Powering AI: another shale story? with Hill Vaden
Data centers are the crucial rate limiting factor for the Hyperscaler's growth, and in turn, power supply is the rate limiting factor for those data centers. Who is financing that power infrastructure...
15 Sep 46min
Crisis, M&A and Trading: communicating commodities with Will Medvei
Crises, outsized returns, accusations of environmental damage, missing cargoes and all the rest: corporate communications is done on hard mode in the commodities sector. Why is the sector still largel...
8 Sep 1h 1min
A Song of Fire and Maybe Ice: Natural gas in 2026 with Emily Kyne
US Natural Gas is expected to do some heavy lifting in 2026 and beyond. Powering the huge growth in domestic data centers, filling European storage and bridging the gap presented by the closure of the...
1 Sep 1h 27min
American Renewables: A Markets Story with Julie McLaughlin
The sector American renewables has undergone policy uncertainty, even whiplash. Challenging a sector already impacted by rising interest rates and infrastructure back-logs. Despite that, the renewabl...
26 Aug 49min
Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie
Ultimately, the US faces a stark binary choice: defeat Iran or retreat. Both carry profound implications for the post-war Bretton Woods order that has shaped modern economies and the commodity flows t...
18 Aug 53min
Sand: The most important commodity in the modern world with Vince Beiser (Summer Repeat)
Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products. Yet due to its characteristics, the supply cha...
11 Aug 46min
The Coming El Niño with Michael Ferrari
Today we discuss El Niño - the dramatic, periodic, shift in climate patterns, that depending on intensity and duration can have profound impacts on our world, economies, and the commodities sector. An...
4 Aug 53min
Real-Ekonomik: The Iran War's Longevity with Nick Kumleben
We return in a special episode to the Iranian-US war to discuss how "Real-Ekonomik" is shaping realpolitik. Nick Kumleben, Director at Greenmantle, the geopolitical risk and strategy consultancy, wher...
29 Juli 57min
