logo
episode-header-image
Aug 2023
51m 37s

Biofuels on the Edge with Walter Cronin

Paul Chapman, HC Group
About this episode
Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key grain and oilseed feedstocks. Money is flowing into processing and infrastructure, but have the risks been priced in? This year only Brazil’s bumper crop of ... Show More
Up next
Nov 19
Will Ags Save Your Portfolio? With Jake Hanley
<p>Today, we are talking agricultural markets and the case for investing in agricultural commodities, particularly in ETFS. And why that case is enhanced in the volatile world of today and the perhaps much more volatile world of the future. Our guest is Jake Hanley, Managing Dire ... Show More
49m 43s
Nov 12
Trading: the hidden $3trillion dollar opportunity with Antti Belt
<p>Why don’t more energy & resource companies have trading arms? For that matter, why don’t more sectors trade? Chips, drugs even real estate? Why are CEOs reticent to set up trading platforms and what are the barriers to entry? What sectors would benefit most from trading? And m ... Show More
55m 40s
Nov 5
Schism & Domination: Founding Trafigura & Glencore: Mark Crandall Part 2
<p>In Part 2, Mark Crandall relives the events that led to the founding of Glencore and Trafigura. Why did Claude Dauphin go his separate way and what was the founding vision for Trafigura? How had Marc Rich already set the vision for the trading houses which would lead to their ... Show More
1h 2m
Recommended Episodes
Aug 2024
Venezuela's oil future is up for grabs in election contest
<p style="margin: 0in;">The future of Venezuela's oil industry is in the crosshairs of a political battle. Current president Nicolás Maduro is fighting to maintain power following a contested July 28 election, and protests have caused gasoline shortages in the country, where supp ... Show More
11m 38s
Aug 28
How China’s Renewable Push Upends Geopolitics w/ Kate Mackenzie & Tim Sahay
Paris Marx is joined by Kate Mackenzie and Tim Sahay to discuss the geopolitics behind China’s investments in green tech and electrification, and how it presents the prospect of a new development model based on renewables instead of fossil fuels. Kate Mackenzie is an adjunct fell ... Show More
1h 1m
Jun 2024
The Biofuels Report: Asian UCO exports to US surge
<p>With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil. </p> <p>Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malac ... Show More
6m 48s
Apr 2025
What do the tariff wars mean for low-carbon energy? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit
<p>“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar &amp; Energy Storage Summit.</p><p>Is she right? And what ... Show More
30m 13s
Jun 2025
Geothermal, dealmaking, and the future of clean energy finance | live from the ACORE Finance Forum in New York
<p>In the third and final special episode recorded live from the ACORE Finance Forum, host Ed Crooks and regular guest Amy Myers Jaffe talk to industry leaders to explore some key issues in renewable energy technology and finance.</p><p>Amy starts the episode by speaking with Dav ... Show More
1h 11m
May 2025
Powering Ahead: The Future of US Renewable Investment
Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ... Show More
36m 52s
Apr 2025
What an Iowa Farmer Fears About the Trade War
<p>In the increasingly bitter trade war between the United States and China, perhaps nobody has more at stake than America’s soybean farmers, whose crop has become the country’s single biggest export to China.</p><p>Michael Barbaro speaks to an Iowa farmer who helped build that $ ... Show More
29m 23s
Aug 2024
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the ... Show More
2h 35m
Apr 2022
Venture Capital and Deep Decarbonization (with Energy Impact Partners’ Shayle Kann)
<p>Venture capitalists offer their investors outsized financial returns in exchange for taking on considerable risk. But what if that risk includes backing products where the economics of the end market aren’t clear? Moreover, what if the companies being supported have the non-fi ... Show More
47m 25s
May 2025
Is the clean energy economy doomed?
So far, President Trump’s “drill, baby, drill,” agenda has proven to be a sharp turn from Biden-era climate initiatives, including the landmark spending bill the Inflation Reduction Act (IRA). And thanks to President Trump’s attempts to claw back control over IRA funds, as well a ... Show More
24m 8s