The Super-Cycle Meets Interest Rates with Jeff Currie

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1Fuel is the key driver in the oil market. The story of how diesel and gasoline reach the pump, and who traded it on the way, has shift...

18 Jan 202347min

The ocean is the world’s largest battery, charged by the sun and the wind year round. Harnessing that energy for power generation has proved problematic for years. Yet, it would bring significant adva...

11 Jan 202343min

Oil & Gas Markets in 2023 with Paul HorsnellIn this episode we are joined by Paul Horsnell, Global Head of Commodities Research at Standard Chartered, to review the major events that impacts oil and g...

4 Jan 20231h 12min

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper (Christmas Special)  The Roman Period affords us one of the most documented and detailed histories of an ancient civilizati...

28 Des 202259min

Insects & Commodities with Charlie DrewInsects are fundamental to the commodities world. As pollinators, they are crucial to the agri sector and food production. Increasingly, they are being used to r...

21 Des 202238min

Climate Change is the dominant investment theme of the next 30 years. To decarbonize the planet while managing and mitigating the risks of a more volatile climate will require trillions of dollars, cr...

14 Des 202257min

The European Energy Crisis is viewed through the lens of a gas supply crisis, in the wake of Russia’s invasion of Ukraine. While true, it is as much a product of a European nuclear energy crisis, cent...

7 Des 202254min

Following the recent LME week and COP27, we are checking in on the metals market. In particular, Copper, Aluminum and Steel. All these metals face the twin forces of energy transition & sustainability...

30 Nov 202245min