The Energy Transition…delayed, with Mark Mills
How long will the energy transition take? The challenges are underestimated. Energy consumption will continue to expand as emerging economies develop, and as new classes of technologies emerge (not le...
11 Apr 20231h 10min
Hedge Funds & Commodities with Tor Svelland
Hedge Funds & Commodities with Tor Svelland In this episode, we return to hedge funds and their role in commodities for investors, market participants and talent. Why is money returning to hedge funds...
4 Apr 202356min
The Pathways to Decarbonize Transportation with Michael Barnard
The Pathways to Decarbonize Transportation with Michael Barnard In this episode, we take the long view of decarbonizing transportation. How will cars, trucks, trains and planes move in 2050? Which tec...
28 Mar 20231h 12min
Notes from the FT Commodities Summit 2023
In this special episode, I provide notes, quotes and my take away from the FT Commodities Summit in Lausanne, Switzerland. Starting the day Credit Suisse was taken over by UBS, the conference was held...
23 Mar 202329min
The Energetic Problem with the Energy Transition with Adam Rozencwajg
Decarbonization is crucial to tackling climate change. Yet, human history has been a story of increasing energy consumption and hydrocarbons unleashed global development. Today, hope and investment is...
22 Mar 20231h 4min
SPECIAL: The Banking Crisis with Edward Chancellor
Edward Chancellor, financial historian and journalist, returns in this special update to discuss the unfurling banking crisis. We discuss the common thread across the financial stresses around the wor...
20 Mar 202348min
A Journey in Commodities with Paul Posoli
Paul Posoli was at the forefront of energy trading through a 20 year career. In this episode, we follow Paul’s story has he joins Enron, builds a trading desk for a merchant and an investment bank, ma...
15 Mar 20231h 7min
The LME Nickel Crisis with Jack Farchy
On March 8th 2022, Nickel prices spiked 100% to $100,000 a tonne in a matter of hours, triggering billions of dollars in margin calls and threatening the very existence of the exchange. The LME took t...
8 Mar 202350min
