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(313)

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and ab...

24 Jan 202443min

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the ...

17 Jan 202434min

The Evolution of Expert Networks

The Evolution of Expert Networks

In this final bonus episode of Enco Insights, CEO Bill Read discusses the history of expert networks, the genesis of Enco Insights and its aims and goals.For future episodes of Enco Insights, please f...

16 Jan 202412min

2023 Annual Review: The Centrality of Talent

2023 Annual Review: The Centrality of Talent

Our 2023 Annual Review is published and ready for download. The review contains key trend and market moves within the energy & commodities world alongside data driven analysis and editorials. Download...

14 Jan 20241min

The Future of Food & Ag with Robert Berendes

The Future of Food & Ag with Robert Berendes

What does the future hold for the agri sector and the food our plates? And what does it mean for the sector’s participants and investors? Robert Berendes, Executive Partner of Flagship Pioneering and ...

10 Jan 202446min

The Oil Market with David Wech

The Oil Market with David Wech

To start the New Year, in this episode we review the oil markets in 2023 and the likely major themes and trends in 2024. Why were forecasts for 2023 mainly wrong – 100$ oil never materializing? What w...

3 Jan 202447min

Enco Insights: Graphite

Enco Insights: Graphite

This week battery metals expert and CEO of Benchmark Minerals Intelligence joins Enco Insights to provide a quick view on Graphite, the indispensable anode material in the energy transition.

29 Des 20236min

The Hidden Demographic Problem for Commodities with Todd Thurman

The Hidden Demographic Problem for Commodities with Todd Thurman

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on t...

27 Des 202346min

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