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?

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(330)

The Unstoppable, Exponential Energy Transition with Kingsmill Bond

The Unstoppable, Exponential Energy Transition with Kingsmill Bond

In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ ...

11 Juni 202447min

Russian Sanctions with Sarah Hunt

Russian Sanctions with Sarah Hunt

In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictio...

4 Juni 202452min

The Japanese Power Market with Xavier Veillard

The Japanese Power Market with Xavier Veillard

In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world...

28 Maj 202439min

Governmental Relations, Planning and Policy with Peter Stahley

Governmental Relations, Planning and Policy with Peter Stahley

Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity secto...

21 Maj 202454min

Special: Enco Insights at 6 months with Bill Read

Special: Enco Insights at 6 months with Bill Read

To find our more about Enco Insights visit www.encoinsights.com For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.h...

16 Maj 202418min

200 Episodes with Paul Chapman

200 Episodes with Paul Chapman

In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, t...

14 Maj 202434min

Trade Finance in Uncertain Times with Kristofer Tremaine

Trade Finance in Uncertain Times with Kristofer Tremaine

Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and vo...

7 Maj 202441min

Dry Freight, FFAs and Technology with Mads Frank Markussen

Dry Freight, FFAs and Technology with Mads Frank Markussen

In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight m...

30 Apr 202453min

Populärt inom Business & ekonomi

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