Goodness Me, There Goes the Copper TC

Helen Amos is joined by George Heppel and Max Yerrill to discuss the rise of critical minerals as an investment theme. They explore how geopolitical tensions, supply chain security concerns, and government policy have accelerated investor interest in commodities such as rare eart ...  Show more

Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and disciplinary action on several high- ...  Show more

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 ...  Show more

In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now. 

From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring o ...

China consumes around 50% of world's copper and will continue to play a critical role in the market this year. S&P Global Platts metals experts Keith Tan and Han Lu examine China's appetite for copper concentrates as its economy recovers from the coronavirus pandemic. They also d ...  Show more

Industrial metals bounced after strong economic data out of China, while U.S. equities logged another red day to start the month of March. Maggie Lake is joined by Michele “Mish” Schneider, the Director of Trade Education and Research at MarketGauge.com, to hear where she thinks ...  Show more