Best P Global Commodity Insights Podcasts (2025)

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Catching Up On Climate Episode 5 | Dave Ernsberger & Mark Eramo, Co-Presidents, S&P Global Commodity Insights 39:12

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6d ago39:12

39:12

We close out our Catching Up On Climate series this week with Dave Ernsberger & Mark Eramo, Co-Presidents of S&P Global Commodity Insights and Members of S&P Global’s Executive Leadership Team. David Greely sits down with Dave and Mark to catch up on the state of U.S. policy and the global discussion on energy, climate, and sustainability after New…

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High sulfur fuel oil prices get a boost from rising US crude exports 22:07

15h ago22:07

22:07

A jump in US crude exports has helped to boost prices for high sulfur fuel oil, supplies of which are currently tight. What is driving demand for US crude to South Korea and India? What is the connection between low US imports of heavy crudes and HSFO supply tightness? What is the short-term outlook for HSFO? And why is the Trump administration pus…

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Under the Banyan Tree – A macro whip round the region 14:03

17h ago14:03

14:03

Fred has the studio all to himself, and that can only mean one thing: a comprehensive review of the key talking points shaping Asian economics from tariffs to central bank action and, of course, AI. Disclaimer: https://www.research.hsbc.com/R/101/xglRmRg Stay connected and access free to view reports and videos from HSBC Global Investment Research,…

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OBBBA: US energy developers digest impact and timeline of federal policy changes (Ep. 215) 33:56

19h ago33:56

33:56

The One Big Beautiful Bill Act (OBBBA) was signed on July 4, 2025, and rewrote many of the rules associated with federal tax credits supporting low-carbon energy projects in the US. S&P Global Commodity Insights experts Anna Mosby and Conway Irwin join Hill Vaden and Sam Humphreys to discuss how the OBBBA may influence the development of various en…

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Gold Tops $4K as World Prepares to Go Off Dollar Standard - Ep 1045 59:40

1d ago59:40

59:40

Peter Schiff examines gold's historic surge past $4,000, critiques the dollar's decline, and warns of looming economic crises and fiscal irresponsibility. This episode is sponsored by NetSuite. Download the free “CFO’s Guide to AI and Machine Learning” at https://netsuite.com/gold In this episode of The Peter Schiff Show, host Peter Schiff delves i…

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Episode 24: Charging Into Silver: Don Durrett and John Feneck Analyze Silver, Interview Silver X ($AGXPF) 57:25

23h ago57:25

57:25

Recorded: October 1, 4:00 PM PST History is repeating itself as miners once again thrive under the same macro conditions that fueled growth in the early 2000s and 2010s. Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, discuss silver prices and what investors can expect as the …

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A tale of two tariff pauses 24:28

1d ago24:28

24:28

The first pause of triple-digit tariffs between the US and China prompted a container shipping surge. The second pause? Not so much. The US and China in May took a 90-day breather from triple-digit tariffs that largely halted container ship traffic between the world’s two largest economies. Shippers and buyers raced to get Chinese goods on the wate…

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What's driving the rush for I-RECs? 15:50

2d ago15:50

15:50

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Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 50:05

2d ago50:05

50:05

By The Idea Farm

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Episode 23: Market Watch: Don Durrett & John Feneck on Investing Approaches, Interview RUA GOLD ($RUA | $NZAUF) 49:23

4d ago49:23

49:23

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Episode 22: Don Durrett & John Feneck Interview Amex Exploration ($AMX | $AMXEF) CEO on Production Plans & More 27:10

4d ago27:10

27:10

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Morgan Housel on The Illusion of Wealth and Happiness | #599 56:40

3d ago56:40

56:40

Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel. In today’s episode, Morgan discusses the compl…

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Perspectives: China's luxury consumption 15:03

4d ago15:03

15:03

Tian Lu, CEO of HSBC Qianhai Securities, sits down with Alain Li, President of the French Chamber of Commerce in Hong Kong, to discuss how Chinese consumption has evolved, the rise of local luxury brands, and what the future holds for the luxury market in China. This episode was recorded on the sidelines of HSBC’s 12th Annual China Conference in Sh…

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356 - Technical Disappointment 12:07

4d ago12:07

12:07

This weeks Podcast is a bitesize episode due to technical difficulties. Andrew recaps what they spoke about in the in the failed podcast recording. He talks about the current market conditions. Donald (Andrew) talks about an interesting occurrence in the Soybean market. To end the podcast Andrew talks about the Ryder Cup. Hosted on Acast. See acast…

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The Government Shutdown Hides a Weak Economy Trump Can’t Fix - Ep 1044 54:25

6d ago54:25

54:25

Peter Schiff critiques the government shutdown's impact on economic data, dissects Trump's controversial drug pricing plans, and addresses misguided tariff policies. This episode is sponsored by Lucy. Go to https://lucy.co/gold and use promo code GOLD to get 20% off your first order In this episode of The Peter Schiff Show, host Peter Schiff delves…

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Government Shutdown, Soaring Global Markets & our FIRST Quarterly review 59:55

7d ago59:55

59:55

This week, the team face a packed agenda: a looming US government shutdown, soaring global markets, and the first part of their quarterly portfolio review. Rich McDonald, Chris Fellingham, and Mark “Spice” Holden dig into everything from pharma stocks to sovereign wealth funds - before voting on whether the Chairman should keep his crown for anothe…

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The Macro Brief – Europe on a mission 14:04

7d ago14:04

14:04

Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation. Disclaimer: https://www.research.hsbc.com/R/101/nFbhDKS Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn htt…

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EU sanctions package on Russian oil set to reshape European diesel and jet trade flows 14:43

7d ago14:43

14:43

With European imports of products refined from Russian crude oil set to be banned in the beginning of 2026, the spotlight is on exporters such as India and Turkey, and how flows of diesel and jet fuel in the EMEA region are anticipated to change in the coming months. Gary Clark is joined by middle-distillate reporters Nadia Bliznikova and Aruni Sun…

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Under the Banyan Tree – Commodities in context 16:37

8d ago16:37

16:37

From inflation to political tensions, Paul Bloxham, Chief Economist for Global Commodities, joins Fred to talk through various factors keeping commodity markets deceptively flat at the moment. Disclaimer: https://www.research.hsbc.com/R/101/S9wjzKP Stay connected and access free to view reports and videos from HSBC Global Investment Research, just …

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Vision to Exploration: Rich Africa Consultancy on Namibia’s energy rise 28:50

8d ago28:50

28:50

Rich Africa Consultancy is a strategic advisory firm based in Namibia, specializing in natural resources law, energy policy, and sustainable investment. Since 2011, it has guided governments and businesses in unlocking value from Africa’s resource wealth through expert advice, ESG alignment and thought leadership. Ndapwilapo Selma Shimutwikeni, fou…

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Treasury Beyond Borders: How Asia's treasurers are redefining risk and liquidity management 36:41

9d ago36:41

36:41

By Garen Yebremian

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Episode 21: Americas Gold and Silver ($USA | $USAS) Poised for Growth: Interview by Don Durrett & John Feneck 40:46

10d ago40:46

40:46

Recorded: September 25, 1:15 PM PST With operations in Mexico (Cosalá Operations) and Idaho, USA (Galena Complex), Americas Gold and Silver (TSX: USA | NYSE American: USAS) is focused on generating revenue for shareholders. With commodity prices climbing and as the only mine in the district producing antimony, the company is uniquely positioned for…

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Traders on alert: What lies ahead for European gas this winter? 20:58

10d ago20:58

20:58

Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG news reporter, and Roudy Dirani, managing editor for European natural gas pricing, to explore what could be a volatile few months as Europe faces its first winter without pipeline Russian gas supplies. …

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Episode 20: Don Durrett & John Feneck on Why Metal Stocks Are Attractive Now, Interview White Gold ($WGO) 48:50

10d ago48:50

48:50

Recorded: September 25, 2:00 PM PST The mining market is the place to be for investors as gold and silver prices are rising. Don Durrett, gold and silver mining stock analyst at GoldStockData.com, and John Feneck, CEO of Feneck Consulting Group, share their outlook on today’s market and what investors can expect. One of the emerging stories in the …

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Perspectives: The rise of AI robotics 15:29

11d ago15:29

15:29

Ye Tian, Founder and CEO of RoboScience, joins Zhenyi Tang, Head of Banking, Corporate and Institutional Banking, HSBC China, for a discussion on RoboScience’s start-up journey, the rise of AI-powered robotics, and AI innovation in China. This episode was recorded on the sidelines of HSBC’s 12th Annual China Conference in Shenzhen on 2 September 20…

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355 - Argentinian Export 22:25

11d ago22:25

22:25

This week is again hosted by Ben & Webby while Andrew is away. They start by talking about the Argentinian export tax. Ben delves deeper into their inflation issues. They move on to talk about the latest news regarding Russia. They speak about whether the US farmers financial aid will push the market lower. Hosted on Acast. See acast.com/privacy fo…

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Catching Up On Climate Episode 4 | Hannah Hauman, Global Head of Carbon Trading, Trafigura 32:43

13d ago32:43

32:43

This week on Catching Up On Climate, we’re celebrating our 250th episode of SmarterMarkets™ with Hannah Hauman, Global Head of Carbon Trading at Trafigura. David Greely sat down with Hannah at the IETA North America Climate Summit in New York this week to catch up on how Article 6 and CORSIA are reshaping the global carbon markets. They discuss how…

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Trump Hits Americans With More Tariffs - Ep 1043 56:48

13d ago56:48

56:48

Peter Schiff discusses the surge in precious metals, critiques Trump's tariffs on various industries, and warns of impending economic challenges ahead. This episode is sponsored by Policygenius. Head to https://policygenius.com/gold to compare free life insurance quotes from top companies and see how much you could save. In this episode of The Pete…

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The Macro Brief – Market resilience amid global risks 19:07

14d ago19:07

19:07

Janet Henry, Global Chief Economist, looks at how the world economy is muddling through despite substantial challenges, while Ali Cakiroglu, Emerging Markets Strategist, explains why investors are becoming more bullish on EM assets. Disclaimer: https://www.research.hsbc.com/R/20/smqScSg Stay connected and access free to view reports and videos from…

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Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

14d ago54:40

54:40

Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…

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Insights from APPEC 2025 on China's oil demand and global shipping 26:23

15d ago26:23

26:23

In the wake of APPEC 2025, China's evolving oil demand and the impact on global shipping markets are in the spotlight. With China’s oil consumption slowing and India’s robust demand outlook, the intricate balance of these factors has major implications for global energy supply chains. Asia energy editor Sambit Mohanty sits down with head of China c…

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Can YOU time the market? Digging Into Commodities & Mining stocks 1:02:32

15d ago1:02:32

1:02:32

Rich McDonald, Chris Fellingham and Mark “Spice” Holden get their hands dirty with a deep dive into mining and metals - from copper powering AI data centres to uranium’s surprising comeback. Along the way, they tackle your big questions: is long-term investing really just about “time in the market,” or can timing it make all the difference? This we…

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Under the Banyan Tree – India: Tariffs, tax cuts and expensive visa hikes 17:31

15d ago17:31

17:31

Pranjul Bhandari, Chief India Economist and Strategist, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform. Disclaimer: https://www.research.hsbc.com/R/101/lTWL7T7 Stay connected and access free to view reports and videos from HSBC Global Investment Research, just sea…

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Duct bills: Heat pumps seek market share amid US building electrification push (Ep. 213) 31:12

15d ago31:12

31:12

Buildings in the United States account for about 40% of domestic energy demand and about 25% of greenhouse gas emissions. Increased electrification of buildings, particularly in heating, is core to policy makers realizing decarbonization ambitions. Julia Kim, a US power markets expert at S&P Global Commodity Insights, joins Hill Vaden and Sam Humph…

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Path to net-zero gets bumpy for US, European utilities 16:20

17d ago16:20

16:20

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin R…

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Treasury Beyond Borders - Treasury's AI future: Balancing efficiency, trust and human judgement 25:35

17d ago25:35

25:35

Artificial intelligence is starting to make a tangible impact in treasury, from sharper forecasting to faster decision-making. In this episode of Treasury Beyond Borders, Rahul Badhwar, Global Head of Corporate Sales, Markets and Securities Services, HSBC and Allen Li, Global Head of Digital and Distribution, Markets and Securities Services, HSBC d…

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Episode 19: Don Durrett & John Feneck Interview Avanti Gold ($AGC | $AVTGF) Execs on Potential in Today’s Market 30:13

18d ago30:13

30:13

Recorded: September 16, 1:15 PM PST With bullish gold prices, gold explorer Avanti Gold (CSE: AGC | OTCMKTS: AVTGF | FRA: X37) is all hands on deck in realizing the full potential of its Misisi Project in the Democratic Republic of Congo, hosting the Akyanga gold deposit. Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and J…

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Episode 18: Watch the Velocity: Don Durrett & John Feneck on Market Trends, Interview Metallic Minerals ($MMG) 47:22

18d ago47:22

47:22

Recorded: September 16, 2:00 PM PST Starting with the macro, Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, explain why they see the 15-year bull run winding down and outline the market trends investors should watch to capture upside. With market volatility on the horizon, no…

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Perspectives: China trade – navigating protectionism 19:25

18d ago19:25

19:25

Jing Liu, Chief Economist, Greater China, HSBC Global Investment Research, speaks with Professor Xinquan Tu, Dean and Professor, China Institute for WTO Studies, University of International Business and Economics, to explore the evolving dynamics of trade policies, tariff impacts, and the delicate balance between decoupling and collaboration. This …

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354 - Ben & Webby Go Large 22:02

18d ago22:02

22:02

This week’s episode is hosted by Ben & Webby while Andrew takes a well deserved break in the Yorkshire Dales. They start by trying to find something positive to talk about. Webby and Ben mention how the US Wheat rally was cause by the weak Dollar. Webby mentions how from today any tonnages committed to us will get a free Make Agriculture Great Agai…

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Catching Up On Climate Episode 3 | Dirk Forrister, President & CEO, International Emissions Trading Association (IETA) 34:32

20d ago34:32

34:32

On our third installment of Catching Up On Climate, we welcome Dirk Forrister, President & CEO of IETA, back into the SmarterMarkets™ studio. David Greely sits down with Dirk to discuss what he and IETA have been focused on this past year – and what he sees as some of the most important things happening in climate and the carbon markets ahead of IE…

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Fed Interest Rate cuts, Timing your Exponential Exit & Elon Musks $17 Billion Trade 56:20

21d ago56:20

56:20

This week, it’s all about monetary policy madness. With the Fed cutting rates for the first time in a year, the Bank of England holding fire, and central banks from Canada to Japan making moves, Rich McDonald, Chris Fellingham and Mark “Spice” Holden dive into what interest rate decisions really mean for markets. From Fed independence under Trump t…

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The Macro Brief – Understanding digital money 18:10

21d ago18:10

18:10

Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant. Disclaimer: https://www.research.hsbc.com/R/101/rQFq99n Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/h…

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Under the Banyan Tree – The growth-inflation tug-of-war 18:54

21d ago18:54

18:54

With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets. Disclaimer: https://www.research.hsbc.com/R/101/6gbsHL7 Stay connected and access free to view reports and videos from HSBC…

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What impact is Dangote’s ramp-up having on the global fuel oil market? 14:26

21d ago14:26

14:26

Dangote’s RFCC outage has added additional length to the global fuel oil market, with Singapore blending significant volumes of feedstocks into their very low sulfur fuel oil bunkering pool. Host Gary Clark is joined by Charlie Wright, Joseph Jaffe and Kelly Norways to explore the impact of the outage on the fuel oil market in the EMEA and Asia reg…

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Methane Monitors: Overflight observations reveal decline in Permian emissions (Ep. 212) 33:23

22d ago33:23

33:23

Upstream operators in the Permian Basin have reduced emitted methane by 50%, or 29 million metric tons of CO2 equivalent, since 2022 according to overflight data. Importantly, this reduction has occurred at the same time as oil production has grown and reflects an improvement in the methane intensity of Permian operations. Raoul LeBlanc, vice presi…

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Fed's Biggest Policy Mistake Yet - Ep 1042 54:12

22d ago54:12

54:12

Peter Schiff critiques the Fed's latest rate cuts, discusses inflationary pressures, and highlights the looming housing affordability crisis. This episode is sponsored by Hims. Start your free online visit today at https://hims.com/gold In this episode of The Peter Schiff Show, host Peter Schiff delves into the Federal Reserve's latest rate cuts, d…