Analyst
Scotiabank
Equibles does not estimate personal net worth.
Ben Isaacson is recorded as Analyst at Scotiabank. Ben Isaacson has spoken on 6 earnings calls across 6 companies, most recently for Lithium Argentina AG on August 11, 2026. Those appearances were for Lithium Argentina AG (LAR), CF Industries Holdings, Inc. (CF), West Fraser Timber Co., Ltd (WFG), Methanex Corp (MEOH), Nutrien Ltd. (NTR) and 1 other company. The companies whose calls Ben Isaacson spoke on are classified in the Basic Materials sector.
“Sam, can you talk about the de-bottlenecking opportunity at Stage 1? What exactly is being de-bottlenecked? How much does it cost? How long will this take? And then what are the next bottlenecks, if any, that can keep Stage 1 surpassing original nameplate capacity.”
“My question is on your new mid-cycle price of $410 a short ton for CF. can you talk about how much of that change is related to capital cost inflation versus how much is related to any structural or sticky changes that you see as a result of the conflict in the Middle East?”
“My second question, Sean, you mentioned that duty rates will drop later this year. Would you expect pricing to fall on a dollar-for-dollar basis, or is there an opportunity for margin capture?”
“Rich, a supply-demand question for you, and I know on the supply side it's very, very fluid in terms of intel. But based on your best understanding right now, what do you think has structurally changed when it comes to methanol in the Middle East?”
“You generated a loss, I believe, in 24, and you were close to a break-even in 25. Can you talk about the expectations for 26? What is the upside case or what are the swing factors there?”
Scotiabank
Analyst
Transcript header (unverified)
Other Industrial Metals & Mining · Basic Materials
Agricultural Inputs · Basic Materials
Lumber & Wood Production · Basic Materials
MEOH
Chemicals · Basic Materials
NTR
Agricultural Inputs · Basic Materials
MOS
Agricultural Inputs · Basic Materials
