Building Commodity Supply Chains in Trump’s America with Peter Stahley
Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less...
1 Heinä 202544min
Equity Investing in Commodities with Matt Zabloski
Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer? ...
24 Kesä 202545min
Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh
Today, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our da...
17 Kesä 202552min
The Commodities Trilemma with Clay Seigle
We discuss the trilemma facing the energy and commodities markets - between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US admini...
10 Kesä 20251h
Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade
If uncertainty is the new normal – how can the commodities markets and participants adapt? What does that mean for costs, supply chains and people. In May we held our latest Live Event in London, in ...
3 Kesä 202540min
Credit Risk in Uncertain Times with Jan-Peter Onstwedder
Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how b...
27 Touko 202550min
Renewable Natural Gas Now with Ben Kruger & Warren Feather
Today, we return to the subject of Renewable Natural Gas, which could be as much as 15 % of global natural gas supply by 2050, offering significant advantages both in its carbon intensity as well as d...
20 Touko 202551min
The Oil Market: OPEC+, Tariffs and Recession with Matt Smith
Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment and...
13 Touko 202552min
