In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.BMO clients can view our reports here:⁠BMO Precious Metals Monitor: Poised for the Cut⁠⁠PGMs: Picking the Right Basket⁠⁠Anti-Involution Needs Patience: Copper and Coal Screen Strongest⁠⁠Click here for transcript.⁠To access our full disclosures, please visit: ⁠https://research.bmo.com/public/disclosures