The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment and a potential recession. Is oil going lower for longer? And what about volatility? The last month or so has seen a dramatic return of volatility and associated results for traders, positive and negative. Is that set to continue? Our guest is Matt Smith, lead energy analyst for the US at the data and analytics company Kpler

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Nuclear Power: perception versus reality with Mycle Schneider

Nuclear Power: perception versus reality with Mycle Schneider

Over the past 50 years, nuclear’s share of global power generation has consistently failed to meet predictions. Now installed capacity is declining and the fleet is aging. Why? Have we seen “peak nucl...

19 Jan 202259min

Power Purchase Agreements: reassessing the risks behind renewable power’s growth engine with Werner Trabesinger

Power Purchase Agreements: reassessing the risks behind renewable power’s growth engine with Werner Trabesinger

PPAs unlocked the power of renewables leading to the sectors incredible rise over the past decade. These long term agreements, primarily selling the power to utilities, provided the foundation for a w...

12 Jan 202251min

The Fertilizer Market: the intersection of commodities with Andres Santacruz

The Fertilizer Market: the intersection of commodities with Andres Santacruz

Fertilizers sit at the very heart of the commodities world. Their components are both mined and derived from hydrocarbons while their use underpins the agri sector. A truly global commodity but domina...

5 Jan 202250min

2021 In Review

2021 In Review

In this special end of year episode, host Paul Chapman reviews some of the major themes of 2021 covered in the podcast and comments on the plans for 2022. To find out more about HC and our talent advi...

29 Dec 20218min

Ukraine’s Energy Sector with Robert Bensh

Ukraine’s Energy Sector with Robert Bensh

Ukraine was the breadbasket and the energy engine for the Soviet Union. It was also the main energy transit route connecting the East to Europe. Now, after years of underinvestment in production it fa...

22 Dec 202139min

The Battery Metals Supply Chain: Solutions & opportunities with Chris Berry

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

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

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

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