Molecule Contagion with Jeff Currie
We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both fo...
18 Mar 43min
The Strait of Hormuz and Asia with Tom Reed
With the Strait of Hormuz virtually closed, what does that mean for the regions biggest customer - Asia? Tom Reed, VP of Crude and Products at Argus Media joins us to provide a detailed examination on...
18 Mar 51min
Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben
Returning today to discuss the latest developments from Israel & US's war with Iran is Nick Kumleben, Director at Greenmantle, the geopolitical risk advisory firm. What are the commodities markets tel...
13 Mar 50min
US Energy Supply, Bottlenecks and Private Equity with Jason Downie
Today, we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocking key bottlenecks in infrastructure as the U...
11 Mar 53min
Emergency Pod: Gulf War III and Commodities
Nick Kumleben, Director of the Geopolitical Risk Consultancy founded by Niall Ferguson, Greenmantle, rejoins us to discuss the latest events in Middle East. What are the short, medium and long-term co...
4 Mar 44min
Repricing Power: How Clean Energy is Reshaping Global Power Markets, with Luca Pedretti
Today, we discuss how volatility and battery energy storage systems are reshaping clean energy and repairing power markets. What does the domination of clean power do to markets? What are the conseque...
4 Mar 48min
The Rystad House View and Notes From IE Week, with Claudio Galimberti
Today, we review energy supply and demand and some of the key sentiments coming out of International Energy Week, not only about where both those curves are headed, but also key associated risks to ea...
25 Feb 55min
Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu
AI is already changing commodity trading operating models. And unlocking adjacent technologies such as digital assets and DeFI? That itself is changing the competitive landscape and attracting new pa...
18 Feb 49min
