Renewable Diesel: big bets and big challenges
In this episode, we do a deep dive into renewable diesel where the ag and energy worlds collide. Renewable diesel is currently being hailed as a key tool in the energy transition, tackling hard to aba...
14 Apr 202141min
A New Era in European Power Trading
In this episode, Laurent Segalen, clean energy banker, trader, investor, and co-host of the Redefining Energy Podcast, joins us to discuss European power trading. Why is there a resurgence in power tr...
7 Apr 202154min
The Digital Core: CTRMs and beyond
Commodity Trading Risk Management systems sit at the heart of any commodity trading enterprise. Their design and implementation has been a huge source of pride for some, frustration for others and cos...
31 Mars 202140min
Lithium and the Global Battery Arms Race
Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium supply. Mining is constrained by available ores and mult...
24 Mars 202145min
Rare Earth Metals
In this episode we dig into rare earth metals - key elements for everyday technologies but also vital to the energy transition from electric motors to wind turbines. Beyond this, these elements have b...
17 Mars 202143min
Carbon
The atmosphere has too much carbon. This poses an existential threat to society and to the businesses emitting it, unless they start to capture it. Tackling carbon is one of the biggest challenges (an...
10 Mars 202146min
The World for Sale: A conversation with the authors
In this episode, Javier Blas and Jack Farchy join us to talk about their new book, The World for Sale. The book spans the history of the rise of the independent commodity traders, their phenomenal suc...
3 Mars 20211h 2min
Through a Mirror, Darkly: The art of measuring risk in commodities
Measuring risk is at the core commodity trading and Value At Risk is its most common expression. However, as frequent outsized and unexpected losses, stop outs and personnel departures attest, all our...
24 Feb 202144min
