The Price of Time with Edward Chancellor

The Price of Time with Edward Chancellor

The Price of Time with Edward Chancellor

Award-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates – the price of money and time – have been unnaturally low since the global financial crisis. This has led to a profound impact on finance and society. Global corporates found financial engineering more “profitable” than focusing on products and operations. Assets inflated and inequality widened. In the commodities world, the cost of carry and cost of finance, was essentially zero. Energy tech plays were awash in money and valuations sky high. Rates are now rising and those same engineered corporates are becoming zombies. China risks economic Armageddon as the global carry trade ends. Assets prices are falling and financially stressed commodity traders, now face higher rates. Edward argues higher rates will return the world to profitable growth and risk allocation unless political will to reverse rates wins…

Episoder(321)

Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska

Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska

Today, we do a deep dive into the role and challenges of a transaction lawyer in the energy transition. And why lawyering in the energy transition is lawyering on hard mode? What are the  sources of c...

29 Jul 202547min

The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan

The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan

Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification o...

22 Jul 202548min

War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the ...

15 Jul 202545min

HC Group's Q2 Market Review

HC Group's Q2 Market Review

HC Group's Q2 Market Review - our quarterly magazine covering people trends, moves and analysis from within the global energy & commodities sector is available for download.Visit:https://www.hcgroup.g...

15 Jul 20254min

Lithium’s Hard Year with Caspar Rawles

Lithium’s Hard Year with Caspar Rawles

In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is ...

8 Jul 202535min

Building Commodity Supply Chains in Trump’s America with Peter Stahley

Building Commodity Supply Chains in Trump’s America with Peter Stahley

Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less...

1 Jul 202544min

Equity Investing in Commodities with Matt Zabloski

Equity Investing in Commodities with Matt Zabloski

Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer? ...

24 Jun 202545min

Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh

Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh

Today, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our da...

17 Jun 202552min

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