The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly

Robert Bensh, veteran energy executive and Ukraine investor, joins us again in a special episode to update us on the harrowing, shocking and tragic events in Ukraine. What has become of the people and...

3 Mar 202231min

Demand for food is growing, and changing, with population increases and demographic change. At the same time, energy transition is creating an insatiable appetite for agricultural products. To date, a...

2 Mar 202250min

At the end of the last decade, Investment Banks dominated commodity trading. The best results, the biggest seats and the best paid. A few short years later and the majority had scaled back or exited. ...

23 Feb 202249min

Trillions of dollars will be needed to transition the global industrial base away from fossil fuels. Unlike the digital revolution, this will be capital intensive and technologically diverse – many of...

16 Feb 202255min

Trading is hard. Trading natural gas is trading on hard mode. The market has constantly evolved since its inception over the last twenty years ago, as regulation, transparency and market developments ...

9 Feb 202256min

The mining sector faces powerful forces that are both disrupting it and creating opportunity. Customers are demanding greater transparency, while the energy transition continues to impact the entire s...

2 Feb 202246min

In this episode we talk with author Owain Johnson, on his recently published book, 40 Classic Crude Oil Trades. A unique window into the world of oil trading and the traders that drive the markets. Th...

26 Jan 202243min

Over the past 50 years, nuclear’s share of global power generation has consistently failed to meet predictions. Now installed capacity is declining and the fleet is aging. Why? Have we seen “peak nucl...

19 Jan 202259min