A Deep Dive Into Commodity Super Cycles with Jeff Currie
SmarterMarkets™ is back with another insightful conversation between our host, David Greely, and Jeff Currie, the Global Head of Commodities Research at Goldman Sachs, coming to you live from the Financial Times Global Commodities Summit.
Jeff shares his insights into the changing nature of commodity markets, the growing importance of green technologies, and the challenges and opportunities facing investors in today’s economy. With 27 years of experience in the industry, Jeff Currie is one of the leading thought leaders in the commodity space. Discover his take on the current state of the market, the role of clean energy, and the potential impact of the green transition on the commodity super cycle.
Helima Croft Unpacks Global Commodities Amid Geopolitical Crises
In this exclusive interview, SmarterMarkets™ host David Greely delves into a riveting conversation with Helima Croft, the Managing Director and Head of Global Commodity Strategy and Middle East and North Africa (MENA) Research at RBC Capital Markets. They discuss crucial topics impacting the commodity markets in today’s complex geopolitical landscape. Helima shares her perspective on under-appreciated risks, the Iranian nuclear program, Russian oil flows, and the need for clear regulatory messaging from governments. Together, they explore Europe’s energy security and the consequences of potentially not having Russian gas supplies in the long term, and they navigate the challenges and opportunities faced by the commodity markets during unprecedented global crises.
Five Minutes on Carbon Markets with Vitol’s Michael Curran
SmarterMarkets™ host David Greely sits down with Michael Curran, Vitol’s Head of Emissions Trading. In a fast five minutes, David runs us through the latest on carbon markets, as Michael shares insights on the shift in focus from carbon as a peripheral issue to a main conference topic; current challenges and opportunities in voluntary carbon markets; ensuring Africa benefits from the energy transition instead of being hindered by it; and innovative financing structures and risk management for carbon projects.