Lithium’s Hard Year with Caspar Rawles

Lithium’s Hard Year with Caspar Rawles

In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical Minerals, including Lithium, which will soon be launching three Lithium futures contracts with the Intercontinental Exchange, ICE. What are those contracts and what do they mean for the sector?

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The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence

The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence

Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from unc...

28 Feb 202448min

The World in a Grain: Sand with Vince Beiser

The World in a Grain: Sand with Vince Beiser

Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products.  Yet due to its characteristics, the supply cha...

21 Feb 202446min

The UK's Pumpwatch Scheme with Gideon Carroll

The UK's Pumpwatch Scheme with Gideon Carroll

CEO of Edge Petrol, Gideon Carroll joins Enco to discuss the UK's Pumpwatch Scheme proposed by the government. What is in it? And what will the impact be on consumers, fuel retailers and wholesalers?F...

16 Feb 202414min

Neodymium, Gallium & Hafnium with Ellie Saklatvala

Neodymium, Gallium & Hafnium with Ellie Saklatvala

In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neody...

14 Feb 202440min

Private Equity's role in the Energy Transition with John Skrinar

Private Equity's role in the Energy Transition with John Skrinar

The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and vol...

7 Feb 202444min

Data as a Strategic Asset with Jason Vogt

Data as a Strategic Asset with Jason Vogt

Information has always been the lifeblood of commodities trading. Today, the sources of data that provides the information and insight have grown exponentially - as has its value. So much so that comp...

31 Jan 202437min

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg

In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and ab...

24 Jan 202443min

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing

Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the ...

17 Jan 202434min

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