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
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
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 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!)
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
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
Spice: The Commodities that Shaped the Modern World with Roger Crowley
500 years ago another group of commodities flowed through the Strait of Hormuz, making those that controlled that vital trade route fabulously wealthy. Those commodities were the spices: nutmeg and cl...
25 Mar 43min
