The Super-Cycle Meets Interest Rates with Jeff Currie

The Super-Cycle Meets Interest Rates with Jeff Currie

What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened exacerbated by conflict, energy subsidies and a worsening emissions outlook. So why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs returns to talk about the last 6 months and what the future might hold.

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(320)

The Dark Fleet with David Tannenbaum

The Dark Fleet with David Tannenbaum

Ten percent of the global tanker fleet has gone dark and the number is growing. What is the Dark Fleet? Why does it exist and why is it growing? Who is using the fleet and who owns it? What are the ri...

8 Jan 202545min

2024 Reflections, Thanks and a look forward to 2025

2024 Reflections, Thanks and a look forward to 2025

A brief final episode of 2024. Host Paul Chapman reflects on some of the key themes of the year, offers his deepest thanks to listeners, guests and his colleagues at HC Group (www.hcgroup.global) and ...

31 Des 202411min

The Price of Time with Edward Chancellor (Re-Release)

The Price of Time with Edward Chancellor (Re-Release)

A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas r...

25 Des 20241h 1min

AI, Coding and Changing Skill-Sets in Commodities with Daf Davies

AI, Coding and Changing Skill-Sets in Commodities with Daf Davies

The skillsets required to be in a commodity trading team have always been evolving. However, that evolution is accelerating in the wake of new technologies and especially AI. In this episode we trace ...

18 Des 202453min

Fusion Power with Jay Brister

Fusion Power with Jay Brister

Will nuclear fusion change the world and if so how far away is it? What is fusion power? What are the technological, regulatory and financial developments that are accelerating our path to it? What ha...

11 Des 202438min

Power Metal with Vince Beiser

Power Metal with Vince Beiser

Award winning journalist and author, Vince Beiser, joins us again to talk about his new book; Power Metal: The Race for the Resources that will Shape the Future. The energy transition consumes immense...

4 Des 202448min

Forecasting the Weather with Matt Lanza

Forecasting the Weather with Matt Lanza

Weather is a key driver in energy markets – from trading in the day ahead markets to weather events that can disrupt operations for months on end. Accurate forecasting has always been an edge. New tec...

27 Nov 202442min

Changing EU Policy & Energy Trading with Bart Verest

Changing EU Policy & Energy Trading with Bart Verest

In the wake of the energy crisis and the demands of the energy transition, the EU has enacted a series of regulations, and considering more, in the European energy markets. These will bring changes to...

20 Nov 202440min

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