Logistics, tight supply pose challenges to Ch...

African swine fever is adding fresh uncertainty to Spain's pork market, reshaping trade flows and influencing feed buying decisions. As exporters navigate disease-related restrictions and changing global demand, feed buyers remain cautious and focused on short-term needs. In this ...  Show more

The ongoing El Niño is reshaping global seafood markets by warming Pacific waters and disrupting rainfall, currents, and nutrient flows. Shrimp producers face disease risks, salinity fluctuations, flooding, drought, and elevated feed costs, which pressure output and margins. In P ...  Show more

In this episode we discuss the growing tightness in copper raw material markets, gold’s resilience, nickel supply cuts, and China’s 2023 economic data. (12 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ei9UanNMUVJjRjcxOFFVT2F2am8wSWJRT0JLWDZSSDNxdz ...  Show more

In this episode we discuss the unusual situation happening in copper at present, why iron ore might be the best way to play Chinese recovery, gold demand and BMO’s economic expectations. (13 min) Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d0pHOGZncGVN ...  Show more

Copper prices are heading up due to increased demand from energy transition and declining grades at existing mines, said Nolan Peterson, CEO of World Copper. On Friday Peterson recorded Kitco Roundtable with Kitco correspondent Paul Harris and Mining Audiences Manager Michael McC ...  Show more

The country dominates the global processing of critical minerals - materials essential to clean energy, defence, and modern manufacturing. In the second part of our series on the global race to secure these resources, we explore how China built its control over the supply chain, ...  Show more