US Energy Supply, Bottlenecks and Private Equity with Jason Downie
Today, we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocking key bottlenecks in infrastructure as the U...
11 Maalis 53min
Emergency Pod: Gulf War III and Commodities
Nick Kumleben, Director of the Geopolitical Risk Consultancy founded by Niall Ferguson, Greenmantle, rejoins us to discuss the latest events in Middle East. What are the short, medium and long-term co...
4 Maalis 44min
Repricing Power: How Clean Energy is Reshaping Global Power Markets, with Luca Pedretti
Today, we discuss how volatility and battery energy storage systems are reshaping clean energy and repairing power markets. What does the domination of clean power do to markets? What are the conseque...
4 Maalis 48min
The Rystad House View and Notes From IE Week, with Claudio Galimberti
Today, we review energy supply and demand and some of the key sentiments coming out of International Energy Week, not only about where both those curves are headed, but also key associated risks to ea...
25 Helmi 55min
Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu
AI is already changing commodity trading operating models. And unlocking adjacent technologies such as digital assets and DeFI? That itself is changing the competitive landscape and attracting new pa...
18 Helmi 49min
Food, Fuel & Weaponized: Soybeans with Walter Cronin
Food, fuel, geopolitics, great power competition and trade - Soybeans sit at the heart of it all. What are the big macro trends with the commodity? How has trade and geopolitics impacted it? How has n...
11 Helmi 47min
Important, Growing in Demand and Hard: Energy with Mike Howard
Today, we discuss the importance of energy, what the growing demand for energy means, and how hard it can be to deliver that energy. To demonstrate that, we are using Texas as a microcosm. Texas produ...
4 Helmi 55min
The Great Repricing with Jeff Currie
Gold, copper and silver have gone parabolic. The dollar is falling. And yet, hydrocarbons remain at an inflation adjusted all-time lows. Is the world being complacent due to the narrative of the oil g...
28 Tammi 1h 7min
