The Commodities Trilemma with Clay Seigle

The Commodities Trilemma with Clay Seigle

We discuss the trilemma facing the energy and commodities markets - between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US administration and in Europe, sustainability was a key policy driver. Under the new Trump administration, and indeed globally since Russia's invasion of Ukraine, security has come to the forefront. How should organizations think about these three facets? How is the world changing and what does that mean for the energy and commodities sector? Our guest is Clay Seigle, Senior Fellow in the Energy Security and Climate Change Program at the Center for Strategic and International Studies. Clay holds the James R. Schlesinger chair in Energy and Geopolitics and is an experienced energy industry analyst with specialization in market intelligence and political risk. Clay provides policymakers and corporate leaders with thought leadership and strategic insights to navigate regional and global energy security challenges.

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(330)

Sanctions Strait Talk with David Tannebaum

Sanctions Strait Talk with David Tannebaum

The dark fleet was on the ropes with enforcement risking military boardings after Venezuelan oil sanctions started to be lifted. Then with the attack on Iran, business started booming again as ships a...

7 Touko 50min

Commodity Trading’s Bumper Q1 with Archie Hunter

Commodity Trading’s Bumper Q1 with Archie Hunter

Today we have Archie Hunter, journalist at Bloomberg who covers commodities, joining the show to get his take on current events, as well as the recent FT Global Commodities Summit, and compare notes o...

5 Touko 38min

Escalation Impotence with Doomberg

Escalation Impotence with Doomberg

Doomberg returns. The US is mired in a war that it, nor its allies, can afford to escalate. Exposing the fragility of the global economic order, underpinned by delicate energy infrastructure. China, l...

29 Huhti 1h 11min

Notes from the FT Global Commodities Summit with Paul Chapman

Notes from the FT Global Commodities Summit with Paul Chapman

In this episode, host of the HC Commodities Podcast, Paul Chapman, shares his notes and reflections from the FT Global Commodities Summit, which he just attended in Lausanne, Switzerland. Drawing on p...

22 Huhti 40min

Announcements, Events and Q1 Reports

Announcements, Events and Q1 Reports

Register your interest for Bloomberg and HC Group's metals trading event: https://go.bloomberg.com/join/invite/metals-pricing-the-narrative-vs-pricing-the-physical/ Access HC Group’s Q1 Market Review:...

15 Huhti 4min

Europe’s Power Trading Outlook with Xavier Veillard

Europe’s Power Trading Outlook with Xavier Veillard

Today, we return to the European energy markets, in particular, power. How has European power demand fared since COVID and Russia's invasion of Ukraine? What has that done to power markets themselves ...

14 Huhti 46min

Tungsten with William Parry-Jones

Tungsten with William Parry-Jones

Tungsten is vital to military hardware and industry, including oil drilling. Yet, prices have risen tenfold in the last year, threatening both. This is a story of China's production capture, now wield...

7 Huhti 42min

Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)

Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)

In Episode 300, we take two metals - copper and gold - and compare and contrast their price journey. How does the physical supply and demand story compare to the investor narrative that drove prices t...

31 Maalis 51min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahamania
ostan-asuntoja-podcast
herrasmieshakkerit
rss-sami-miettinen-neuvottelija
rahapuhetta
sijoituspodi
rss-lahtijat
rss-paasipodi
rss-yritys-ja-erehdys
rss-viisas-raha-podi
inderespodi
hyva-paha-johtaminen
rss-startup-ministerio
rss-karon-grilli
rss-sisalto-kuntoon