The Commodities Trilemma with Clay Seigle

The Commodities Trilemma with Clay Seigle

We discuss the trilemma facing the energy and commodities markets - between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US administration and in Europe, sustainability was a key policy driver. Under the new Trump administration, and indeed globally since Russia's invasion of Ukraine, security has come to the forefront. How should organizations think about these three facets? How is the world changing and what does that mean for the energy and commodities sector? Our guest is Clay Seigle, Senior Fellow in the Energy Security and Climate Change Program at the Center for Strategic and International Studies. Clay holds the James R. Schlesinger chair in Energy and Geopolitics and is an experienced energy industry analyst with specialization in market intelligence and political risk. Clay provides policymakers and corporate leaders with thought leadership and strategic insights to navigate regional and global energy security challenges.

Episoder(311)

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

The Long Term Impacts of COVID-19 on the Commodity Markets

The Long Term Impacts of COVID-19 on the Commodity Markets

Will COVID-19 accelerate changes to how commodities are traded? Will we see more failures and further pull back of trade finance? Or will COVID-19 trigger a resurgence in opportunities for trading bus...

30 Sep 202040min

Making a good commodity trader

Making a good commodity trader

We look at the common attributes and behaviors required to be a successful trader. We examine how the environment of the trader can support or hinder performance. We look at how motivations and perfor...

23 Sep 202032min

Building a commodity trading business: rewards and risks

Building a commodity trading business: rewards and risks

2020 has highlighted how trading platforms can protect natural resource producers price shocks and boost earnings through extracting more value from  the products and with better reach into the market...

16 Sep 202033min

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