Are the markets forecastable? with Matteo Mazzoni

Are the markets forecastable? with Matteo Mazzoni

At the core of commodity trading is forecasting. The last decade of low prices and low volatility has transformed into a market of high volatility and higher prices. How has that changed the nature of forecasting? What does it mean for tools, models and skillsets. And are markets still forecastable? Our guest is Matteo Mazzoni, Director of Energy Analytics at ICIS, an independent commodity intelligence service that provides data analytics in energy and chemicals.

Jaksot(320)

Building a commodity trading business: rewards and risks

Building a commodity trading business: rewards and risks

2020 has highlighted how trading platforms can protect natural resource producers price shocks and boost earnings through extracting more value from  the products and with better reach into the market...

16 Syys 202033min

Investing in Commodities

Investing in Commodities

Roy makes a compelling argument that all investors should follow the commodities sector and expands on the asset class' role in portfolio theory. Roy was involved in the creation of the first commodit...

9 Syys 202038min

Trump, Biden, and Global Commodities

Trump, Biden, and Global Commodities

Far from being just a domestic US affair, this election promises to be one of the most consequential for the global energy and commodities sector in decades, given the stark differences between the tw...

2 Syys 202047min

Energy Transition, Part Two: Change for Producers, Operating Models and Talent

Energy Transition, Part Two: Change for Producers, Operating Models and Talent

Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman

20 Elo 202037min

Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner

Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner

Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman

13 Elo 202033min

The Solar Decade with David Fernandez of Goldman Sachs

The Solar Decade with David Fernandez of Goldman Sachs

Why the Solar Decade and what will that mean in terms of scale? What are the benefits for generators and investors? Is it geographically restricted by sunbelts? How will the solar decade change the co...

6 Elo 202033min

The Future for Refiners, with Daryl Schofield

The Future for Refiners, with Daryl Schofield

What challenges did refiners and integrated majors face at the start of 2020? What were the various strategic responses at that time? What did the arrival of COVID-19 do to that picture? How can you b...

30 Heinä 202037min

The chemicals markets with Peter Staartjes, Founder and CEO of Andino

The chemicals markets with Peter Staartjes, Founder and CEO of Andino

How is the chemicals sector categorised and what is its economic scale and importance? How has the market, opportunities, and participants changed in response to the pressures all commodity markets fa...

23 Heinä 202038min

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