Citi · Tue, Jun 2, 2026

Citi's weekly market update highlights how central banks are adjusting policy expectations amid persistent energy price pressures from the ongoing supply shock. It notes limited revisions to U.S. energy company earnings and discusses broader market resilience despite volatility. Read →

Citi · Tue, Jun 2, 2026

Citi analyzes rising inflation lacking the breadth of past episodes, supported by strong profit margins especially in tech, and anticipates an IPO wave while maintaining a constructive equity stance. Read →

Citi · Thu, Jun 4, 2026

Citi's update examines global market volatility driven by energy risks, including supply disruptions, and assesses factors supporting economic and market resilience. Read →

Rystad Energy · Tue, Jun 2, 2026

Joint report provides a holistic view of the geothermal market, covering supply, demand, and investment opportunities in this emerging energy segment. Read →

Rystad Energy · Jun 2026

Whitepaper makes the investment case for digital technologies and AI adoption across upstream oil and gas operations to drive efficiency and value amid energy abundance expectations. Read →

Wood Mackenzie · Wed, Jun 3, 2026

WoodMac outlines how Mexico's gas and power markets are entering a period of regulatory revitalization following the LESE legislation, with implications for investment and supply. Read →

Wood Mackenzie · Mon, Jun 2, 2026

Comprehensive assessment ranking global PV solar inverter manufacturers, evaluating market positions, technology, and competitive dynamics for 2026. Read →

Wood Mackenzie · Thu, Jun 4, 2026

Key insights from the Gas, LNG & The Future of Energy 2026 conference on geopolitical risks, supply security, Asian demand challenges, and investment models in LNG markets. Read →

Bloomberg Odd Lots · Mon, Jun 1, 2026

Joe Weisenthal and Tracy Alloway discuss the often-overlooked mechanics of commodity finance with Lewis Hart of Brown Brothers Harriman, covering how risk is priced in financing for production, transportation, and storage. Key takeaway: Commodity finance underpins global supply chains but is only noticed during crises; it differs significantly between hedgeable commodities like oil and non-hedgeable ones like cashews. Listen →

HC Commodities Podcast · Tue, Jun 2, 2026

Paul Chapman interviews McKinsey's Erikhans Kok on the global shift to asset-heavy models with trillions in CapEx across energy, infrastructure, and data centers. Key takeaway: Skilled labor shortages (e.g., welders, electricians), wage inflation, and cross-sector competition are major bottlenecks; companies are turning to digital tools and AI to boost productivity amid talent gaps. Listen →

S&P Global / Platts Oil Markets · Thu, Jun 4, 2026

S&P Global experts analyze how Middle East export disruptions have paradoxically led to a European crude glut despite global supply issues, with soft Asian demand and strategic releases contributing. Key takeaway: Europe struggles to place excess barrels ahead of summer demand peaks, highlighting imbalances in global crude flows. Listen →

S&P Global / Platts Energy Evolution · Wed, May 27, 2026

Host Eklavya Gupte speaks with STX Group's Marijn van Diessen on the growing market for environmental commodities beyond traditional energy molecules. Key takeaway: Traders are expanding into carbon, renewables certificates, and related products as the energy transition creates new trading opportunities and complexities. Listen →

Columbia Energy Exchange · Mon, Jun 2, 2026

Jason Bordoff discusses nuclear energy reform, permitting speed, safety standards, and scaling with experts Ashley Finan and Amy Roma. Key takeaway: Accelerating nuclear deployment requires balancing regulatory reforms with rigorous safety to meet surging electricity demand from data centers and electrification. Listen →

Macro Voices · Thu, Jun 4, 2026

Erik Townsend and Patrick Ceresna interview Michael Every on Iran conflict geopolitics, oil market implications, China's role, gold, and US economic statecraft. Key takeaway: Geopolitical scenarios around the Iran crisis could significantly impact oil prices, global trade, and commodity markets amid ongoing tensions. Listen →

Hedge smarter, not harder.

Brought to you by BoxWood · The AI-powered programmatic hedge booking system for commodity producers, consumers, refiners, hedge funds, and trading houses. See a live demo →