Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska

The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet,...

23 Juli 202457min

Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle,  are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics a...

16 Juli 202447min

Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regul...

9 Juli 202442min

In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are thei...

2 Juli 202438min

Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile i...

25 Juni 202434min

In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to ...

19 Juni 202439min

In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ ...

11 Juni 202447min

In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictio...

4 Juni 202452min