Investing in Commodities
Roy makes a compelling argument that all investors should follow the commodities sector and expands on the asset class' role in portfolio theory. Roy was involved in the creation of the first commodit...
9 Sep 202038min
Trump, Biden, and Global Commodities
Far from being just a domestic US affair, this election promises to be one of the most consequential for the global energy and commodities sector in decades, given the stark differences between the tw...
2 Sep 202047min
Energy Transition, Part Two: Change for Producers, Operating Models and Talent
Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman
20 Aug 202037min
Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner
Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman
13 Aug 202033min
The Solar Decade with David Fernandez of Goldman Sachs
Why the Solar Decade and what will that mean in terms of scale? What are the benefits for generators and investors? Is it geographically restricted by sunbelts? How will the solar decade change the co...
6 Aug 202033min
The Future for Refiners, with Daryl Schofield
What challenges did refiners and integrated majors face at the start of 2020? What were the various strategic responses at that time? What did the arrival of COVID-19 do to that picture? How can you b...
30 Jul 202037min
The chemicals markets with Peter Staartjes, Founder and CEO of Andino
How is the chemicals sector categorised and what is its economic scale and importance? How has the market, opportunities, and participants changed in response to the pressures all commodity markets fa...
23 Jul 202038min
The future of the power grid with Jim Fallon
What is the state of the US power grid? What is driving change and what trends can we discern? What is the power grid of the future? What could hinder or accelerate that transformation – role of inves...
9 Jul 202041min
