Debating the Commodity Super-Cycle with Jeff Currie, Saad Rahim, Derek Sammann and Alex Booth
Are we in a super-cycle or is it a chimera generated by the short-term impacts of COVID and trade wars? What’s the role of energy transition and redistributive policies around the world? How long will...
24 Nov 202134min
Sustainable Investment in Emerging Energy Markets with Francis Ugboma
With COP26, voluntary carbon credits, Green Financing and shrinking opportunities in established markets, energy investors and producers are looking to emerging and frontier markets for future project...
17 Nov 202134min
The Commodity Financing Crunch with Lewis Hart
Demand for commodity financing is skyrocketing as prices, volumes and margin calls are on the rise. However, after a decade of low demand, low returns and pressure from a variety of sources, the suppl...
10 Nov 202145min
Planning for the New Normal in Commodities with Xavier Veillard
Record prices, extreme volatility, net-zero carbon demands, liquidity challenges and disrupted supply chains are the ‘new normal’ in commodities. Planning for 2022 and beyond in this environment is in...
3 Nov 202139min
The Rare Metals War: pollution, politics and the energy transition with Guillaume Pitron
In this episode, we explore the hidden, dark side of the energy transition. The West offshored to Asia the pollution stemming from the mining and processing of the key metals and products needed for t...
27 Okt 202152min
Hydrogen: hope, hype and thermodynamics with Paul Martin
Hydrogen is touted as a key component in energy transition, providing a carbon-free source of energy from transportation to heating our homes, while conveniently using existing oil & gas infrastructur...
13 Okt 202155min
Navigating the Tanker Market with Richard Matthews
The shipping market is treacherously cyclical. Adding the pandemic, digitization, trade wars and energy transition has made this lynchpin of the global energy markets one of most challenging segments ...
6 Okt 202153min
Crude Oil Trading: The hottest seat in the energy transition with Kurt Chapman
As we embark on the energy transition, oil trading will not only become more crucial but more lucrative. Reducing investment in supply and infrastructure, uncertain global demand and decarbonization p...
29 Sep 202141min
