Debating a New Up-Cycle
BMO Equity Research Metal Matters - En podcast av BMO Capital Markets Equity Research - Fredagar
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In 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. BMO clients can view our reports here: BMO Precious Metals Monitor: Poised for the CutPGMs: Picking the Right BasketAnti-Involution Needs Patience: Copper and Coal Screen Strongest Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
