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

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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

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

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18 Heinä 202342min

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

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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 For rel...

17 Heinä 20234min

Back to Ag Futures with Scott Irwin

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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...

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Volatility with Stephen Roseme

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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...

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

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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

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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

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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...

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