Podcast Episodes

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

Episode 132

In part 2, we examine how the retail fuel world will manage the next decade and the transition to EVs. Will the highly efficient supply systems built over the last two decades decay as investment (an…

Published on 2 years, 10 months ago

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1

Episode 131

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1

Fuel is the key driver in the oil market. The story of how diesel and gasoline reach the pump, and who traded it on the way, has shif…

Published on 2 years, 10 months ago

The Power of Waves with Jan Skjoldhammer

Episode 130

The ocean is the world’s largest battery, charged by the sun and the wind year round. Harnessing that energy for power generation has proved problematic for years. Yet, it would bring significant adv…

Published on 2 years, 11 months ago

Oil & Gas Markets in 2023 with Paul Horsnell

Episode 129

Oil & Gas Markets in 2023 with Paul Horsnell

In this episode we are joined by Paul Horsnell, Global Head of Commodities Research at Standard Chartered, to review the major events that impacts oil and …

Published on 2 years, 11 months ago

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper

Episode 128

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper (Christmas Special) 

The Roman Period affords us one of the most documented and detailed histories of an ancient civilizat…

Published on 2 years, 11 months ago

Insects & Commodities with Charlie Drew

Episode 127

Insects & Commodities with Charlie Drew

Insects are fundamental to the commodities world. As pollinators, they are crucial to the agri sector and food production. Increasingly, they are being used to …

Published on 2 years, 11 months ago

Investing in an Era of Climate Change with Bruce Usher

Episode 126

Climate Change is the dominant investment theme of the next 30 years. To decarbonize the planet while managing and mitigating the risks of a more volatile climate will require trillions of dollars, c…

Published on 3 years ago

Nuclear Power & The Energy Crisis with Mycle Schneider

Episode 125

The European Energy Crisis is viewed through the lens of a gas supply crisis, in the wake of Russia’s invasion of Ukraine. While true, it is as much a product of a European nuclear energy crisis, cen…

Published on 3 years ago

Metals in Transition: Copper, Aluminum and Steel with Charlie Durant & Sarah Macnaughton

Episode 124

Following the recent LME week and COP27, we are checking in on the metals market. In particular, Copper, Aluminum and Steel. All these metals face the twin forces of energy transition & sustainabilit…

Published on 3 years ago

Unlocking Titanium with Taso Arima

Episode 123

Titanium is an engineer’s dream. Lighter than steel yet stronger than aluminum and extraordinarily corrosion resistant, titanium can help facilitate the clean energy transition—from EVs to wind turbi…

Published on 3 years ago