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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Biofuels on the Edge with Walter Cronin

Biofuels on the Edge with Walter Cronin

Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key...

22 Aug 202351min

The Rice Market with Lewis Williamson & Marvin Coleman

The Rice Market with Lewis Williamson & Marvin Coleman

Rice is one of the most important global food sources, providing nearly a one fifth of global calorific intake. Yet the market for rice is relatively opaque with a small futures market. Much of the ri...

15 Aug 202342min

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kin...

8 Aug 202347min

Whale Oil: The Original Energy Transition with Eric Jay Dolin

Whale Oil: The Original Energy Transition with Eric Jay Dolin

Whale Oil: The Original Energy Transition with Eric Jay Dolin In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international...

1 Aug 202348min

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023-  an inde...

25 Juli 202357min

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel SheldonThe Lithium-Ion battery is the fulcrum on which the energy transition hinges. However, its chemistry...

18 Juli 202342min

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

You can sign up to HC Insider content, including though pieces and future reviews here:Download the market review hereFor more information on HC Group and our services visit www.hcgroup.global

17 Juli 20234min

Back to Ag Futures with Scott Irwin

Back to Ag Futures with Scott Irwin

Back to Ag Futures with Scott IrwinIn this episode, we are joined by a global leader in the field of agricultural economics.  His research on commodity markets is widely cited by other academic resear...

11 Juli 202356min

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