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(320)

Navigating Trump 2.0:  Part 1 - Signal vs Noise  with Nick Kumleben

Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben

The commodities sector faces a new and uncertain world.  In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, pa...

15 Apr 202546min

Talent Intelligence with Amelia Chahal

Talent Intelligence with Amelia Chahal

Head of Talent Intelligence for HC Group, Amelia Chahal, joins us to discuss their offering and the Global Energy Trading Compensation Report 2025 available for purchase.To register interest in the re...

10 Apr 202515min

Challenging Energy Narratives with Jarand Rystad

Challenging Energy Narratives with Jarand Rystad

In this episode, we stress test and challenge some of the key recent narratives in the energy world. Will we still see peak oil demand by 2030? Is there under investment in oil production that could l...

8 Apr 202551min

China and Oil with Tom Reed

China and Oil with Tom Reed

Today we are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, san...

1 Apr 202557min

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Once again, we attended (Www.hcgroup.global) the Financial Times Commodities Global Summit in Lausanne. Leaders in the commodities sector gather for this excellent event to share their views on the st...

30 Mar 202518min

Powering the Data Center Arms Race with Adam Mirick

Powering the Data Center Arms Race with Adam Mirick

Today we're talking about data centers and the global arms race to develop them. What is driving that demand? What are the demands of the AI sector and how is technology changing to meet it? And what ...

26 Mar 202553min

ESG is dead…Long Live ESG! with Anastasia Kuskova

ESG is dead…Long Live ESG! with Anastasia Kuskova

Today we return to the subject of ESG and sustainability. In the wake of COVID, organizations globally made huge commitments around ESG goals. Sustainability teams were hired and grew rapidly. Today, ...

19 Mar 202544min

The Democratization of Oil Trading with Greg Newman

The Democratization of Oil Trading with Greg Newman

Oil Trading remains the preserve of wealthy industry participants. Few organizations have the means and access to trade the myriad OTC contracts that underpin the markets. However, much as we have see...

12 Mar 202550min

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