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.
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