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Episodes
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As the global trade story tilts to demand from other markets, and new partnerships are now opening up, how will commodities perform? For instance, does a shift to nuclear power have quite a different short-term investment thesis to the long-term? Will the global copper pull-forward earlier this year confuse pricing until 2026? How does the story for potash pan out in this rocky global market place? Tying together the impact of new trade dealings and the outlook for many materials producers on this episode is Fidelity Equity Research Analyst Claire Fleming.
Recorded on July 4, 2025.
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