Putting the Ge in Geopolitics
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Description
In this short (11 min) podcast we discuss China’s minor metals export bans, the latest on stimulus, plus recent price forecast changes.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/LzJwaWRMbTdpeFY4ZmZHVE56RHhvVEZQVXNJOVlUYzAxeGEzajFsd0tvS2puaWdwSy95bkQ3SVhpWDJLMjJXWFFWRDJXNjRrT21PY3E3TXMxTmd6dmc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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Click here for transcript.
To access our full disclosures, please visit:...
Published 06/07/24
Published 06/07/24
In this episode we discuss whether some recent price gains are fundamentally justified, PGMs, China property and long run copper price expectations. (13 mins)
Episode transcript:
To access our full disclosures, please visit:
https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Published 05/24/24
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