The Geo-Politicization of Natural Gas
What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas and the challenge that presents to traders and invest...
21 Jan 49min
Competing to Trade with Roland Rechtsteiner
What is the future of commodity trading? Is volatility here to stay and thus the profit pools available continue to grow? What will the market structure look like in 10 years and who will be the privi...
14 Jan 53min
The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben
Emergency Pod: Nick Kumleben of Greenmantle, the geopolitical risk consultancy headed by Niall Ferguson, joins us to discuss the events in Venezuela, the 'Donroe' Doctrine and what it means for commod...
10 Jan 39min
Coffee & Cocoa's Wild Ride with Kona Haque
Today, we are talking coffee, cocoa and sugar. And in the case of coffee and cocoa, the absolute wild ride they had in 2025.Record prices and extreme volatility. Was it all just a story of tariffs? Or...
7 Jan 55min
The Big Picture with David Fyfe
As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we d...
17 Dec 20251h 2min
The State of Oil with Homayoun Falakshahi
As we begin to wrap up the year, we return to the crude markets. What has been oil’s journey in the latter half of 2025? What has all this meant for trader performances after a challenging first half?...
10 Dec 202553min
Trading in Asia with Iain Lawson
In this episode we return to Singapore and commodity trading in Asia. Is Singapore still a must -have hub as part of a global commodity footprint? What are the key commodities traded there? How do tho...
3 Dec 202551min
