The Commodities Trilemma with Clay Seigle

Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how b...

27 Maj 202550min

Today, we return to the subject of Renewable Natural Gas, which could be as much as 15 % of global natural gas supply by 2050, offering significant advantages both in its carbon intensity as well as d...

20 Maj 202551min

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...

13 Maj 202552min

Since 2017, the West’s awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered...

6 Maj 202551min

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response part...

29 Apr 202556min

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response part...

24 Apr 202542min

In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security o...

22 Apr 202548min

The commodities sector faces a new and uncertain world.  In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, pa...

15 Apr 202546min