Sanctions, Political Risk and the Commodities Sector with George Voloshin
Geopolitical risk is back. Gone are the years of expanding free trade and liberalization of markets. Sanctions on Russia, great power rivalry and market interventions are all disrupting energy & commo...
1 Juni 202248min
The Financialization of Oil Markets & The Madness of Crowds with Greg Newman
Over the last decade, commodity markets have become increasingly financialized with much more granular contracts, and therefore hedges, available on exchanges. Oil is the tip of the spear. This is pro...
25 Maj 202254min
The World of Electric Vehicles with Roger Atkins
The adoption of battery electric vehicles has profound consequences for the commodities world. From the components required to build, to how they are charged and more broadly the future of energy mana...
18 Maj 202248min
Europe’s Energy Crisis with Gerard Reid
Europe is in an energy crisis. Power prices have quadrupled, governments have scrambled to provide liquidity to markets and subsidize households. And for the moment, gas is still flowing from Russia. ...
11 Maj 202249min
What the SEC Climate-Related Disclosures mean with Julie McLaughlin
In February, the SEC released proposed rules for reporting climate risk and Green House Gas emissions, including Scope 1, 2 and 3. What exactly are in the proposed rules? How likely are they to be ena...
4 Maj 202244min
Redlining Commodities with Jeff Currie
Jeff Currie, Global Head of Commodities Research at Goldman Sachs, returns to update us on the commodities super-cycle. Redistributive policies, energy transition and deglobalization are driving commo...
27 Apr 202245min
The Container Shipping Market with Peter Sand
The container shipping market, the lynchpin of global commerce, is in turmoil. Shipping rates have increased 1000%. Over the last decade, commodities have been increasingly containerized, as low price...
20 Apr 202259min
Disorderly markets, Margin Calls & Doom Loops with Javier Blas
The commodities markets and its traders face great challenges. Russia’s invasion of Ukraine may tip an already stressed markets into turmoil. The LME’s recent challenges with Nickel has exposed seriou...
13 Apr 202255min
