Notes from the FT Commodities Summit 2023
In this special episode, I provide notes, quotes and my take away from the FT Commodities Summit in Lausanne, Switzerland. Starting the day Credit Suisse was taken over by UBS, the conference was held...
23 Mar 202329min
The Energetic Problem with the Energy Transition with Adam Rozencwajg
Decarbonization is crucial to tackling climate change. Yet, human history has been a story of increasing energy consumption and hydrocarbons unleashed global development. Today, hope and investment is...
22 Mar 20231h 4min
SPECIAL: The Banking Crisis with Edward Chancellor
Edward Chancellor, financial historian and journalist, returns in this special update to discuss the unfurling banking crisis. We discuss the common thread across the financial stresses around the wor...
20 Mar 202348min
A Journey in Commodities with Paul Posoli
Paul Posoli was at the forefront of energy trading through a 20 year career. In this episode, we follow Paul’s story has he joins Enron, builds a trading desk for a merchant and an investment bank, ma...
15 Mar 20231h 7min
The LME Nickel Crisis with Jack Farchy
On March 8th 2022, Nickel prices spiked 100% to $100,000 a tonne in a matter of hours, triggering billions of dollars in margin calls and threatening the very existence of the exchange. The LME took t...
8 Mar 202350min
The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly
In 1993, Metallgesellschaft, the German Global Industrial conglomerate lost $1.3bln in oil derivatives trading through its US subsidiary MGRM. The details leading up to their implosion and the subsequ...
1 Mar 202358min
Tantalum… a story of insatiable demand with Hadley Natus
Tantalum… a story of insatiable demand with Hadley NatusYou probably have not heard of Tantalum. However, like the Greek mythological figure it is named after, the world is developing a need for it w...
22 Feb 202347min
Oil Supply & Demand in 2030 with Joel Couse
Oil Supply & Demand in 2030 with Joel Couse The energy transition will not be an easy path for a world built on hydrocarbons. The demand picture for the next decade is easier to divine than supply. To...
15 Feb 202354min
