Supply Chain Issues Re-Emerging
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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/
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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)
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To access our full disclosures, please visit:...
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