The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben

The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben

Emergency Pod: Nick Kumleben of Greenmantle, the geopolitical risk consultancy headed by Niall Ferguson, joins us to discuss the events in Venezuela, the 'Donroe' Doctrine and what it means for commodities. Is Venezuela an oil story or something else? Is the Donroe Doctrine a structured, intelligible set of principles or just a catchy phrase coined by a New York tabloid ? Intelligible or not, what does it mean for adversaries, allies (Denmark and Greenland?) and the rest of Latin America. Commodities once again sit at the heart of global power politics and it's through that lens we investigate. And what in turn does it mean for commodity markets themselves... can they withstand such unpredictability and government interventions.

Jaksot(320)

Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont

Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont

In this episode, we tackle disputes, arbitration, and the challenges of navigating a fractious commodities world. Energy and natural resources have always sat at the heart of international transaction...

16 Syys 202549min

Planning for the Unplannable with Savvas Manousos

Planning for the Unplannable with Savvas Manousos

As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizat...

9 Syys 202555min

Commodities: A View from Wall St with Shaia Hosseinzadeh

Commodities: A View from Wall St with Shaia Hosseinzadeh

Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? H...

2 Syys 20251h

The Rivers of Money with Colin Bryce

The Rivers of Money with Colin Bryce

Colin Bryce joins us to discuss ‘The Rivers of Money: Social and Economic History of Modern Oil Trading’, which he co-authored with Adi Imsirovic. Both authors participated in oil trading during its p...

26 Elo 202547min

Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala

Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala

Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring fut...

19 Elo 202545min

Doomberg Unleashed

Doomberg Unleashed

Today, we're joined by Doomberg, the most popular energy and commodity focused sub-stack. He and his team publish over 90 articles a year on the intersection of global energy and commodity policy, geo...

12 Elo 20251h 2min

Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)

Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)

Chip War: How semiconductors became the new oil with Chris Miller Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and g...

5 Elo 202555min

Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska

Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska

Today, we do a deep dive into the role and challenges of a transaction lawyer in the energy transition. And why lawyering in the energy transition is lawyering on hard mode? What are the  sources of c...

29 Heinä 202547min

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