The U.S. tariffs on Canada and Mexico have sparked industry disruptions. Just yesterday, President Trump announced he will lower the threatened 25 per cent tariff rate on Canadian potash to 10 per cent, after facing backlash from American farmers. Beyond potash, other areas like lumber and metals producers are feeling the heat. How are tariffs and policy demand affecting the materials sector? And which companies are better positioned to weather these impacts?Joining the show today to break down what’s shaping the materials sectors for this quarter and beyond is Equity Research Analyst Claire Fleming.

Recorded on March 7, 2025.

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