Podcast Episodes

The Container Shipping Market with Peter Sand

Episode 92

The container shipping market, the lynchpin of global commerce, is in turmoil. Shipping rates have increased 1000%. Over the last decade, commodities have been increasingly containerized, as low pric…

Published on 3 years, 7 months ago

Disorderly markets, Margin Calls & Doom Loops with Javier Blas

Episode 91

The commodities markets and its traders face great challenges. Russia’s invasion of Ukraine may tip an already stressed markets into turmoil. The LME’s recent challenges with Nickel has exposed serio…

Published on 3 years, 8 months ago

The Energy Crisis & Russia’s Invasion with Daniel Yergin

Episode 90

In this episode, Daniel Yergin, Vice Chairman of S&P Global, Pulitzer Prize winner and author of The New Map: Energy, Climate and the Clash of Nations, returns to the podcast to discuss the unfolding…

Published on 3 years, 8 months ago

Digitization Reshaping Commodities (Reuters Webinar special)

Episode 89

Digitization is transforming commodities trading, creating new opportunities and introducing new risks as markets become faster and transparent. What does this all mean for how and who makes trading …

Published on 3 years, 8 months ago

The Voluntary Carbon Markets with Deanna Reitman

Episode 88

In this episode, we do a deep dive in to the world of voluntary carbon credits, which dominate the carbon world  in the absence of widespread global compliance markets. To date the categories, case l…

Published on 3 years, 8 months ago

How Carbon Will Disrupt Commodities Markets with Eric Rubenstein

Episode 87

To date, carbon markets cover only a few geographies and select categories. Yet, they are already impacting how commodities are produced and traded.  Over the next decade, carbon credits will expand …

Published on 3 years, 9 months ago

Hydrogen's Future with Erik Rakhou

Episode 86

In this episode we return to Hydrogen with guest Erik Rakhou, Associate Director at Boston Consulting Group.  Low-carbon Hydrogen projects, policy support and predictions continue to dominate the new…

Published on 3 years, 9 months ago

SPECIAL UPDATE: The Invasion of Ukraine with Robert Bensh

Robert Bensh, veteran energy executive and Ukraine investor, joins us again in a special episode to update us on the harrowing, shocking and tragic events in Ukraine. What has become of the people an…

Published on 3 years, 9 months ago

Food: Demand, Inflation & the Agri Markets with Soren Schroder

Episode 85

Demand for food is growing, and changing, with population increases and demographic change. At the same time, energy transition is creating an insatiable appetite for agricultural products. To date, …

Published on 3 years, 9 months ago

The History & Future of Commodity Trading in Investment Banks with Kevin O'Reilly

Episode 84

At the end of the last decade, Investment Banks dominated commodity trading. The best results, the biggest seats and the best paid. A few short years later and the majority had scaled back or exited.…

Published on 3 years, 9 months ago