Taking Stock of the Headwinds
Taking Stock of the Headwinds
In this short (11 min) podcast we discuss the challenges facing current metals markets, copper, steel, and the latest da... Read more
15 Jul 2022
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10mins
Metal Matters: Little Shelter From the Storm
Metal Matters: Little Shelter From the Storm
In this short (10 min) podcast we discuss the recent sell-off in industrial metal prices, the outlook for copper and ura... Read more
1 Jul 2022
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10mins
Vacation Rotation
Vacation Rotation
In this short (10 min) podcast we discuss when the current energy interest may rotate back towards metals, central bank ... Read more
17 Jun 2022
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9mins
Catching Up on China
Catching Up on China
In this short podcast we discuss the divergent forces in China’s metals demand, thermal coal, iron ore, and the battery ... Read more
3 Jun 2022
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9mins
Peak Conference Season
Peak Conference Season
In this short (9 min) podcast we discuss feedback from industry events covering cobalt, platinum, and aluminium markets,... Read more
20 May 2022
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8mins
Infrastructure, Iron Ore and Indaba
Infrastructure, Iron Ore and Indaba
In this short (9 min) podcast we discuss the implications of China’s latest pro- growth rhetoric, how to think about the... Read more
6 May 2022
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9mins
China’s Report Card
China’s Report Card
In this short (10 min) podcast we discuss the current state of play in China’s economic data, easing in copper raw mater... Read more
22 Apr 2022
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9mins
Security of Supply
Security of Supply
In this short podcast we discuss our recent commodity price update, China’s changing trade patterns and the push for ene... Read more
8 Apr 2022
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10mins
Back to Basics
Back to Basics
In this short (9 min) podcast we discuss feedback from the FT Commodities Summit in Lausanne, China’s growth push, how w... Read more
25 Mar 2022
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9mins
Confusion and Chaos
Confusion and Chaos
In this short (10 min) Metal Matters podcast, we discuss feedback from BMO’s Global Metals & Mining Conference, how ... Read more
11 Mar 2022
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10mins