The Price of Time with Edward Chancellor (Re-Release)

The Price of Time with Edward Chancellor (Re-Release)

A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas re-release of one of host Paul Chapman's favorite discussions.

Award-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates – the price of money and time – have been unnaturally low since the global financial crisis. This has led to a profound impact on finance and society. Global corporates found financial engineering more “profitable” than focusing on products and operations. Assets inflated and inequality widened. In the commodities world, the cost of carry and cost of finance, was essentially zero. Energy tech plays were awash in money and valuations sky high. Rates are now rising and those same engineered corporates are becoming zombies. China risks economic Armageddon as the global carry trade ends. Assets prices are falling and financially stressed commodity traders, now face higher rates. Edward argues higher rates will return the world to profitable growth and risk allocation unless political will to reverse rates wins…

Episoder(322)

Sustainability & Profitability in Commodities Trading

Sustainability & Profitability in Commodities Trading

Is sustainability another cost the commodity trading world must face or does it present one of the biggest opportunities for the sector over the next decade – bringing new products, new markets and ne...

2 Des 202028min

Trading Clean Hydrogen

Trading Clean Hydrogen

Will clean hydrogen be one of the most actively traded commodities in the next decade? Already exchanges are publishing prices and trading houses, shippers, utilities, and oil and gas producers are en...

24 Nov 202051min

Hydrogen: something for everyone

Hydrogen: something for everyone

Joining us to explain the why, what and how of hydrogen is Dr JJ Traynor, principal and co-founder of HydrogenOne Capital – an investment firm dedicated to the sector. JJ brings 30 years of energy and...

17 Nov 202034min

The US Natural Gas Market: The last decade and the next

The US Natural Gas Market: The last decade and the next

Lower prices, lower volatility and increased transparency, led participants to exit and drive consolidation. Now that dynamic could be set to change as US production is under threat from low prices an...

11 Nov 202046min

The China Gas Market

The China Gas Market

2020 saw the creation of PipeChina to further streamline the market’s transportation and distribution. It is also a unique market with differences at the political, regulatory and market structure lev...

4 Nov 202039min

Technology-driven change in the commodities sector

Technology-driven change in the commodities sector

Joining us to discuss three big ways the market will change over the next 5 years is Simon Collins, CEO and Founder of TradeCloud, a Director at EdgePetrol and former Head of Bulk Trading at Trafigura...

29 Okt 202039min

Private Equity: The good, the bad and the ugly

Private Equity: The good, the bad and the ugly

It has also brought losses as investors and investments have been challenged, and even surprised, by the risks in commodities. Furthermore, it may also be facing an industry reckoning of epic proporti...

20 Okt 202039min

Managing Climate Change Risks in the Commodities Sector

Managing Climate Change Risks in the Commodities Sector

Often, energy and natural resource production is located in areas more prone to climate change, and frequently in emerging market nations, climate change risks highlight the protection/risk transfer "...

7 Okt 202041min

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