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/

Avsnitt(311)

The Power of Biogas with John Rose

The Power of Biogas with John Rose

Biogas both prevents methane from entering the atmosphere and provides a carbon neutral fuel, making it a power tool in the energy transition and the fight against global warming. Yet it currently mak...

22 Sep 202140min

The Not-So Super-Cycle with Ivo Sarjanovic

The Not-So Super-Cycle with Ivo Sarjanovic

Are we truly in a commodity super-cycle? Or has a global pandemic, supply disruption, inflation and wishful thinking around energy transition created a short-term price increase and much hype. In this...

16 Sep 202140min

Sourcing Renewable Power:  buy, build or invest with Toby Stanway

Sourcing Renewable Power: buy, build or invest with Toby Stanway

Across the developed world, companies face the pressure to decarbonize by 2030. Right now buying long-term renewable power is the simplest option. However, in a decade will many wish they had built, o...

8 Sep 202148min

The Market for Carbon with Ariel Perez

The Market for Carbon with Ariel Perez

Is carbon the ultimate commodity and is it mispriced? For all participants in the commodities sector, how to engage in the carbon markets will shortly become a vital strategic question and an immense ...

1 Sep 202142min

Special Episode: Is the tanker market on the road to recovery? A Reuters Events Webinar

Special Episode: Is the tanker market on the road to recovery? A Reuters Events Webinar

Earlier this month, host Paul Chapman moderated a Reuters webinar on the state of the crude and products freight market. After a very challenging 2020 for the sector, are things improving in 2021? Wha...

4 Aug 20211h 3min

Quick Announcement

Quick Announcement

Thank you for listening to the HC Insider Podcast. A quick update as we enter the summer season.To find out more about HC and our talent advisory services in the energy & commodities sector visit www....

14 Juli 20211min

Abu Dhabi: the next global commodities hub with Mark Cutis

Abu Dhabi: the next global commodities hub with Mark Cutis

With the launch of the Murban Crude Oil Futures, Abu Dhabi has signalled more than just a wish to price its own oil production. The futures herald Abu Dhabi’s desire to become the next global commodit...

7 Juli 202147min

The New Merchants of Grain with Jonathan Kingsman

The New Merchants of Grain with Jonathan Kingsman

In this episode we focus on the agri traders and agri trading. What differentiates agri trading from the other commodities? Is the recent return to form, after years of low returns, sustainable? Do th...

30 Juni 202146min

Populärt inom Business & ekonomi

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