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

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Negative oil prices & the rise of algorithms with Ilia Bouchouev

Negative oil prices & the rise of algorithms with Ilia Bouchouev

What is the background to and impact of negative oil prices? What was the impact of Dodd-Frank on financialization of commodities market? Given recent scandals in Asia is more regulation needed? How p...

2 Heinä 202034min

Commodity finance in challenging times with Christine McWilliams

Commodity finance in challenging times with Christine McWilliams

What is unique about financing in and for the commodities markets? What have been some of the major trends and changes in client expectations since the global financial crisis? Impact of COVID-19? Wha...

25 Kesä 202050min

The future of LNG: growing demand and a growing opportunity with Mark Evans.

The future of LNG: growing demand and a growing opportunity with Mark Evans.

How have the LNG markets changed in the last decade? How will local markets respond to a more globalized gas market? What opportunities does that present and who (and how) can capture it? What do thes...

11 Kesä 202040min

Digitalization and change in the agri markets with Dario Maffei

Digitalization and change in the agri markets with Dario Maffei

What differentiates the ags markets in South America compared to Europe and North America? What are the unique challenges and opportunities? How can digitalization tackle these locally and globally? W...

5 Kesä 202036min

Changes, challenges and opportunity in metals trading with Doug Pratt

Changes, challenges and opportunity in metals trading with Doug Pratt

What are the most prominent changes in the metals trading space over the past decade? What has driven this changes? How have the participants changed? What role has technology played? What has been th...

28 Touko 202029min

Global trade disruptions and the agri markets with Kevin Brassington

Global trade disruptions and the agri markets with Kevin Brassington

In this episode, Paul Chapman, Managing Partner of HC and Kevin Brassington, former global head of grains and oilseeds trading at COFCO discuss the impacts of trade wars and other market disruptions o...

20 Touko 202022min

Coronavirus and the commodity markets with John Massey

Coronavirus and the commodity markets with John Massey

In this episode, Paul Chapman, Managing Partner of HC and John Massey, head of ECTP’s Houston office and a cross-commodity trader the impact of COVID19 and what it highlighted about the state of the c...

11 Touko 202027min

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