Algorithmic trading and Commodities with Stephen Roseme
Institutional firms have been utilizing algorithms to trade commodities for years and the adoption of this approach appears to be accelerating. The scale is such that even the markets themselves may ...
22 Jun 202249min
The Funding Gap in Commodities with Nick O’Kane
Investment capital flows into the commodities sector have slowed despite rising returns and opportunity. Volatility, geopolitical risk and uncertainty over energy transition have impacted the rate of ...
15 Jun 202244min
The World’s Most Important Bean with Ivo Sarjanovic
Soybeans have become one of the world’s most important commodities. They feed us, our livestock and fuel our cars. As such they have become central in geopolitics, world trade and food security. Howev...
8 Jun 202244min
Sanctions, Political Risk and the Commodities Sector with George Voloshin
Geopolitical risk is back. Gone are the years of expanding free trade and liberalization of markets. Sanctions on Russia, great power rivalry and market interventions are all disrupting energy & commo...
1 Jun 202248min
The Financialization of Oil Markets & The Madness of Crowds with Greg Newman
Over the last decade, commodity markets have become increasingly financialized with much more granular contracts, and therefore hedges, available on exchanges. Oil is the tip of the spear. This is pro...
25 Mai 202254min
The World of Electric Vehicles with Roger Atkins
The adoption of battery electric vehicles has profound consequences for the commodities world. From the components required to build, to how they are charged and more broadly the future of energy mana...
18 Mai 202248min
Europe’s Energy Crisis with Gerard Reid
Europe is in an energy crisis. Power prices have quadrupled, governments have scrambled to provide liquidity to markets and subsidize households. And for the moment, gas is still flowing from Russia. ...
11 Mai 202249min
What the SEC Climate-Related Disclosures mean with Julie McLaughlin
In February, the SEC released proposed rules for reporting climate risk and Green House Gas emissions, including Scope 1, 2 and 3. What exactly are in the proposed rules? How likely are they to be ena...
4 Mai 202244min
