Geographic Arbitrage with Michael Ferrari
In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to ...
19 Jun 202439min
The Unstoppable, Exponential Energy Transition with Kingsmill Bond
In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ ...
11 Jun 202447min
Russian Sanctions with Sarah Hunt
In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictio...
4 Jun 202452min
The Japanese Power Market with Xavier Veillard
In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world...
28 Mai 202439min
Governmental Relations, Planning and Policy with Peter Stahley
Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity secto...
21 Mai 202454min
Special: Enco Insights at 6 months with Bill Read
To find our more about Enco Insights visit www.encoinsights.com For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.h...
16 Mai 202418min
200 Episodes with Paul Chapman
In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, t...
14 Mai 202434min
Trade Finance in Uncertain Times with Kristofer Tremaine
Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and vo...
7 Mai 202441min
