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/

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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Hydrogen: hope, hype and thermodynamics with Paul Martin

Hydrogen: hope, hype and thermodynamics with Paul Martin

Hydrogen is touted as a key component in energy transition, providing a carbon-free source of energy from transportation to heating our homes, while conveniently using existing oil & gas infrastructur...

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Navigating the Tanker Market with Richard Matthews

Navigating the Tanker Market with Richard Matthews

The shipping market is treacherously cyclical. Adding the pandemic, digitization, trade wars and energy transition has made this lynchpin of the global energy markets one of most challenging segments ...

6 Loka 202153min

Crude Oil Trading: The hottest seat in the energy transition with Kurt Chapman

Crude Oil Trading: The hottest seat in the energy transition with Kurt Chapman

As we embark on the energy transition, oil trading will not only become more crucial but more lucrative. Reducing investment in supply and infrastructure, uncertain global demand and decarbonization p...

29 Syys 202141min

The Power of Biogas with John Rose

The Power of Biogas with John Rose

Biogas both prevents methane from entering the atmosphere and provides a carbon neutral fuel, making it a power tool in the energy transition and the fight against global warming. Yet it currently mak...

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The Not-So Super-Cycle with Ivo Sarjanovic

The Not-So Super-Cycle with Ivo Sarjanovic

Are we truly in a commodity super-cycle? Or has a global pandemic, supply disruption, inflation and wishful thinking around energy transition created a short-term price increase and much hype. In this...

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Sourcing Renewable Power:  buy, build or invest with Toby Stanway

Sourcing Renewable Power: buy, build or invest with Toby Stanway

Across the developed world, companies face the pressure to decarbonize by 2030. Right now buying long-term renewable power is the simplest option. However, in a decade will many wish they had built, o...

8 Syys 202148min

The Market for Carbon with Ariel Perez

The Market for Carbon with Ariel Perez

Is carbon the ultimate commodity and is it mispriced? For all participants in the commodities sector, how to engage in the carbon markets will shortly become a vital strategic question and an immense ...

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Special Episode: Is the tanker market on the road to recovery? A Reuters Events Webinar

Special Episode: Is the tanker market on the road to recovery? A Reuters Events Webinar

Earlier this month, host Paul Chapman moderated a Reuters webinar on the state of the crude and products freight market. After a very challenging 2020 for the sector, are things improving in 2021? Wha...

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