Description
In this short (8 min) podcast we discuss China’s drip feed policy support, why the trend to bigger batteries might slow, alumina’s challenges and client interest in DRI.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/aTQwbmVIcEJSd0E1TkJKclV4Qzk2R2N1dDBOZWx5QTlqeldlejJoeTVhZnZ6M2JsM1kwOHlpeitaYW5hejN1K3VDd3JMVUVBMERsWWx2Ri91TmI5RGc9PQ2.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