Peak Gasoline, Fuel Supply and EVs with Doug Haugh
Today we return to the fuels industry. What is the latest in global fuel supply and demand? What is the impact of ongoing electrification on fuel demand? Have we seen peak gasoline demand even in the ...
5 Feb 202553min
Seed Oils, Biofuels, Proteins and Politics with Walter Cronin
How did seed oils and biofuels fair in 2024? Wild price swings dominated as the markets reacted to changing yields and biofuel demand. At the same time, the markets braced for a change in the US admin...
29 Jan 202544min
Tea with Jem McDowall
Another global commodity, present in our daily lives, without an established price index or futures contract, with a unique supply chain: Tea. How does Tea reach our tables? Where does tea come from? ...
22 Jan 202545min
Building the now indispensable Trading Platform with Talis Bennett-Verschure
For producers, refiners, processors & miners building a risk management and trading capability is moving from a value-add to a ‘must have’. However, building such a capability is a challenge, requirin...
15 Jan 202551min
The Dark Fleet with David Tannenbaum
Ten percent of the global tanker fleet has gone dark and the number is growing. What is the Dark Fleet? Why does it exist and why is it growing? Who is using the fleet and who owns it? What are the ri...
8 Jan 202545min
2024 Reflections, Thanks and a look forward to 2025
A brief final episode of 2024. Host Paul Chapman reflects on some of the key themes of the year, offers his deepest thanks to listeners, guests and his colleagues at HC Group (www.hcgroup.global) and ...
31 Dec 202411min
The Price of Time with Edward Chancellor (Re-Release)
A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas r...
25 Dec 20241h 1min
AI, Coding and Changing Skill-Sets in Commodities with Daf Davies
The skillsets required to be in a commodity trading team have always been evolving. However, that evolution is accelerating in the wake of new technologies and especially AI. In this episode we trace ...
18 Dec 202453min
