In this episode, David Port guides us through the unique sources of risk in the commodities business, the tools used to manage them and the factors that continue to contribute to outsized and unexpected losses.
Nick Allen, General Manager of Global Crude and NGLs at ConocoPhillips, joins us to discuss the state of the crude oil markets and the drivers behind the current trends from acquisitions and consolidation to the surge in returns from trading books.
On November 10, 2020, Paul Chapman hosted a panel at the Reuters Commodity Trading Summit focused on sustainability and profitability in commodities trading. The panel discussed whether we need new products to capture sustainability attributes, how to build trust and track these products and what are the commercial drivers, the hurdles and opportunities for the commodities sector itself.
In this episode our guest, Erik Rakhou of Baringa Partners, walks us through the factors and steps it will take to get there, the various initiatives underway right now, and the likely journey the market will take.
Joining us to explain the why, what and how of hydrogen is Dr. JJ Traynor, principal and co-founder of HydrogenOne Capital – an investment firm dedicated to the sector.
A decade ago, fortunes were won and lost trading natural gas and the market was crowded with hedge funds, investment banks, merchants and trading house. Then the US gas market underwent a radical change, primarily driven by the shale production, fundamentally altering the competitive landscape for all its participants.
Natural gas is becoming big business in China. China is expected to become the world’s largest LNG importer in the next two years and ongoing deregulation is creating opportunity for incumbents and new entrants alike.
Technology, be it IoT, blockchain based platforms, AI or automation, will be a key driver of structural change in the commodities sector, changing how decisions are made, transactions are registered and financed, and even the talent the sector needs.
Private Equity has been a vital and large source of capital for the global commodities sector in the wake of the global financial crisis. It has built significant wealth for investors and individuals. However, it has also brought debt, governance and operating model changes.
Climate change impacts, whether extreme seasonal variations in weather or catastrophic events, pose special risks for the energy and natural resources markets given the direct impact on prices and also in the vulnerability of its infrastructure.
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