LNG: The New Marginal Fuel with Tamir Druz
LNG now drives natural gas prices in Europe. After decades of this only being the case in Asian markets, LNG could shortly price markets worldwide. How did we get here in terms of assets, players and ...
9 Nov 202244min
The Super-Cycle Meets Interest Rates with Jeff Currie
What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all condition...
2 Nov 202244min
Managing Volatility in the Meat Industry with Christie Chavis
In this episode, we take a look at the Meat Industry and the ag and animal nutrition sector that underpins it. The sector faces unprecedented challenges. Producers are working to meet the demands of a...
26 Okt 202245min
Investing in Food & Ag Tech with Lindsay McCorkle
The past decade has seen a vibrant investment market centered on food and agri technology, in part driven by the twin imperatives of sustainability and resilience in a changing climate and in response...
19 Okt 202244min
Volt Rush: The Winners and Losers in the Race to Go Green with Henry Sanderson
The Lithium-Ion battery is central to energy transition. However, the key components within it come with a heavy environmental toll and are captive in an opaque supply chain dominated by a handful of ...
12 Okt 202244min
Lithium: The New Oil with Lukasz Bednarski
A hundred or more years ago, the oil business was vertically integrated and companies, often back by governmental support, scrambled to secure untapped reserves. So it is with Lithium at the dawn of t...
5 Okt 202250min
Solar Flares (and how I learned to stop worrying about the bomb) with Edl Schamiloglu
Throughout history Solar flares have swept the earth, creating nothing more than a planet wide lightshow for the human race. However, in the digital age, we are uniquely vulnerable. Even relatively w...
28 Sep 202242min
Repurposing, Recycling and Trading Batteries with William Bergh and Eden Yates
Batteries are now at the center of geopolitical competition. Lithium extraction and processing is not going to meet forecasted demand. All the mineral components of batteries have environmental impact...
21 Sep 202243min
