Trading: the hidden $3trillion dollar opportunity with Antti Belt

Trading: the hidden $3trillion dollar opportunity with Antti Belt

Why don’t more energy & resource companies have trading arms? For that matter, why don’t more sectors trade? Chips, drugs even real estate? Why are CEOs reticent to set up trading platforms and what are the barriers to entry? What sectors would benefit most from trading? And more broadly, how have those firms who have launched trading arms in the energy and commodities trading sector fared over the last five years? How has this development both changed and shaped the opportunities out there? Our guest is Antti Belt, Partner at BCG, focused on commodities, and also a research fellow at the Henderson Institute. We are discussing his paper, alongside his colleagues, the hidden $3 trillion profit opportunity for CEOs, that by learning to think like traders and hedge funds, CEOs can tap value opportunities that are currently left on the table.

To read the paper visit:https://www.bcg.com/publications/2025/hidden-3-trillion-profit-opportunity-for-ceos

Jaksot(311)

Governmental Relations, Planning and Policy with Peter Stahley

Governmental Relations, Planning and Policy with Peter Stahley

Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity secto...

21 Touko 202454min

Special: Enco Insights at 6 months with Bill Read

Special: Enco Insights at 6 months with Bill Read

To find our more about Enco Insights visit www.encoinsights.com

16 Touko 202418min

200 Episodes with Paul Chapman

200 Episodes with Paul Chapman

In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, t...

14 Touko 202434min

Trade Finance in Uncertain Times with Kristofer Tremaine

Trade Finance in Uncertain Times with Kristofer Tremaine

Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and vo...

7 Touko 202441min

Dry Freight, FFAs and Technology with Mads Frank Markussen

Dry Freight, FFAs and Technology with Mads Frank Markussen

In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight m...

30 Huhti 202453min

The Future of Switzerland as a Commodities Trading Hub: Live Event

The Future of Switzerland as a Commodities Trading Hub: Live Event

links to SuisseNegoce commodities review: https://www.suissenegoce.ch/commodities/commodities-2024-enLinks to Allassohttps://www.allasso.com/homeLinkes to Artis Works https://www.artis.works/

23 Huhti 202447min

The Carbon Markets with Ariel Perez

The Carbon Markets with Ariel Perez

In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable wo...

16 Huhti 202446min

Notes from the FT Commodities Summit 2024

Notes from the FT Commodities Summit 2024

To attend our HC Insider Podcast Live Event on the Future of Switzerland as a Commodities Trading Hub on April 16th, please RVSP here: https://www.eventcreate.com/e/hcinsider-podcast-geneva

11 Huhti 202431min

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