The Commodity Exchange

Dec 10 2024 22 ep. 41 mins 6
The Commodity Exchange Podcast artwork

Commodities can be impacted by a whole host of factors, from geopolitical risk to climate change. For those looking to make sense of the landscape, and understand the key drivers behind prices, our podcast offers insights and academic discussion from Europe’s leading commodity exchange-traded fund provider.

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Platinum: Supply, demand, and market dynamics | The Commodity Exchange

Dec 10 2024 47 mins  
In this episode of The Commodity Exchange, Nitesh and Mobeen discuss the current state and future outlook of platinum with Edward Sterck from the World Platinum Investment Council. They explore the fascinating dynamics of platinum as a commodity, including supply constraints, demand from the automotive sector, the role of hydrogen, and the impact of geopolitical factors such as the

President Trump's victory and its ripple effects on commodities | The Commodity Exchange

Nov 19 2024 41 mins  
In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Judith Henke, Editor, Investment and Markets team, Handelsblatt. Together they discuss the outcome of the US elections and the effect President Trump's victory has had across commodity markets. You can follow our panellists on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com

Commodity outlook: Navigating the precious metals surge | The Commodity Exchange

Oct 15 2024 55 mins  
In this episode of The Commodity Exchange, join Nitesh and Mobeen as they delve into the latest trends and insights in the commodity markets. In this episode, they explore the surge in precious metals, driven by geopolitical tensions, central bank policies, and investor sentiment. Discover why gold and silver are shining bright and what the future holds for these valuable assets. T

The complex path to clean energy with Gerard Reid from Alexa Capital

Sep 12 2024 39 mins  
Gerard Reid, co-founder and partner at Alexa Capital, discusses the energy transition and its investment opportunities. He highlights the importance of identifying and financing promising technologies in order to drive the transition. Reed emphasizes the complexity of the energy transition and the need for education and independent views. He believes that the energy transition is a

The Commodity Exchange: The material limits of our energy future

Jul 24 2024 42 mins  
Is the energy transition sustainable? On this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Marcel Gauch from EMPA as he delves into the sustainability of our energy transition. Discover the challenges of using finite resources, the potential of abundant materials like silicon, and the future of renewable technologies. Explore the role of batteries, hydrogen fu

The Commodity Exchange: Golden sentiments - Navigating the shifting currents of oil and commodity markets

Jun 28 2024 42 mins  
Join Nitesh and Mobeen as they explore the impact of investor sentiment on commodities with special guest Warren Pies, founder of 3Fourteen Research. Discover a data-driven perspective on oil and gold, the influence of the Federal Reserve’s policies, and the strategic moves of central banks and OPEC+. This episode offers a succinct analysis of market regimes, climate change effec

The Commodity Exchange: The everything rally begins

May 30 2024 42 mins  
Commodities have been experiencing a rally across all sectors, driven by positive action and big picture forces. In this episode of The Commodity Exchange, Nitesh and Mobeen discuss the recent rally in commodities, covering precious metals, energy, industrial metals, and agriculture. They discuss the rally in gold and silver, the role of central banks and China in driving demand, a

The Commodity Exchange: Geopolitics, market trends and platinum perspectives

Apr 25 2024 47 mins  
In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Edward Sterck, Director of Research, World Platinum Investment Council. Together they delve into the fascinating world of platinum. From exploring its cyclical and structural narratives to dissecting recent Middle East tensions’ impact on commodities, this podcast covers it all. Join the conversation as th

The Commodity Exchange: The macro backdrop for commodities

Mar 26 2024 50 mins  
In the first half of this Episode of The Commodity Exchange, Nitesh and Mobeen are joined by Nick Stadmiller, head of product at Medley Advisors. Together they discuss key macroeconomic topics related to commodity markets. The conversation covers central bank activity, the polarization of central banks, expectations from the Fed, risks of surprises, the ECB's timing and actions

The Commodity Exchange: Exploring the Energy Transition with Steven Knell and Aneeka Gupta

Feb 27 2024 52 mins  
In this episode of The Commodity Exchange, Nitesh is joined by Steven Knell, Head of Power and Renewables, Wood Mackenzie and Aneeka Gupta, Director, Macroeconomic Research, WisdomTree. Their conversation explores the ongoing energy transition and its implications. They discuss the challenges and opportunities in the transition from fossil fuels to low-carbon energies, the role of