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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Transforming Transportation with Clean Hydrogen

Transforming Transportation with Clean Hydrogen

In this episode we focus on Clean Hydrogen’s current and future role in transportation, from the aerospace industry, to shipping, to roads. What is the current state of the technology? Where will we s...

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2020 review and outlook for 2021

2020 review and outlook for 2021

HC Insider Podcast host Paul Chapman, Managing Partner of Human Capital, looks back at this year’s episodes and discusses the key trends that were identified in 2020 in the commodities sector from a t...

29 Dec 202020min

Commercializing Clean Hydrogen Now

Commercializing Clean Hydrogen Now

By 2030, we will have a vibrant hydrogen economy. However, much investment is required to get to that stage and businesses and entrepreneurs need to commercialize projects far sooner than that to attr...

22 Dec 202042min

Commodities: It’s all about risk

Commodities: It’s all about risk

Commodities is risky business. Individual traders have lost billions, companies have been sunk by ill-timed asset investments, and sanctions and tariffs can change a market overnight. The commodity ma...

15 Dec 202045min

Crude Oil: view from a producer

Crude Oil: view from a producer

It has been a challenging couple of years for crude oil producers. Low prices, reticent investors over the impacts of energy transition and now COVID. Nick Allen, General Manager of Global Crude and N...

8 Dec 202041min

Sustainability & Profitability in Commodities Trading

Sustainability & Profitability in Commodities Trading

Is sustainability another cost the commodity trading world must face or does it present one of the biggest opportunities for the sector over the next decade – bringing new products, new markets and ne...

2 Dec 202028min

Trading Clean Hydrogen

Trading Clean Hydrogen

Will clean hydrogen be one of the most actively traded commodities in the next decade? Already exchanges are publishing prices and trading houses, shippers, utilities, and oil and gas producers are en...

24 Nov 202051min

Hydrogen: something for everyone

Hydrogen: something for everyone

Joining us to explain the why, what and how of hydrogen is Dr JJ Traynor, principal and co-founder of HydrogenOne Capital – an investment firm dedicated to the sector. JJ brings 30 years of energy and...

17 Nov 202034min

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