Podcast Episodes

Commercial Real Estate, Rates & Renewables with Eugene McGrane

Episode 150

Commercial Real Estate, Rates & Renewables with Eugene McGrane

The Commercial Real Estate market is in trouble. High interests rates & low occupancy are stressing central business districts across th…

Published on 2 years, 6 months ago

Coal Trading with Hayn Park

Episode 149

Coal Trading with Hayn Park

Coal demand reached an all-time peak in 2022. Prices reached levels not seen for over a decade. China is permitting two new coal fired power plants a week and Germany is b…

Published on 2 years, 6 months ago

Interest Rates & Commodities: Live HC Insider Podcast Event

Episode 148

In late April, we brought together a panel of leading thinkers and executives from across the sector to discuss the impacts of rising interest rates on commodities in front of a live audience in New …

Published on 2 years, 7 months ago

Commodities in a Deglobalizing World with Jeremy Shapiro

Episode 147

Commodities in a Deglobalizing World with Jeremy Shapiro

Commodities have been at the heart of globalization. Traders roamed freely and commodities priced to the marginal cost of production. Since th…

Published on 2 years, 7 months ago

Commodity Indexes with Tim Kramer, JC Kneale & Preston Peacock

Episode 146

Commodity Indexes with Tim Kramer,  JC Kneale and Preston Peacock:

Commodity indexes have grown in popularity among institutional and private investors, tracking the prices of a diversified basket of…

Published on 2 years, 7 months ago

Commodity Markets Update: A View from the Top with Saad Rahim

Episode 145

Description 

A View From the Top with Saad Rahim

In this episode, Saad Rahim, Chief Economist of Trafigura, the global commodity trading house, joins us to give an overview on the current state of the…

Published on 2 years, 7 months ago

Powering Heavy Industry with Manoli Yannaghas

Episode 144

Powering Heavy Industry with Manoli Yannaghas

Heavy industry accounts for one third of power consumption. Many leading industrials and miners have ambitious targets to reach net zero. While renewables…

Published on 2 years, 7 months ago

The Energy Transition…delayed, with Mark Mills

Episode 143

How long will the energy transition take? The challenges are underestimated. Energy consumption will continue to expand as emerging economies develop, and as new classes of technologies emerge (not l…

Published on 2 years, 8 months ago

Hedge Funds & Commodities with Tor Svelland

Episode 142

Hedge Funds & Commodities with Tor Svelland

In this episode, we return to hedge funds and their role in commodities for investors, market participants and talent. Why is money returning to hedge fun…

Published on 2 years, 8 months ago

The Pathways to Decarbonize Transportation with Michael Barnard

Episode 141

The Pathways to Decarbonize Transportation with Michael Barnard

In this episode, we take the long view of decarbonizing transportation. How will cars, trucks, trains and planes move in 2050? Which te…

Published on 2 years, 8 months ago