War and Wheat: Navigating markets during global conflict with Dennis Voznesenski
In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the ...
15 Juli 202545min
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 ...
8 Juli 202535min
Building Commodity Supply Chains in Trump’s America with Peter Stahley
Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less...
1 Juli 202544min
Equity Investing in Commodities with Matt Zabloski
Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer? ...
24 Juni 202545min
Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh
Today, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our da...
17 Juni 202552min
The Commodities Trilemma with Clay Seigle
We discuss the trilemma facing the energy and commodities markets - between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US admini...
10 Juni 20251h
Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade
If uncertainty is the new normal – how can the commodities markets and participants adapt? What does that mean for costs, supply chains and people. In May we held our latest Live Event in London, in ...
3 Juni 202540min
