P Global Commodity Insights public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
Commodities Focus

S&P Global Commodity Insights

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.
  continue reading
 
Artwork

1
Energy Evolution

S&P Global Commodity Insights

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast has merged with the Platts Future Energy podcast as of January ...
  continue reading
 
We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets. Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more. For more information about anything you heard on this podcast or ...
  continue reading
 
Peter Schiff is an economist, financial broker/dealer, author, frequent guest on national news, and host of the Peter Schiff Show Podcast. The podcast focuses on economic data analysis and unbiased coverage of financial news, both in the U.S. and global markets. As entertaining as he is informative, Peter packs decades of brilliant insight into every news item. Join the thousands of fans who have benefited from Peter’s commitment to getting the real story out to the world.
  continue reading
 
Artwork

1
EnergyCents

S&P Global Commodity Insights

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
  continue reading
 
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
  continue reading
 
”Circus & Circuit: Unraveling Global Trade” is a podcast hosted by Kate Foronda, a businesswoman, serial entrepreneur, and educator with over 20 years of industry experience. Kate delves into the structured systems and unpredictable challenges of international business, sharing compelling stories of market triumphs and setbacks. Each episode offers valuable insights, real-life experiences, and practical strategies to help listeners navigate the complexities of global commerce. Whether master ...
  continue reading
 
Coming from the heart of the Montel newsroom, Editor-in-Chief, Snjolfur Richard Sverrisson and his team of journalists explore the news headlines in the energy sector, bringing you in depth analysis of the industry’s leading stories each week. Richard speaks to experts, analysts, regulators, and senior business leaders to the examine not just the what, but the why behind the decisions directing the markets and shaping the global transition to a green economy. New episodes are available every ...
  continue reading
 
The Dewing Grain Podcast takes you inside the world of the grain industry, offering insights, expertise, and stories from key players in agriculture, logistics, and the global food supply chain. Hosted by Andrew Dewing, Managing Director of Dewing Grain, this podcast covers everything from market trends and commodity trading to sustainable farming practices and the future of food production. Whether you’re in the grain trade, farming, or just interested in agriculture, The Dewing Grain Podca ...
  continue reading
 
Artwork
 
The Supply Chain Revolution podcast is a series focused on the latest trends and innovations in sustainability and supply chain management. The podcast is hosted by Sheri Hinish, also known as the Supply Chain Queen, who is a sustainability consultant and digital transformation expert, and features interviews with a wide range of supply chain professionals, thought leaders, and entrepreneurs. The podcast covers a variety of topics related to the supply chain revolution, including digital tra ...
  continue reading
 
Artwork
 
The Circuit 0 (zero) Podcast, your essential source for the latest developments in energy markets and commodities. We delve into the stories highlighted by the Circuit0.com newsletter, covering everything from market trends and technological advancements to policies and global events impacting the future of energy. We seek to provide valuable insights that help you navigate the complexities of the energy landscape and understand what these shifts mean for you. We cover stories related to eve ...
  continue reading
 
Artwork

1
Brewing Trades Podcast

Brewing Trades Podcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome to the Brewing Trades Podcast, your passport to the exciting world of currency and futures trading! Join us as we journey through the financial markets, unraveling its complexities, and sipping on the freshest insights to boost your trading skills. Are you a novice trader looking for the perfect blend of knowledge? Or an experienced trader seeking a new flavor of strategy? Brewing Trades is here to serve both your needs. Our mission is to pour you a cup of clarity and confidence as y ...
  continue reading
 
Loading …
show series
 
What do Netflix, Disney, BTS, and McDonald’s have in common? They don’t just sell content, music, or meals — they sell culture. And they’ve built billion-dollar strategies around turning identity into product. In Part 1 of this two-part episode, Kate Foronda unpacks how culture has become a global commodity — branded, packaged, and monetized at sca…
  continue reading
 
From McDonald’s glocal menus and Netflix’s global programming to fashion mashups and Instagram-optimized spaces, global trade is reshaping not just how we consume culture — but what culture even is. In Part 1, we looked at how culture enters the market. Now in Part 2, we examine what happens after it’s sold. Join Kate Foronda as she breaks down the…
  continue reading
 
Janet Henry, Global Chief Economist, considers whether tariff uncertainties are starting to feed through into the latest economic data. Disclaimer: https://www.research.hsbc.com/R/101/hktsWLP Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsb…
  continue reading
 
Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…
  continue reading
 
Since spring 2025, power prices in the Nordics have been below zero, thanks to a myriad of factors, including low power demand and a glut of green power production. Whilst this has been good news for some consumers in the region - who have been paid to use their electricity - the prevalence of sub-zero prices has created jitters for investors and m…
  continue reading
 
Carbon differentiation allows market participants to assign value to the role of greenhouse gas emissions associated with an economy’s goods and services. Carbon markets experts Kevin Birn and Jonty Rushforth join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the evolution of differentiated carbon markets and how consistency in mea…
  continue reading
 
Energy Asia will be held from June 16-18, 2025, in Kuala Lumpur, Malaysia. The role of national oil companies in securing a net-zero future, the challenges in navigating energy security, the scope for fossil fuels growth, as well as the pressure Asian companies are facing to pursue sustainable growth will be some of the key themes that will be in f…
  continue reading
 
With uncertainty still rife in the US, Fred Neumann and Herald van der Linde consider what could happen if Asian investors were to shift their focus from US investments and start looking closer to home. Disclaimer: https://www.research.hsbc.com/R/101/gPtXrB6. Stay connected and access free to view reports and videos from HSBC Global Research follow…
  continue reading
 
As market shifts and supply chain strains, how are North American Corporates redefining risks as a source of strength? Hear Melissa A Hotzoglou, Head of Corporate Sales US, Markets & Securities Services and Marissa Adams, Regional Head of Europe & Americas, Global Trade Solutions on how North American corporates are reassessing their FX and broader…
  continue reading
 
Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energy-hungry data centers. Rich Powell, CEO of the Clean Energy Buyers Association, joins Energy Evolution to talk about how his organization, representing over $15 trillion in market cap and contracts fo…
  continue reading
 
Trump's economic policies, explores the weak labor market, and warns of impending inflationary pressures. Download the free ebook “Navigating Global Trade: 3 Insights for Leaders” at https://netsuite.com/gold In this episode of The Peter Schiff Show, Peter Schiff delves into the intricate dynamics of the current economic landscape, spotlighting the…
  continue reading
 
In this week’s episode Andrew is joined by Ben and Webby. They start by talking about the upcoming yield potential. Ben gets chosen to be Dewing Grains new Chinese correspondent amidst the claims of reduced yields due to a heatwave. Dewing Grain will be at the Norfolk Shows Discovery Zone this year. Andrew mentions how consumers still seem to be wa…
  continue reading
 
Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of inte…
  continue reading
 
Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices. Disclaimer: https://www.research.hsbc.com/R/101/2scKXzM Stay connected and access free to view reports and videos from HSBC Global …
  continue reading
 
Herald van der Linde sits down with Economist Jin Choi and Equity Strategist Prerna Garg to discuss the future of Korea's economic and corporate landscape under the presidency of Lee Jae-myung. Disclaimer https://www.research.hsbc.com/R/101/WcHxmzl. Stay connected and access free to view reports and videos from HSBC Global Research follow us on Lin…
  continue reading
 
In May, Danish energy producer, Orsted, pulled out of the UK’s Hornsea 4 project, citing "economic reasons", and earlier this week, industry leaders in The Netherlands have expressed their serious concerns about the high costs and potential delays which threaten the delivery of key offshore wind projects. In this episode, Richard speaks to the CEO …
  continue reading
 
The Memorial Day weekend in the US is often considered the kickoff to the summer driving season, a period of heightened gasoline demand where families take vacations and refiners profit on healthier margins. But how is the European supply and demand balance coping with changes in the global refining picture, as some European refineries shut down wh…
  continue reading
 
Annual coal use in U.S. power generation has declined since the early 2000s as plants retire and renewables and natural gas win market share. However, 2025 may pause or slow the trend, if only temporarily. Coal-markets expert Wendy Schallom joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how two years of stockpile build and hig…
  continue reading
 
This episode of HSBC's Perspectives series features Rob Fauber, President and CEO, Moody’s, in-conversation with Danielle Johnson, HSBC’s Global Head of Institutional Clients. Rob shares his perspectives on the evolving private credit market and today’s interconnected risk landscape, as well as key moments from his own career journey – including wh…
  continue reading
 
A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation into the causes is ongoing. One undeniable conclusion is that investments in grids are becoming more important, S&P Global Commodity Insights analysts Kerry Thacker-Smith and Alexandre Mace explain on t…
  continue reading
 
Peter Schiff discusses his experiences at the Bitcoin 2025 conference, recent market trends, and critiques various economic policies, emphasizing the importance of prudent investment strategies and skepticism toward Bitcoin's long-term viability. This episode is sponsored by Square. Get up to $200 off Square hardware when you sign up at http://squa…
  continue reading
 
Pranjul Bhandari, Chief India Economist, examines India’s interconnectedness with the global economy and considers whether the redrawing of supply chains could present new opportunities. Disclaimer: https://www.research.hsbc.com/R/101/bHlntgR Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn h…
  continue reading
 
Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …
  continue reading
 
Spain and Portugal will be sending joint letters to the EU energy commissioner and French energy minister, urging them to apply pressure on the current plans for interconnections, following April’s blackout in the Iberian Peninsula. But are high costs, local resistance, and fears over the impact of cheap imports stiffening Paris’s opposition to fur…
  continue reading
 
Herald van der Linde sits down with Prerna Garg to discuss what mainland Chinese savers could do with a mind-bending USD22trn in savings, and what that could imply for markets at home and beyond. Disclaimer: https://www.research.hsbc.com/R/101/tsnBdzn. Stay connected and access free to view reports and videos from HSBC Global Research follow us on …
  continue reading
 
The data-hungry upstream sector has been working with artificial intelligence for more than 40 years to, among other things, mitigate subsurface risks and predict production. Upstream expert Rachael Moreland joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the oil and gas industry’s history with AI adoption and where in the upst…
  continue reading
 
Mexico is facing regional gasoline shortages as its refining system struggles to meet demand, deepening reliance on U.S. imports. With the Dos Bocas refinery not expected to reach full capacity until 2026, questions loom over the role of private importers in supplying the country with gasoline. In this episode of the Oil Markets podcast by S&P Glob…
  continue reading
 
AI is increasing the number of cyberattacks, but it’s also playing a crucial role in defending against them. The intersection between AI and cybersecurity is at the centre of this episode of HSBC’s Perspectives series – featuring Isabelle Meyer, Co-CEO and Co-Founder, ZENDATA Cybersecurity, in-conversation with Mark McDonald, Head of Data Science &…
  continue reading
 
Can you call your business sustainable if your supply chain pollutes — or your company avoids taxes? In this powerful Episode 9, host Kate Foronda unpacks one of the most urgent shifts in global trade: the rise of sustainability as a strategic advantage in the commodities industry. With over $1.7 trillion in trade now influenced by ESG-related poli…
  continue reading
 
This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets. Host Eklavya Gupte speaks with Ivy Yin, energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-loo…
  continue reading
 
Peter Schiff discusses recent financial market turmoil, significant growth in precious metals, and critiques Trump's policies and actions. This episode is sponsored by Square. Get up to $200 off Square hardware when you sign up at https://square.com/go/peter In the latest episode of The Peter Schiff Show, host Peter Schiff provides an in-depth anal…
  continue reading
 
This week’s episode is a Bitesize episode. Andrew starts by going over crop prices and conditions. One of Andrews main worries is the possibility of second growth following the forecasted rain. Andrew is hopeful that the weather this year will mean there is limited opportunities for ergot to form. He advises farmers to sit back and wait instead of …
  continue reading
 
Alastair Pinder, Head EM and Global Equity Strategist, considers whether America is losing global investor flows following recent market volatility. Disclaimer: https://www.research.hsbc.com/R/101/vGpnsSF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/h…
  continue reading
 
Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…
  continue reading
 
As Europe eyes an end to Russian gas imports by 2027, fresh geopolitical tensions are reshaping energy markets once again. Could Trump’s mediation efforts result in a ceasefire in the Ukraine and could Russian gas re-enter Europe—directly or via shadow routes? In this week’s episode, Richard speaks to two policy experts about what peace versus a ce…
  continue reading
 
The proposed 2025 Section 301 actions by the US Trade Representative (USTR) against China’s maritime, logistics, and shipbuilding sectors could reshape merchant shipping trade. These historic measures include significant port fees and operational restrictions based on vessel ownership and cargo type. This unprecedented approach not only targets Chi…
  continue reading
 
Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia. Disclaimer: https://www.research.hsbc.com/R/101/npHhLZq. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed…
  continue reading
 
Global crude demand begins to peak in 2027 despite longer-term growth trajectories for both jet fuel and naphtha, according to the most recent update of S&P Global Commodity Insights’ Annual Strategic Workbook covering oil markets. Oil and refined products experts Matt Andre and Shiva Gupta join EnergyCents hosts Hill Vaden and Sam Humphreys to dis…
  continue reading
 
This episode of HSBC's Perspectives series features Jean Hynes, CEO and Managing Partner, Wellington Management – one of the world’s largest privately held asset managers. In-conversation with Richard Bibbey, Global Head of Institutional Sales, HSBC, Jean shares her views on the future of active asset management as well as pivotal moments from her …
  continue reading
 
In the latest episode of Energy Evolution, host Eklavya Gupte speaks with Daniel Klier, CEO of South Pole, a key player in the carbon markets. As the industry grapples with a credibility crisis, Klier shares insights on the various initiatives the voluntary carbon market is undertaking to restore trust and foster a more resilient and robust ecosyst…
  continue reading
 
For months, Japan has been suffering from an extremely low availability of its staple food—rice. Despite Tokyo's efforts to mitigate the supply crisis, local rice prices have touched all-time high levels. Other countries are likely to step in to fill the gap but Japan’s preference for quality remains in focus. In this podcast, Asim Anand, managing …
  continue reading
 
Digital assets and cryptocurrencies are among the fastest growing areas in finance, with increasing demand from both private and institutional investors. But are they really moving from fringe to mainstream? This is the big question tackled in this episode of HSBC’s Perspectives series – featuring Lucy Gazmararian, Founder and Managing Partner of T…
  continue reading
 
On this week’s episode Andrew is joined by Ben & Webby. They start by discussing the recent trade deals. They move on to talk about the DEFRA and the possible legal action against them. Ben shows support for an unlikely candidate. Andrew and the boys discuss the current drought. They talk about the logistical issues with an early harvest. Andrew ta…
  continue reading
 
Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forward Disclaimer: https://www.research.hsbc.com/R/101/xhbSpmX Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: ht…
  continue reading
 
Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play