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
Sep 8
Crisis, M&A and Trading: communicating commodities with Will Medvei
Crises, outsized returns, accusations of environmental damage, missing cargoes and all the rest: corporate communications is done on hard mode in the commodities sector. Why is the sector still largely defined by anomalous events, gripping books and not its successes?And why is i ... Show More
1h 1m
Aug 26
American Renewables: A Markets Story with Julie McLaughlin
The sector American renewables has undergone policy uncertainty, even whiplash. Challenging a sector already impacted by rising interest rates and infrastructure back-logs. Despite that, the renewable sector matches Europe in scale and continued to grow. Now, in a world of data c ... Show More
49m 29s
Jun 2022
Hiking Rates, Calling Big Oil, & Hedging Portfolios 6/15/22
<p>The S&P 500 fails to rebound, the markets are poised for the Fed’s big rate hike, inflation and pump pressures are on, and crypto is crumbling. Founder and chairman of Equity Group Investments Sam Zell shares his unfiltered perspective on the Fed, energy prices, and DC policy, ... Show More
33m 14s
Apr 2023
Could the North Sea become a green energy hub?
From the BBC World Service: With a desperate need to stop relying on Russian energy, there are plans to make the North Sea ‘Europe’s biggest green power plant’. We speak with Maurice Berns, head of the Boston Consulting Group Center for Energy Impact, about the idea. Plus, Brazil ... Show More
8m 17s
Apr 2023
Could the North Sea become a green energy hub?
From the BBC World Service: With a desperate need to stop relying on Russian energy, there are plans to make the North Sea ‘Europe’s biggest green power plant’. We speak with Maurice Berns, head of the Boston Consulting Group Center for Energy Impact, about the idea. Plus, Brazil ... Show More
8m 17s