Re-release: Energy Transition & Geopolitics with Daniel Yergin
Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dram...
6 Mars 202449min
The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence
Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from unc...
28 Feb 202448min
The World in a Grain: Sand with Vince Beiser
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...
21 Feb 202446min
The UK's Pumpwatch Scheme with Gideon Carroll
CEO of Edge Petrol, Gideon Carroll joins Enco to discuss the UK's Pumpwatch Scheme proposed by the government. What is in it? And what will the impact be on consumers, fuel retailers and wholesalers?F...
16 Feb 202414min
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
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
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
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
