Planning for the New Normal in Commodities with Xavier Veillard
Record prices, extreme volatility, net-zero carbon demands, liquidity challenges and disrupted supply chains are the ‘new normal’ in commodities. Planning for 2022 and beyond in this environment is in...
3 Nov 202139min
The Rare Metals War: pollution, politics and the energy transition with Guillaume Pitron
In this episode, we explore the hidden, dark side of the energy transition. The West offshored to Asia the pollution stemming from the mining and processing of the key metals and products needed for t...
27 Okt 202152min
Hydrogen: hope, hype and thermodynamics with Paul Martin
Hydrogen is touted as a key component in energy transition, providing a carbon-free source of energy from transportation to heating our homes, while conveniently using existing oil & gas infrastructur...
13 Okt 202155min
Navigating the Tanker Market with Richard Matthews
The shipping market is treacherously cyclical. Adding the pandemic, digitization, trade wars and energy transition has made this lynchpin of the global energy markets one of most challenging segments ...
6 Okt 202153min
Crude Oil Trading: The hottest seat in the energy transition with Kurt Chapman
As we embark on the energy transition, oil trading will not only become more crucial but more lucrative. Reducing investment in supply and infrastructure, uncertain global demand and decarbonization p...
29 Sep 202141min
The Power of Biogas with John Rose
Biogas both prevents methane from entering the atmosphere and provides a carbon neutral fuel, making it a power tool in the energy transition and the fight against global warming. Yet it currently mak...
22 Sep 202140min
The Not-So Super-Cycle with Ivo Sarjanovic
Are we truly in a commodity super-cycle? Or has a global pandemic, supply disruption, inflation and wishful thinking around energy transition created a short-term price increase and much hype. In this...
16 Sep 202140min
Sourcing Renewable Power: buy, build or invest with Toby Stanway
Across the developed world, companies face the pressure to decarbonize by 2030. Right now buying long-term renewable power is the simplest option. However, in a decade will many wish they had built, o...
8 Sep 202148min
