Podcast Episodes
Back to SearchThe Lithium Triangle with Gabriel Rubacha
Episode 171
In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a ru…
2 years, 11 months ago
Solving Grey Hydrogen with Chad Mason
Episode 170
Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applicat…
3 years ago
Q3 Market Review: Back to Normal? Trends and talent moves in commodities
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3 years ago
The Cotton Market with Crawford Tatum
Episode 169
Cotton is a commodity that is familiar to all of us. However, the market for cotton is not. How and where is it produced and traded? How is the cotto…
3 years ago
Co-Locating Energy Storage & Renewables with Brian Knowles
Episode 168
Combining energy storage and renewables tackles intermittency and synchronicity (the famous duck curve) and unlocks the economics and trading opport…
3 years ago
Who Really Prices Oil? HC Insider Podcast Live Event hosted by Onyx Capital
Episode 167
Who really prices oil? Traders? OPEC? Financial Flows and hedge funds? The oil markets are far different than two decades ago. They are increasingly …
3 years ago
Taiwan’s Energy Security Challenge
Episode 166
Taiwan’s energy security is on a knife edge. Energy Transition policies have increased reliance on fossil imports while also increasing CO2 emissions…
3 years, 1 month ago
Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux
Episode 165
Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux
On the day of publication, Bloomberg investigative reporter Zeke Faux, joins…
3 years, 1 month ago
Chip War: How semiconductors became the new oil with Chris Miller
Episode 164
Chip War: How semiconductors became the new oil with Chris Miller
Semi-conductors, microchips, are the new oil - the scarce resource on which the mode…
3 years, 1 month ago
Commodity Supply Chain Challenges with Anton Posner
Episode 163
Commodity Supply Chain Challenges with Anton Posner
COVID is in the rear-view mirror, yet the commodity supply chains remain volatile and uncertain. …
3 years, 1 month ago