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

Avsnitt(318)

HC Group's Q2 Market Review

HC Group's Q2 Market Review

HC Group's Q2 Market Review - our quarterly magazine covering people trends, moves and analysis from within the global energy & commodities sector is available for download.Visit:https://www.hcgroup.g...

15 Juli 20254min

Lithium’s Hard Year with Caspar Rawles

Lithium’s Hard Year with Caspar Rawles

In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is ...

8 Juli 202535min

Building Commodity Supply Chains in Trump’s America with Peter Stahley

Building Commodity Supply Chains in Trump’s America with Peter Stahley

Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less...

1 Juli 202544min

Equity Investing in Commodities with Matt Zabloski

Equity Investing in Commodities with Matt Zabloski

Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer? ...

24 Juni 202545min

Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh

Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh

Today, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our da...

17 Juni 202552min

The Commodities Trilemma with Clay Seigle

The Commodities Trilemma with Clay Seigle

We discuss the trilemma facing the energy and commodities markets -  between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US admini...

10 Juni 20251h

Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade

Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade

If uncertainty is the new normal – how can the commodities markets and participants adapt? What does that mean for costs, supply chains and people.  In May we held our latest Live Event in London, in ...

3 Juni 202540min

Credit Risk in Uncertain Times with Jan-Peter Onstwedder

Credit Risk in Uncertain Times with Jan-Peter Onstwedder

Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how b...

27 Maj 202550min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
svd-tech-brief
uppgang-och-fall
rss-dagen-med-di
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
dynastin
24fragor
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
borsmorgon