Podcast Episodes

Building Sustainable Agri Supply Chains with Robert Horster

Episode 178

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 .…

Published on 2 years ago

Who Prices Lithium? with Simon Moores &Caspar Rawles

Episode 177

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…

Published on 2 years ago

The Fund: Ray Dalio & Bridgewater Associates with Rob Copeland

Episode 176

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 …

Published on 2 years ago

Renewables: The Imperative for Discipline with Julie McLaughlin & Elizaveta Malashenko

Episode 175

Wind & solar have had a tough year. Rising costs, disrupted supply chains, market economics and weather events have all contributed to the woes that have seen projects parked and stock prices fall. Y…

Published on 2 years ago

The Evolution of the CTRM with Sameer Soleja

Episode 174

The commodity trading world is adjusting to greater volatility and higher capital costs. Individual companies are needing to increase their market and commodity footprints to navigate the energy tran…

Published on 2 years, 1 month ago

The Dark Cloud: The hidden costs of a digital world with Guillaume Pitron

Episode 173

The Dark Cloud: The hidden costs of a digital world with Guillaume Pitron

What is the energetic consequence of a simple ‘like’ on social media? Or a zoom call? Modern technology is underpinned by a ve…

Published on 2 years, 1 month ago

Renewables, Natural Gas and Nukes with Adam Rozencwajg

Episode 172

In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power’s role in the energy…

Published on 2 years, 1 month ago

The Lithium Triangle with Gabriel Rubacha

Episode 171

In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, i…

Published on 2 years, 1 month ago

Solving Grey Hydrogen with Chad Mason

Episode 170

Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applications. More broadly industry accounts for some 10% …

Published on 2 years, 1 month ago

Q3 Market Review: Back to Normal? Trends and talent moves in commodities

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https://www.flipsnack.com/hcinsider/q3-2023-market-review/full-view.html

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Published on 2 years, 2 months ago