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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Commodity Supply Chain Challenges with Anton Posner

Commodity Supply Chain Challenges with Anton Posner

Commodity Supply Chain Challenges with Anton Posner COVID is in the rear-view mirror, yet the commodity supply chains remain volatile and uncertain. In this episode, we catch up on the state of bulk c...

29 Elo 202343min

Biofuels on the Edge with Walter Cronin

Biofuels on the Edge with Walter Cronin

Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key...

22 Elo 202351min

The Rice Market with Lewis Williamson & Marvin Coleman

The Rice Market with Lewis Williamson & Marvin Coleman

Rice is one of the most important global food sources, providing nearly a one fifth of global calorific intake. Yet the market for rice is relatively opaque with a small futures market. Much of the ri...

15 Elo 202342min

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kin...

8 Elo 202347min

Whale Oil: The Original Energy Transition with Eric Jay Dolin

Whale Oil: The Original Energy Transition with Eric Jay Dolin

Whale Oil: The Original Energy Transition with Eric Jay Dolin In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international...

1 Elo 202348min

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023-  an inde...

25 Heinä 202357min

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel SheldonThe Lithium-Ion battery is the fulcrum on which the energy transition hinges. However, its chemistry...

18 Heinä 202342min

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

You can sign up to HC Insider content, including though pieces and future reviews here:Download the market review hereFor more information on HC Group and our services visit www.hcgroup.global

17 Heinä 20234min

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