The Commodity Exchange

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 revolution rather than a transition, with winners and losers emerging. Reed also discusses the role of AI, electric vehicles, energy storage, and commodities in the energy transition.

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 fuel, and biofuels, and understand the environmental impact of new technologies. Marcel also shares his views on nuclear energy and the importance of responsible mining. Tune in for a comprehensive look at the material limits of our energy future!

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

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 effects on energy commodities, and the factors driving industrial metal demand. Catch the insights that shape the energy and metal markets, right here on The Commodity Exchange.

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

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, and the potential upside for silver. They also talk about platinum and palladium, the impact of the energy transition, and the tight supply in platinum. They touch on copper and its importance in the energy transition, as well as natural gas and its seasonality. Finally, they discuss the recent rally in wheat and other agricultural commodities.

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

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 they discuss record deficits in platinum, supply challenges in South Africa and Russia, automotive sector trends, the rise of green hydrogen, and the future demand for this precious metal. Plus, get insights into gold, silver, oil, industrial metals, and European carbon markets—revealing positive signs and improving investor sentiment.

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

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, China's economic prospects, deglobalization and emerging markets, and the economic implications of the US election. In the second half of this episode, Nitesh and Mobeen reflect on the topics covered with Nick and discuss how they impact commodity markets, with a focus on gold and other precious metals.

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

Nick: https://twitter.com/NickStadtmiller

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

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 strategic metals and rare earth minerals in the energy transition, along with the long-term growth drivers for these resources as well as the opportunities for miners geared towards the transition.

(00:00) Introduction

(05:13) Reflection on 2023 and the Energy Transition

(08:34) The Role of Strategic Metals and Rare Earth Minerals

(13:27) Long-Term Growth Drivers for Strategic Metals

(26:25) The Importance of China in the Energy Transition

(32:10) Opportunities for the Energy Transition Value Chain

(37:19) Opportunities for Miners Geared Towards the Energy Transition

(45:39) Earnings Season for Q4 2023 and Miners Geared Towards the Energy Transition

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Aneeka: https://twitter.com/AneekaGuptaWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

In this episode of the Commodity Exchange podcast, Nitesh Shah interviews Philip Newman, Managing Director and Founder at Metals Focus, about the factors influencing gold and silver prices. They discuss the record highs in gold prices in December 2023, driven by geopolitical issues and rate cut expectations. They also explore the trends in central bank gold demand, the retail market, and the behaviour of institutional investors. Additionally, they examine the gold to silver ratio and the silver market deficit, particularly in relation to the rising demand for photovoltaics.

(00:00) Introduction and disclaimer

(03:11) Gold hitting record highs in December 2023

(05:19) Geopolitical issues and gold price pressure

(09:40) Rate cut expectations and gold prices

(15:32) Central bank gold demand in 2023

(22:31) Trends in the retail market

(27:10) Institutional investor behaviour

(29:27) Impact of US elections on gold prices

(33:24) Gold to silver ratio and silver performance

(35:32) Silver market deficit

(40:24) Rising demand for photovoltaics and silver

(41:42) Conclusion

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

In this episode of The Commodity Exchange, Nitesh and Mobeen get together to discuss the outlook for 2024 after an eventful 2023 for commodity markets.

(00:00) Intro and disclaimer

(01:46) Are commodities a late cycle performer?

(04:32) Will 2024 also be a good year for defensive commodities?

(09:47) China's economic outlook for next year

(16:38) Evolving production challenges the world faces for raw metals

(25:25) Can investors hedge themselves against unforeseeable risks when investing in commodities?

(29:51) Outro

(30:41) Disclaimer

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Max Layton, Global Head of Commodities Strategy at Citi. Together they discuss the challenges the metals sector has faced so far in 2023 and they explore when and how we might see the fortunes of this commodity sector becoming brighter again.

(00:00) Intro and Disclaimer

(01:44) The precious metals sector

(12:17) Base metal space and London Metal Exchange Week

(15:27) Copper

(23:22) Nickel

(27:30) ESG and decarbonisation

(32:40) Lithium and the energy transition

(38:28) Closing question

(39:28) Outro and disclaimer

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities