From Demand to Supply", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/8d79e3cb-c27a-4083-97ec-52ec01ce62df/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/31BE112F-B079-47C1-80E7-A9D...

Oct 01, 2021•8 min

← Prev

Hosted on Megaphone by Spotify

For the best experience, listen in Metacast app for iOS or Android