Global Commodities: Running the Numbers on Gas
In this episode of At Any Rate, JP Morgan gas analyst Atar Kavuadza explains how the ongoing Middle East conflict has crippled LNG flows through the Strait of Hormuz, leaving roughly 16 vessels idle and cutting about 300 million cubic metres per day of supply from Qatar and the UAE. He outlines Qatar’s limited restart capacity—about 10 million tonnes per annum (≈13‑14% of total output) and a two‑to‑three‑month timeline to reach 80% utilization—while noting that U.S., Malaysian, and African sources are offsetting roughly 130 million cubic metres per day, leaving a shortfall of 170‑180 million cubic metres that is being absorbed by demand destruction, especially in Asia. Kavuadza highlights the higher elasticity of natural gas versus oil, with coal substitution and healthier coal inventories dampening price spikes, and projects European summer gas prices at €55‑60 per MWh to encourage LNG imports and curb Asian demand.
NewsGuard Academy: How Trusted Brands Inadvertently Fund Misinformation Sites
In this NewsGuard Academy episode, host Sophia Rupenson explains how programmatic advertising can unintentionally funnel billions of dollars to sites that spread false health claims, even when reputable brands and government agencies never intend to support them. She cites a...
RECEIPTS: Why the Hell Does Trump Want to Buy Spirit Airlines?
In this episode of Receipts, JVL and Catherine Rampell dissect the political showdown over the Federal Reserve, focusing on Judge Jeanine Pirro’s halted investigation into Fed Chair Jerome Powell and the Senate’s blockage of a new Fed chair nomination. They...
SAF Insights: European SAF Market Holds Breath on Jet Price Surge
The episode examines how the Middle East conflict has driven European jet fuel prices from about $800 to over $1,900 per tonne, more than doubling them and widening the gap with crude and diesel. SAF (HEFA-SPK) prices also rose, but...
The Sinking of the RMS Titanic: Part Two - Building the Titanic
In this episode, Keith Conrad examines how the 1909 RMS Republic collision shaped White Star Line’s design philosophy for the Olympic and Titanic, leading to the flawed lifeboat calculations that assumed rescue ships would be nearby. He details the massive...
Guest: Helaine Rich of ePost Global on Rising Fuel Costs; Truck Stops Work to Accommodate Women Drivers; Changing Shopping Patterns
In this episode, Helene Rich, VP of Strategic Sales at ePost Global, explains how rising fuel costs—especially kerosene and new USPS surcharges—are reshaping parcel shipping, prompting shippers to adopt multi‑carrier networks and pass costs to consumers. The discussion then shifts...
Mall of America's Carrie Charleston - Where We Buy #380
In this episode James Cook talks with Carrie Charleston, VP of Leasing at Mall of America, about the evolution of "mega‑malls" into destination cities that blend shopping, lodging, and entertainment. Charleston highlights the mall’s 5.6 million‑sq‑ft footprint, its role as a...
AI and Climate Risk
In this episode, Dale Hall and guest Carlos Orocha discuss how artificial intelligence (AI) is transforming actuarial approaches to climate risk, both physical hazards and transition challenges. They explain why traditional actuarial methods struggle with non‑stationary, long‑term climate patterns and...
How Public Companies Can Benefit From the CSE-NSX Integration | The CSE Podcast E8-S5
In this episode, Anna Saran of the Canadian Securities Exchange (CSE) talks with Eduardo Carmona of the National Stock Exchange of Australia (NSX) about the recent CSE‑NSX integration and what it means for Canadian issuers. They explain how the merger...
Press Publish with Noelle Acheson and Irina Slav
In this episode of Press Publish, host Noelle Acheson chats with energy analyst and Substack writer Irina Slav about her journey from freelance journalism to creating the popular OnEnergy newsletter. Irina explains how writing helps her learn, why she shifted...
Seeder Setup Is Key to Max Canola Emergence | Canola School
In this episode of Canola School, Amber Bell talks with Justin Neninga of Alberta Canola and the Canola Council of Canada about optimizing seeder setup for maximum canola emergence. They cover key practices such as calibrating seed rate to achieve...
LESSONS OF AFGHANISTAN: A CONVERSATION WITH MG BRIAN MENNES (RE-RELEASE)
In this 41‑minute conversation, Major General Brian Menes reflects on the two‑decade U.S. involvement in Afghanistan, explaining why the rapid collapse of the Afghan security forces and the Taliban’s takeover was not surprising given limited government legitimacy and weak rural...
What’s in a Pronoun?
In this episode, the host examines the debate over employers requiring employees to use preferred pronouns, exploring arguments that view pronoun usage as a sign of respect for trans identities, a reflection of gender identity over biological sex, or simply...
ASUS ROG Strix Morph 96 Wireless Keyboard Review: A Modular 96% Keyboard with Hot-Swap, Gasket Mount, and Tri-Mode
In this episode the hosts dive into the ASUS ROG Strix Morph 96, a compact 96% mechanical keyboard that boasts a modular design, hot‑swap switches, a gasket‑mount chassis, and tri‑mode connectivity (wired, Bluetooth, and 2.4 GHz wireless). They walk through the...
Hales Admits Danesh Collaboration – VIDEO
In this episode, journalist Luthman discusses how he was targeted by coordinated mass‑reporting attacks—known as brigading—on his YouTube channel by Jeremy Hales and Dinesh Neshirvan, who used bots and fake accounts to trigger copyright, harassment, and pornography claims. He explains...