The Super-Cycle Meets Interest Rates with Jeff Currie

The Super-Cycle Meets Interest Rates with Jeff Currie

What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened exacerbated by conflict, energy subsidies and a worsening emissions outlook. So why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs returns to talk about the last 6 months and what the future might hold.

To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider

To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

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Neodymium, Gallium & Hafnium with Ellie Saklatvala

Neodymium, Gallium & Hafnium with Ellie Saklatvala

In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neody...

14 Feb 202440min

Private Equity's role in the Energy Transition with John Skrinar

Private Equity's role in the Energy Transition with John Skrinar

The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and vol...

7 Feb 202444min

Data as a Strategic Asset with Jason Vogt

Data as a Strategic Asset with Jason Vogt

Information has always been the lifeblood of commodities trading. Today, the sources of data that provides the information and insight have grown exponentially - as has its value. So much so that comp...

31 Jan 202437min

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and ab...

24 Jan 202443min

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the ...

17 Jan 202434min

The Evolution of Expert Networks

The Evolution of Expert Networks

In this final bonus episode of Enco Insights, CEO Bill Read discusses the history of expert networks, the genesis of Enco Insights and its aims and goals.For future episodes of Enco Insights, please f...

16 Jan 202412min

2023 Annual Review: The Centrality of Talent

2023 Annual Review: The Centrality of Talent

Our 2023 Annual Review is published and ready for download. The review contains key trend and market moves within the energy & commodities world alongside data driven analysis and editorials. Download...

14 Jan 20241min

The Future of Food & Ag with Robert Berendes

The Future of Food & Ag with Robert Berendes

What does the future hold for the agri sector and the food our plates? And what does it mean for the sector’s participants and investors? Robert Berendes, Executive Partner of Flagship Pioneering and ...

10 Jan 202446min

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