Planning for the Unplannable with Savvas Manousos
As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizat...
9 Sep 202555min
Commodities: A View from Wall St with Shaia Hosseinzadeh
Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? H...
2 Sep 20251h
The Rivers of Money with Colin Bryce
Colin Bryce joins us to discuss ‘The Rivers of Money: Social and Economic History of Modern Oil Trading’, which he co-authored with Adi Imsirovic. Both authors participated in oil trading during its p...
26 Aug 202547min
Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala
Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring fut...
19 Aug 202545min
Doomberg Unleashed
Today, we're joined by Doomberg, the most popular energy and commodity focused sub-stack. He and his team publish over 90 articles a year on the intersection of global energy and commodity policy, geo...
12 Aug 20251h 2min
Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)
Chip War: How semiconductors became the new oil with Chris Miller Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and g...
5 Aug 202555min
The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan
Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification o...
22 Jul 202548min
