BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

BMO Capital Markets Equity ResearchBMO Capital Markets Equity Research
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All Episodes

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
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 ...  Show more

 . 28min 41sec