Metal Matters: Debating a New Up-Cycle

24/09/2025 13 min
Metal Matters: Debating a New Up-Cycle

Listen "Metal Matters: Debating a New Up-Cycle"

Episode Synopsis

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.