Podcast Episodes

The Super Charged Capex Cycle with Jeff Currie

Episode 209

Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle,  are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics …

Published on 1 year, 5 months ago

Data Centers: engines of change in power markets with Eugene McGrane

Episode 208

Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regu…

Published on 1 year, 5 months ago

Commodities in Portfolio Construction with Hussein Allidina

Episode 207

In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are the…

Published on 1 year, 5 months ago

Hedging with Samuel Basi

Episode 206

Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile …

Published on 1 year, 5 months ago

Geographic Arbitrage with Michael Ferrari

Episode 205

In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to…

Published on 1 year, 5 months ago

The Unstoppable, Exponential Energy Transition with Kingsmill Bond

Episode 204

In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’…

Published on 1 year, 6 months ago

Russian Sanctions with Sarah Hunt

Episode 203

In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restricti…

Published on 1 year, 6 months ago

The Japanese Power Market with Xavier Veillard

Episode 202

In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the worl…

Published on 1 year, 6 months ago

Governmental Relations, Planning and Policy with Peter Stahley

Episode 201

Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity sect…

Published on 1 year, 6 months ago

Special: Enco Insights at 6 months with Bill Read

To find our more about Enco Insights visit www.encoinsights.com

Published on 1 year, 7 months ago