Commodities Podcasts
Commodities Podcasts
Commodities Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode, trader Ferg Cullen breaks down the current energy crunch, highlighting how the EU’s abrupt move away from Russian gas and nuclear power has left it vulnerable, while Asia’s coal demand surges. Cullen explains his bullish call on thermal coal, noting its strong balance sheets and immediate price upside as Europe and Asia scramble for baseload supply. He draws parallels to the 1970s oil embargo, showing how past crises spurred massive nuclear builds in France and a coal rebound in Japan, underscoring the need for energy security over efficiency. The conversation also touches on Australia’s role as an LNG hub and the political fallout of energy policies in Germany, Taiwan, and Norway.
In this episode, JP Morgan analysts Greg Scheer (Precious Metals) and Tatar de Boadze (European Natural Gas) dissect the fallout from the escalating Middle‑East conflict on commodities. They note historically low European gas inventories (18‑28% full) and limited LNG flows, while oil...
In this episode, host Santosh talks with Ashish Kulkarni, Lead Aromatics Consultant at Argus, about how the Middle East conflict is driving crude price volatility and tightening NAFTA supplies, which in turn is squeezing benzene, toluene and xylene (BTX) markets...
The episode examines a tentative resurgence of coal in Europe’s power mix as soaring gas prices—driven by the Middle East conflict—make coal comparatively more economical. Guest Lawrence Walker and analysts Toby Hassel and Firat Elgene explain that while coal imports...
The Metal Movers episode examines how the Iran‑Israel conflict has disrupted global steel markets, from the closure of the Strait of Hormuz to direct strikes on Iranian steel plants. Reporters detail the immediate supply shock—loss of roughly 500,000‑600,000 t/month of Iranian...
In this episode, Bloomberg Intelligence analyst Grant Sporer breaks down the physical supply chains of copper and gold, explaining mining, processing, and tradable forms while highlighting the dominant role of China in copper smelting. He contrasts copper’s industrial demand—driven by...
In this episode, Argus senior reporter Denise Cheng talks with ammonia market editor Roof Sharp about the launch of Argus' new China FOB ammonia price assessment and the shifting dynamics of China's ammonia trade. China, once a major importer, is...
In this episode Tom Reid of Argus discusses the escalating Hormuz crisis with Dubai‑based colleagues Nada Itayim and Bashar al‑Halabi. They examine the U.S. deployment of the USS Tripoli, the strategic importance of Iran’s Kharg Island as a major oil export...
In this episode Jeff Kralowitz talks with Argus senior reporter John Kordner about how the recent disruptions in the Strait of Hormuz have boosted Canadian heavy crude exports. With freight rates soaring, Canadian grades are now more competitive than Middle‑East...
The episode examines how the escalating Iran‑Houthi conflict is driving oil prices above $100 per barrel and triggering a sharp market sell‑off. It highlights the G7 finance ministers' meeting, where they will discuss measures such as cutting fuel duties to...
The episode examines the recent fuel shortages at Australian petrol stations, attributing the empty pumps largely to panic buying rather than a supply disruption from the Israel‑Iran conflict. Independent station owner Steve Amos describes how demand spiked, forcing wholesalers to...
In this Beef Market Update, Anne Wasco of Gateway Livestock Exchange reports that strong lean‑beef demand is keeping cattle prices firm despite a pullback in boxed beef and a recent packer strike. Cash markets remain steady around $235 live and...
In this episode, the host analyzes the immediate oil market impact of a potential closure of the Strait of Hormuz, which transports about 20 million barrels per day—roughly one‑fifth of global supply. He explains that this volume creates a market "hole"...
In this episode, Charlene Young and Tom Sieber dissect how the ongoing Iran conflict is fueling oil price volatility and feeding into UK inflation pressures, while also reviewing the latest UK CPI data and government energy support plans. They highlight...
In this episode, Django Davidson explains the capital cycle framework—a supply‑focused, mean‑reverting approach to investing that emphasizes measurable supply constraints over demand storytelling. He traces its origins to Jeremy Hosking’s experience with the PC boom, outlines how capital misallocation drives...
