Description
In the first 2024 episode we discuss met coal and alumina fundamentals following recent price gains, China’s latest data points and how the Red Sea situation might impact metals and bulks. 13 min
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/QVpFMkZXK0JuQjcybzhRNjEvMGt1bXRLNFFuNzBkTjNRMVFlTHZwSUJQWCtvS2E5WE5mQ1pOK3E0MGIzai9BRlBNeEVDSGlvOGFyL3VjZ3dGR0dvQlE9PQ2.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