Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)
In Episode 300, we take two metals - copper and gold - and compare and contrast their price journey. How does the physical supply and demand story compare to the investor narrative that drove prices t...
31 Maalis 51min
The Iran War: the view from CERA Week with Nick Kumleben
As the Iran War entered its fourth week, Houston hosted S&P Global's CERA Week. Where leaders from across the energy & natural resources sector mingle with policy wonks and senior government officials...
27 Maalis 47min
Spice: The Commodities that Shaped the Modern World with Roger Crowley
500 years ago another group of commodities flowed through the Strait of Hormuz, making those that controlled that vital trade route fabulously wealthy. Those commodities were the spices: nutmeg and cl...
25 Maalis 43min
Molecular Contagion with Jeff Currie
We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both fo...
18 Maalis 43min
The Strait of Hormuz and Asia with Tom Reed
With the Strait of Hormuz virtually closed, what does that mean for the regions biggest customer - Asia? Tom Reed, VP of Crude and Products at Argus Media joins us to provide a detailed examination on...
18 Maalis 51min
Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben
Returning today to discuss the latest developments from Israel & US's war with Iran is Nick Kumleben, Director at Greenmantle, the geopolitical risk advisory firm. What are the commodities markets tel...
13 Maalis 50min
US Energy Supply, Bottlenecks and Private Equity with Jason Downie
Today, we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocking key bottlenecks in infrastructure as the U...
11 Maalis 53min
Emergency Pod: Gulf War III and Commodities
Nick Kumleben, Director of the Geopolitical Risk Consultancy founded by Niall Ferguson, Greenmantle, rejoins us to discuss the latest events in Middle East. What are the short, medium and long-term co...
4 Maalis 44min
