The Super-Cycle Meets Interest Rates with Jeff Currie

The Super-Cycle Meets Interest Rates with Jeff Currie

What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened exacerbated by conflict, energy subsidies and a worsening emissions outlook. So why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs returns to talk about the last 6 months and what the future might hold.

To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider

To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

Jaksot(311)

The HC Commodities Podcast Live Event: Commodities Trade in Volatile Times

The HC Commodities Podcast Live Event: Commodities Trade in Volatile Times

May you live in interesting times - as the proverb goes. Will those times continue? On October 16th, at the Yale Club in New York City, we held our latest Live Event hosted by ITFA with additional spo...

6 Marras 202446min

COP29: Article 6 and Transforming the Carbon Markets with Nick Marshall

COP29: Article 6 and Transforming the Carbon Markets with Nick Marshall

In mid -November, in Azerbaijan at COP29, momentous decisions could be made that would advance the carbon markets globally. What are they and what are the chances of that happening and what is the sta...

30 Loka 202447min

Protectionism with Alex Tuckett

Protectionism with Alex Tuckett

Commodities sit at the heart of global trade and as such are at the center of the rise of protectionism. After a long period of globalization and ever freer trade, there is a perceptible and growing s...

22 Loka 202441min

How Batteries are Changing Power Markets with Casey Keller

How Batteries are Changing Power Markets with Casey Keller

Utility scale batteries are proliferating across Western power grids, particularly in the US. And far more are set to come. These batteries offer the ability to manage grids, especially with the influ...

15 Loka 202445min

Punishing Putin with Stephanie Baker

Punishing Putin with Stephanie Baker

Russia’s full scale invasion of Ukraine in February 2022 triggered an avalanche of economics sanctions by the West. What followed was an undeniably world-changing financial experiment that risked thro...

8 Loka 202447min

US Natural Gas Trading in a Global Market: Live Event hosted by Six One Commodities

US Natural Gas Trading in a Global Market: Live Event hosted by Six One Commodities

Over the next two years, the US is set to export some 12bcf/d extra of LNG. What does this mean for the US market? Where will it go? And can supply keep up? Will there be sufficient demand in Europe? ...

1 Loka 202449min

Shale 4.0 with Matthew Bernstein

Shale 4.0 with Matthew Bernstein

Shale Oil & Gas has turned the US into an energy power house over the last 15 years. Will it disappear as quickly as it arrived or will it set to US apart for years to come? Within its short life, it ...

24 Syys 202448min

Coffee with Charlie Stephens

Coffee with Charlie Stephens

A commodity close to many of our hearts, but how does it end up in our mugs? Where is it grown, how is it processed and who trades it? How do the derivative contracts work and what might the future ho...

17 Syys 202449min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-rahamania
ostan-asuntoja-podcast
rahapuhetta
inderespodi
rss-h-asselmoilanen
rss-lahtijat
rss-bisnesta-bebeja
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
pomojen-suusta
rss-porssipuhetta
rss-laakispodi
rss-startup-ministerio
rss-paasipodi
sijoituspodi
asuntoasiaa-paivakirjat