Best P Global Commodity Insights Podcasts (2025)

1
Tainted crude: Europe responds to Azeri Light contamination 20:39

Play Pause

3h ago20:39

20:39

An outbreak of crude contamination impacting Azerbaijan’s Azeri Light supply has set Europe’s refiners on edge. As buyers seek to avoid being hit with corrosive organic chlorides, prices for the premium crude grade have tumbled, and some refiners have been forced to draw on emergency oil reserves. Kelly Norways, a downstream oil news reporter, is j…

1
Change Makers: John Plack, Ameresco SVP (Ep. 206) 29:35

3h ago29:35

29:35

Ameresco designs, builds, owns, operates and maintains energy infrastructure with the stated goal of helping its customers reduce costs, enhance resilience and decarbonize operations. John Plack, Ameresco Senior Vice President of Engineering, joins Hill Vaden and Sam Humphreys to discuss why the cleantech integrator is turning its attention to geot…

1
Break up or not? Europe's zonal pricing conundrum 13:54

2d ago13:54

13:54

In this week’s episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divided in Europe’s power markets. In markets with only one price zone, such as Germany and Britain, widening geographic distances between demand centers and new renewables development are starting to rais…

1
Trump Fires BLS Commissioner, Agitates for Fed Mutiny - Ep 1034 1:00:05

3d ago1:00:05

1:00:05

Peter Schiff critiques the latest jobs report, dissects the implications of Trump's tariffs, and explores the weak labor market and economic realities. In this episode of The Peter Schiff Show, Peter Schiff delves into the deceptive nature of recent job reports, highlighting how misleading statistics mask a weak labor market. He critiques the gover…

1
347 - Dirt Is the Most Beautiful Thing 38:57

3d ago38:57

38:57

In this week’s episode Andrew is joined by Ben and Webby. They start by going back to the old tradition of cracking open a beer, generously provided by John Barrett and AF. The first topic is Winter Barley. The boys go over how it went and how it compares to the spring barley harvest. They move on to talk about the not so promising subject of Sprin…

1
Episode 7: John Feneck & Don Durrett on Metal Stocks, Interview Stillwater Critical Minerals ($PGE | $PGEZF) 37:50

6d ago37:50

37:50

Recorded: July 29, 1:15 PM PST What should investors consider before diving into metal stocks? John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, highlight up-and-coming metal stocks currently gaining traction in the market. They are also joined by Stillwater Critical Minerals …

1
Episode 6: John Feneck & Don Durrett - XTRA-GOLD RESOURCES ($XTG | $XTGRF) on Unlocking the Kibi Gold Project 51:34

6d ago51:34

51:34

Recorded: July 29, 2:00 PM PST Xtra-Gold Resources Corp. (TSX: XTG | OTCQB: XTGRF) is poised to deliver long-term value for shareholders. John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, interview Co-Founder & CEO James Longshore, who outlines the company’s plan to maximize t…

1
Circular Materials Economy: From Trillion-Dollar Waste to Business Value - 10 Big Ideas to Transform Supply Chains for a Regenerative Future 32:22

6d ago32:22

32:22

Join the Supply Chain Queen and Dr. Garry Cooper, neuroscientist-turned-circular economy pioneer, for an eye-opening discussion about transforming the trillion-dollar waste economy into business value through circular materials practices. In this episode of the Supply Chain Revolution's "10 Big Ideas to Transform Supply Chains for a Regenerative Fu…

1
Tightness in USGC heavy crude puts spotlight on Canadian access 25:35

7d ago25:35

25:35

Heavy crude supplies to the US Gulf Coast have tightened. Waterborne imports have dropped sharply, driven largely by declines from Mexico and Venezuela. Canadian wildfires have further limited access to heavy barrels, and refiners like Valero are starting to feel the squeeze. Why are Mexican and Venezuelan crude imports collapsing, and can they rec…

1
Change Makers: Alfred Johnson, Crux CEO (Ep. 205) 31:14

7d ago31:14

31:14

Crux is a Capital Markets platform, designed to streamline and modernize commercial workflows in the energy sector. Alfred Johnson, Crux’s co-founder and CEO, joins Hill Vaden and Sam Humphreys to discuss the company's journey and the market intelligence offering customers can benefit from, so they not only facilitate transactions, but also offer i…

1
Episode 13: 12 Trade Lessons in 12 Episodes | Mid-Year Recap 16:41

7d ago16:41

16:41

In this mid-year special Episode 13 of Circus and Circuit: Unraveling Global Trade, host Kate Foronda recaps the first 12 episodes of the podcast, exploring the key lessons learned across commodities, sanctions, shipping, social commerce, AI, and more. Whether you’ve been with her from Episode 1 or you’re just tuning in, this is your all-in-one loo…

1
Carbon registries key to unlocking Article 6 climate finance 23:51

9d ago23:51

23:51

In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation. Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental…

1
346 - We Are Still Waiting 14:48

10d ago14:48

14:48

In this week’s bitesize episode Andrew starts by talking about how grateful he is for the futures wheat moving out of the store at a good pace. Andrew mentions how he expects farmers will resume harvesting over the weekend if the rain holds off. Andrew talks about how the malting barley market is fortunate to have carryover stock from last year due…

1
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

14d ago58:38

58:38

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets,…

1
EU sanctions, ceasefire, and OPEC+ move—what are the implications for Asia 24:39

14d ago24:39

24:39

Oil is going through a period of uneasy calm. The higher-than-expected rise in OPEC+ production quotas for August, combined with a ceasefire between Israel and Iran, has provided oil markets some breathing space and introduced a bearish sentiment to prices, but new EU sanctions on Russia and the possibility of additional secondary sanctions by Wash…

1
Trade changes, policy barriers reshape Asia’s traditional UCO market dynamics 22:25

14d ago22:25

22:25

Asia's used cooking oil (UCO) market is navigating an upheaval this year as the US, which once used to be the largest buyer, has removed incentives for imported biofuels. However, UCO’s efficacy and commercial viability as a biofuel feedstock is keeping demand steady and prices at record highs. In this podcast, Iris Leung, associate price reporter,…

1
Change Makers: Alex Klaessig, Halcyon Chief Data Officer (Ep. 204) 30:01

14d ago30:01

30:01

San Francisco-based Halcyon is developing an AI-assisted search and information platform that aggregates and summarizes regulatory information that pertains to US power and gas markets. The sector-specific software is designed to improve workflows and decision-making by energy professionals. Alex Klaessig, Halcyon Chief Data Officer, joins Hill Vad…

1
Hot Grid Summer: Europe's power system under stress 26:51

16d ago26:51

26:51

In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure. Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressu…

1
Trump Calls Powell Too Dumb for “Easiest Job” - Ep 1033 57:21

17d ago57:21

57:21

Peter Schiff examines Trump’s misguided economic critiques, delves into inflation's impact, and challenges the Fed’s policies in this episode. Start your free online visit today at https://hims.com/gold In this episode of The Peter Schiff Show, Peter Schiff delves into the contentious relationship between former President Trump and Federal Reserve …

1
345 - The Suspense Is Killing Us 11:27

17d ago11:27

11:27

In this week’s bitesize episode Andrew starts by talking about his weather forecasting skills. Andrew mentions how the industry is patiently waiting for the weather to clear up and for harvest to resume so that quality and yield data can be analysed. Andrew talks about how yields have been partly helped by the strong bushel weights of the grains. T…

1
Episode 12: TikTok Trade Winds: Social Media’s Role in Global Commerce 13:41

19d ago13:41

13:41

In 2024, global social commerce sales hit an estimated $1.3 trillion — and by 2028, that number is expected to nearly double. What’s fueling this surge? Not traditional supply chains, but short videos, viral trends, and influencer-driven demand. In this episode, host Kate Foronda unpacks how platforms like TikTok, Instagram, and YouTube are becomin…

1
Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 52:21

20d ago52:21

52:21

Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet. In today’s episode, Meb, Wes & Srikanth sh…

1
Change Makers: Laurence Kemball-Cook, Pavegen CEO (Ep 203) 31:16

21d ago31:16

31:16

London-based Pavegen makes triangular floor tiles that convert kinetic energy from human footsteps into electricity. The company’s technology has been installed in places that include airports, schools, dance floors, and stadiums in more than 40 countries. Laurence Kemball-Cook, founder and CEO of Pavegen, joins Hill Vaden and Sam Humphreys to disc…

1
Second UK refinery collapse puts focus on survivors 18:22

21d ago18:22

18:22

With the UK at risk of losing its second oil refinery in less than six months, Europe's refining sector is showing growing signs of strain. In this episode of the Platts Oil Markets podcast, Gary Clark is joined by reporters Elza Turner and Kelly Norways to unpack why healthy margins are failing to prevent closures in a year that has already seen t…

1
Episode 5: John Feneck & Don Durrett Weigh In on Today’s Market, Interview Sidney Resources ($SDRC) 1:03:22

24d ago1:03:22

1:03:22

Recorded: July 8, 11:00 AM PST In light of Trump’s One Big Beautiful Bill Act and rising tariffs, is the market gearing up for a surge or a crash? John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at GoldStockData.com, break down current market trends. From their projected gold and silver targets t…

1
The road to commercial nuclear fusion 33:19

23d ago33:19

33:19

Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise. Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups. Research timelines appear to be accelerating, Steve Piper, director of energy research at S&P Global Commodity Insights, said …

1
344 - Me So Awny 26:45

24d ago26:45

26:45

On this week’s episode Andrew is joined by Ben, Webby & Josh to discuss how things are going with the Winter Barley harvest so far. Andrew starts with the difficulties the team are having in pricing it as there is very little guidance out in the trade. The team mention the issues the stores have been facing with awns blocking up conveyors and eleva…

1
Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 49:55

27d ago49:55

49:55

Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s …

1
Episode 4: Moving in the Right Direction: $SGO Secures Mining Rights and Advances Exploration 20:13

29d ago20:13

20:13

Recorded: July 7, 10:00 AM PST Recent strategic developments at Sonoro Gold Corp.’s (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP) Cerro Caliche Project in Sonora are paving the way for the company to start production. President & CEO Ken MacLeod and Chairman of the Board John Darch share insights on why the company moved quickly to secure Cerro Caliche’s …

1
LPG boom: Exports, tariffs, and summer demand support North American NGLs 26:59

28d ago26:59

26:59

In this episode, the Americas NGLs pricing team discusses Gulf Coast and Canada NGL market dynamics. Light ends manager Sarah Hernandez and LPG reporters Hunter Marrow and Marcus Still review conditions from 2024 that led to record-high export premiums and compare those conditions with the current market context. They also analyze changes in export…

1
Change Makers: Rodney Clemente, Energy Recovery (Ep 202) 30:42

28d ago30:42

30:42

Energy Recovery, with roots in the desalination industry, designs and manufactures energy-efficiency technology solutions to generate cost savings and support environmental sustainability for its global set of customers. Rodney Clemente, Energy Recovery Senior Vice President of Water, joins Hill Vaden and Sam Humphreys to discuss how the company is…

1
Investors Bet Tariff Man Chickens Out Again - 1032 57:58

28d ago57:58

57:58

Peter Schiff examines the impact of Trump's tariffs on the economy, critiques government spending bills, and emphasizes the urgency of investing in precious metals. This episode is sponsored by NetSuite. Download the free ebook “Navigating Global Trade: 3 Insights for Leaders” at https://netsuite.com/gold In this episode of The Peter Schiff Show, P…

1
Episode 3: John Feneck & Don Durrett On Tariffs’ Impact and Metals Stocks, Interview Norsemont Mining ($NOM) 1:03:35

30d ago1:03:35

1:03:35

Recorded: July 7, 2:00 PM PST With Trump pushing tariffs on Japan and South Korea, what ripple effects could reshape the markets? John Feneck, CEO of Feneck Consulting Group, and Don Durrett, gold and silver mining stock analyst at GoldStockData.com, share key insights investors need to know to navigate this shifting landscape. They also highlight …

1
How the energy-intensive industry of fertilizers and ammonia could fuel a green future 20:31

30d ago20:31

20:31

In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself. They look at ammonia's pivotal ro…

1
343 - First Few Samples 36:28

1M ago36:28

36:28

In this week’s episode Andrew is joined by Ben & Webby. They start by discussing how the first few samples of new crop have looked so far. They talk about the weather patterns happening around the world and the potential impact on other regions harvests. The podcast walk has been cancelled for this month due to harvest starting early! Hosted on Aca…

1
Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589 1:27:27

1M ago1:27:27

1:27:27

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI o…

1
A dive into distillates: The latest on Europe’s diesel and jet fuel markets 14:04

1M ago14:04

14:04

With European middle-distillate markets remaining well-supplied amid turbulence in the Middle East, the prospect of new legislation regarding the origin of European product imports provides fuel for thought for market participants. To discuss the latest developments in the middle-distillate markets, Gary Clark is joined by Virginie Malicier and Nad…

1
Change Makers: Katherine Cooke and Apar Paudyal, OPM (Ep. 201) 34:42

1M ago34:42

34:42

Oxford Policy Management (OPM) is a global consultancy working across climate policy, finance, disaster risk, energy, and urban planning helping governments and communities build resilience and reduce emissions. Katherine Cooke, Principal Consultant and Hub Lead for Climate Finance, and Apar Paudyal, Senior Consultant for Climate Resilience and Sus…

1
Episode 2: John Feneck & Don Durrett on Gold & Silver Outlook and Stock Picks; Interview Lahontan ($LG) CEO 1:08:47

1M ago1:08:47

1:08:47

Recorded: June 26, 2:15 PST John Feneck and Don Durrett break down recent macro shifts, including U.S. geopolitical tensions, de-dollarization, and how major investors are positioning around gold and silver. Plus, Lahontan Gold (TSXV: LG | OTCQB: LGCXF | FSE: Y2F) CEO Kimberly Ann joins the conversation to share key updates on the Santa Fe Project,…

1
Episode 1: John Feneck & Don Durrett Discuss Gold, Tariffs, & Crypto; Interview with Nova Minerals ($NVA) 1:20:15

1M ago1:20:15

1:20:15

Date and time of recording: May 29, 2025 - 3:00 PM PST John Feneck, CEO of Feneck Consulting Group, and Don Durrett, gold and silver mining stock analyst at GoldStockData.com, share key market insights—covering the rising interest in precious metals, the impact of Trump’s tariffs, Bitcoin’s evolving role, and the potential for cryptocurrency to hel…

1
Metals Co. CEO says ocean mining permit coming 'sooner than people expect' 26:34

1M ago26:34

26:34

In this episode of Energy Evolution, host Taylor Kuykendall speaks with Gerard Barron, CEO of The Metals Co. Barron and his company are looking to mine the ocean floor for metals like cobalt, nickel, and rare earth elements as demand for the materials surges due to the rise of renewable energy technologies and electric vehicles. Barron discusses th…

1
Trump Will Replace Powell With an Even Bigger Moron - Ep 1031 1:08:30

1M ago1:08:30

1:08:30

Peter Schiff delves into the Middle East conflict's impact on markets, the Fed's shortcomings, and the implications of a declining dollar on the economy. 00:00 Introduction and Apology for Absence 01:04 Cruise Ship Experience and Real Estate Summit 02:12 Unexpected Encounter with a Podcast Fan 03:09 Recent Global Events: Middle East Conflict 07:10 …

1
342 - Dire Straits 14:38

1M ago14:38

14:38

In this week’s Bitesize episode, Andrew starts by talking about forward selling. Andrew talks about the immediate issue of harvest. There is a large carryover stock, harvest is early and there is a potential for the quality to be wrong. Andrew explains the benefits of farmers having their own storage or owning space in central storage. Andrew keeps…

1
Episode 11: Invisible Intelligence: How AI is Transforming Logistics, Customs, and Negotiation 15:34

1M ago15:34

15:34

From U.S. Customs and Border Protection (CBP) using AI to catch fake goods at the border, to Amazon’s AI-driven warehouses and Maersk’s smart ports — Episode 11 explores how artificial intelligence is rapidly taking over global trade. You will learn: How logistics giants like Amazon and Maersk are using AI to streamline operations. How CBP uses alg…