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?

Jaksot(311)

The US Natural Gas Market: The last decade and the next

The US Natural Gas Market: The last decade and the next

Lower prices, lower volatility and increased transparency, led participants to exit and drive consolidation. Now that dynamic could be set to change as US production is under threat from low prices an...

11 Marras 202046min

The China Gas Market

The China Gas Market

2020 saw the creation of PipeChina to further streamline the market’s transportation and distribution. It is also a unique market with differences at the political, regulatory and market structure lev...

4 Marras 202039min

Technology-driven change in the commodities sector

Technology-driven change in the commodities sector

Joining us to discuss three big ways the market will change over the next 5 years is Simon Collins, CEO and Founder of TradeCloud, a Director at EdgePetrol and former Head of Bulk Trading at Trafigura...

29 Loka 202039min

Private Equity: The good, the bad and the ugly

Private Equity: The good, the bad and the ugly

It has also brought losses as investors and investments have been challenged, and even surprised, by the risks in commodities. Furthermore, it may also be facing an industry reckoning of epic proporti...

20 Loka 202039min

Managing Climate Change Risks in the Commodities Sector

Managing Climate Change Risks in the Commodities Sector

Often, energy and natural resource production is located in areas more prone to climate change, and frequently in emerging market nations, climate change risks highlight the protection/risk transfer "...

7 Loka 202041min

The Long Term Impacts of COVID-19 on the Commodity Markets

The Long Term Impacts of COVID-19 on the Commodity Markets

Will COVID-19 accelerate changes to how commodities are traded? Will we see more failures and further pull back of trade finance? Or will COVID-19 trigger a resurgence in opportunities for trading bus...

30 Syys 202040min

Making a good commodity trader

Making a good commodity trader

We look at the common attributes and behaviors required to be a successful trader. We examine how the environment of the trader can support or hinder performance. We look at how motivations and perfor...

23 Syys 202032min

Building a commodity trading business: rewards and risks

Building a commodity trading business: rewards and risks

2020 has highlighted how trading platforms can protect natural resource producers price shocks and boost earnings through extracting more value from  the products and with better reach into the market...

16 Syys 202033min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
rss-h-asselmoilanen
rss-seuraava-potilas
rss-paasipodi
inderespodi
rahapuhetta
pomojen-suusta
sijoituspodi
rss-markkinointitrippi
syo-nuku-saasta
asuntoasiaa-paivakirjat
rss-laakispodi
rss-bisnesta-bebeja