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.
Well-known thinker, writer and blogger on the global commodity trading world, Professor Craig Pirrong of the University of Houston’s Bauer school of Business, joins us to discuss the long term impacts of COVID-19 on the commodity markets and its participants.
In part two of our series with Colin Bryce, founding partner of Energex and former Co-Head of Morgan Stanley’s commodity business, we discuss the unique role of a commodity trader – that rarefied blend of science and art.
In part one of a two part series, founding partner of Energex and former Co-Head of Morgan Stanley’s commodity business, Colin Bryce, joins us to discuss building a commodities trading platform and dispel some of the myths.
Roy Salame, former Head of the Global Investment Opportunities Group at JP Morgan Private Bank and previously Vice Chairman of the Commodities Group at JP Morgan, joins us to discuss investing in commodities.
Robert Johnston, MD of Energy, Climate and Resources, of the Eurasia Group, a global political risk consultancy, joins us to discuss the upcoming US election.
Is your business ready for the new reality?