Podcast Episodes
Back to SearchDoomberg Unleashed
Episode 265
Today, we're joined by Doomberg, the most popular energy and commodity focused sub-stack. He and his team publish over 90 articles a year on the intersection of global energy and commodity policy, ge…
Published on 4 months ago
Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)
Episode 264
Chip War: How semiconductors became the new oil with Chris Miller Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and …
Published on 4 months, 1 week ago
Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska
Episode 263
Today, we do a deep dive into the role and challenges of a transaction lawyer in the energy transition. And why lawyering in the energy transition is lawyering on hard mode? What are the sources of …
Published on 4 months, 2 weeks ago
The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan
Episode 262
Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification …
Published on 4 months, 3 weeks ago
War and Wheat: Navigating markets during global conflict with Dennis Voznesenski
Episode 261
In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the…
Published on 5 months ago
HC Group's Q2 Market Review
HC Group's Q2 Market Review - our quarterly magazine covering people trends, moves and analysis from within the global energy & commodities sector is available for download.
Visit:https://www.hcgroup.…
Published on 5 months ago
Lithium’s Hard Year with Caspar Rawles
Episode 260
In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What i…
Published on 5 months, 1 week ago
Building Commodity Supply Chains in Trump’s America with Peter Stahley
Episode 259
Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no les…
Published on 5 months, 2 weeks ago
Equity Investing in Commodities with Matt Zabloski
Episode 258
Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer?…
Published on 5 months, 3 weeks ago
Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh
Episode 257
Today, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our d…
Published on 5 months, 4 weeks ago