Podcast Episodes

The Cotton Market with Crawford Tatum

Episode 169

Cotton is a commodity that is familiar to all of us. However, the market for cotton is not. How and where is it produced and traded? How is the cotton market being impacted by de-globalization, digit…

Published on 2 years, 2 months ago

Co-Locating Energy Storage & Renewables with Brian Knowles

Episode 168

Combining energy storage and renewables tackles intermittency and synchronicity  (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. T…

Published on 2 years, 2 months ago

Who Really Prices Oil? HC Insider Podcast Live Event hosted by Onyx Capital

Episode 167

Who really prices oil? Traders? OPEC? Financial Flows and hedge funds? The oil markets are far different than two decades ago. They are increasingly financialized opening trading to a far greater num…

Published on 2 years, 2 months ago

Taiwan’s Energy Security Challenge

Episode 166

Taiwan’s energy security is on a knife edge. Energy Transition policies have increased reliance on fossil imports while also increasing CO2 emissions. At the same time, China’s growing belligerence p…

Published on 2 years, 2 months ago

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux

Episode 165

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux

On the day of publication, Bloomberg investigative reporter Zeke Faux, joins us to discuss his new book Number Go Up. Zeke fol…

Published on 2 years, 3 months ago

Chip War: How semiconductors became the new oil with Chris Miller

Episode 164

Chip War: How semiconductors became the new oil with Chris Miller

Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and g…

Published on 2 years, 3 months ago

Commodity Supply Chain Challenges with Anton Posner

Episode 163

Commodity Supply Chain Challenges with Anton Posner

COVID is in the rear-view mirror, yet the commodity supply chains remain volatile and uncertain. In this episode, we catch up on the state of bulk …

Published on 2 years, 3 months ago

Biofuels on the Edge with Walter Cronin

Episode 162

Biofuels on the Edge with Walter Cronin

Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the ke…

Published on 2 years, 3 months ago

The Rice Market with Lewis Williamson & Marvin Coleman

Episode 161

Rice is one of the most important global food sources, providing nearly a one fifth of global calorific intake. Yet the market for rice is relatively opaque with a small futures market. Much of the r…

Published on 2 years, 4 months ago

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

Episode 160

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant ki…

Published on 2 years, 4 months ago