Metal Matters: Conference Season Kicks Off

In this episode, Helen Amos and Joel Jackson discuss disruptions to fertiliser supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response ...  عرض المزيد

On March 17, BMO hosted a discussion on the Middle East conflict and how it is likely to impact the US and Canadian economies, and energy markets. The panel included: Doug Porter, Chief Economist, who discussed the implications for growth, inflation, and central bank policy, and ...  عرض المزيد

This week we preview LME Week 2023, discuss global industrial outlook and our recent price changes, and provide some quick thoughts on aluminium. BMO clients can view our report, "Q4 2023 Metals & Bulk Commodity Price Update: Steadying the Ship", by visiting: https://researchglob ...  عرض المزيد

In this episode we discuss the unusual rise in visible metal inventory during May, supply issues in alumina and manganese ore, and the latest on batteries from the Rhomotion Europe conference. (13 mins) Click here for transcript. To access our full disclosures, please visit: http ...  عرض المزيد

In this episode we consider the outcomes from China’s politburo meeting, critical minerals, met coal, and potential El Niño impacts. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/K1JnVTc3bFg2RDNscXFtMDBVdVJKZDZvdUxIb005M2hLNUd6Nmt5VGV4SmJveExJbURVUmx5dW5 ...  عرض المزيد

In this episode we discuss the need for supply adjustments across commodities, with a focus on nickel, consider the seasonal iron ore trade, and think about the outlook for batteries and EVs (12 min) Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/amRTYUgr ...  عرض المزيد