The Digital Core: CTRMs and beyond
Commodity Trading Risk Management systems sit at the heart of any commodity trading enterprise. Their design and implementation has been a huge source of pride for some, frustration for others and cos...
31 Maalis 202140min
Lithium and the Global Battery Arms Race
Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium supply. Mining is constrained by available ores and mult...
24 Maalis 202145min
Rare Earth Metals
In this episode we dig into rare earth metals - key elements for everyday technologies but also vital to the energy transition from electric motors to wind turbines. Beyond this, these elements have b...
17 Maalis 202143min
Carbon
The atmosphere has too much carbon. This poses an existential threat to society and to the businesses emitting it, unless they start to capture it. Tackling carbon is one of the biggest challenges (an...
10 Maalis 202146min
Through a Mirror, Darkly: The art of measuring risk in commodities
Measuring risk is at the core commodity trading and Value At Risk is its most common expression. However, as frequent outsized and unexpected losses, stop outs and personnel departures attest, all our...
24 Helmi 202144min
The Coming Commodity Super-Cycle
In this episode Jeff Currie, Global Head of Commodity Research at Goldman Sachs, walks us through the drivers and consequences of the coming commodity super-cycle. Over the next decade, redistributive...
17 Helmi 202152min
Cybersecurity & Commodities
The commodities sector is rich, of strategic national interest, at the center of geopolitics, and environmentally impactful. Thus, it is a focal target for cyber-attacks from criminals, national actor...
10 Helmi 202143min
