Batteries as Commodities: Trading the platform technology of the Electric Revolution
Lithium-ion batteries are the platform technology of electric revolution. The cells are standardized, produced under long-term supply contracts and demand is stratospheric. There is little free supply...
28 Apr 202138min
Trading Commodities in 2030: a view of the future
What will the commodity trading platform be like in 2030? In this episode, we examine ongoing change and trends in our sector and look at how these may play out over the next decade. We are in for som...
21 Apr 202154min
Renewable Diesel: big bets and big challenges
In this episode, we do a deep dive into renewable diesel where the ag and energy worlds collide. Renewable diesel is currently being hailed as a key tool in the energy transition, tackling hard to aba...
14 Apr 202141min
A New Era in European Power Trading
In this episode, Laurent Segalen, clean energy banker, trader, investor, and co-host of the Redefining Energy Podcast, joins us to discuss European power trading. Why is there a resurgence in power tr...
7 Apr 202154min
The Digital Core: CTRMs and beyond
Commodity Trading Risk Management systems sit at the heart of any commodity trading enterprise. Their design and implementation has been a huge source of pride for some, frustration for others and cos...
31 Mar 202140min
Lithium and the Global Battery Arms Race
Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium supply. Mining is constrained by available ores and mult...
24 Mar 202145min
Rare Earth Metals
In this episode we dig into rare earth metals - key elements for everyday technologies but also vital to the energy transition from electric motors to wind turbines. Beyond this, these elements have b...
17 Mar 202143min
Carbon
The atmosphere has too much carbon. This poses an existential threat to society and to the businesses emitting it, unless they start to capture it. Tackling carbon is one of the biggest challenges (an...
10 Mar 202146min
