A Journey in Commodities with Paul Posoli
Paul Posoli was at the forefront of energy trading through a 20 year career. In this episode, we follow Paul’s story has he joins Enron, builds a trading desk for a merchant and an investment bank, ma...
15 Mars 20231h 7min
The LME Nickel Crisis with Jack Farchy
On March 8th 2022, Nickel prices spiked 100% to $100,000 a tonne in a matter of hours, triggering billions of dollars in margin calls and threatening the very existence of the exchange. The LME took t...
8 Mars 202350min
The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly
In 1993, Metallgesellschaft, the German Global Industrial conglomerate lost $1.3bln in oil derivatives trading through its US subsidiary MGRM. The details leading up to their implosion and the subsequ...
1 Mars 202358min
Tantalum… a story of insatiable demand with Hadley Natus
Tantalum… a story of insatiable demand with Hadley NatusYou probably have not heard of Tantalum. However, like the Greek mythological figure it is named after, the world is developing a need for it w...
22 Feb 202347min
Oil Supply & Demand in 2030 with Joel Couse
Oil Supply & Demand in 2030 with Joel Couse The energy transition will not be an easy path for a world built on hydrocarbons. The demand picture for the next decade is easier to divine than supply. To...
15 Feb 202354min
The Case for Sustainable Aviation Fuel with Steve Mawer
The Case for Sustainable Aviation Fuel with Steve MawerGrowth in commercial air travel is unrelenting and so its carbon footprint - worrying airlines, passengers, and policy makers alike. Yet, air tra...
8 Feb 202351min
The Price of Time with Edward Chancellor
The Price of Time with Edward ChancellorAward-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates –...
1 Feb 20231h 1min
Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town
In part 2, we examine how the retail fuel world will manage the next decade and the transition to EVs. Will the highly efficient supply systems built over the last two decades decay as investment (and...
25 Jan 202348min
