Redlining Commodities with Jeff Currie
Jeff Currie, Global Head of Commodities Research at Goldman Sachs, returns to update us on the commodities super-cycle. Redistributive policies, energy transition and deglobalization are driving commo...
27 Apr 202245min
The Container Shipping Market with Peter Sand
The container shipping market, the lynchpin of global commerce, is in turmoil. Shipping rates have increased 1000%. Over the last decade, commodities have been increasingly containerized, as low price...
20 Apr 202259min
Disorderly markets, Margin Calls & Doom Loops with Javier Blas
The commodities markets and its traders face great challenges. Russia’s invasion of Ukraine may tip an already stressed markets into turmoil. The LME’s recent challenges with Nickel has exposed seriou...
13 Apr 202255min
The Energy Crisis & Russia’s Invasion with Daniel Yergin
In this episode, Daniel Yergin, Vice Chairman of S&P Global, Pulitzer Prize winner and author of The New Map: Energy, Climate and the Clash of Nations, returns to the podcast to discuss the unfolding ...
6 Apr 202254min
Digitization Reshaping Commodities (Reuters Webinar special)
Digitization is transforming commodities trading, creating new opportunities and introducing new risks as markets become faster and transparent. What does this all mean for how and who makes trading d...
30 Mar 202255min
The Voluntary Carbon Markets with Deanna Reitman
In this episode, we do a deep dive in to the world of voluntary carbon credits, which dominate the carbon world in the absence of widespread global compliance markets. To date the categories, case la...
23 Mar 202236min
How Carbon Will Disrupt Commodities Markets with Eric Rubenstein
To date, carbon markets cover only a few geographies and select categories. Yet, they are already impacting how commodities are produced and traded. Over the next decade, carbon credits will expand t...
16 Mar 202244min
Hydrogen's Future with Erik Rakhou
In this episode we return to Hydrogen with guest Erik Rakhou, Associate Director at Boston Consulting Group. Low-carbon Hydrogen projects, policy support and predictions continue to dominate the news...
9 Mar 202245min
