The Hidden Demographic Problem for Commodities with Todd Thurman
The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on t...
27 Dec 202346min
The Natural Gas Markets with Anne-Sophie Corbeau
In this episode we review the major themes and events for the Natural Gas markets in 2023 and what that might herald for 2024. The gas markets and LNG are now the crucial global energy balancer. What ...
20 Dec 202343min
Enco Insights: Commodity Traders Transacting in Stablecoins
Enco Insights is a global expert network dedicated to the energy & resources sector. www.encoinsights.comYou can find out about Zodia Markets here:https://zodiamarkets.com/about-us/#our-team For relat...
15 Dec 202310min
Building Sustainable Agri Supply Chains with Robert Horster
Global food production faces the twin challenges of meeting growing demand while achieving that both sustainably and lowering carbon emissions. In this episode we dive into what this actually means . ...
13 Dec 202353min
Who Prices Lithium? with Simon Moores &Caspar Rawles
Who prices Lithium today and who will trade it in the future? In this episode we dive back into the Lithium supply chains. What forms of Lithium are traded and how are contracts structured and priced?...
6 Dec 202339min
The Fund: Ray Dalio & Bridgewater Associates with Rob Copeland
This week, journalist and author, Rob Copeland joins to discuss his explosive best-selling book: The Fund: Ray Dalio, Bridgewater Associates and the unravelling of a Wall St Legend. Long seen as the p...
29 Nov 202329min
Renewables: The Imperative for Discipline with Julie McLaughlin & Elizaveta Malashenko
Wind & solar have had a tough year. Rising costs, disrupted supply chains, market economics and weather events have all contributed to the woes that have seen projects parked and stock prices fall. Ye...
22 Nov 202339min
The Evolution of the CTRM with Sameer Soleja
The commodity trading world is adjusting to greater volatility and higher capital costs. Individual companies are needing to increase their market and commodity footprints to navigate the energy trans...
15 Nov 202339min
