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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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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