BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

BMO Capital Markets Equity ResearchBMO Capital Markets Equity Research
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Metal Matters: Super El Niño is here; what should investors be watching for? (31 min)

Helen Amos is joined by Doug Morrow, BMO’s Sustainability and Thematic Research Analyst, to discuss market risks and opportunities around the unfolding “super” El Niño, expected to be the strongest one ever seen, with an unusually high level of conviction from scientists. They di ...  Afficher plus

 . 31min 34sec
Metal Matters: Talking AI in Mining With McKinsey (Part 2)

In the final part of this special series on how AI is changing mining, Helen continues the discussion with McKinsey’s mining and AI experts Sean Buckley and Cris Cunha. They discuss how AI is shifting operating decisions from reactive to proactive, compressing response times, and ...  Afficher plus

 . 43min 8sec
Metal Matters: Talking AI in Mining With McKinsey (Part 1)

In the first episode of this special two-part series on how AI is changing mining, Helen sits down with mining and AI experts Sean Buckley and Cris Cunha from McKinsey. While the data shows uneven adoption of AI across the mining industry, success has been found in top-down targe ...  Afficher plus

 . 44min 59sec
Temperature Rising in Metals World (16 min)

We discuss drivers behind the renewed rally in copper and gold prices, the quiet outperformance of the underdog metal, zinc, and why iron ore is causing a stir in the trading world. We talk through the high degree of uncertainty around the outcome for US copper tariffs, with bets ...  Afficher plus

 . 15min 50sec