Podcast Episodes
Back to SearchRenewable Energy, Crypto and Flexible Load with John Belizaire
Episode 102
Renewable Energy faces the twin challenges of intermittency and spilled power, both of which drag on adoption and financing. If countries are to meet their climate goals, renewable energy generation …
Published on 3 years, 5 months ago
Algorithmic trading and Commodities with Stephen Roseme
Episode 101
Institutional firms have been utilizing algorithms to trade commodities for years and the adoption of this approach appears to be accelerating. The scale is such that even the markets themselves may…
Published on 3 years, 5 months ago
The Funding Gap in Commodities with Nick O’Kane
Episode 100
Investment capital flows into the commodities sector have slowed despite rising returns and opportunity. Volatility, geopolitical risk and uncertainty over energy transition have impacted the rate of…
Published on 3 years, 6 months ago
The World’s Most Important Bean with Ivo Sarjanovic
Episode 99
Soybeans have become one of the world’s most important commodities. They feed us, our livestock and fuel our cars. As such they have become central in geopolitics, world trade and food security. Howe…
Published on 3 years, 6 months ago
Sanctions, Political Risk and the Commodities Sector with George Voloshin
Episode 98
Geopolitical risk is back. Gone are the years of expanding free trade and liberalization of markets. Sanctions on Russia, great power rivalry and market interventions are all disrupting energy & comm…
Published on 3 years, 6 months ago
The Financialization of Oil Markets & The Madness of Crowds with Greg Newman
Episode 97
Over the last decade, commodity markets have become increasingly financialized with much more granular contracts, and therefore hedges, available on exchanges. Oil is the tip of the spear. This is pr…
Published on 3 years, 6 months ago
The World of Electric Vehicles with Roger Atkins
Episode 96
The adoption of battery electric vehicles has profound consequences for the commodities world. From the components required to build, to how they are charged and more broadly the future of energy man…
Published on 3 years, 6 months ago
Europe’s Energy Crisis with Gerard Reid
Episode 95
Europe is in an energy crisis. Power prices have quadrupled, governments have scrambled to provide liquidity to markets and subsidize households. And for the moment, gas is still flowing from Russia.…
Published on 3 years, 7 months ago
What the SEC Climate-Related Disclosures mean with Julie McLaughlin
Episode 94
In February, the SEC released proposed rules for reporting climate risk and Green House Gas emissions, including Scope 1, 2 and 3. What exactly are in the proposed rules? How likely are they to be en…
Published on 3 years, 7 months ago
Redlining Commodities with Jeff Currie
Episode 93
Jeff Currie, Global Head of Commodities Research at Goldman Sachs, returns to update us on the commodities super-cycle. Redistributive policies, energy transition and deglobalization are driving comm…
Published on 3 years, 7 months ago