In this episode, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance.
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BMO clients can view our reports:
BMO Precious Metals Monitor: The Greenland Effect
The Age of Metals Stockpiling - How Much has the U.S. Accumulated?
Silver: Entering Dangerous Territory for the Gold:Silver Ratio
Met Coal Stirs From Its Slumber
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