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

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

In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the Commonwealth Bank of Australia and prior to that at Rabobank. Thoroughly researched, War and Wheat tells the story of how the agricultural markets fared during World War I, World War II and the recent Russian invasion of Ukraine and elucidates key learnings on how commodity markets function and how commodity traders can better navigate the more volatile times ahead. The book is available here: https://www.amazon.com.au/War-Wheat-Navigating-markets-conflict/dp/1763580938

Episoder(320)

40 Classic Crude Oil Trades with Owain Johnson

40 Classic Crude Oil Trades with Owain Johnson

In this episode we talk with author Owain Johnson, on his recently published book, 40 Classic Crude Oil Trades. A unique window into the world of oil trading and the traders that drive the markets. Th...

26 Jan 202243min

Nuclear Power: perception versus reality with Mycle Schneider

Nuclear Power: perception versus reality with Mycle Schneider

Over the past 50 years, nuclear’s share of global power generation has consistently failed to meet predictions. Now installed capacity is declining and the fleet is aging. Why? Have we seen “peak nucl...

19 Jan 202259min

Power Purchase Agreements: reassessing the risks behind renewable power’s growth engine with Werner Trabesinger

Power Purchase Agreements: reassessing the risks behind renewable power’s growth engine with Werner Trabesinger

PPAs unlocked the power of renewables leading to the sectors incredible rise over the past decade. These long term agreements, primarily selling the power to utilities, provided the foundation for a w...

12 Jan 202251min

The Fertilizer Market: the intersection of commodities with Andres Santacruz

The Fertilizer Market: the intersection of commodities with Andres Santacruz

Fertilizers sit at the very heart of the commodities world. Their components are both mined and derived from hydrocarbons while their use underpins the agri sector. A truly global commodity but domina...

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2021 In Review

2021 In Review

In this special end of year episode, host Paul Chapman reviews some of the major themes of 2021 covered in the podcast and comments on the plans for 2022. To find out more about HC and our talent advi...

29 Des 20218min

Ukraine’s Energy Sector with Robert Bensh

Ukraine’s Energy Sector with Robert Bensh

Ukraine was the breadbasket and the energy engine for the Soviet Union. It was also the main energy transit route connecting the East to Europe. Now, after years of underinvestment in production it fa...

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The Battery Metals Supply Chain: Solutions & opportunities with Chris Berry

The Battery Metals Supply Chain: Solutions & opportunities with Chris Berry

There is a fundamental mismatch between forecasted demand and supply for those metals vital for energy transition and EVs. What are the supply challenges? And what are the solutions, if stated goals a...

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Revolutionizing Agriculture: machines, software and genetics

Revolutionizing Agriculture: machines, software and genetics

Technology is revolutionizing agriculture and its markets. Over the last two decades, rapid strides have been made in the business of farming. Genetics is de-commoditizing crops; in the future, consti...

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