The Oil Market with David Wech
To start the New Year, in this episode we review the oil markets in 2023 and the likely major themes and trends in 2024. Why were forecasts for 2023 mainly wrong – 100$ oil never materializing? What w...
3 Jan 202447min
Enco Insights: Graphite
This week battery metals expert and CEO of Benchmark Minerals Intelligence joins Enco Insights to provide a quick view on Graphite, the indispensable anode material in the energy transition. For rel...
29 Dec 20236min
The Hidden Demographic Problem for Commodities with Todd Thurman
The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on t...
27 Dec 202346min
The Natural Gas Markets with Anne-Sophie Corbeau
In this episode we review the major themes and events for the Natural Gas markets in 2023 and what that might herald for 2024. The gas markets and LNG are now the crucial global energy balancer. What ...
20 Dec 202343min
Enco Insights: Commodity Traders Transacting in Stablecoins
Enco Insights is a global expert network dedicated to the energy & resources sector. www.encoinsights.comYou can find out about Zodia Markets here:https://zodiamarkets.com/about-us/#our-team For relat...
15 Dec 202310min
Building Sustainable Agri Supply Chains with Robert Horster
Global food production faces the twin challenges of meeting growing demand while achieving that both sustainably and lowering carbon emissions. In this episode we dive into what this actually means . ...
13 Dec 202353min
Who Prices Lithium? with Simon Moores &Caspar Rawles
Who prices Lithium today and who will trade it in the future? In this episode we dive back into the Lithium supply chains. What forms of Lithium are traded and how are contracts structured and priced?...
6 Dec 202339min
The Fund: Ray Dalio & Bridgewater Associates with Rob Copeland
This week, journalist and author, Rob Copeland joins to discuss his explosive best-selling book: The Fund: Ray Dalio, Bridgewater Associates and the unravelling of a Wall St Legend. Long seen as the p...
29 Nov 202329min
