
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 Apr 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 Mar 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 Mar 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 Mar 202143min

Carbon
The atmosphere has too much carbon. This poses an existential threat to society and to the businesses emitting it, unless they start to capture it. Tackling carbon is one of the biggest challenges (an...
10 Mar 202146min

The World for Sale: A conversation with the authors
In this episode, Javier Blas and Jack Farchy join us to talk about their new book, The World for Sale. The book spans the history of the rise of the independent commodity traders, their phenomenal suc...
3 Mar 20211h 2min

Through a Mirror, Darkly: The art of measuring risk in commodities
Measuring risk is at the core commodity trading and Value At Risk is its most common expression. However, as frequent outsized and unexpected losses, stop outs and personnel departures attest, all our...
24 Feb 202144min

The Coming Commodity Super-Cycle
In this episode Jeff Currie, Global Head of Commodity Research at Goldman Sachs, walks us through the drivers and consequences of the coming commodity super-cycle. Over the next decade, redistributive...
17 Feb 202152min





















