Podcast Episodes
Back to SearchThe Future of Gas Stations with Dan Munford
Episode 122
Gas stations have played a pivotal role in civil infrastructure for over a century. The pump has served as a proxy for a country’s development status and a polity’s health. Over time its role has dev…
Published on 3 years, 1 month ago
LNG: The New Marginal Fuel with Tamir Druz
Episode 121
LNG now drives natural gas prices in Europe. After decades of this only being the case in Asian markets, LNG could shortly price markets worldwide. How did we get here in terms of assets, players and…
Published on 3 years, 1 month ago
The Super-Cycle Meets Interest Rates with Jeff Currie
Episode 120
What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditio…
Published on 3 years, 1 month ago
Managing Volatility in the Meat Industry with Christie Chavis
Episode 119
In this episode, we take a look at the Meat Industry and the ag and animal nutrition sector that underpins it. The sector faces unprecedented challenges. Producers are working to meet the demands of …
Published on 3 years, 1 month ago
Investing in Food & Ag Tech with Lindsay McCorkle
Episode 118
The past decade has seen a vibrant investment market centered on food and agri technology, in part driven by the twin imperatives of sustainability and resilience in a changing climate and in respons…
Published on 3 years, 1 month ago
Volt Rush: The Winners and Losers in the Race to Go Green with Henry Sanderson
Episode 117
The Lithium-Ion battery is central to energy transition. However, the key components within it come with a heavy environmental toll and are captive in an opaque supply chain dominated by a handful of…
Published on 3 years, 2 months ago
Lithium: The New Oil with Lukasz Bednarski
Episode 116
A hundred or more years ago, the oil business was vertically integrated and companies, often back by governmental support, scrambled to secure untapped reserves. So it is with Lithium at the dawn of …
Published on 3 years, 2 months ago
Solar Flares (and how I learned to stop worrying about the bomb) with Edl Schamiloglu
Episode 115
Throughout history Solar flares have swept the earth, creating nothing more than a planet wide lightshow for the human race. However, in the digital age, we are uniquely vulnerable. Even relatively …
Published on 3 years, 2 months ago
Repurposing, Recycling and Trading Batteries with William Bergh and Eden Yates
Episode 114
Batteries are now at the center of geopolitical competition. Lithium extraction and processing is not going to meet forecasted demand. All the mineral components of batteries have environmental impac…
Published on 3 years, 2 months ago
Surviving the Anthropocene: climate change and humanity’s response with Dominic Boyer
Episode 113
We are living in the Human Age and climate change presents an existential threat to humanity. For the commodities sector, it is the key driver of opportunities and challenge, from selecting strategie…
Published on 3 years, 3 months ago