• A look at some of the dynamics impacting metals markets in the second half of 2022
• How supply and demand will responding to significant economic and political headwinds in China
• After a period of correction, which metals are set to perform
• Energy input costs and CAPEX across miners
• Metals for the energy transition – will a supply constrained world prevent the energy transition?
Website: capitalmarkets.bmo.com
Guest:
Rory Townsend, Associate, Commodities Research, BMO Capital Markets