Joel Jackson
Managing Director in BMO Equity Research who leads coverage of chemicals, fertilizers, and agricultural equipment, with extensive industry experience and award recognition.
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Mar 27, 2026 • 29min
The Iran Conflict Is Upending Fertiliser Markets - Why We Care in Metals (28 min)
Joel Jackson, Managing Director covering chemicals, fertilizers and ag equipment, explains how the Iran conflict is rattling fertilizer supply chains. They discuss soaring nitrogen and sulphur prices. Conversation covers limited spare capacity, China’s role, seasonal inventory risks, mining vulnerabilities to sulfur shortages, and how higher ammonia feeds into explosives and costs.
