Calling Out for Cuts

Calling Out for Cuts

BMO Capital Markets Equity ResearchBMO Capital Markets Equity Research

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Copper’s Resilience and Other CESCO Week Themes ( 25 min)

In this episode, Helen Amos reviews key debates over Cesco Week 2026, including Iran conflict demand risks, sulphuric acid shortages, the U.S. arb, and challenges facing western-listed mining companies in their pursuit of copper growth. Demand side headwinds from higher oil price ...  Show more

 . 24min 43sec
The Iran Conflict Is Upending Fertiliser Markets - Why We Care in Metals (28 min)

In this episode, Helen Amos and Joel Jackson discuss disruptions to fertiliser supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response ...  Show more

 . 28min 41sec

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