The Metals Markets in 2024 and Beyond with David Wilson

The Metals Markets in 2024 and Beyond with David Wilson

Metals have had an interesting year so far. Prices have been volatile along with sentiment and narratives. Trading Houses have been rapidly expanding metals trading teams and funds have piled in. In this episode, David Wilson, Senior Commodities Desk Strategist at BNP Paribas Markets 360, takes an in depth look at the reality behind these trends across copper, aluminum, nickel, gold and the battery metals in 2024 and what that may presage for 2025.

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Managing Volatility in the Meat Industry with Christie Chavis

Managing Volatility in the Meat Industry with Christie Chavis

In this episode, we take a look at the Meat Industry and the ag and animal nutrition sector that underpins it. The sector faces unprecedented challenges. Producers are working to meet the demands of a...

26 Loka 202245min

Investing in Food & Ag Tech with Lindsay McCorkle

Investing in Food & Ag Tech with Lindsay McCorkle

The past decade has seen a vibrant investment market centered on food and agri technology, in part driven by the twin imperatives of sustainability and resilience in a changing climate and in response...

19 Loka 202244min

Volt Rush: The Winners and Losers in the Race to Go Green with Henry Sanderson

Volt Rush: The Winners and Losers in the Race to Go Green with Henry Sanderson

The Lithium-Ion battery is central to energy transition. However, the key components within it come with a heavy environmental toll and are captive in an opaque supply chain dominated by a handful of ...

12 Loka 202244min

Lithium: The New Oil with Lukasz Bednarski

Lithium: The New Oil with Lukasz Bednarski

A hundred or more years ago, the oil business was vertically integrated and companies, often back by governmental support, scrambled to secure untapped reserves. So it is with Lithium at the dawn of t...

5 Loka 202250min

Solar Flares (and how I learned to stop worrying about the bomb) with Edl Schamiloglu

Solar Flares (and how I learned to stop worrying about the bomb) with Edl Schamiloglu

Throughout history Solar flares have swept the earth, creating nothing more than a planet wide lightshow for the human race. However, in the digital age, we are uniquely vulnerable.  Even relatively w...

28 Syys 202242min

Repurposing, Recycling and Trading Batteries with William Bergh and Eden Yates

Repurposing, Recycling and Trading Batteries with William Bergh and Eden Yates

Batteries are now at the center of geopolitical competition. Lithium extraction and processing is not going to meet forecasted demand. All the mineral components of batteries have environmental impact...

21 Syys 202243min

Surviving the Anthropocene: climate change and humanity’s response with Dominic Boyer

Surviving the Anthropocene: climate change and humanity’s response with Dominic Boyer

We are living in the Human Age and climate change presents an existential threat to humanity. For the commodities sector, it is the key driver of opportunities and challenge, from selecting strategies...

14 Syys 20221h 4min

The CFTC with Commissioner Summer Mersinger

The CFTC with Commissioner Summer Mersinger

The Commodity Futures Trading Commission regulates commodities futures markets and enforces the Commodity Exchange Act in the US. As such, it sets the tone for much of the global regulation governing ...

7 Syys 202242min

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