The Super Charged Capex Cycle with Jeff Currie
Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics a...
16 Jul 202447min
Data Centers: engines of change in power markets with Eugene McGrane
Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regul...
9 Jul 202442min
Commodities in Portfolio Construction with Hussein Allidina
In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are thei...
2 Jul 202438min
Hedging with Samuel Basi
Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile i...
25 Jun 202434min
Geographic Arbitrage with Michael Ferrari
In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to ...
19 Jun 202439min
The Unstoppable, Exponential Energy Transition with Kingsmill Bond
In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ ...
11 Jun 202447min
Russian Sanctions with Sarah Hunt
In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictio...
4 Jun 202452min
The Japanese Power Market with Xavier Veillard
In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world...
28 Mai 202439min
