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.
In part two, Roland Rechtsteiner of Oliver Wyman continues our discussion on Energy Transition. This time we look at the impact on commodity producers and the commercial responses that will be needed in order to survive, and even thrive.
In part one, Roland Rechtsteiner of Oliver Wyman joins us to discuss energy transition, perhaps the single biggest force of change in the commodities markets over the coming decade. Roland gives clarity on what energy transition is and what its impact will be. Far from it being an existential threat to trading houses, Roland argues it presents a huge opportunity and not just for those in energy – provided they are willing to change alongside. Covid-19 is also accelerating the transition.
Renewables are here to stay and many predict the next decade will be Solar’s decade. David Fernandez, Managing Director over renewable power at Goldman Sachs, joins us to discuss why that might be the case and what the ramifications are for current and future power generator, consumers and markets.
Daryl Schofield joins Paul Chapman to discuss and provide some insights on how such firms can not only survive energy transition but maybe even thrive.
In this episode, Paul Chapman, Managing Partner of HC, discusses the chemicals markets with Peter Staartjes. Peter is the Founder and CEO of Andino, an international chemicals fulfilment and logistics business, and former CEO of Brenntag Latin America.
In this episode, Paul Chapman, Managing Partner of HC, discusses the future of the power grid and the power trading industry with Jim Fallon. Jim is President and CEO of Parkhurst Energy a company focused on capturing opportunities at the grid edge, and has served in key executive leadership roles in the merchant power business including with Enron, Louis Dreyfus and Fortis bank.
Former Global Head of Derivatives at Koch Supply & Trading and now Managing Partner of Pentathlon Investments, Ilia Bouchouev, joins Paul to explore the financialization of the commodities markets, the recent market turmoil, the rise of quants and algorithmic trading, the lasting impact of COVID-19 and the outlook for commodities as an asset class for investors.
In this episode Paul Chapman, Managing Partner of HC, discusses financing the commodity markets and the challenges and opportunities presented by current events with Christine McWilliams, Global Head Commodity & Energy Trade & Client Management at Citi.
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