Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security over economics and sustainability? How to manage the inherent internal conflicts between co-existing policies and statements and what the trading opportunities might be for the energy & commodities sector. We welcome back with Nick Kumleben, the Energy and Commodities Director at Green Mantle, the geopolitical and macro advisory firm that weaves in historical context to help organizations understand the current markets and opportunities within them.

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Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023-  an inde...

25 Heinä 202357min

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel SheldonThe Lithium-Ion battery is the fulcrum on which the energy transition hinges. However, its chemistry...

18 Heinä 202342min

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

You can sign up to HC Insider content, including though pieces and future reviews here:Download the market review hereFor more information on HC Group and our services visit www.hcgroup.global

17 Heinä 20234min

Back to Ag Futures with Scott Irwin

Back to Ag Futures with Scott Irwin

Back to Ag Futures with Scott IrwinIn this episode, we are joined by a global leader in the field of agricultural economics.  His research on commodity markets is widely cited by other academic resear...

11 Heinä 202356min

Volatility with Stephen Roseme

Volatility with Stephen Roseme

Volatility with Stephen RosemeThe commodity markets have had a period of unprecedented volatility. Furthermore, the energy transition is likely drive volatility over the long-term as infrastructure, f...

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SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd

SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd

A lot has changed in the last three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools and the returns expected. ESG is no longer t...

27 Kesä 202353min

EU Policy, Strategy & The Critical Raw Materials Act with Julia Poliscanova

EU Policy, Strategy & The Critical Raw Materials Act with Julia Poliscanova

The EU has set ambitious goals to decarbonize, especially in transportation, accelerated by the geopolitical necessity to reduce reliance on hydrocarbons. However, the minerals and even technological ...

20 Kesä 202344min

Food Inflation & The Agri Markets with Kona Haque

Food Inflation & The Agri Markets with Kona Haque

Food inflation is persistent globally, even after the underlying commodity prices have dropped. What is going on? Will food prices normalize and if so when? Has something structural happened? And what...

13 Kesä 202344min

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