SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman

SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak earlier but will subsequently decline much more rapidly. Already much of the West and Asia is in decline and replacement rates of falling at an accelerated pace. Is this a long-range risk no board rooms are talking about? Our guest is analyst, futurist and swine consultant Todd Thurman who has become a global authority on the subject on how it will impact the commodities world.

We also have an upcoming HC Commodities Live Event in Houston on September 19th. To RSVP (for free) please click here:

https://www.eventcreate.com/e/hc-commodities-podcast-houston

Episoder(321)

Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)

Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)

Recorded at the Canadian Crude Oil Conference in the wonderful Lake Louise in Canada on 17th September 2025, Randy Ollenberger of BMO Capital Markets, dives into global oil fundamentals, Canadian crud...

23 Sep 202550min

Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont

Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont

In this episode, we tackle disputes, arbitration, and the challenges of navigating a fractious commodities world. Energy and natural resources have always sat at the heart of international transaction...

16 Sep 202549min

Planning for the Unplannable with Savvas Manousos

Planning for the Unplannable with Savvas Manousos

As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizat...

9 Sep 202555min

Commodities: A View from Wall St with Shaia Hosseinzadeh

Commodities: A View from Wall St with Shaia Hosseinzadeh

Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? H...

2 Sep 20251h

The Rivers of Money with Colin Bryce

The Rivers of Money with Colin Bryce

Colin Bryce joins us to discuss ‘The Rivers of Money: Social and Economic History of Modern Oil Trading’, which he co-authored with Adi Imsirovic. Both authors participated in oil trading during its p...

26 Aug 202547min

Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala

Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala

Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring fut...

19 Aug 202545min

Doomberg Unleashed

Doomberg Unleashed

Today, we're joined by Doomberg, the most popular energy and commodity focused sub-stack. He and his team publish over 90 articles a year on the intersection of global energy and commodity policy, geo...

12 Aug 20251h 2min

Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)

Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)

Chip War: How semiconductors became the new oil with Chris Miller Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and g...

5 Aug 202555min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
pengepodden-2
pengesnakk
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
tid-er-penger-en-podcast-med-peter-warren
lederpodden
rss-politisk-preik
okonomiamatorene
rss-markedspuls-2