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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Hydrogen's Future with Erik Rakhou

Hydrogen's Future with Erik Rakhou

In this episode we return to Hydrogen with guest Erik Rakhou, Associate Director at Boston Consulting Group.  Low-carbon Hydrogen projects, policy support and predictions continue to dominate the news...

9 Maalis 202245min

SPECIAL UPDATE: The Invasion of Ukraine with Robert Bensh

SPECIAL UPDATE: The Invasion of Ukraine with Robert Bensh

Robert Bensh, veteran energy executive and Ukraine investor, joins us again in a special episode to update us on the harrowing, shocking and tragic events in Ukraine. What has become of the people and...

3 Maalis 202231min

Food: Demand, Inflation & the Agri Markets with Soren Schroder

Food: Demand, Inflation & the Agri Markets with Soren Schroder

Demand for food is growing, and changing, with population increases and demographic change. At the same time, energy transition is creating an insatiable appetite for agricultural products. To date, a...

2 Maalis 202250min

The History & Future of Commodity Trading in Investment Banks with Kevin O'Reilly

The History & Future of Commodity Trading in Investment Banks with Kevin O'Reilly

At the end of the last decade, Investment Banks dominated commodity trading. The best results, the biggest seats and the best paid. A few short years later and the majority had scaled back or exited. ...

23 Helmi 202249min

Capital Markets & The Energy Transition with Arash Nazhad and Blake Best

Capital Markets & The Energy Transition with Arash Nazhad and Blake Best

Trillions of dollars will be needed to transition the global industrial base away from fossil fuels. Unlike the digital revolution, this will be capital intensive and technologically diverse – many of...

16 Helmi 202255min

Surviving and Thriving Trading natural gas with Bill Perkins

Surviving and Thriving Trading natural gas with Bill Perkins

Trading is hard. Trading natural gas is trading on hard mode. The market has constantly evolved since its inception over the last twenty years ago, as regulation, transparency and market developments ...

9 Helmi 202256min

The Paradigm Shift in Mining with Roland Rechtsteiner

The Paradigm Shift in Mining with Roland Rechtsteiner

The mining sector faces powerful forces that are both disrupting it and creating opportunity. Customers are demanding greater transparency, while the energy transition continues to impact the entire s...

2 Helmi 202246min

40 Classic Crude Oil Trades with Owain Johnson

40 Classic Crude Oil Trades with Owain Johnson

In this episode we talk with author Owain Johnson, on his recently published book, 40 Classic Crude Oil Trades. A unique window into the world of oil trading and the traders that drive the markets. Th...

26 Tammi 202243min

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