Trading the Super-Cycle (Special 50th episode)
We are in the foothills of a commodity super-cycle. Interest and investment is returning to the sector as the narrative of energy transition, inflation driven by policy, and scarcity in the wake of Co...
19 Maj 202138min
Transforming Utilities
Electric utilities around the developed world face fundamental challenges to their business model as the way power is produced, transported, traded, and consumed is changing. Meanwhile, investors and ...
12 Maj 202154min
Hedge Funds & Commodities
Institutional investors and family offices want to invest in commodity hedge funds, as the narrative of the super-cycle and inflation drives both interest and return to form. Ryan Duncan of Bridge Alt...
5 Maj 202141min
Batteries as Commodities: Trading the platform technology of the Electric Revolution
Lithium-ion batteries are the platform technology of electric revolution. The cells are standardized, produced under long-term supply contracts and demand is stratospheric. There is little free supply...
28 Apr 202138min
Trading Commodities in 2030: a view of the future
What will the commodity trading platform be like in 2030? In this episode, we examine ongoing change and trends in our sector and look at how these may play out over the next decade. We are in for som...
21 Apr 202154min
Renewable Diesel: big bets and big challenges
In this episode, we do a deep dive into renewable diesel where the ag and energy worlds collide. Renewable diesel is currently being hailed as a key tool in the energy transition, tackling hard to aba...
14 Apr 202141min
A New Era in European Power Trading
In this episode, Laurent Segalen, clean energy banker, trader, investor, and co-host of the Redefining Energy Podcast, joins us to discuss European power trading. Why is there a resurgence in power tr...
7 Apr 202154min
The Digital Core: CTRMs and beyond
Commodity Trading Risk Management systems sit at the heart of any commodity trading enterprise. Their design and implementation has been a huge source of pride for some, frustration for others and cos...
31 Mars 202140min
