Lithium’s Hard Year with Caspar Rawles

Lithium’s Hard Year with Caspar Rawles

In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical Minerals, including Lithium, which will soon be launching three Lithium futures contracts with the Intercontinental Exchange, ICE. What are those contracts and what do they mean for the sector?

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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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