ABCD edition – Alumina, Batteries, China and DRI

ABCD edition – Alumina, Batteries, China and ...

BMO Capital Markets Equity ResearchBMO Capital Markets Equity Research

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Copper’s Resilience and Other CESCO Week Themes ( 25 min)

In this episode, Helen Amos reviews key debates over Cesco Week 2026, including Iran conflict demand risks, sulphuric acid shortages, the U.S. arb, and challenges facing western-listed mining companies in their pursuit of copper growth. Demand side headwinds from higher oil price ...  Afficher plus

 . 24min 43sec
The Iran Conflict Is Upending Fertiliser Markets - Why We Care in Metals (28 min)

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 ...  Afficher plus

 . 28min 41sec

Épisodes Recommandés

Battery Materials: Raising EV Sales, and What It Means for Lithium and Other Key Battery Metals
BMO Equity Research IN Tune

In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others. BMO clients can view our reports ...  Afficher plus

 . 15min 47sec
Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals
BMO Equity Research IN Tune

BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Ham ...  Afficher plus

 . 15min 42sec
An Update on BMO Equity Research’s ESG Initiative
BMO Equity Research IN Tune

In this episode of our podcast, we reconnect with Doug Morrow, Director, ESG Strategy, and get his view on today’s big ESG themes and an update on the research team’s ESG initiative. We cover the upcoming COP 26 and concerns about greenwashing, and review key findings from some o ...  Afficher plus

 . 21min 10sec
Metal Matters: Conference Season Kicks Off
BMO Equity Research IN Tune

In this short (8 min) Metal Matters podcast we discuss the upcoming World Nuclear Association and Denver Gold conferences, the electric vehicle upgrade cycle and the impact logistical constraints may have on the wider metals cycle. Episode transcript: https://research-ca.bmocapit ...  Afficher plus

 . 8min 18sec