Podcast Episodes
Back to SearchThe Complexity in the Energy Transition with Marco Raugei
Episode 210
The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and t…
2 years, 2 months ago
The Super Charged Capex Cycle with Jeff Currie
Episode 209
Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commod…
2 years, 2 months ago
Data Centers: engines of change in power markets with Eugene McGrane
Episode 208
Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean e…
2 years, 3 months ago
Commodities in Portfolio Construction with Hussein Allidina
Episode 207
In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to…
2 years, 3 months ago
Hedging with Samuel Basi
Episode 206
Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially …
2 years, 3 months ago
Geographic Arbitrage with Michael Ferrari
Episode 205
In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and ta…
2 years, 3 months ago
The Unstoppable, Exponential Energy Transition with Kingsmill Bond
Episode 204
In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…an…
2 years, 4 months ago
Russian Sanctions with Sarah Hunt
Episode 203
In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves di…
2 years, 4 months ago
The Japanese Power Market with Xavier Veillard
Episode 202
In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becomin…
2 years, 4 months ago
Governmental Relations, Planning and Policy with Peter Stahley
Episode 201
Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically s…
2 years, 4 months ago