The World’s Most Important Bean with Ivo Sarjanovic

The World’s Most Important Bean with Ivo Sarjanovic

Soybeans have become one of the world’s most important commodities. They feed us, our livestock and fuel our cars. As such they have become central in geopolitics, world trade and food security. However, prices are rising fast in the wake of rising demand for food and fuel, weather impacts of La Nina and climate change and the war in Ukraine. What will this mean for the world of commodities? In this episode we zoom into the world of soybeans. What are they? Where are they grown, crushed and sold? What are the trends that are affecting traders and us all. Our guest is Ivo Sarjanovic, agri independent director, investor in ag-tech and visiting professor at the University of Geneva. As a bonus, Ivo also takes us through a recent academic paper on whether commodities are always a good hedge for inflation.

To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider

To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

Episoder(321)

Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska

Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska

Today, we do a deep dive into the role and challenges of a transaction lawyer in the energy transition. And why lawyering in the energy transition is lawyering on hard mode? What are the  sources of c...

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The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan

Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification o...

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War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

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In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the ...

15 Jul 202545min

HC Group's Q2 Market Review

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HC Group's Q2 Market Review - our quarterly magazine covering people trends, moves and analysis from within the global energy & commodities sector is available for download.Visit:https://www.hcgroup.g...

15 Jul 20254min

Lithium’s Hard Year with Caspar Rawles

Lithium’s Hard Year with Caspar Rawles

In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is ...

8 Jul 202535min

Building Commodity Supply Chains in Trump’s America with Peter Stahley

Building Commodity Supply Chains in Trump’s America with Peter Stahley

Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less...

1 Jul 202544min

Equity Investing in Commodities with Matt Zabloski

Equity Investing in Commodities with Matt Zabloski

Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer? ...

24 Jun 202545min

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Today, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our da...

17 Jun 202552min

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