The Super-Cycle Meets Interest Rates with Jeff Currie

Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kin...

8 Aug 202347min

Whale Oil: The Original Energy Transition with Eric Jay Dolin In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international...

1 Aug 202348min

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023-  an inde...

25 Jul 202357min

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel SheldonThe Lithium-Ion battery is the fulcrum on which the energy transition hinges. However, its chemistry...

18 Jul 202342min

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17 Jul 20234min

Back to Ag Futures with Scott IrwinIn this episode, we are joined by a global leader in the field of agricultural economics.  His research on commodity markets is widely cited by other academic resear...

11 Jul 202356min

Volatility with Stephen RosemeThe commodity markets have had a period of unprecedented volatility. Furthermore, the energy transition is likely drive volatility over the long-term as infrastructure, f...

4 Jul 202343min

A lot has changed in the last three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools and the returns expected. ESG is no longer t...

27 Jun 202353min