Coffee & Cocoa's Wild Ride with Kona Haque

Coffee & Cocoa's Wild Ride with Kona Haque

Today, we are talking coffee, cocoa and sugar. And in the case of coffee and cocoa, the absolute wild ride they had in 2025.Record prices and extreme volatility. Was it all just a story of tariffs? Or is there something more fundamental going on? Our guest is Kona Haque. Head of Research for ED&F Man, one of the world's largest soft commodity traders that has recently been acquired by Hartree Partners

Episoder(316)

The Geo-Politicization of Natural Gas

The Geo-Politicization of Natural Gas

What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas and the challenge that presents to traders and invest...

21 Jan 49min

Competing to Trade with Roland Rechtsteiner

Competing to Trade with Roland Rechtsteiner

What is the future of commodity trading? Is volatility here to stay and thus the profit pools available continue to grow? What will the market structure look like in 10 years and who will be the privi...

14 Jan 53min

The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben

The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben

Emergency Pod: Nick Kumleben of Greenmantle, the geopolitical risk consultancy headed by Niall Ferguson, joins us to discuss the events in Venezuela, the 'Donroe' Doctrine and what it means for commod...

10 Jan 39min

Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence

Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence

For a special episode we have the recording of a webinar, David Tannenbaum, the Director of Deep Blue Intelligence, and Carmella O’Hanlon from Blank Rome, discuss the US Coast Guard’s seizure of the ...

24 Des 202555min

The Big Picture with David Fyfe

The Big Picture with David Fyfe

As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we d...

17 Des 20251h 2min

The State of Oil with Homayoun Falakshahi

The State of Oil with Homayoun Falakshahi

As we begin to wrap up the year, we return to the crude markets. What has been oil’s journey in the latter half of 2025? What has all this meant for trader performances after a challenging first half?...

10 Des 202553min

Trading in Asia with Iain Lawson

Trading in Asia with Iain Lawson

In this episode we return to Singapore and commodity trading in Asia. Is Singapore still a must -have hub as part of a global commodity footprint? What are the key commodities traded there? How do tho...

3 Des 202551min

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