The New Merchants of Grain with Jonathan Kingsman
In this episode we focus on the agri traders and agri trading. What differentiates agri trading from the other commodities? Is the recent return to form, after years of low returns, sustainable? Do th...
30 Jun 202146min
Betting on biofuels: a bridge to the future with Walter Cronin
Investors, traders, ags, and energy businesses are investing in biofuels. Technology and decarbonization are driving the market. However, policy, crop yields, rising feedstock prices and public percep...
23 Jun 202155min
Trading Green Ammonia with Christophe Savi
Ammonia sits at the heart of the chemical industry and was the vital component in our first ‘green’ revolution, boosting global food production. Now, Ammonia could sit at the heart of the next ‘green’...
16 Jun 202144min
Energy Transition & Geopolitics with Daniel Yergin
Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dram...
9 Jun 202149min
Blockchain, Tokenization & Commodities Trading
Blockchain has the power to revolutionize commodity trading by lowering transaction costs, boosting liquidity and, crucially, providing the mechanism to track, price and trust a range of ESG attribute...
2 Jun 202158min
Trading Around Batteries: the power trading of the future
For commodities traders, trading around storage assets is nothing new. The same is becoming true in power. As the generation of power increasingly comes from renewables, batteries are seen as a key to...
26 Mai 202138min
Trading the Super-Cycle (Special 50th episode)
We are in the foothills of a commodity super-cycle. Interest and investment is returning to the sector as the narrative of energy transition, inflation driven by policy, and scarcity in the wake of Co...
19 Mai 202138min
Transforming Utilities
Electric utilities around the developed world face fundamental challenges to their business model as the way power is produced, transported, traded, and consumed is changing. Meanwhile, investors and ...
12 Mai 202154min
