Metals Macro Plays Metals Micro
Listen now
Description
In this short podcast (9 min) we discuss LME Week feedback, cuts to copper supply expectations, the latest on China policy, and the potential for asset-level joint ventures in the industry.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A3A03E89-54FE-4C0A-8ADB-B47D16A82761.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
More Episodes
In this episode we discuss the copper physical-financial disconnect, China’s focus on substituting copper with aluminium, and the current nickel situation. (11 min)
Click here for transcript
To access our full disclosures, please visit:...
Published 06/20/24
Published 06/20/24
In this episode we discuss the unusual rise in visible metal inventory during May, supply issues in alumina and manganese ore, and the latest on batteries from the Rhomotion Europe conference. (13 mins)
Click here for transcript.
To access our full disclosures, please visit:...
Published 06/07/24
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
