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IN Tune: Chinese Capacity, COP, and Capex Discipline

 

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

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Conference

Global Metals & Mining 30th Global Metals & Mining Conference

March 1 - 5, 2021

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