Credit Risk in Uncertain Times with Jan-Peter Onstwedder
Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how b...
27 Touko 202550min
Renewable Natural Gas Now with Ben Kruger & Warren Feather
Today, we return to the subject of Renewable Natural Gas, which could be as much as 15 % of global natural gas supply by 2050, offering significant advantages both in its carbon intensity as well as d...
20 Touko 202551min
The Oil Market: OPEC+, Tariffs and Recession with Matt Smith
Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment and...
13 Touko 202552min
America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes
Since 2017, the West’s awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered...
6 Touko 202551min
Tariffs, Metals and Force Majeure with Guy Winter
Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response part...
24 Huhti 202542min
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 o...
22 Huhti 202548min
Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben
The commodities sector faces a new and uncertain world. In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, pa...
15 Huhti 202546min
