The HC Commodities Podcast Commodity Markets Update: A View from the Top with Saad Rahim
5 snips
Apr 25, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 6min
The Composition of Growth in China
05:31 • 4min
The Two-Speed Recovery in the Housing Sector
09:09 • 3min
The State of the Oil Market
12:01 • 4min
China's Capacity to Tap Into Russia's Markets
15:47 • 3min
OPEC's Decline Signals a Dramatic Shift in Policy
18:18 • 3min
The Economics of Shale
20:51 • 2min
The Rise of Shale Oil Production
22:56 • 5min
The Future of Shale Production
27:26 • 3min
The Impact of Interest Rates on Commodity Trading
30:17 • 5min
The Capex Cycle and the Future of Commodities
35:36 • 3min
The Energy Transition
38:40 • 3min
The Importance of Power in the Future of Traffic Euro
42:01 • 2min
The Oil Market in the Wake of Energy Transition
44:15 • 5min
The Future of Geopolitics at Trafficura
48:58 • 3min
The Importance of Scale in Trading
52:23 • 2min
Copper: The Critical Metal for the Energy Transition
54:50 • 3min
The Future of Copper Production
57:54 • 2min