Hedge Funds & Commodities
Institutional investors and family offices want to invest in commodity hedge funds, as the narrative of the super-cycle and inflation drives both interest and return to form. Ryan Duncan of Bridge Alt...
5 Touko 202141min
Batteries as Commodities: Trading the platform technology of the Electric Revolution
Lithium-ion batteries are the platform technology of electric revolution. The cells are standardized, produced under long-term supply contracts and demand is stratospheric. There is little free supply...
28 Huhti 202138min
Trading Commodities in 2030: a view of the future
What will the commodity trading platform be like in 2030? In this episode, we examine ongoing change and trends in our sector and look at how these may play out over the next decade. We are in for som...
21 Huhti 202154min
Renewable Diesel: big bets and big challenges
In this episode, we do a deep dive into renewable diesel where the ag and energy worlds collide. Renewable diesel is currently being hailed as a key tool in the energy transition, tackling hard to aba...
14 Huhti 202141min
A New Era in European Power Trading
In this episode, Laurent Segalen, clean energy banker, trader, investor, and co-host of the Redefining Energy Podcast, joins us to discuss European power trading. Why is there a resurgence in power tr...
7 Huhti 202154min
The Digital Core: CTRMs and beyond
Commodity Trading Risk Management systems sit at the heart of any commodity trading enterprise. Their design and implementation has been a huge source of pride for some, frustration for others and cos...
31 Maalis 202140min
Lithium and the Global Battery Arms Race
Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium supply. Mining is constrained by available ores and mult...
24 Maalis 202145min
Rare Earth Metals
In this episode we dig into rare earth metals - key elements for everyday technologies but also vital to the energy transition from electric motors to wind turbines. Beyond this, these elements have b...
17 Maalis 202143min
