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)

The CFTC with Commissioner Summer Mersinger

The CFTC with Commissioner Summer Mersinger

The Commodity Futures Trading Commission regulates commodities futures markets and enforces the Commodity Exchange Act in the US. As such, it sets the tone for much of the global regulation governing ...

7 Sep 202242min

The Rise of Alternative Financing in Commodities

The Rise of Alternative Financing in Commodities

The commodities sector has never been under more financing pressure. Yet, many traditional financiers have scaled back their capabilities or exited the space altogether. To fill this void, alternative...

31 Aug 202250min

Freeing Energy with Bill Nussey

Freeing Energy with Bill Nussey

Energy transition will be revolutionary. Fundamental to that statement is recognition that solar and batteries are technologies, not fuels. Their technological journeys have just begun - as have their...

24 Aug 202254min

The Gathering Storm in Europe with Gerard Reid and George Voloshin

The Gathering Storm in Europe with Gerard Reid and George Voloshin

This episode continues our focus on the looming energy crisis in Europe; its causes, path and potential solutions. The episode is a recording of a Reuters Events webinar from late July 2022, where hos...

17 Aug 202254min

Food & Energy: The Looming Crisis with Doomberg

Food & Energy: The Looming Crisis with Doomberg

At root, the rise in global food prices is tied to energy. The rise in energy prices is fundamentally driven by a lack of investment in hydrocarbons. Russia’s invasion of Ukraine has tipped rising pri...

10 Aug 202251min

The State of Upstream Oil with Morten Kelstrup

The State of Upstream Oil with Morten Kelstrup

Fifteen years ago, money was flowing into oil. Prices were high and the stock market rewarded successful exploration above all. A lot has happened since including a price collapse and the advent of sh...

3 Aug 202249min

Unlocking Carbon Markets with Deanna Reitman, Eric Rubenstein & Lance Titus

Unlocking Carbon Markets with Deanna Reitman, Eric Rubenstein & Lance Titus

This week’s episode is a panel discussion on the US carbon markets, and beyond, recorded at the Reuters Event’s USA Commodity Trading 2022 in June. Our panelists take on the state of the compliance an...

27 Jul 20221h 3min

The Rise of the UAE as the Next Commodity Trading Hub

The Rise of the UAE as the Next Commodity Trading Hub

Blessed by geography and abundant oil and gas, the UAE is adding targeted legal, tax and infrastructure policies to create a commodity trading hubs in Abu Dhabi and Dubai that rivals Singapore, London...

19 Jul 202237min

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