War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper (Christmas Special)  The Roman Period affords us one of the most documented and detailed histories of an ancient civilizati...

28 Des 202259min

Insects & Commodities with Charlie DrewInsects are fundamental to the commodities world. As pollinators, they are crucial to the agri sector and food production. Increasingly, they are being used to r...

21 Des 202238min

Climate Change is the dominant investment theme of the next 30 years. To decarbonize the planet while managing and mitigating the risks of a more volatile climate will require trillions of dollars, cr...

14 Des 202257min

The European Energy Crisis is viewed through the lens of a gas supply crisis, in the wake of Russia’s invasion of Ukraine. While true, it is as much a product of a European nuclear energy crisis, cent...

7 Des 202254min

Following the recent LME week and COP27, we are checking in on the metals market. In particular, Copper, Aluminum and Steel. All these metals face the twin forces of energy transition & sustainability...

30 Nov 202245min

Titanium is an engineer’s dream. Lighter than steel yet stronger than aluminum and extraordinarily corrosion resistant, titanium can help facilitate the clean energy transition—from EVs to wind turbin...

23 Nov 202249min

Gas stations have played a pivotal role in civil infrastructure for over a century. The pump has served as a proxy for a country’s development status and a polity’s health. Over time its role has deve...

16 Nov 202245min

LNG now drives natural gas prices in Europe. After decades of this only being the case in Asian markets, LNG could shortly price markets worldwide. How did we get here in terms of assets, players and ...

9 Nov 202244min