Commodities in a Deglobalizing World with Jeremy Shapiro
Commodities in a Deglobalizing World with Jeremy Shapiro Commodities have been at the heart of globalization. Traders roamed freely and commodities priced to the marginal cost of production. Since the...
9 Mai 202357min
Commodity Indexes with Tim Kramer, JC Kneale & Preston Peacock
Commodity Indexes with Tim Kramer, JC Kneale and Preston Peacock: Commodity indexes have grown in popularity among institutional and private investors, tracking the prices of a diversified basket of ...
2 Mai 20231h 8min
Commodity Markets Update: A View from the Top with Saad Rahim
Description A View From the Top with Saad Rahim In this episode, Saad Rahim, Chief Economist of Trafigura, the global commodity trading house, joins us to give an overview on the current state of the ...
25 Apr 20231h
Powering Heavy Industry with Manoli Yannaghas
Powering Heavy Industry with Manoli YannaghasHeavy industry accounts for one third of power consumption. Many leading industrials and miners have ambitious targets to reach net zero. While renewables ...
18 Apr 202337min
The Energy Transition…delayed, with Mark Mills
How long will the energy transition take? The challenges are underestimated. Energy consumption will continue to expand as emerging economies develop, and as new classes of technologies emerge (not le...
11 Apr 20231h 10min
Hedge Funds & Commodities with Tor Svelland
Hedge Funds & Commodities with Tor Svelland In this episode, we return to hedge funds and their role in commodities for investors, market participants and talent. Why is money returning to hedge funds...
4 Apr 202356min
The Pathways to Decarbonize Transportation with Michael Barnard
The Pathways to Decarbonize Transportation with Michael Barnard In this episode, we take the long view of decarbonizing transportation. How will cars, trucks, trains and planes move in 2050? Which tec...
28 Mar 20231h 12min
Notes from the FT Commodities Summit 2023
In this special episode, I provide notes, quotes and my take away from the FT Commodities Summit in Lausanne, Switzerland. Starting the day Credit Suisse was taken over by UBS, the conference was held...
23 Mar 202329min
