Coffee & Cocoa's Wild Ride with Kona Haque

Coffee & Cocoa's Wild Ride with Kona Haque

Today, we are talking coffee, cocoa and sugar. And in the case of coffee and cocoa, the absolute wild ride they had in 2025.Record prices and extreme volatility. Was it all just a story of tariffs? Or is there something more fundamental going on? Our guest is Kona Haque. Head of Research for ED&F Man, one of the world's largest soft commodity traders that has recently been acquired by Hartree Partners

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Trading Green Ammonia with Christophe Savi

Trading Green Ammonia with Christophe Savi

Ammonia sits at the heart of the chemical industry and was the vital component in our first ‘green’ revolution, boosting global food production. Now, Ammonia could sit at the heart of the next ‘green’...

16 Kesä 202144min

Energy Transition & Geopolitics with Daniel Yergin

Energy Transition & Geopolitics with Daniel Yergin

Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dram...

9 Kesä 202149min

Blockchain, Tokenization & Commodities Trading

Blockchain, Tokenization & Commodities Trading

Blockchain has the power to revolutionize commodity trading by lowering transaction costs, boosting liquidity and, crucially, providing the mechanism to track, price and trust a range of ESG attribute...

2 Kesä 202158min

Trading Around Batteries: the power trading of the future

Trading Around Batteries: the power trading of the future

For commodities traders, trading around storage assets is nothing new. The same is becoming true in power. As the generation of power increasingly comes from renewables, batteries are seen as a key to...

26 Touko 202138min

Trading the Super-Cycle (Special 50th episode)

Trading the Super-Cycle (Special 50th episode)

We are in the foothills of a commodity super-cycle. Interest and investment is returning to the sector as the narrative of energy transition, inflation driven by policy, and scarcity in the wake of Co...

19 Touko 202138min

Transforming Utilities

Transforming Utilities

Electric utilities around the developed world face fundamental challenges to their business model as the way power is produced, transported, traded, and consumed is changing. Meanwhile, investors and ...

12 Touko 202154min

Hedge Funds & Commodities

Hedge Funds & Commodities

Institutional investors and family offices want to invest in commodity hedge funds, as the narrative of the super-cycle and inflation drives both interest and return to form. Ryan Duncan of Bridge Alt...

5 Touko 202141min

Batteries as Commodities: Trading the platform technology of the Electric Revolution

Batteries as Commodities: Trading the platform technology of the Electric Revolution

Lithium-ion batteries are the platform technology of electric revolution. The cells are standardized, produced under long-term supply contracts and demand is stratospheric. There is little free supply...

28 Huhti 202138min

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