EPISODE · Sep 24, 2025 · 13 MIN
Metal Matters: Debating a New Up-Cycle
from Markets Plus · host BMO
Today's conversation comes from a September 18th episode of the BMO Equity Research Metal Matters podcast. Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week. In this episode, Helen discusses copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.
What this episode covers
Today's conversation comes from a September 18th episode of the BMO Equity Research Metal Matters podcast. Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week. In this episode, Helen discusses copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.
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Metal Matters: Debating a New Up-Cycle
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