HC Group's Annual Review is Published (Download links in show notes)

HC Group's Annual Review is Published (Downlo...

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The Great Repricing with Jeff Currie

Gold, copper and silver have gone parabolic. The dollar is falling. And yet, hydrocarbons remain at an inflation adjusted all-time lows. Is the world being complacent due to the narrative of the oil glut, food glut, and natural gas glut. However, as our guest Jeff Currie says "if ...  Show more

The Geo-Politicization of Natural Gas

What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas and the challenge that presents to traders and investors alike. Why was 2025 such a difficult year for traders? And what are the most ...  Show more

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