Podcast Episodes

Shale 4.0 with Matthew Bernstein

Episode 218

Shale Oil & Gas has turned the US into an energy power house over the last 15 years. Will it disappear as quickly as it arrived or will it set to US apart for years to come? Within its short life, it…

Published on 1 year, 2 months ago

Coffee with Charlie Stephens

Episode 217

A commodity close to many of our hearts, but how does it end up in our mugs? Where is it grown, how is it processed and who trades it? How do the derivative contracts work and what might the future h…

Published on 1 year, 2 months ago

Strategy and AI with Dr. Seth Dobrin

Episode 216

Is the commodities world lagging behind in AI adoption? And if so, how should the sector’s leadership think about applications and use? What even is it and how is it being used by other sectors? Our …

Published on 1 year, 3 months ago

Where are Oil Prices Headed? With Aldo Spanjer

Episode 215

As we head toward the end of the year and into 2025 where are oil prices headed? In this episode we recap the major events and decisions since COVID and the key drivers of oil prices. Then we turn to…

Published on 1 year, 3 months ago

The Brazilian Power Market with Adriana Waltrick

Episode 214

Brazil has been steadily deregulating its power market over the last two decades. This combined with one of the largest share of renewables in the generation mix of any advanced economy, alongside hy…

Published on 1 year, 3 months ago

Regime Change in European Power and Gas Markets

Episode 213

Are we seeing a regime change in Europeangas and power markets? Is Europe now entering a period of structurally lower energy prices and economic advantage as its decades long investment in renewables…

Published on 1 year, 3 months ago

SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on …

Published on 1 year, 4 months ago

Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou

Episode 212

Global regulators are narrowing their focus on the commodities sector and billions of dollars have been paid in fines. The world has become both more transparent and more risky in the wake of degloba…

Published on 1 year, 4 months ago

Commodity Professionals: The people behind the trade with Jonathan Kingsman

Episode 211

show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these r…

Published on 1 year, 4 months ago

The Complexity in the Energy Transition with Marco Raugei

Episode 210

The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet…

Published on 1 year, 4 months ago