The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan
Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification o...
22 Heinä 202548min
War and Wheat: Navigating markets during global conflict with Dennis Voznesenski
In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the ...
15 Heinä 202545min
HC Group's Q2 Market Review
HC Group's Q2 Market Review - our quarterly magazine covering people trends, moves and analysis from within the global energy & commodities sector is available for download.Visit:https://www.hcgroup.g...
15 Heinä 20254min
Lithium’s Hard Year with Caspar Rawles
In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is ...
8 Heinä 202535min
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
