BMO Equity Research Metal Matters
by BMO Capital Markets Equity Research
Latest episode
Metal Matters: Super El Niño is here; what should investors be…
Metal Matters: Super El Niño is here; what should investors be…
About this podcast
Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.
Episodes
The newest 20 of 102 episodes
- Metal Matters: Super El Niño is here; what should investors be watching for? (31 min) · 32 minHelen 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…
- Metal Matters: Talking AI in Mining With McKinsey (Part 2) · 43 minIn 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…
- Metal Matters: Talking AI in Mining With McKinsey (Part 1) · 45 minIn 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…
- Temperature Rising in Metals World (16 min) · 16 minWe 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…
- Metal Matters: Dissecting the Investment Case for Critical Minerals ( 39 min) · 39 minHelen 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…
- Coal Fired Up (30 min) · 30 minHelen 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…
- Copper’s Resilience and Other CESCO Week Themes ( 25 min) · 25 minIn 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…
- The Iran Conflict Is Upending Fertiliser Markets - Why We Care in Metals (28 min) · 29 minIn 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…
- BMO Special Event: Commodities: Middle East Conflict · 35 minCommodity prices are reacting in a major way to the ongoing conflict in the Middle East. Please join our analysts, Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and…
- BMO Special Analyst Event: 2026 BMO Global Metals, Mining & Critical Minerals Conference Takeaways · 53 minBMO’s Base, Precious and Critical Minerals Analysts share the key takeaways, themes and developments from the 2026 Global Metals, Mining and Critical Minerals Conference. Click…
- The World Needs More Mining and Demands Better Mining · 40 minIn this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is…
- Geopolitical Rupture and the Age of Metals Stockpiling · 13 minIn this episode, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over…
- Wrapping Up 2025; What’s Next For The Supercycle? · 34 minHelen Amos is joined by George Heppel to wrap up on the big developments and surprises over 2025. They discuss the recent surge in silver and platinum, what has kept metals…
- Delving Into the Macro · 39 minIn this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from…
- From London to Beijing · 15 minIn this week’s Metal Matters, we re-cap on our key take-aways from LME week, discuss the correction in precious metals, and shift the spotlight over to China’s recent economic…
- Re-thinking the Price Deck · 26 minThis week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold…
- Debating a New Up-Cycle · 14 minIn the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle…
- Tariffs, Trepidation and Technology · 11 minIn the final episode for 2024 we discuss BMO’s outlook for Metals & Mining in 2025, technology advances and the current situation in aluminium. Click here for report. Click here…
- What We Foresee for the Four C’s · 12 minIn this episode we discuss China-U.S. friction in critical minerals, the 2025 outlook for copper, cobalt’s challenges and China’s Central Economic Work Conference. 12 min Click…
- Rebate and Recycle · 14 minThis episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling ( 14 min) Click here for…
