A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.

A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.

The HC Commodities Podcast was invited to host a panel at the excellent Argus Global Markets Conference in London on September 30. We discussed how the commodities world is adapting trading strategies to markets now driven by Truths Socials, algorithmic sentiment, shifting geopolitics and increasing government intervention. A world where the fundamentals of supply and demand are only part of the picture. Is this new or just a reversion to a more normal world? Is it cyclical or structural? What does it mean for skillsets and participants? Our excellent panelists discuss: Saad Rahim, Chief Economist at Trafigura, David Fyfe, Chief Economist at Argus, Nick Kumleben of Greenmantle and Kurt Chapman, legendary oil trader and Director at Levmet.

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ESG: The Newest Risk in Commodities

ESG: The Newest Risk in Commodities

Every business faces ESG risks. Those risks are heightened in a sector defined by natural resource extraction and consumption, but so are the opportunities. The key to addressing these risks is having...

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Transforming Transportation with Clean Hydrogen

Transforming Transportation with Clean Hydrogen

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2020 review and outlook for 2021

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Commercializing Clean Hydrogen Now

Commercializing Clean Hydrogen Now

By 2030, we will have a vibrant hydrogen economy. However, much investment is required to get to that stage and businesses and entrepreneurs need to commercialize projects far sooner than that to attr...

22 Joulu 202042min

Commodities: It’s all about risk

Commodities: It’s all about risk

Commodities is risky business. Individual traders have lost billions, companies have been sunk by ill-timed asset investments, and sanctions and tariffs can change a market overnight. The commodity ma...

15 Joulu 202045min

Crude Oil: view from a producer

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It has been a challenging couple of years for crude oil producers. Low prices, reticent investors over the impacts of energy transition and now COVID. Nick Allen, General Manager of Global Crude and N...

8 Joulu 202041min

Sustainability & Profitability in Commodities Trading

Sustainability & Profitability in Commodities Trading

Is sustainability another cost the commodity trading world must face or does it present one of the biggest opportunities for the sector over the next decade – bringing new products, new markets and ne...

2 Joulu 202028min

Trading Clean Hydrogen

Trading Clean Hydrogen

Will clean hydrogen be one of the most actively traded commodities in the next decade? Already exchanges are publishing prices and trading houses, shippers, utilities, and oil and gas producers are en...

24 Marras 202051min

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