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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Batteries as Commodities: Trading the platform technology of the Electric Revolution

Batteries as Commodities: Trading the platform technology of the Electric Revolution

Lithium-ion batteries are the platform technology of electric revolution. The cells are standardized, produced under long-term supply contracts and demand is stratospheric. There is little free supply...

28 Huhti 202138min

Trading Commodities in 2030: a view of the future

Trading Commodities in 2030: a view of the future

What will the commodity trading platform be like in 2030? In this episode, we examine ongoing change and trends in our sector and look at how these may play out over the next decade. We are in for som...

21 Huhti 202154min

Renewable Diesel: big bets and big challenges

Renewable Diesel: big bets and big challenges

In this episode, we do a deep dive into renewable diesel where the ag and energy worlds collide. Renewable diesel is currently being hailed as a key tool in the energy transition, tackling hard to aba...

14 Huhti 202141min

A New Era in European Power Trading

A New Era in European Power Trading

In this episode, Laurent Segalen, clean energy banker, trader, investor, and co-host of the Redefining Energy Podcast, joins us to discuss European power trading. Why is there a resurgence in power tr...

7 Huhti 202154min

The Digital Core: CTRMs and beyond

The Digital Core: CTRMs and beyond

Commodity Trading Risk Management systems sit at the heart of any commodity trading enterprise. Their design and implementation has been a huge source of pride for some, frustration for others and cos...

31 Maalis 202140min

Lithium and the Global Battery Arms Race

Lithium and the Global Battery Arms Race

Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium supply. Mining is constrained by available ores and mult...

24 Maalis 202145min

Rare Earth Metals

Rare Earth Metals

In this episode we dig into rare earth metals - key elements for everyday technologies but also vital to the energy transition from electric motors to wind turbines. Beyond this, these elements have b...

17 Maalis 202143min

Carbon

Carbon

The atmosphere has too much carbon. This poses an existential threat to society and to the businesses emitting it, unless they start to capture it. Tackling carbon is one of the biggest challenges (an...

10 Maalis 202146min

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