Biofuels on the Edge with Walter Cronin

Biofuels on the Edge with Walter Cronin

Biofuels on the Edge with Walter Cronin

Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key grain and oilseed feedstocks. Money is flowing into processing and infrastructure, but have the risks been priced in? This year only Brazil’s bumper crop of soybean has saved global supply after atrocious harvests in Argentina and a US crop on the brink of disaster only saved by early August rains. What happens if Ukraine harvest is further degraded or, unthinkably, ceased due to the use of tactical nukes? On the regulatory side, has EPA undermined the US administrations goals around biofuels? What happens to biofuel production if we face a global harvest shortage? In this episode, investor and biofuels expert, Walter Cronin returns to discuss the state and future of biofuels.

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The Dark Fleet with David Tannenbaum

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Ten percent of the global tanker fleet has gone dark and the number is growing. What is the Dark Fleet? Why does it exist and why is it growing? Who is using the fleet and who owns it? What are the ri...

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2024 Reflections, Thanks and a look forward to 2025

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A brief final episode of 2024. Host Paul Chapman reflects on some of the key themes of the year, offers his deepest thanks to listeners, guests and his colleagues at HC Group (www.hcgroup.global) and ...

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The Price of Time with Edward Chancellor (Re-Release)

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A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas r...

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AI, Coding and Changing Skill-Sets in Commodities with Daf Davies

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The skillsets required to be in a commodity trading team have always been evolving. However, that evolution is accelerating in the wake of new technologies and especially AI. In this episode we trace ...

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Fusion Power with Jay Brister

Fusion Power with Jay Brister

Will nuclear fusion change the world and if so how far away is it? What is fusion power? What are the technological, regulatory and financial developments that are accelerating our path to it? What ha...

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Power Metal with Vince Beiser

Power Metal with Vince Beiser

Award winning journalist and author, Vince Beiser, joins us again to talk about his new book; Power Metal: The Race for the Resources that will Shape the Future. The energy transition consumes immense...

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Forecasting the Weather with Matt Lanza

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Weather is a key driver in energy markets – from trading in the day ahead markets to weather events that can disrupt operations for months on end. Accurate forecasting has always been an edge. New tec...

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