War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

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 Commonwealth Bank of Australia and prior to that at Rabobank. Thoroughly researched, War and Wheat tells the story of how the agricultural markets fared during World War I, World War II and the recent Russian invasion of Ukraine and elucidates key learnings on how commodity markets function and how commodity traders can better navigate the more volatile times ahead. The book is available here: https://www.amazon.com.au/War-Wheat-Navigating-markets-conflict/dp/1763580938

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Surviving the Anthropocene: climate change and humanity’s response with Dominic Boyer

Surviving the Anthropocene: climate change and humanity’s response with Dominic Boyer

We are living in the Human Age and climate change presents an existential threat to humanity. For the commodities sector, it is the key driver of opportunities and challenge, from selecting strategies...

14 Sep 20221h 4min

The CFTC with Commissioner Summer Mersinger

The CFTC with Commissioner Summer Mersinger

The Commodity Futures Trading Commission regulates commodities futures markets and enforces the Commodity Exchange Act in the US. As such, it sets the tone for much of the global regulation governing ...

7 Sep 202242min

The Rise of Alternative Financing in Commodities

The Rise of Alternative Financing in Commodities

The commodities sector has never been under more financing pressure. Yet, many traditional financiers have scaled back their capabilities or exited the space altogether. To fill this void, alternative...

31 Aug 202250min

Freeing Energy with Bill Nussey

Freeing Energy with Bill Nussey

Energy transition will be revolutionary. Fundamental to that statement is recognition that solar and batteries are technologies, not fuels. Their technological journeys have just begun - as have their...

24 Aug 202254min

The Gathering Storm in Europe with Gerard Reid and George Voloshin

The Gathering Storm in Europe with Gerard Reid and George Voloshin

This episode continues our focus on the looming energy crisis in Europe; its causes, path and potential solutions. The episode is a recording of a Reuters Events webinar from late July 2022, where hos...

17 Aug 202254min

Food & Energy: The Looming Crisis with Doomberg

Food & Energy: The Looming Crisis with Doomberg

At root, the rise in global food prices is tied to energy. The rise in energy prices is fundamentally driven by a lack of investment in hydrocarbons. Russia’s invasion of Ukraine has tipped rising pri...

10 Aug 202251min

The State of Upstream Oil with Morten Kelstrup

The State of Upstream Oil with Morten Kelstrup

Fifteen years ago, money was flowing into oil. Prices were high and the stock market rewarded successful exploration above all. A lot has happened since including a price collapse and the advent of sh...

3 Aug 202249min

Unlocking Carbon Markets with Deanna Reitman, Eric Rubenstein & Lance Titus

Unlocking Carbon Markets with Deanna Reitman, Eric Rubenstein & Lance Titus

This week’s episode is a panel discussion on the US carbon markets, and beyond, recorded at the Reuters Event’s USA Commodity Trading 2022 in June. Our panelists take on the state of the compliance an...

27 Juli 20221h 3min

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