Description
This week we discuss feedback from CESCO copper week, aluminium, China trade and the pressure on battery raw materials. (12 min).
BMO clients can view our report, "CESCO Copper Week 2023 - Checking the Copper Connections", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/c69346d7-e6e9-460c-bded-63eac1e7026c/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/NG5YNTRWaGRGODJyTEtNakRtdkJSSjhkYXNTN1V0ZzRxdkIveWt6NU82WnZBUXJFMUZUbjBMb3JMTUtZWDV0SXc3cSsxbWt4NG5DQXREQzFTWjY2UHc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
This 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 transcript.
Published 11/22/24
This episode discusses the impact of the U.S. election results on precious
and industrial metals, and how China will respond to the new U.S. administration's policies.
(11 min)
Click here for transcript.
Published 11/08/24