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Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)
Episode 300
In Episode 300, we take two metals - copper and gold - and compare and contrast their price journey. How does the physical supply and demand story co…
6 months, 1 week ago
The Iran War: the view from CERA Week with Nick Kumleben
As the Iran War entered its fourth week, Houston hosted S&P Global's CERA Week. Where leaders from across the energy & natural resources sector mingl…
6 months, 1 week ago
Spice: The Commodities that Shaped the Modern World with Roger Crowley
Episode 299
500 years ago another group of commodities flowed through the Strait of Hormuz, making those that controlled that vital trade route fabulously wealth…
6 months, 1 week ago
Molecular Contagion with Jeff Currie
We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if …
6 months, 2 weeks ago
The Strait of Hormuz and Asia with Tom Reed
Episode 298
With the Strait of Hormuz virtually closed, what does that mean for the regions biggest customer - Asia? Tom Reed, VP of Crude and Products at Argus …
6 months, 2 weeks ago
Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben
Returning today to discuss the latest developments from Israel & US's war with Iran is Nick Kumleben, Director at Greenmantle, the geopolitical risk …
6 months, 3 weeks ago
US Energy Supply, Bottlenecks and Private Equity with Jason Downie
Episode 297
Today, we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now u…
6 months, 3 weeks ago
Emergency Pod: Gulf War III and Commodities
Nick Kumleben, Director of the Geopolitical Risk Consultancy founded by Niall Ferguson, Greenmantle, rejoins us to discuss the latest events in Middl…
7 months ago
Repricing Power: How Clean Energy is Reshaping Global Power Markets, with Luca Pedretti
Episode 296
Today, we discuss how volatility and battery energy storage systems are reshaping clean energy and repairing power markets. What does the domination …
7 months ago
The Rystad House View and Notes From IE Week, with Claudio Galimberti
Episode 295
Today, we review energy supply and demand and some of the key sentiments coming out of International Energy Week, not only about where both those cur…
7 months, 1 week ago