COP29: Article 6 and Transforming the Carbon Markets with Nick Marshall

Global regulators are narrowing their focus on the commodities sector and billions of dollars have been paid in fines. The world has become both more transparent and more risky in the wake of deglobalization, sanctions and the energy transition bringing its increased public scrutiny. The risks are enormous both the companies and individuals. And as such, compliance is an ever more important topic. To discuss compliance, enforcement and best practice is Gerben Schreurs, Partner at the Forensic Risk Alliance, or FRA, an independent forensics firm that conducts investigations, monitorships and compliance reviews, as well as Barry Vitou, Partner at HFW, the global law firm, where he is Head of Investigations, White Collar and Compliance. As always, you can really support the show by leaving us a positive review on the platform you're listening on.

6 Elo 20241h 7min

show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these roles evolved in a more volatile world? How are the trading houses fairing since we last caught up with Jonathan?For more on HC Group visit: www.hcgroup.global

30 Heinä 202444min

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.

23 Heinä 202457min

Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle,  are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics and dollar weaponization changed the landscape? If there is a global run up in prices will energy keep pace with metals? What does all this mean for the trading sector and investors? Returning to the HC Commodities Podcast to give his analysis of the commodities markets over the last year, and what the outlook is, is Jeff Currie, now Chief  Strategy Officer of Energy Pathways at The Carlyle Group. He is the former Global Head of Commodities Research in the Global Investment Research Division at Goldman Sachs.For more on HC Group visit www.hcgroup.global

16 Heinä 202447min

Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regulation are still adapting, often too slowly, to the changing energy mix and decarbonization demand. Could data centers be the engines of change to bring our power grids into a renewable ready world? Could this be the energy management opportunity of the decade for power traders? Our guest, Eugene McGrane argues just this. Eugene is an Executive Managing Director at Cushman Wakefield, supporting their power clients across all real estate categories.

9 Heinä 202442min

In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are their historical long-term performance as part of a broader mix of equities and debt? Indeed, are institutional investors currently underweighted, especially as we enter a period of higher inflation and industrial restructuring? Our guest argues they are and outlines why: Hussein Allidina is Managing Director and head of commodities at Toronto Dominion Asset Management.For more on HC Group visit www.hcgroup.global

2 Heinä 202438min

Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile in an age of disruption. What is hedging? What are the costs and benefits and why is it not more exploited up and down the value chain. Our guest is Samuel Basi, author of the new book “Perfectly Hedged. A Practical Guide to Base Metals”. Samuel is the founder and CEO of Perfectly Hedged LLC a training consultancy for the sector and a former metals trader at both Trafigura and Greenwich Metals. For more on HC Group visit www.hcgroup.globalfor Perfectly Hedged visit: www.perfectlyhedged.com

25 Kesä 202434min

In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to rivers, coasts, production and markets. However, today the world is becoming more volatile both in weather events and in policy. And in fact locations a few miles apart can have very different risk profiles – with those choosing wisely outstripping competitors as crucial times of disruption.  And those risks are now being mapped down to the precise GPS coordinates. Our guest is someone who is leading the charge. Michael Ferrari is Chief Scientific Officer & Chief Investment Officer at AlphaGeo - AI-powered geospatial predictive location analytics platform that enables clients to assess location risks in the commodities sector and beyondTo visit AlphaGeo - https://alphageo.ai/

19 Kesä 202439min