Podcast Episodes
Back to SearchThe Predictability Premium with Christian Lins (Part 1)
Episode 328
For commodity trading professionals, it now seems obvious that large global asset-backed producers, refiners, miners and processors should have some …
11 hours ago
Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
Episode 327
Recorded at the Canadian Crude Oil Conference on September 16 in Lake Louise, Alberta, Paul Chapman interviews Adam Waterous on
the state of Canada's …
1 week ago
The Four Horsemen of the Dieselpocalypse with Doomberg
Episode 326
Today, Doomberg returns to the show. We discuss cascading events in the Middle East, Ukraine and how the global hydrocarbon shortage has shifted from…
2 weeks ago
Powering AI: another shale story? with Hill Vaden
Episode 325
Data centers are the crucial rate limiting factor for the Hyperscaler's growth, and in turn, power supply is the rate limiting factor for those data …
3 weeks ago
Crisis, M&A and Trading: communicating commodities with Will Medvei
Episode 324
Crises, outsized returns, accusations of environmental damage, missing cargoes and all the rest: corporate communications is done on hard mode in the…
4 weeks ago
A Song of Fire and Maybe Ice: Natural gas in 2026 with Emily Kyne
Episode 323
US Natural Gas is expected to do some heavy lifting in 2026 and beyond. Powering the huge growth in domestic data centers, filling European storage a…
1 month ago
American Renewables: A Markets Story with Julie McLaughlin
Episode 322
The sector American renewables has undergone policy uncertainty, even whiplash. Challenging a sector already impacted by rising interest rates and i…
1 month, 1 week ago
Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie
Episode 321
Ultimately, the US faces a stark binary choice: defeat Iran or retreat. Both carry profound implications for the post-war Bretton Woods order that ha…
1 month, 2 weeks ago
Sand: The most important commodity in the modern world with Vince Beiser (Summer Repeat)
Episode 320
Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care produc…
1 month, 3 weeks ago
The Coming El Niño with Michael Ferrari
Episode 319
Today we discuss El Niño - the dramatic, periodic, shift in climate patterns, that depending on intensity and duration can have profound impacts on o…
2 months ago