The Commodities Trilemma with Clay Seigle

The Commodities Trilemma with Clay Seigle

We discuss the trilemma facing the energy and commodities markets - between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US administration and in Europe, sustainability was a key policy driver. Under the new Trump administration, and indeed globally since Russia's invasion of Ukraine, security has come to the forefront. How should organizations think about these three facets? How is the world changing and what does that mean for the energy and commodities sector? Our guest is Clay Seigle, Senior Fellow in the Energy Security and Climate Change Program at the Center for Strategic and International Studies. Clay holds the James R. Schlesinger chair in Energy and Geopolitics and is an experienced energy industry analyst with specialization in market intelligence and political risk. Clay provides policymakers and corporate leaders with thought leadership and strategic insights to navigate regional and global energy security challenges.

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The World in a Grain: Sand with Vince Beiser

The World in a Grain: Sand with Vince Beiser

Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products.  Yet due to its characteristics, the supply cha...

21 Feb 202446min

The UK's Pumpwatch Scheme with Gideon Carroll

The UK's Pumpwatch Scheme with Gideon Carroll

CEO of Edge Petrol, Gideon Carroll joins Enco to discuss the UK's Pumpwatch Scheme proposed by the government. What is in it? And what will the impact be on consumers, fuel retailers and wholesalers?F...

16 Feb 202414min

Neodymium, Gallium & Hafnium with Ellie Saklatvala

Neodymium, Gallium & Hafnium with Ellie Saklatvala

In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neody...

14 Feb 202440min

Private Equity's role in the Energy Transition with John Skrinar

Private Equity's role in the Energy Transition with John Skrinar

The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and vol...

7 Feb 202444min

Data as a Strategic Asset with Jason Vogt

Data as a Strategic Asset with Jason Vogt

Information has always been the lifeblood of commodities trading. Today, the sources of data that provides the information and insight have grown exponentially - as has its value. So much so that comp...

31 Jan 202437min

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and ab...

24 Jan 202443min

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the ...

17 Jan 202434min

The Evolution of Expert Networks

The Evolution of Expert Networks

In this final bonus episode of Enco Insights, CEO Bill Read discusses the history of expert networks, the genesis of Enco Insights and its aims and goals.For future episodes of Enco Insights, please f...

16 Jan 202412min

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