SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman
The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on t...
13 Elo 202446min
Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou
Global regulators are narrowing their focus on the commodities sector and billions of dollars have been paid in fines. The world has become both more transparent and more risky in the wake of deglobal...
6 Elo 20241h 7min
Commodity Professionals: The people behind the trade with Jonathan Kingsman
show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these ro...
30 Heinä 202444min
The Complexity in the Energy Transition with Marco Raugei
The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet,...
23 Heinä 202457min
The Super Charged Capex Cycle with Jeff Currie
Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics a...
16 Heinä 202447min
Data Centers: engines of change in power markets with Eugene McGrane
Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regul...
9 Heinä 202442min
Commodities in Portfolio Construction with Hussein Allidina
In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are thei...
2 Heinä 202438min
Hedging with Samuel Basi
Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile i...
25 Kesä 202434min
