Renewables, Natural Gas and Nukes with Adam Rozencwajg
In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power’s role in the energy ...
1 Marras 202346min
The Lithium Triangle with Gabriel Rubacha
In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, it...
24 Loka 202349min
Solving Grey Hydrogen with Chad Mason
Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applications. More broadly industry accounts for some 10% o...
17 Loka 202335min
Q3 Market Review: Back to Normal? Trends and talent moves in commodities
Download here: https://www.flipsnack.com/hcinsider/q3-2023-market-review/full-view.htmlTo sign up to receive the review in future quarters, along side our other thought pieces, interviews and analysis...
17 Loka 20232min
The Cotton Market with Crawford Tatum
Cotton is a commodity that is familiar to all of us. However, the market for cotton is not. How and where is it produced and traded? How is the cotton market being impacted by de-globalization, digiti...
10 Loka 202344min
Co-Locating Energy Storage & Renewables with Brian Knowles
Combining energy storage and renewables tackles intermittency and synchronicity (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. Th...
3 Loka 202352min
Who Really Prices Oil? HC Insider Podcast Live Event hosted by Onyx Capital
Who really prices oil? Traders? OPEC? Financial Flows and hedge funds? The oil markets are far different than two decades ago. They are increasingly financialized opening trading to a far greater numb...
26 Syys 202351min
Taiwan’s Energy Security Challenge
Taiwan’s energy security is on a knife edge. Energy Transition policies have increased reliance on fossil imports while also increasing CO2 emissions. At the same time, China’s growing belligerence po...
19 Syys 202348min
