Supply Chain entity
Andrew Grantham is the most frequent co-covered peer, appearing in 1 of the 2 tracked stories. That works out to roughly 0.3 stories per week across a 50-day span. Each story carries 2 original sources on average, compared with 3.2 for the broader beat in this window.
Last mentioned: 3d ago
Entity pulse
Coverage balance Negative coverage leads. Negative coverage exceeds positive coverage by 50 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
Andrew Grantham is the most frequent co-covered peer, appearing in 1 of the 2 tracked stories. That works out to roughly 0.3 stories per week across a 50-day span. Each story carries 2 original sources on average, compared with 3.2 for the broader beat in this window. The clearest coverage concentration is disruptions: 1 of 2 stories, with the rest divided among 1 other category. Their average consequence score of 5.5 runs below the beat's 6.4 for that window. This profile follows 2 Supply Chain stories mentioning BMO Capital Markets across the period from June 24, 2026 to August 12, 2026.
Computed from the 2 stories linked to this entity, with beat comparisons drawn from all 467 Supply Chain stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering BMO Capital Markets. Shared-story counts are live from our verified record — not editorial picks.
GrafTech shares trade 2.6% higher
Shares rose to $5.9110 on below-average volume of 206,136 shares, after a prior close of $5.76.
Weiss Ratings lowers to sell (e+)
Weiss Ratings lowered GrafTech from sell (d-) to sell (e+).
Statistics Canada releases May CPI data
Headline inflation confirmed at 3.2%, up from 2.8% in April; highest reading since December 2023
Gas prices retreat as peace talks progress
BMO's Doug Porter reports June tracking for ~10% decline in gas prices amid US-Iran peace negotiations, signaling the inflation spike is already receding
Wall Street Zen upgrades to sell
Wall Street Zen upgraded GrafTech from a strong sell rating to a sell rating.
RBC reiterates sector perform
Royal Bank of Canada reiterated a sector perform rating and set a $10.00 price objective.
BMO raises price target to $8.00
BMO Capital Markets raised its target price from $6.00 to $8.00 and assigned a market perform rating.
Gas prices surge 33.2% YoY
Gasoline prices hit highest level since June 2022 as Iran conflict shuttered the Strait of Hormuz; air transportation costs also jumped 7.4%
GrafTech reports quarterly earnings miss
GrafTech reported EPS of -$2.05, missing the consensus estimate of -$1.25 by $0.80, with revenue of $125.10 million.
JPMorgan reiterates underweight rating
JPMorgan Chase & Co. restated an underweight rating on GrafTech International shares.
Inflation at 2.8%
Annual inflation rate prior to the May jump, already showing upward pressure from early Strait of Hormuz disruption
Previous inflation peak
The last time Canada's headline inflation rate was as high as the 3.2% recorded in May 2026
Previous gas price peak
Gas prices reached record levels driven by Russia's invasion of Ukraine — the comparator for May 2026's pump prices as the highest since this date
GrafTech's 2.6% daily rise obscures deeper weakness: analyst downgrades, an EPS miss of $0.80, and a market cap of just $154M. For supply chain professionals, the move is a reminder to watch graphite electrode pricing and supplier financial health.
Source: tickerreport.com · dailypolitical.com
The Iran conflict's closure of the Strait of Hormuz — a chokepoint handling 20% of global oil — sent Canadian gasoline prices up 33.2% YoY in May. With jet fuel costs also climbing, air freight and logistics operators face rising input costs that will squeeze margins through the summer. Early June data already shows a 10% price retreat as peace talks progress, but the episode exposes the fragility of energy-dependent supply chains.
Source: Ns News · Burnaby Now
BMO Capital Markets is linked from 2 stories on this site, each scored at or above our 35% relevance threshold — see how these pages are built.
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