From Systematic Trading to Structural Edge with Hans Balgobin

Coal Trading with Hayn Park Coal demand reached an all-time peak in 2022. Prices reached levels not seen for over a decade. China is permitting two new coal fired power plants a week and Germany is bu...

23 Mai 202343min

In late April, we brought together a panel of leading thinkers and executives from across the sector to discuss the impacts of rising interest rates on commodities in front of a live audience in New Y...

16 Mai 20231h 3min

Commodities in a Deglobalizing World with Jeremy Shapiro Commodities have been at the heart of globalization. Traders roamed freely and commodities priced to the marginal cost of production. Since the...

9 Mai 202357min

Commodity Indexes with Tim Kramer,  JC Kneale and Preston Peacock: Commodity indexes have grown in popularity among institutional and private investors, tracking the prices of a diversified basket of ...

2 Mai 20231h 8min

Description A View From the Top with Saad Rahim In this episode, Saad Rahim, Chief Economist of Trafigura, the global commodity trading house, joins us to give an overview on the current state of the ...

25 Apr 20231h

Powering Heavy Industry with Manoli YannaghasHeavy industry accounts for one third of power consumption. Many leading industrials and miners have ambitious targets to reach net zero. While renewables ...

18 Apr 202337min

How long will the energy transition take? The challenges are underestimated. Energy consumption will continue to expand as emerging economies develop, and as new classes of technologies emerge (not le...

11 Apr 20231h 10min

Hedge Funds & Commodities with Tor Svelland In this episode, we return to hedge funds and their role in commodities for investors, market participants and talent. Why is money returning to hedge funds...

4 Apr 202356min