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/

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Oil Supply & Demand in 2030 with Joel Couse

Oil Supply & Demand in 2030 with Joel Couse

Oil Supply & Demand in 2030 with Joel Couse The energy transition will not be an easy path for a world built on hydrocarbons. The demand picture for the next decade is easier to divine than supply. To...

15 Helmi 202354min

The Case for Sustainable Aviation Fuel with Steve Mawer

The Case for Sustainable Aviation Fuel with Steve Mawer

The Case for Sustainable Aviation Fuel with Steve MawerGrowth in commercial air travel is unrelenting and so its carbon footprint - worrying airlines, passengers, and policy makers alike. Yet, air tra...

8 Helmi 202351min

The Price of Time with Edward Chancellor

The Price of Time with Edward Chancellor

The Price of Time with Edward ChancellorAward-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates –...

1 Helmi 20231h 1min

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

In part 2, we examine how the retail fuel world will manage the next decade and the transition to EVs. Will the highly efficient supply systems built over the last two decades decay as investment (and...

25 Tammi 202348min

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1Fuel is the key driver in the oil market. The story of how diesel and gasoline reach the pump, and who traded it on the way, has shift...

18 Tammi 202347min

The Power of Waves with Jan Skjoldhammer

The Power of Waves with Jan Skjoldhammer

The ocean is the world’s largest battery, charged by the sun and the wind year round. Harnessing that energy for power generation has proved problematic for years. Yet, it would bring significant adva...

11 Tammi 202343min

Oil & Gas Markets in 2023 with Paul Horsnell

Oil & Gas Markets in 2023 with Paul Horsnell

Oil & Gas Markets in 2023 with Paul HorsnellIn this episode we are joined by Paul Horsnell, Global Head of Commodities Research at Standard Chartered, to review the major events that impacts oil and g...

4 Tammi 20231h 12min

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper (Christmas Special)  The Roman Period affords us one of the most documented and detailed histories of an ancient civilizati...

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