The Rystad House View and Notes From IE Week, with Claudio Galimberti
Today, we review energy supply and demand and some of the key sentiments coming out of International Energy Week, not only about where both those curves are headed, but also key associated risks to ea...
25 Feb 55min
Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu
AI is already changing commodity trading operating models. And unlocking adjacent technologies such as digital assets and DeFI? That itself is changing the competitive landscape and attracting new pa...
18 Feb 49min
Food, Fuel & Weaponized: Soybeans with Walter Cronin
Food, fuel, geopolitics, great power competition and trade - Soybeans sit at the heart of it all. What are the big macro trends with the commodity? How has trade and geopolitics impacted it? How has n...
11 Feb 47min
Important, Growing in Demand and Hard: Energy with Mike Howard
Today, we discuss the importance of energy, what the growing demand for energy means, and how hard it can be to deliver that energy. To demonstrate that, we are using Texas as a microcosm. Texas produ...
4 Feb 55min
The Great Repricing with Jeff Currie
Gold, copper and silver have gone parabolic. The dollar is falling. And yet, hydrocarbons remain at an inflation adjusted all-time lows. Is the world being complacent due to the narrative of the oil g...
28 Jan 1h 7min
HC Group's Annual Review is Published (Download links in show notes)
https://interactive.hcgroup.global/annual-review-2025-26/full-view.html
22 Jan 1min
The Geo-Politicization of Natural Gas
What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas and the challenge that presents to traders and invest...
21 Jan 49min
Competing to Trade with Roland Rechtsteiner
What is the future of commodity trading? Is volatility here to stay and thus the profit pools available continue to grow? What will the market structure look like in 10 years and who will be the privi...
14 Jan 53min
