BMO Equity Research Metal Matters

87 Episodes

1. Re-thinking the Price Deck

   Published: 10/3/2025
2. Debating a New Up-Cycle

   Published: 9/19/2025
3. Tariffs, Trepidation and Technology

   Published: 12/20/2024
4. What We Foresee for the Four C’s

   Published: 12/6/2024
5. Rebate and Recycle

   Published: 11/22/2024
6. Bracing for Trade Barriers

   Published: 11/8/2024
7. Stimulus, But Not As We Know It

   Published: 10/25/2024
8. LME Learnings

   Published: 10/11/2024
9. China Not So Bleak into LME Week

   Published: 9/27/2024
10. Adjusting the Battery Blinkers

    Published: 9/13/2024
11. Getting U Ready, as Gold Gleams

    Published: 8/30/2024
12. Making a Drama Out of a Steel Crisis

    Published: 8/16/2024
13. Getting the Grid Connection Back

    Published: 8/2/2024
14. Two Precious Weeks

    Published: 7/19/2024
15. Concentrating on Concentrates

    Published: 7/5/2024
16. China Looking to Bring on the Substitute

    Published: 6/20/2024
17. Taking Stock of Counter-Seasonality

    Published: 6/7/2024
18. Flows and Fundamentals

    Published: 5/24/2024
19. Copper’s Double Negative

    Published: 5/10/2024
20. Things Might Be Getting Too (Capital) Intense

    Published: 4/26/2024