BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

BMO Capital Markets Equity ResearchBMO Capital Markets Equity Research
Release Date

All Episodes

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 ...  Show more

 . 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 ...  Show more

 . 15min 50sec
Metal Matters: Dissecting the Investment Case for Critical Minerals ( 39 min)

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

 . 39min 9sec
Coal Fired Up (30 min)

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

 . 29min 41sec
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 ...  Show more

 . 24min 43sec