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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Solving Grey Hydrogen with Chad Mason

Solving Grey Hydrogen with Chad Mason

Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applications. More broadly industry accounts for some 10% o...

17 Loka 202335min

Q3 Market Review: Back to Normal? Trends and talent moves in commodities

Q3 Market Review: Back to Normal? Trends and talent moves in commodities

Download here: https://www.flipsnack.com/hcinsider/q3-2023-market-review/full-view.htmlTo sign up to receive the review in future quarters, along side our other thought pieces, interviews and analysis...

17 Loka 20232min

The Cotton Market with Crawford Tatum

The Cotton Market with Crawford Tatum

Cotton is a commodity that is familiar to all of us. However, the market for cotton is not. How and where is it produced and traded? How is the cotton market being impacted by de-globalization, digiti...

10 Loka 202344min

Co-Locating Energy Storage & Renewables with Brian Knowles

Co-Locating Energy Storage & Renewables with Brian Knowles

Combining energy storage and renewables tackles intermittency and synchronicity  (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. Th...

3 Loka 202352min

Who Really Prices Oil? HC Insider Podcast Live Event hosted by Onyx Capital

Who Really Prices Oil? HC Insider Podcast Live Event hosted by Onyx Capital

Who really prices oil? Traders? OPEC? Financial Flows and hedge funds? The oil markets are far different than two decades ago. They are increasingly financialized opening trading to a far greater numb...

26 Syys 202351min

Taiwan’s Energy Security Challenge

Taiwan’s Energy Security Challenge

Taiwan’s energy security is on a knife edge. Energy Transition policies have increased reliance on fossil imports while also increasing CO2 emissions. At the same time, China’s growing belligerence po...

19 Syys 202348min

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux On the day of publication, Bloomberg investigative reporter Zeke Faux, joins us to discuss his new book Number Go Up. Zeke foll...

12 Syys 202354min

Chip War: How semiconductors became the new oil with Chris Miller

Chip War: How semiconductors became the new oil with Chris Miller

Chip War: How semiconductors became the new oil with Chris MillerSemi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and ge...

5 Syys 202355min

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