Podcast Episodes
Back to SearchNotes from the FT Commodities Summit 2023
In this special episode, I provide notes, quotes and my take away from the FT Commodities Summit in Lausanne, Switzerland. Starting the day Credit Suisse was taken over by UBS, the conference was hel…
Published on 2 years, 8 months ago
The Energetic Problem with the Energy Transition with Adam Rozencwajg
Episode 140
Decarbonization is crucial to tackling climate change. Yet, human history has been a story of increasing energy consumption and hydrocarbons unleashed global development. Today, hope and investment …
Published on 2 years, 8 months ago
SPECIAL: The Banking Crisis with Edward Chancellor
Edward Chancellor, financial historian and journalist, returns in this special update to discuss the unfurling banking crisis. We discuss the common thread across the financial stresses around the wo…
Published on 2 years, 8 months ago
A Journey in Commodities with Paul Posoli
Episode 139
Paul Posoli was at the forefront of energy trading through a 20 year career. In this episode, we follow Paul’s story has he joins Enron, builds a trading desk for a merchant and an investment bank, …
Published on 2 years, 9 months ago
The LME Nickel Crisis with Jack Farchy
Episode 138
On March 8th 2022, Nickel prices spiked 100% to $100,000 a tonne in a matter of hours, triggering billions of dollars in margin calls and threatening the very existence of the exchange. The LME took …
Published on 2 years, 9 months ago
The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly
Episode 137
In 1993, Metallgesellschaft, the German Global Industrial conglomerate lost $1.3bln in oil derivatives trading through its US subsidiary MGRM. The details leading up to their implosion and the subseq…
Published on 2 years, 9 months ago
Tantalum… a story of insatiable demand with Hadley Natus
Episode 136
Tantalum… a story of insatiable demand with Hadley Natus
You probably have not heard of Tantalum. However, like the Greek mythological figure it is named after, the world is developing a need for it …
Published on 2 years, 9 months ago
Oil Supply & Demand in 2030 with Joel Couse
Episode 135
Oil Supply & Demand in 2030 with Joel Couse
The energy transition will not be an easy path for a world built on hydrocarbons. The demand picture for the next decade is easier to divine than supply. T…
Published on 2 years, 10 months ago
The Case for Sustainable Aviation Fuel with Steve Mawer
Episode 134
The Case for Sustainable Aviation Fuel with Steve Mawer
Growth in commercial air travel is unrelenting and so its carbon footprint - worrying airlines, passengers, and policy makers alike. Yet, air tr…
Published on 2 years, 10 months ago
The Price of Time with Edward Chancellor
Episode 133
The Price of Time with Edward Chancellor
Award-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates …
Published on 2 years, 10 months ago