Volt Rush: The Winners and Losers in the Race to Go Green with Henry Sanderson
The Lithium-Ion battery is central to energy transition. However, the key components within it come with a heavy environmental toll and are captive in an opaque supply chain dominated by a handful of ...
12 Okt 202244min
Lithium: The New Oil with Lukasz Bednarski
A hundred or more years ago, the oil business was vertically integrated and companies, often back by governmental support, scrambled to secure untapped reserves. So it is with Lithium at the dawn of t...
5 Okt 202250min
Solar Flares (and how I learned to stop worrying about the bomb) with Edl Schamiloglu
Throughout history Solar flares have swept the earth, creating nothing more than a planet wide lightshow for the human race. However, in the digital age, we are uniquely vulnerable. Even relatively w...
28 Sep 202242min
Repurposing, Recycling and Trading Batteries with William Bergh and Eden Yates
Batteries are now at the center of geopolitical competition. Lithium extraction and processing is not going to meet forecasted demand. All the mineral components of batteries have environmental impact...
21 Sep 202243min
Surviving the Anthropocene: climate change and humanity’s response with Dominic Boyer
We are living in the Human Age and climate change presents an existential threat to humanity. For the commodities sector, it is the key driver of opportunities and challenge, from selecting strategies...
14 Sep 20221h 4min
The CFTC with Commissioner Summer Mersinger
The Commodity Futures Trading Commission regulates commodities futures markets and enforces the Commodity Exchange Act in the US. As such, it sets the tone for much of the global regulation governing ...
7 Sep 202242min
The Rise of Alternative Financing in Commodities
The commodities sector has never been under more financing pressure. Yet, many traditional financiers have scaled back their capabilities or exited the space altogether. To fill this void, alternative...
31 Aug 202250min
Freeing Energy with Bill Nussey
Energy transition will be revolutionary. Fundamental to that statement is recognition that solar and batteries are technologies, not fuels. Their technological journeys have just begun - as have their...
24 Aug 202254min
