The Complexity in the Energy Transition with Marco Raugei

The Complexity in the Energy Transition with Marco Raugei

The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet, to make the right investments and decisions as companies and societies, it requires careful analysis and ultimately managing the inherent trade-offs. In this episode, we zoom in on the reality of the energy transition, the science required and the competing philosophies. Our guest is Marco Raugei, Senior Lecturer and Researcher at Oxford Brooks University. He is an Environmental Scientist with a PhD in Chemical Sciences and lectures on energy systems and Life Cycle Assessments. Marco has spent his career researching the very energy systems, particularly in transportation, that drive our economies today and in those of the future.

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The Long Term Impacts of COVID-19 on the Commodity Markets

The Long Term Impacts of COVID-19 on the Commodity Markets

Will COVID-19 accelerate changes to how commodities are traded? Will we see more failures and further pull back of trade finance? Or will COVID-19 trigger a resurgence in opportunities for trading bus...

30 Syys 202040min

Making a good commodity trader

Making a good commodity trader

We look at the common attributes and behaviors required to be a successful trader. We examine how the environment of the trader can support or hinder performance. We look at how motivations and perfor...

23 Syys 202032min

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

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