The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

Metals have had an interesting year so far. Prices have been volatile along with sentiment and narratives. Trading Houses have been rapidly expanding metals trading teams and funds have piled in. In t...

13 Nov 202451min

May you live in interesting times - as the proverb goes. Will those times continue? On October 16th, at the Yale Club in New York City, we held our latest Live Event hosted by ITFA with additional spo...

6 Nov 202446min

In mid -November, in Azerbaijan at COP29, momentous decisions could be made that would advance the carbon markets globally. What are they and what are the chances of that happening and what is the sta...

30 Okt 202447min

Commodities sit at the heart of global trade and as such are at the center of the rise of protectionism. After a long period of globalization and ever freer trade, there is a perceptible and growing s...

22 Okt 202441min

Utility scale batteries are proliferating across Western power grids, particularly in the US. And far more are set to come. These batteries offer the ability to manage grids, especially with the influ...

15 Okt 202445min

Russia’s full scale invasion of Ukraine in February 2022 triggered an avalanche of economics sanctions by the West. What followed was an undeniably world-changing financial experiment that risked thro...

8 Okt 202447min

Over the next two years, the US is set to export some 12bcf/d extra of LNG. What does this mean for the US market? Where will it go? And can supply keep up? Will there be sufficient demand in Europe? ...

1 Okt 202449min

Shale Oil & Gas has turned the US into an energy power house over the last 15 years. Will it disappear as quickly as it arrived or will it set to US apart for years to come? Within its short life, it ...

24 Sep 202448min