War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the Commonwealth Bank of Australia and prior to that at Rabobank. Thoroughly researched, War and Wheat tells the story of how the agricultural markets fared during World War I, World War II and the recent Russian invasion of Ukraine and elucidates key learnings on how commodity markets function and how commodity traders can better navigate the more volatile times ahead. The book is available here: https://www.amazon.com.au/War-Wheat-Navigating-markets-conflict/dp/1763580938

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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

Back to Ag Futures with Scott Irwin

Back to Ag Futures with Scott Irwin

Back to Ag Futures with Scott IrwinIn this episode, we are joined by a global leader in the field of agricultural economics.  His research on commodity markets is widely cited by other academic resear...

11 Heinä 202356min

Volatility with Stephen Roseme

Volatility with Stephen Roseme

Volatility with Stephen RosemeThe commodity markets have had a period of unprecedented volatility. Furthermore, the energy transition is likely drive volatility over the long-term as infrastructure, f...

4 Heinä 202343min

SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd

SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd

A lot has changed in the last three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools and the returns expected. ESG is no longer t...

27 Kesä 202353min

EU Policy, Strategy & The Critical Raw Materials Act with Julia Poliscanova

EU Policy, Strategy & The Critical Raw Materials Act with Julia Poliscanova

The EU has set ambitious goals to decarbonize, especially in transportation, accelerated by the geopolitical necessity to reduce reliance on hydrocarbons. However, the minerals and even technological ...

20 Kesä 202344min

Food Inflation & The Agri Markets with Kona Haque

Food Inflation & The Agri Markets with Kona Haque

Food inflation is persistent globally, even after the underlying commodity prices have dropped. What is going on? Will food prices normalize and if so when? Has something structural happened? And what...

13 Kesä 202344min

Live HC Insider Podcast Event: Brent Crude Oil

Live HC Insider Podcast Event: Brent Crude Oil

On June 1st, in front of a live audience in London, we recorded a special live podcast to celebrate the launch of Adi Imsirovic's new book: Brent Crude Oil - the genesis and development of the world's...

6 Kesä 202338min

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