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.

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(331)

A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.

A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.

The HC Commodities Podcast was invited to host a panel at the excellent Argus Global Markets Conference in London on September 30. We discussed how the commodities world is adapting trading strategie...

7 Okt 202544min

From Systematic Trading to Structural Edge with Hans Balgobin

From Systematic Trading to Structural Edge with Hans Balgobin

What actually is systematic trading and the capabilities behind it? How can it generate returns? How can it inform the broader trading desks and organization's decision making? How is it delivering a ...

30 Sep 20251h 14min

Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)

Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)

Recorded at the Canadian Crude Oil Conference in the wonderful Lake Louise in Canada on 17th September 2025, Randy Ollenberger of BMO Capital Markets, dives into global oil fundamentals, Canadian crud...

23 Sep 202550min

Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont

Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont

In this episode, we tackle disputes, arbitration, and the challenges of navigating a fractious commodities world. Energy and natural resources have always sat at the heart of international transaction...

16 Sep 202549min

Planning for the Unplannable with Savvas Manousos

Planning for the Unplannable with Savvas Manousos

As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizat...

9 Sep 202555min

Commodities: A View from Wall St with Shaia Hosseinzadeh

Commodities: A View from Wall St with Shaia Hosseinzadeh

Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? H...

2 Sep 20251h

The Rivers of Money with Colin Bryce

The Rivers of Money with Colin Bryce

Colin Bryce joins us to discuss ‘The Rivers of Money: Social and Economic History of Modern Oil Trading’, which he co-authored with Adi Imsirovic. Both authors participated in oil trading during its p...

26 Aug 202547min

Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala

Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala

Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring fut...

19 Aug 202545min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-svart-marknad
rss-jossan-nina
svd-tech-brief
avanzapodden
uppgang-och-fall
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
tabberaset
dynastin
rss-borsens-finest
rss-dagen-med-di
lastbilspodden
borsmorgon
rss-veckans-trade
rikatillsammans-om-privatekonomi-rikedom-i-livet
fill-or-kill