Who Prices Lithium? with Simon Moores &Caspar Rawles
Who prices Lithium today and who will trade it in the future? In this episode we dive back into the Lithium supply chains. What forms of Lithium are traded and how are contracts structured and priced?...
6 Dec 202339min
The Fund: Ray Dalio & Bridgewater Associates with Rob Copeland
This week, journalist and author, Rob Copeland joins to discuss his explosive best-selling book: The Fund: Ray Dalio, Bridgewater Associates and the unravelling of a Wall St Legend. Long seen as the p...
29 Nov 202329min
Renewables: The Imperative for Discipline with Julie McLaughlin & Elizaveta Malashenko
Wind & solar have had a tough year. Rising costs, disrupted supply chains, market economics and weather events have all contributed to the woes that have seen projects parked and stock prices fall. Ye...
22 Nov 202339min
The Evolution of the CTRM with Sameer Soleja
The commodity trading world is adjusting to greater volatility and higher capital costs. Individual companies are needing to increase their market and commodity footprints to navigate the energy trans...
15 Nov 202339min
The Dark Cloud: The hidden costs of a digital world with Guillaume Pitron
The Dark Cloud: The hidden costs of a digital world with Guillaume PitronWhat is the energetic consequence of a simple ‘like’ on social media? Or a zoom call? Modern technology is underpinned by a ver...
8 Nov 202347min
Renewables, Natural Gas and Nukes with Adam Rozencwajg
In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power’s role in the energy ...
1 Nov 202346min
The Lithium Triangle with Gabriel Rubacha
In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, it...
24 Okt 202349min
Solving Grey Hydrogen with Chad Mason
Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applications. More broadly industry accounts for some 10% o...
17 Okt 202335min
