ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Metals Macro Plays Metals Micro"
Episode Synopsis
In this short podcast (9 min) we discuss LME Week feedback, cuts to copper supply expectations, the latest on China policy, and the potential for asset-level joint ventures in the industry.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A3A03E89-54FE-4C0A-8ADB-B47D16A82761.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/A3A03E89-54FE-4C0A-8ADB-B47D16A82761.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
More episodes of the podcast BMO Equity Research Metal Matters
Delving Into the Macro
21/11/2025
From London to Beijing
24/10/2025
Re-thinking the Price Deck
03/10/2025
Debating a New Up-Cycle
19/09/2025
Tariffs, Trepidation and Technology
20/12/2024
What We Foresee for the Four C’s
06/12/2024
Rebate and Recycle
22/11/2024
Bracing for Trade Barriers
08/11/2024
Stimulus, But Not As We Know It
25/10/2024
In God we trust