Logistics, tight supply pose challenges to Ch...

Global beef prices are rising, with multiple record highs recorded for beef from Australia and Brazil, as well as in the US lean trimmings import market during the first quarter. Although strong US demand has supported the market, the global beef industry is facing challenges rel ...  Show more

The Indian solar market has grown considerably over the past decade as the country continues to invest in its module and cell manufacturing capacities. However, the recent imposition of additional duties by the country's largest export market – the US – has restricted India's exp ...  Show more

As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is. In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of ...  Show more

In this short episode we discuss whether China’s July data might be as bad as it gets, China gold demand, ex-China indicators and BHP’s latest commodity outlook. Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZHJjUVFMNWloMWdxd3BnRUh2YXFSV1NUdytBU3ZJdFY3VE ...  Show more

Leland Miller, CEO of China Beige Book International, discusses China's crackdown on Didi. Jordan Jackson, VP, Global Market Strategist at J.P. Morgan Investment Management, talks markets. Dan Devorsetz, CIO and Executive VP at Horizon Technology Finance, talks about opportunity ...  Show more

Metals Acquisition, led by CEO Mick McMullen, acquired the CSA project in Australia from Glencore last year. The project has shown exceptional drill results with high-grade copper mineralization. The company's strategy is to extend the mine's reserve life and identify ...