Chip War: How semiconductors became the new oil with Chris Miller
Chip War: How semiconductors became the new oil with Chris MillerSemi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and ge...
5 Sep 202355min
Commodity Supply Chain Challenges with Anton Posner
Commodity Supply Chain Challenges with Anton Posner COVID is in the rear-view mirror, yet the commodity supply chains remain volatile and uncertain. In this episode, we catch up on the state of bulk c...
29 Aug 202343min
Biofuels on the Edge with Walter Cronin
Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key...
22 Aug 202351min
The Rice Market with Lewis Williamson & Marvin Coleman
Rice is one of the most important global food sources, providing nearly a one fifth of global calorific intake. Yet the market for rice is relatively opaque with a small futures market. Much of the ri...
15 Aug 202342min
Ice: The Rise and Fall of a Hot Commodity with Amy Brady
Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kin...
8 Aug 202347min
Whale Oil: The Original Energy Transition with Eric Jay Dolin
Whale Oil: The Original Energy Transition with Eric Jay Dolin In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international...
1 Aug 202348min
Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness
Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023- an inde...
25 Juli 202357min
Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon
Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel SheldonThe Lithium-Ion battery is the fulcrum on which the energy transition hinges. However, its chemistry...
18 Juli 202342min
