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IN Tune: Chinese Capacity, COP, and Capex Discipline

 

Disponible en anglais seulement

IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally. 


This episode is hosted by Colin Hamilton, Commodities Analyst


In this 7 min Metal Matters podcast, we discuss 1) why strong free cash flow hasn’t yielded many new project approvals, 2) China’s steel production cuts and capacity offshoring, and 3) why the countdown to the COP26 Summit will keep the focus on metals involved with the global energy transition over the next three months.

TRANSCRIPT

Subscribe to this free podcast and never miss an episode or visit the BMO Equity Research website for more great episodes of IN Tune.

Podcast disclosure

LIRE LA SUITE

Conférence

Mines et métaux 30e conférence du secteur Mines et métaux

mars 1 - 5, 2021

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