The Metals Markets in 2024 and Beyond with David Wilson

The Metals Markets in 2024 and Beyond with David Wilson

Metals have had an interesting year so far. Prices have been volatile along with sentiment and narratives. Trading Houses have been rapidly expanding metals trading teams and funds have piled in. In this episode, David Wilson, Senior Commodities Desk Strategist at BNP Paribas Markets 360, takes an in depth look at the reality behind these trends across copper, aluminum, nickel, gold and the battery metals in 2024 and what that may presage for 2025.

Episoder(318)

The Gathering Storm in Europe with Gerard Reid and George Voloshin

The Gathering Storm in Europe with Gerard Reid and George Voloshin

This episode continues our focus on the looming energy crisis in Europe; its causes, path and potential solutions. The episode is a recording of a Reuters Events webinar from late July 2022, where hos...

17 Aug 202254min

Food & Energy: The Looming Crisis with Doomberg

Food & Energy: The Looming Crisis with Doomberg

At root, the rise in global food prices is tied to energy. The rise in energy prices is fundamentally driven by a lack of investment in hydrocarbons. Russia’s invasion of Ukraine has tipped rising pri...

10 Aug 202251min

The State of Upstream Oil with Morten Kelstrup

The State of Upstream Oil with Morten Kelstrup

Fifteen years ago, money was flowing into oil. Prices were high and the stock market rewarded successful exploration above all. A lot has happened since including a price collapse and the advent of sh...

3 Aug 202249min

Unlocking Carbon Markets with Deanna Reitman, Eric Rubenstein & Lance Titus

Unlocking Carbon Markets with Deanna Reitman, Eric Rubenstein & Lance Titus

This week’s episode is a panel discussion on the US carbon markets, and beyond, recorded at the Reuters Event’s USA Commodity Trading 2022 in June. Our panelists take on the state of the compliance an...

27 Jul 20221h 3min

The Rise of the UAE as the Next Commodity Trading Hub

The Rise of the UAE as the Next Commodity Trading Hub

Blessed by geography and abundant oil and gas, the UAE is adding targeted legal, tax and infrastructure policies to create a commodity trading hubs in Abu Dhabi and Dubai that rivals Singapore, London...

19 Jul 202237min

Systemic Risk & Commodities with Craig Pirrong

Systemic Risk & Commodities with Craig Pirrong

Do the commodity markets pose a systemic risk to the global financial markets and beyond? A timely look at the risks inherent in the commodity markets and capacity of exchanges, clearing houses, trade...

13 Jul 202243min

Navigating the New Normal in Commodities with Sebastian Barrack, Ben Sutton, Matthew Rosetti and Summer Mersinger

Navigating the New Normal in Commodities with Sebastian Barrack, Ben Sutton, Matthew Rosetti and Summer Mersinger

High prices, high volatility, geopolitics risk, liquidity constraints and navigating the energy transition. These are just some of the challenges facing the commodity trading sector that the panelists...

6 Jul 20221h 4min

Renewable Energy, Crypto and Flexible Load with John Belizaire

Renewable Energy, Crypto and Flexible Load with John Belizaire

Renewable Energy faces the twin challenges of intermittency and spilled power, both of which drag on adoption and financing. If countries are to meet their climate goals, renewable energy generation n...

29 Jun 202249min

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