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(316)

Hedging with Samuel Basi

Hedging with Samuel Basi

Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile i...

25 Jun 202434min

Geographic Arbitrage with Michael Ferrari

Geographic Arbitrage with Michael Ferrari

In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to ...

19 Jun 202439min

The Unstoppable, Exponential Energy Transition with Kingsmill Bond

The Unstoppable, Exponential Energy Transition with Kingsmill Bond

In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ ...

11 Jun 202447min

Russian Sanctions with Sarah Hunt

Russian Sanctions with Sarah Hunt

In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictio...

4 Jun 202452min

The Japanese Power Market with Xavier Veillard

The Japanese Power Market with Xavier Veillard

In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world...

28 Mai 202439min

Governmental Relations, Planning and Policy with Peter Stahley

Governmental Relations, Planning and Policy with Peter Stahley

Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity secto...

21 Mai 202454min

Special: Enco Insights at 6 months with Bill Read

Special: Enco Insights at 6 months with Bill Read

To find our more about Enco Insights visit www.encoinsights.com

16 Mai 202418min

200 Episodes with Paul Chapman

200 Episodes with Paul Chapman

In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, t...

14 Mai 202434min

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