The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

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 a potential recession. Is oil going lower for longer? And what about volatility? The last month or so has seen a dramatic return of volatility and associated results for traders, positive and negative. Is that set to continue? Our guest is Matt Smith, lead energy analyst for the US at the data and analytics company Kpler

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Building Sustainable Agri Supply Chains with Robert Horster

Building Sustainable Agri Supply Chains with Robert Horster

Global food production faces the twin challenges of meeting growing demand while achieving that both sustainably and lowering carbon emissions. In this episode we dive into what this actually means . ...

13 Joulu 202353min

Who Prices Lithium? with Simon Moores &Caspar Rawles

Who Prices Lithium? with Simon Moores &Caspar Rawles

Who prices Lithium today and who will trade it in the future? In this episode we dive back into the Lithium supply chains. What forms of Lithium are traded and how are contracts structured and priced?...

6 Joulu 202339min

The Fund: Ray Dalio & Bridgewater Associates with Rob Copeland

The Fund: Ray Dalio & Bridgewater Associates with Rob Copeland

This week, journalist and author, Rob Copeland joins to discuss his explosive best-selling book: The Fund: Ray Dalio, Bridgewater Associates and the unravelling of a Wall St Legend. Long seen as the p...

29 Marras 202329min

Renewables: The Imperative for Discipline with Julie McLaughlin & Elizaveta Malashenko

Renewables: The Imperative for Discipline with Julie McLaughlin & Elizaveta Malashenko

Wind & solar have had a tough year. Rising costs, disrupted supply chains, market economics and weather events have all contributed to the woes that have seen projects parked and stock prices fall. Ye...

22 Marras 202339min

The Evolution of the CTRM with Sameer Soleja

The Evolution of the CTRM with Sameer Soleja

The commodity trading world is adjusting to greater volatility and higher capital costs. Individual companies are needing to increase their market and commodity footprints to navigate the energy trans...

15 Marras 202339min

The Dark Cloud: The hidden costs of a digital world with Guillaume Pitron

The Dark Cloud: The hidden costs of a digital world with Guillaume Pitron

The Dark Cloud: The hidden costs of a digital world with Guillaume PitronWhat is the energetic consequence of a simple ‘like’ on social media? Or a zoom call? Modern technology is underpinned by a ver...

8 Marras 202347min

Renewables, Natural Gas and Nukes with Adam Rozencwajg

Renewables, Natural Gas and Nukes with Adam Rozencwajg

In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power’s role in the energy ...

1 Marras 202346min

The Lithium Triangle with Gabriel Rubacha

The Lithium Triangle with Gabriel Rubacha

In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, it...

24 Loka 202349min

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