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 Rise of the UAE as the Next Commodity Trading Hub

The Rise of the UAE as the Next Commodity Trading Hub

Blessed by geography and abundant oil and gas, the UAE is adding targeted legal, tax and infrastructure policies to create a commodity trading hubs in Abu Dhabi and Dubai that rivals Singapore, London...

19 Juli 202237min

Systemic Risk & Commodities with Craig Pirrong

Systemic Risk & Commodities with Craig Pirrong

Do the commodity markets pose a systemic risk to the global financial markets and beyond? A timely look at the risks inherent in the commodity markets and capacity of exchanges, clearing houses, trade...

13 Juli 202243min

Navigating the New Normal in Commodities with Sebastian Barrack, Ben Sutton, Matthew Rosetti and Summer Mersinger

Navigating the New Normal in Commodities with Sebastian Barrack, Ben Sutton, Matthew Rosetti and Summer Mersinger

High prices, high volatility, geopolitics risk, liquidity constraints and navigating the energy transition. These are just some of the challenges facing the commodity trading sector that the panelists...

6 Juli 20221h 4min

Renewable Energy, Crypto and Flexible Load with John Belizaire

Renewable Energy, Crypto and Flexible Load with John Belizaire

Renewable Energy faces the twin challenges of intermittency and spilled power, both of which drag on adoption and financing. If countries are to meet their climate goals, renewable energy generation n...

29 Juni 202249min

Algorithmic trading and Commodities with Stephen Roseme

Algorithmic trading and Commodities with Stephen Roseme

Institutional firms have been utilizing algorithms to trade commodities for years and the adoption of this approach appears to be accelerating.  The scale is such that even the markets themselves may ...

22 Juni 202249min

The Funding Gap in Commodities with Nick O’Kane

The Funding Gap in Commodities with Nick O’Kane

Investment capital flows into the commodities sector have slowed despite rising returns and opportunity. Volatility, geopolitical risk and uncertainty over energy transition have impacted the rate of ...

15 Juni 202244min

The World’s Most Important Bean with Ivo Sarjanovic

The World’s Most Important Bean with Ivo Sarjanovic

Soybeans have become one of the world’s most important commodities. They feed us, our livestock and fuel our cars. As such they have become central in geopolitics, world trade and food security. Howev...

8 Juni 202244min

Sanctions, Political Risk and the Commodities Sector with George Voloshin

Sanctions, Political Risk and the Commodities Sector with George Voloshin

Geopolitical risk is back. Gone are the years of expanding free trade and liberalization of markets. Sanctions on Russia, great power rivalry and market interventions are all disrupting energy & commo...

1 Juni 202248min

Populärt inom Business & ekonomi

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