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 …
1 year, 4 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.…
1 year, 4 months 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? …
1 year, 4 months 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 a…
1 year, 4 months 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 geo…
1 year, 4 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 mad…
1 year, 5 months 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…
1 year, 5 months 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…
1 year, 5 months 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…
1 year, 5 months 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 administratio…
1 year, 5 months ago