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.

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Strategy and AI with Dr. Seth Dobrin

Strategy and AI with Dr. Seth Dobrin

Is the commodities world lagging behind in AI adoption? And if so, how should the sector’s leadership think about applications and use? What even is it and how is it being used by other sectors? Our g...

10 Syys 202449min

Where are Oil Prices Headed? With Aldo Spanjer

Where are Oil Prices Headed? With Aldo Spanjer

As we head toward the end of the year and into 2025 where are oil prices headed? In this episode we recap the major events and decisions since COVID and the key drivers of oil prices. Then we turn to ...

3 Syys 202445min

The Brazilian Power Market with Adriana Waltrick

The Brazilian Power Market with Adriana Waltrick

Brazil has been steadily deregulating its power market over the last two decades. This combined with one of the largest share of renewables in the generation mix of any advanced economy, alongside hyd...

27 Elo 202436min

Regime Change in European Power and Gas Markets

Regime Change in European Power and Gas Markets

Are we seeing a regime change in Europeangas and power markets? Is Europe now entering a period of structurally lower energy prices and economic advantage as its decades long investment in renewables ...

20 Elo 202452min

SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman

SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on t...

13 Elo 202446min

Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou

Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou

Global regulators are narrowing their focus on the commodities sector and billions of dollars have been paid in fines. The world has become both more transparent and more risky in the wake of deglobal...

6 Elo 20241h 7min

Commodity Professionals: The people behind the trade with Jonathan Kingsman

Commodity Professionals: The people behind the trade with Jonathan Kingsman

show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these ro...

30 Heinä 202444min

The Complexity in the Energy Transition with Marco Raugei

The Complexity in the Energy Transition with Marco Raugei

The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet,...

23 Heinä 202457min

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