The Funding Gap in Commodities with Nick O’Kane
Investment capital into the commodities sector have slowed despite rising returns and opportunity.
Our podcast on the global commodity industry
Podcast
Investment capital into the commodities sector have slowed despite rising returns and opportunity.
What will this mean for the world of commodities?
What does it mean for the global trading houses and their funding?
Over the last decade, commodity markets have become increasingly financialized with much more granular contracts.
What is the role of the EV in energy transition?
Power prices have quadrupled, governments have scrambled to provide liquidity to markets and subsidize households.
How will they affect the energy and commodities sector both in the US and globally?
Jeff Currie, Global Head of Commodities Research at Goldman Sachs, returns to update us on the commodities super-cycle.
The container shipping market, the lynchpin of global commerce, is in turmoil. Why the turmoil?
Each day, around the world, we have fascinating one-on-one conversations with our connections. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides, as we tackle topical and people related issues with the leaders and leading minds in our sector.