Coffee & Cocoa's Wild Ride with Kona Haque

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 is there something more fundamental going on? Our guest is Kona Haque. Head of Research for ED&F Man, one of the world's largest soft commodity traders that has recently been acquired by Hartree Partners

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Navigating the New Normal in Commodities with Sebastian Barrack, Ben Sutton, Matthew Rosetti and Summer Mersinger

Navigating the New Normal in Commodities with Sebastian Barrack, Ben Sutton, Matthew Rosetti and Summer Mersinger

High prices, high volatility, geopolitics risk, liquidity constraints and navigating the energy transition. These are just some of the challenges facing the commodity trading sector that the panelists...

6 Juli 20221h 4min

Renewable Energy, Crypto and Flexible Load with John Belizaire

Renewable Energy, Crypto and Flexible Load with John Belizaire

Renewable Energy faces the twin challenges of intermittency and spilled power, both of which drag on adoption and financing. If countries are to meet their climate goals, renewable energy generation n...

29 Juni 202249min

Algorithmic trading and Commodities with Stephen Roseme

Algorithmic trading and Commodities with Stephen Roseme

Institutional firms have been utilizing algorithms to trade commodities for years and the adoption of this approach appears to be accelerating.  The scale is such that even the markets themselves may ...

22 Juni 202249min

The Funding Gap in Commodities with Nick O’Kane

The Funding Gap in Commodities with Nick O’Kane

Investment capital flows into the commodities sector have slowed despite rising returns and opportunity. Volatility, geopolitical risk and uncertainty over energy transition have impacted the rate of ...

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The World’s Most Important Bean with Ivo Sarjanovic

The World’s Most Important Bean with Ivo Sarjanovic

Soybeans have become one of the world’s most important commodities. They feed us, our livestock and fuel our cars. As such they have become central in geopolitics, world trade and food security. Howev...

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Sanctions, Political Risk and the Commodities Sector with George Voloshin

Sanctions, Political Risk and the Commodities Sector with George Voloshin

Geopolitical risk is back. Gone are the years of expanding free trade and liberalization of markets. Sanctions on Russia, great power rivalry and market interventions are all disrupting energy & commo...

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The Financialization of Oil Markets & The Madness of Crowds with Greg Newman

The Financialization of Oil Markets & The Madness of Crowds with Greg Newman

Over the last decade, commodity markets have become increasingly financialized with much more granular contracts, and therefore hedges, available on exchanges. Oil is the tip of the spear. This is pro...

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The World of Electric Vehicles with Roger Atkins

The World of Electric Vehicles with Roger Atkins

The adoption of battery electric vehicles has profound consequences for the commodities world. From the components required to build, to how they are charged and more broadly the future of energy mana...

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