America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes

Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity sector participants. However, the reality of implementing these policies, from the power lines needed to the mines for critical metals, requires navigating byzantine levels of planning and approval. What does this mean for the West’s ability to compete in the energy transition. What does this mean for commodity traders who have historically eschewed close governmental relations? Why does that need to change? Our guest is Peter Stahley, Senior VP at Cassidy & Associates, a governmental relations service.  For pdf discussed visit https://www.hcgroup.global/hc-insider/hc-insider-podcast/governmental-relations-planning-and-policy-with-peter-stahleyFor more on HC visit  www.hcgroup.globalFor more on Cassidy & Associates https://cassidy.com/

21 Maj 202454min

To find our more about Enco Insights visit www.encoinsights.com

16 Maj 202418min

In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, that has traced the trends, participants and individual commodities (some old and some new), through one of the most interesting periods in the sector’s long history.

14 Maj 202434min

Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and volatility threaten this key resource. How have the banks responded and what of alternative providers? What does this mean for commodity traders and the markets themselves? Kristofer is the founder of Kimura, an asset management business dedicated to the commodities sector, with a central focus on private credit trade finance.Kimura host a stable of successful podcasts which you can visit here: https://www.kimuraperformance.com/category/podcasts/

7 Maj 202441min

In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving convergence between the traditional separation between ship owners, charterers and the traders. What is the structure of the market for dry freight? How do participants use Freight Forward Agreements? What is the impact on talent? And how could coming technology disrupt and develop this volatile corner of the commodities world. Our guest is Mads Frank Markussen, Head of Research and Market Intelligence at the European ship owner and freight trader, Navi Merchants

30 Apr 202453min

links to SuisseNegoce commodities review: https://www.suissenegoce.ch/commodities/commodities-2024-enLinks to Allassohttps://www.allasso.com/homeLinkes to Artis Works https://www.artis.works/

23 Apr 202447min

In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russia’s invasion of Ukraine? Have compliance markets expanded globally? How have voluntary markets fared? What were the key outcomes from COP28 and what does the EU’s Carbon Border Adjustment Mechanism mean for the world? Could this be the catalyst for a global carbon pricing mechanism that can provide the much needed basis for market based solutions to the energy crisis.

16 Apr 202446min

To attend our HC Insider Podcast Live Event on the Future of Switzerland as a Commodities Trading Hub on April 16th, please RVSP here: https://www.eventcreate.com/e/hcinsider-podcast-geneva

11 Apr 202431min