הפודקאסטים הטובים ביותר ב-Gerben (2024)

1
Where are Oil Prices Headed? With Aldo Spanjer 45:24

2d ago45:24

45:24

As we head toward the end of the year and into 2025 where are oil prices headed? In this episode we recap the major events and decisions since COVID and the key drivers of oil prices. Then we turn to the outlook for the next two years. What is the supply and demand picture? What could OPEC’s upcoming decision mean – could a new price war start? And…

1
The Brazilian Power Market with Adriana Waltrick 36:42

10d ago36:42

36:42

Brazil has been steadily deregulating its power market over the last two decades. This combined with one of the largest share of renewables in the generation mix of any advanced economy, alongside hydrocarbon production in the ‘Pre-salt’ off the coast, has made it a hugely dynamic market with lots of opportunity for participants, both domestic and …

1
Regime Change in European Power and Gas Markets 52:37

17d ago52:37

52:37

Are we seeing a regime change in Europeangas and power markets? Is Europe now entering a period of structurally lower energy prices and economic advantage as its decades long investment in renewables starts to pay off? Will other countries have to go through this journey? What does this mean for power trading opportunities? As we approach winter, i…

1
SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman 46:57

24d ago46:57

46:57

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak…

1
#13 - Nurseries Growing Sustainably with Tim McGinty & Ryan Butcher 50:12

29d ago50:12

50:12

Join us for latest episode on the topic of digital adoption and putting water knowledge into practice. Special Guest: Tim McGinty - General Manager at North Creek Nurseries, Inc. and Ryan Butcher - Growing Coordinator at North Creek Nurseries, Inc. Hosted by Els Vanbeckevoort tune in as we discuss: Native plant selection processes The triple bottom…

1
Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou 1:07:08

1M ago1:07:08

1:07:08

Global regulators are narrowing their focus on the commodities sector and billions of dollars have been paid in fines. The world has become both more transparent and more risky in the wake of deglobalization, sanctions and the energy transition bringing its increased public scrutiny. The risks are enormous both the companies and individuals. And as…

1
Commodity Professionals: The people behind the trade with Jonathan Kingsman 44:39

1M ago44:39

44:39

show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these roles evolved in a more volatile world? How are the trading houses fairing since we last caught up with Jonathan? For more on HC Group visit: www.hcgrou…

1
The Complexity in the Energy Transition with Marco Raugei 57:01

2M ago57:01

57:01

The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet, to make the right investments and decisions as companies and societies, it requires careful analysis and ultimately managing the inherent trade-offs.…

1
The Super Charged Capex Cycle with Jeff Currie 47:29

2M ago47:29

47:29

Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics and dollar weaponization changed the landscape? If there is a global run up in prices will energy keep pace with metals? What does all this mean for the…

1
#12 - Pool Disinfection by-products 101 with Ludo Feyen 1:00:11

2M ago1:00:11

1:00:11

Join us for latest episode on the topic of digital adoption and putting water knowledge into practice. Special Guest: Ludo Feyen - CEO of Labo Derva Hosted by Els Vanbeckevoort and Scott Bowron tune in as we discuss: Two major pathways for disinfection by-product formation Water chemistry and treatment increase/decrease DBP's An optimal pool handle…

1
Data Centers: engines of change in power markets with Eugene McGrane 42:46

2M ago42:46

42:46

Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regulation are still adapting, often too slowly, to the changing energy mix and decarbonization demand. Could data centers be the engines of change to brin…

1
Commodities in Portfolio Construction with Hussein Allidina 38:26

2M ago38:26

38:26

In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are their historical long-term performance as part of a broader mix of equities and debt? Indeed, are institutional investors currently underweighted, especia…

1
Hedging with Samuel Basi 34:09

2M ago34:09

34:09

Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile in an age of disruption. What is hedging? What are the costs and benefits and why is it not more exploited up and down the value chain. Our guest is Sa…

1
Geographic Arbitrage with Michael Ferrari 39:35

3M ago39:35

39:35

In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to rivers, coasts, production and markets. However, today the world is becoming more volatile both in weather events and in policy. And in fact locations…

1
#11 - Black Belt Foundations in Aquatics with Scott Bowron 47:43

3M ago47:43

47:43

Join us for latest episode on the topic of digital adoption and putting water knowledge into practice. Special Guest: Scott Bowron - CEO of Clear Aquatics Hosted by Els Vanbeckevoort tune in as we discuss: Looking back at the first 10 episodes of the podcast Digital adoption Moving beyond regulations ------------------------------------------------…

1
The Unstoppable, Exponential Energy Transition with Kingsmill Bond 47:25

3M ago47:25

47:25

In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ will be very different than the ‘age of carbon’ and the same forecasting assumptions do not apply. The energy transition is being driven by technology…

1
Russian Sanctions with Sarah Hunt 52:16

3M ago52:16

52:16

In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictions imposed on trade infrastructure, such as finance and shipping. In this episode, we do a deep dive on the suite of Russian sanctions imposed since t…

1
The Japanese Power Market with Xavier Veillard 39:13

3M ago39:13

39:13

In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world, attracting a host of domestic and international energy merchants. What is the regulation that underpins the market? How does it function and who are…

1
Governmental Relations, Planning and Policy with Peter Stahley 54:53

4M ago54:53

54:53

Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity sector participants. However, the reality of implementing these policies, from the power lines needed to the mines for critical metals, requires navigating…

1
Special: Enco Insights at 6 months with Bill Read 18:16

4M ago18:16

18:16

To find our more about Enco Insights visit www.encoinsights.comעל ידי Bill Read, Paul Chapman

1
200 Episodes with Paul Chapman 34:32

4M ago34:32

34:32

In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, that has traced the trends, participants and individual commodities (some old and some new), through one of the most interesting periods in the sector’s…

1
Trade Finance in Uncertain Times with Kristofer Tremaine 41:18

4M ago41:18

41:18

Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and volatility threaten this key resource. How have the banks responded and what of alternative providers? What does this mean for commodity traders and the…

1
#10 - Waterborne Disease Prevention with Michael Beach Ph.D. 1:01:12

4M ago1:01:12

1:01:12

Join us for latest episode on the topic of sustainability and pro tips to incorporate it in the pool environment. Special Guest: Michael Beach Ph.D. - former Associate Director for Healthy Water at the US Centers for Disease Control and Prevention Hosted by Els Vanbeckevoort and Scott Bowron, tune in as we discuss: Waterborne Diseases Optimizing Pr…

1
Dry Freight, FFAs and Technology with Mads Frank Markussen 53:36

4M ago53:36

53:36

In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving con…

1
#9 - Pro Tips for Sustainable Pools with Brent Copeland and Darin Kubicki 53:31

5M ago53:31

53:31

Join us for latest episode on the topic of sustainability and pro tips to incorporate it in the pool environment. Special Guests: Brent Copeland, Senior Manager of Operations at the Town of Oakville and Darin Kubicki, Supervisor of Operations at the Town of Oakville. Hosted by Els Vanbeckevoort and Scott Bowron, tune in as we discuss: Impressions o…

1
The Future of Switzerland as a Commodities Trading Hub: Live Event 47:57

5M ago47:57

47:57

links to SuisseNegoce commodities review: https://www.suissenegoce.ch/commodities/commodities-2024-en Links to Allassohttps://www.allasso.com/home Linkes to Artis Works https://www.artis.works/על ידי Sarah Hunt, Simon Collins, Ivo Sarjanovic, Florence Schurch, Paul Chapman

1
The Carbon Markets with Ariel Perez 46:45

5M ago46:45

46:45

In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russi…

1
Notes from the FT Commodities Summit 2024 31:10

5M ago31:10

31:10

To attend our HC Insider Podcast Live Event on the Future of Switzerland as a Commodities Trading Hub on April 16th, please RVSP here: https://www.eventcreate.com/e/hcinsider-podcast-genevaעל ידי Paul Chapman

1
AI and Commodities with Felipe Elink Schuurman 40:31

5M ago40:31

40:31

To sign up for our HC Insider Podcast Live Event in Geneva on the evening of the 16th April please RSVP here:https://www.eventcreate.com/e/hcinsider-podcast-geneva We are discussing the Future of Switzerland as a Commodities Trading hubעל ידי Paul chapman, Felipe Elina Schuurman

1
Adam Neumann A Narcist That Created A Unicorn 55:30

5M ago55:30

55:30

Join us in this episode where we dive into WeWork a start-up that made the unicorn status and at one point had a valuation of 47 billion and ended up bankrupt. But we also touch upon being an entrepreneurial couple, narcism, comebacks in business, and life force. Thank you for listening to this episode. Don’t forget to become a subscriber, and feel…

1
Dedollarisation with Jonah Van Bourg 47:58

5M ago47:58

47:58

The US Dollar has been the world’s global reserve currency since the Second World War, underpinning global trade and US dominance. However, as our guest argues, its use as a global policy tool such as in sanctions, increasing geopolitical competition and political instability at home is threatening its status. Various countries and blocs are attemp…

1
Special: The Baltimore Bridge Collapse 21:48

5M ago21:48

21:48

You can request to sign up for Mercury Resources newsletter here: https://www.mercuryresources.com/contact-usעל ידי Paul chapman, Anton Posner

1
Uranium with John Cash 46:20

5M ago46:20

46:20

In this episode we address that very special commodity Uranium, crucial to the energy and defense industry alike. Nuclear’s role is the energy transition is increasingly recognized. But where will the needed Uranium come from in a more fragmented world? How is Uranium mined, processed and delivered to the nuclear energy plants. Where is it produced…

1
Virtual Barrels with Ilia Bouchouev 45:29

6M ago45:29

45:29

In this episode, Ilia Bouchouev joins to discuss his new book, ‘Virtual Barrels: Quantitative Trading in the Oil Markets”. What are virtual barrels? How has oil trading been fundamentally changed due to them? What has that meant for flat price, participants and trading strategies? The book is a comprehensive exploration of quantitative trading in t…

1
Are the markets forecastable? with Matteo Mazzoni 40:54

6M ago40:54

40:54

At the core of commodity trading is forecasting. The last decade of low prices and low volatility has transformed into a market of high volatility and higher prices. How has that changed the nature of forecasting? What does it mean for tools, models and skillsets. And are markets still forecastable? Our guest is Matteo Mazzoni, Director of Energy A…

1
#8 - Why Water Metrics Matter in the Greenhouse with Chris Wood 49:03

6M ago49:03

49:03

Join us for latest episode on the topic of water metrics in the greenhouse and pro-active water management making a substantial difference. Special Guest: Chris Wood, Head Grower at Proplant Propagation Services Ltd. Hosted by Els Vanbeckevoort and Scott Bowron, tune in as we discuss: The complexity of growing food Where water systems fit into the …

1
The Path Forward: Driving Diversity in the Trading Community 40:40

6M ago40:40

40:40

On Tuesday 27th February, HC Group and bp hosted a breakfast and networking event for women in the trading and origination community. The highlight of the morning was a thought-provoking panel discussion featuring industry leaders Carol Howle, EVP Trading & Shipping at bp and Alice Acuña, EVP Trading at CEPSA. Moderated by Laura Berger, Portfolio D…

1
Re-release: Energy Transition & Geopolitics with Daniel Yergin 49:27

6M ago49:27

49:27

Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dramatically changed the world. Now, peak demand and the energy transition is set to upend decades of global policy and economics – with a huge impact on …

1
The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence 48:04

6M ago48:04

48:04

Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from uncertain policies, to supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front o…

1
The World in a Grain: Sand with Vince Beiser 46:56

7M ago46:56

46:56

Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products. Yet due to its characteristics, the supply chain is fragmented, disastrous for our environment and often corrupt. And by a tragic quirk of geometry, desert sand is unusable meaning we wreck our riv…

1
The UK's Pumpwatch Scheme with Gideon Carroll 14:01

7M ago14:01

14:01

CEO of Edge Petrol, Gideon Carroll joins Enco to discuss the UK's Pumpwatch Scheme proposed by the government. What is in it? And what will the impact be on consumers, fuel retailers and wholesalers? For more on Edge Petrol visit https://www.edgepetrol.com/ For more on Enco Insights visit www.encoinsights.com…

1
Neodymium, Gallium & Hafnium with Ellie Saklatvala 40:19

7M ago40:19

40:19

In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neodymium, Gallium & Hafnium. Each has a key role in the modern world with demand set to grow but with challenges markets and policy makers are grappling w…

1
#7 - The Power of Pumps in Process with Gerben Op Den Buijs 1:00:10

7M ago1:00:10

1:00:10

Join us for latest episode on the topic of pool pumps. Special Guest: Gerben Op Den Buijs, Electrical Engineer and director of SEM Waterbehandeling Hosted by Els Vanbeckevoort and Scott Bowron, tune in as we discuss: What makes for good process control in Pools All Pumps 101 How reliable pumps fit into process automation Your questions matter! If y…

1
The Unspoken Conflict of Tech Companies - here to make life and businesses processes easier vs elevating the lives of human beings to a higher quality 58:52

7M ago58:52

58:52

The unspoken conflict of tech companies - here to make life and business processes easier, but do they really do this? Or is this just a shift towards different work or distraction instead of truly elevating the lives of human beings to a higher quality Join us as we delve into the unspoken conflict lurking within tech companies: the tantalizing pr…

1
Private Equity's role in the Energy Transition with John Skrinar 44:38

7M ago44:38

44:38

The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and volatile. How can these risks be managed? And opportunities be captured? In this episode, we go into the world of private equity and the thinking and str…

1
Data as a Strategic Asset with Jason Vogt 37:07

7M ago37:07

37:07

Information has always been the lifeblood of commodities trading. Today, the sources of data that provides the information and insight have grown exponentially - as has its value. So much so that companies are viewing data as a strategic asset, transforming how they value, collect, manage, and protect it. And once that mindset is in place, it can b…

1
Exit And Then What? The Aftermath 41:51

7M ago41:51

41:51

You had an exit, and you know what? A quest and journey by itself for many founders after they sold their companies. But why is it that they are restless, looking for a rebound startup, have no idea what to do with their lives, and need a sabbatical first to figure things out? In this episode, we dive into the aftermath of an exit. An episode about…

1
Cheap Peak Oil, Geopolitics and China’s plan with Doomberg 43:41

8M ago43:41

43:41

In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and abundant. How US oil production has changed the energy map and the in turn its role in global security – a gap which China is planning to fill. And how …

1
Find Your Exit - Or Have A Job 57:04

8M ago57:04

57:04

You hear it a lot a startup that goes IPO or gets acquired by a bigger brand. The most common exits. But there are a few more to discover. And did you know that an essential part of your strategy and your startup in the first phase, is actually your exit strategy, but not everyone sees the value of it or thinks about it. In this episode, Gerben and…

1
Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing 34:47

8M ago34:47

34:47

Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the city-state. How is Singapore navigating the changing world of commodities? Amidst deglobalization, digitalization and the energy transition, how is Si…

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