Podcast Episodes
Back to SearchThe Commodities Trilemma with Clay Seigle
Episode 256
We discuss the trilemma facing the energy and commodities markets - between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US admin…
Published on 6 months ago
Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade
Episode 255
If uncertainty is the new normal – how can the commodities markets and participants adapt? What does that mean for costs, supply chains and people. In May we held our latest Live Event in London, …
Published on 6 months, 1 week ago
Credit Risk in Uncertain Times with Jan-Peter Onstwedder
Episode 254
Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how …
Published on 6 months, 2 weeks ago
Renewable Natural Gas Now with Ben Kruger & Warren Feather
Episode 253
Today, we return to the subject of Renewable Natural Gas, which could be as much as 15 % of global natural gas supply by 2050, offering significant advantages both in its carbon intensity as well as …
Published on 6 months, 3 weeks ago
The Oil Market: OPEC+, Tariffs and Recession with Matt Smith
Episode 252
Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment an…
Published on 7 months ago
America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes
Episode 251
Since 2017, the West’s awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindere…
Published on 7 months, 1 week ago
The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston
Episode 250
Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response par…
Published on 7 months, 2 weeks ago
Tariffs, Metals and Force Majeure with Guy Winter
Episode 249
Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response par…
Published on 7 months, 3 weeks ago
Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben
Episode 248
In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security …
Published on 7 months, 3 weeks ago
Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben
Episode 247
The commodities sector faces a new and uncertain world. In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, p…
Published on 8 months ago