Molecular Contagion with Jeff Currie

Molecular Contagion with Jeff Currie

We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both for oil and more broadly catch up to the physical reality? Molecule Contagion as our guest for this special episode Jeff Currie of Carlyle puts in. The revenge of the old economy just got teeth and the ramifications are being discounted at best and denied at worst. What are the longer term impacts of the events in the Gulf. Accelerating decoupling, de-dollarization and a shot in the arm for the energy transition. The only safety....HALO stocks.

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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Episoder(329)

Commodity Trading’s Bumper Q1 with Archie Hunter

Commodity Trading’s Bumper Q1 with Archie Hunter

Today we have Archie Hunter, journalist at Bloomberg who covers commodities, joining the show to get his take on current events, as well as the recent FT Global Commodities Summit, and compare notes o...

5 Mai 38min

Escalation Impotence with Doomberg

Escalation Impotence with Doomberg

Doomberg returns. The US is mired in a war that it, nor its allies, can afford to escalate. Exposing the fragility of the global economic order, underpinned by delicate energy infrastructure. China, l...

29 Apr 1h 11min

Notes from the FT Global Commodities Summit with Paul Chapman

Notes from the FT Global Commodities Summit with Paul Chapman

In this episode, host of the HC Commodities Podcast, Paul Chapman, shares his notes and reflections from the FT Global Commodities Summit, which he just attended in Lausanne, Switzerland. Drawing on p...

22 Apr 40min

Announcements, Events and Q1 Reports

Announcements, Events and Q1 Reports

Register your interest for Bloomberg and HC Group's metals trading event: https://go.bloomberg.com/join/invite/metals-pricing-the-narrative-vs-pricing-the-physical/ Access HC Group’s Q1 Market Review:...

15 Apr 4min

Europe’s Power Trading Outlook with Xavier Veillard

Europe’s Power Trading Outlook with Xavier Veillard

Today, we return to the European energy markets, in particular, power. How has European power demand fared since COVID and Russia's invasion of Ukraine? What has that done to power markets themselves ...

14 Apr 46min

Tungsten with William Parry-Jones

Tungsten with William Parry-Jones

Tungsten is vital to military hardware and industry, including oil drilling. Yet, prices have risen tenfold in the last year, threatening both. This is a story of China's production capture, now wield...

7 Apr 42min

Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)

Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)

In Episode 300, we take two metals - copper and gold - and compare and contrast their price journey. How does the physical supply and demand story compare to the investor narrative that drove prices t...

31 Mar 51min

The Iran War: the view from CERA Week with Nick Kumleben

The Iran War: the view from CERA Week with Nick Kumleben

As the Iran War entered its fourth week, Houston hosted S&P Global's CERA Week. Where leaders from across the energy & natural resources sector mingle with policy wonks and senior government officials...

27 Mar 47min

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