OM DENNE EPISODE
Commodity 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 George Heppel for a group conference call where we discuss our latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets.
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
Engelsk
USA
I DENNE EPISODE
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SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af BMO Equity Research Metal Matters.
ANDRE EPISODE I DENNE PODCAST
BMO’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 here for transcript.
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
In 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 Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coa…
In 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 shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They dis…
In 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 rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development.
Click here for transcript.
…
Helen 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 prices high in the face of global tariffs, China’s reach on global metals supply chains, critical minerals investments, and th…
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