Podcast Episodes
Back to SearchEnergy Transition & Geopolitics with Daniel Yergin
Episode 53
Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dra…
Published on 4 years, 6 months ago
Blockchain, Tokenization & Commodities Trading
Episode 52
Blockchain has the power to revolutionize commodity trading by lowering transaction costs, boosting liquidity and, crucially, providing the mechanism to track, price and trust a range of ESG attribut…
Published on 4 years, 6 months ago
Trading Around Batteries: the power trading of the future
Episode 51
For commodities traders, trading around storage assets is nothing new. The same is becoming true in power. As the generation of power increasingly comes from renewables, batteries are seen as a key t…
Published on 4 years, 6 months ago
Trading the Super-Cycle (Special 50th episode)
Episode 50
We are in the foothills of a commodity super-cycle. Interest and investment is returning to the sector as the narrative of energy transition, inflation driven by policy, and scarcity in the wake of C…
Published on 4 years, 6 months ago
Transforming Utilities
Episode 49
Electric utilities around the developed world face fundamental challenges to their business model as the way power is produced, transported, traded, and consumed is changing. Meanwhile, investors and…
Published on 4 years, 7 months ago
Hedge Funds & Commodities
Episode 48
Institutional investors and family offices want to invest in commodity hedge funds, as the narrative of the super-cycle and inflation drives both interest and return to form. Ryan Duncan of Bridge Al…
Published on 4 years, 7 months ago
Batteries as Commodities: Trading the platform technology of the Electric Revolution
Episode 47
Lithium-ion batteries are the platform technology of electric revolution. The cells are standardized, produced under long-term supply contracts and demand is stratospheric. There is little free suppl…
Published on 4 years, 7 months ago
Trading Commodities in 2030: a view of the future
Episode 46
What will the commodity trading platform be like in 2030? In this episode, we examine ongoing change and trends in our sector and look at how these may play out over the next decade. We are in for so…
Published on 4 years, 7 months ago
Renewable Diesel: big bets and big challenges
Episode 45
In this episode, we do a deep dive into renewable diesel where the ag and energy worlds collide. Renewable diesel is currently being hailed as a key tool in the energy transition, tackling hard to ab…
Published on 4 years, 8 months ago
A New Era in European Power Trading
Episode 44
In this episode, Laurent Segalen, clean energy banker, trader, investor, and co-host of the Redefining Energy Podcast, joins us to discuss European power trading. Why is there a resurgence in power t…
Published on 4 years, 8 months ago