The LME Nickel Crisis with Jack Farchy

The LME Nickel Crisis with Jack Farchy

On March 8th 2022, Nickel prices spiked 100% to $100,000 a tonne in a matter of hours, triggering billions of dollars in margin calls and threatening the very existence of the exchange. The LME took the unprecedented, and controversial, step of cancelling all trades made that day. A decision which enraged some but saved the exchange and the shorts, creating a cascade of legal battles continuing to this day (we recorded this episode prior to the UK’s FCA announcing an official investigation into misconduct). What started the crisis? Who was Mr Big Shot? What were the events that surrounded the run up in prices and how did it unravel the structure of the LME? Did the LME pose a systemic risk? What has been the fall out? Our guest is Jack Farchy, Senior Correspondent for Commodities at Bloomberg, who takes us through the crisis.

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Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and ab...

24 Tammi 202443min

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the ...

17 Tammi 202434min

The Evolution of Expert Networks

The Evolution of Expert Networks

In this final bonus episode of Enco Insights, CEO Bill Read discusses the history of expert networks, the genesis of Enco Insights and its aims and goals.For future episodes of Enco Insights, please f...

16 Tammi 202412min

2023 Annual Review: The Centrality of Talent

2023 Annual Review: The Centrality of Talent

Our 2023 Annual Review is published and ready for download. The review contains key trend and market moves within the energy & commodities world alongside data driven analysis and editorials. Download...

14 Tammi 20241min

The Future of Food & Ag with Robert Berendes

The Future of Food & Ag with Robert Berendes

What does the future hold for the agri sector and the food our plates? And what does it mean for the sector’s participants and investors? Robert Berendes, Executive Partner of Flagship Pioneering and ...

10 Tammi 202446min

The Oil Market with David Wech

The Oil Market with David Wech

To start the New Year, in this episode we review the oil markets in 2023 and the likely major themes and trends in 2024. Why were forecasts for 2023 mainly wrong – 100$ oil never materializing? What w...

3 Tammi 202447min

Enco Insights: Graphite

Enco Insights: Graphite

This week battery metals expert and CEO of Benchmark Minerals Intelligence joins Enco Insights to provide a quick view on Graphite, the indispensable anode material in the energy transition.

29 Joulu 20236min

The Hidden Demographic Problem for Commodities with Todd Thurman

The Hidden Demographic Problem for Commodities with Todd Thurman

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on t...

27 Joulu 202346min

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