Volatility with Stephen Roseme
Volatility with Stephen RosemeThe commodity markets have had a period of unprecedented volatility. Furthermore, the energy transition is likely drive volatility over the long-term as infrastructure, f...
4 Jul 202343min
SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd
A lot has changed in the last three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools and the returns expected. ESG is no longer t...
27 Jun 202353min
EU Policy, Strategy & The Critical Raw Materials Act with Julia Poliscanova
The EU has set ambitious goals to decarbonize, especially in transportation, accelerated by the geopolitical necessity to reduce reliance on hydrocarbons. However, the minerals and even technological ...
20 Jun 202344min
Food Inflation & The Agri Markets with Kona Haque
Food inflation is persistent globally, even after the underlying commodity prices have dropped. What is going on? Will food prices normalize and if so when? Has something structural happened? And what...
13 Jun 202344min
Live HC Insider Podcast Event: Brent Crude Oil
On June 1st, in front of a live audience in London, we recorded a special live podcast to celebrate the launch of Adi Imsirovic's new book: Brent Crude Oil - the genesis and development of the world's...
6 Jun 202338min
Commercial Real Estate, Rates & Renewables with Eugene McGrane
Commercial Real Estate, Rates & Renewables with Eugene McGrane The Commercial Real Estate market is in trouble. High interests rates & low occupancy are stressing central business districts across the...
30 Mai 202345min
Coal Trading with Hayn Park
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
Interest Rates & Commodities: Live HC Insider Podcast Event
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
