Supply Chain Issues Re-Emerging

12/01/2024 13 min
Supply Chain Issues Re-Emerging

Listen "Supply Chain Issues Re-Emerging"

Episode Synopsis

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
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