The World for Sale: A conversation with the authors

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

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

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

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

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

What will the commodity trading platform be like in 2030? In this episode, we examine ongoing change and trends in our sector and look at how these may play out over the next decade. We are in for som...

21 Huhti 202154min

In this episode, we do a deep dive into renewable diesel where the ag and energy worlds collide. Renewable diesel is currently being hailed as a key tool in the energy transition, tackling hard to aba...

14 Huhti 202141min

In this episode, Laurent Segalen, clean energy banker, trader, investor, and co-host of the Redefining Energy Podcast, joins us to discuss European power trading. Why is there a resurgence in power tr...

7 Huhti 202154min