Markets Plus

Metal Matters on Markets Plus: Copper’s Resilience and Other CESCO Week Themes

24 min · 27. apr. 2026
episode Metal Matters on Markets Plus: Copper’s Resilience and Other CESCO Week Themes cover

Beskrivelse

In this episode from Metal Matters, 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 prices are valid given historical precedent, but Helen highlights that much lower oil intensity of global GDP vs. the ‘70s, a greater share of copper demand now being tied to strategic uses, intensifying stockpiling, and underperforming mine supply, all provide strong positive offsets.

Kommentarer

0

Vær den første til at kommentere

Tilmeld dig nu og bliv en del af Markets Plus-fællesskabet!

Kom i gang

2 måneder kun 19 kr.

Derefter 99 kr. / måned · Opsig når som helst.

  • Podcasts kun på Podimo
  • 20 lydbogstimer pr. måned
  • Gratis podcasts

Alle episoder

325 episoder