The Battery Metals Supply Chain: Solutions & opportunities with Chris Berry
There is a fundamental mismatch between forecasted demand and supply for those metals vital for energy transition and EVs. What are the supply challenges? And what are the solutions, if stated goals a...
15 Dec 202147min
Revolutionizing Agriculture: machines, software and genetics
Technology is revolutionizing agriculture and its markets. Over the last two decades, rapid strides have been made in the business of farming. Genetics is de-commoditizing crops; in the future, consti...
8 Dec 202141min
Commodities as Currencies: Traceability, Tokenization, G-Coin and beyond with Brent de Jong
Emerging technologies, such as blockchain and artificial intelligence are unlocking the capacity to efficiently trace, track and share ownership of physical assets at a granular level. Digitalization ...
1 Dec 202152min
Debating the Commodity Super-Cycle with Jeff Currie, Saad Rahim, Derek Sammann and Alex Booth
Are we in a super-cycle or is it a chimera generated by the short-term impacts of COVID and trade wars? What’s the role of energy transition and redistributive policies around the world? How long will...
24 Nov 202134min
Sustainable Investment in Emerging Energy Markets with Francis Ugboma
With COP26, voluntary carbon credits, Green Financing and shrinking opportunities in established markets, energy investors and producers are looking to emerging and frontier markets for future project...
17 Nov 202134min
The Commodity Financing Crunch with Lewis Hart
Demand for commodity financing is skyrocketing as prices, volumes and margin calls are on the rise. However, after a decade of low demand, low returns and pressure from a variety of sources, the suppl...
10 Nov 202145min
Planning for the New Normal in Commodities with Xavier Veillard
Record prices, extreme volatility, net-zero carbon demands, liquidity challenges and disrupted supply chains are the ‘new normal’ in commodities. Planning for 2022 and beyond in this environment is in...
3 Nov 202139min
The Rare Metals War: pollution, politics and the energy transition with Guillaume Pitron
In this episode, we explore the hidden, dark side of the energy transition. The West offshored to Asia the pollution stemming from the mining and processing of the key metals and products needed for t...
27 Okt 202152min
