Metacasts: Commodities & Energy

About Metacasts: Commodities & Energy

We listen to hundreds of expert podcasts so you don't have to find them yourself. Each weekly Metacast distils the most important commodities and energy conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next. A Personalised Intelligence production — www.pers-int.com

Publisher

Personalised Intelligence

Category

news

Language

en

Explicit

No

First episode

1 Feb 2026

Latest episode

7 Oct 2026

Latest episodes

36 episodes in the feed.

1. 

   7 Oct 2026

   The Infrastructure Collision: When Digital Ambition Hits Physical Limits

   This week's edition examines the escalating friction between unprecedented AI computational demand and the structural breaking points of the global electrical grid and energy supply chains. We analyze the widening decoupling of corporate sustainability rhetoric from the reality of fossil-fuel-dependent power requirements, alongside the systemic risks emerging from a volatile Treasury market and a bifurcated global economy. Read this edition in full at https://www.pers-int.com/?digest=Commodities%20and%20Energy%2FCompact_Digests%2Fdaily_digest_compact_2026-10-07_20-19-38.html&channel=Commodities%20and%20Energy&latest=1 0:00 - Introduction 0:35 - The AI Power Crunch and the Grid's Breaking Point 6:35 - Treasury Turbulence and the High-Rate Reality 11:24 - Strategic Hedging in an Era of Extreme Volatility 15:36 - Crude Volatility and the New Geopolitical Map 19:16 - The Great Market Divergence: Tech Giants vs. The Rest 22:22 - Conclusion Referenced sources: - "From Economist's Chair Oil in Focus Storm on the Water" (Argus Media) - "Trade Flows The Changing Economics of Renewable Diesel" (Argus Media) - "Bloomberg Surveillance TV October 7th, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 6th, 2026" (Bloomberg Surveillance) - "Euro and Oil Contagion Risks" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 2nd, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV October 1st, 2026" (Bloomberg Surveillance) - "The Yield Curve and Shipping Risks" (Bloomberg Surveillance) - "🌎 Fervo flips the switch #316" (CTVC by Sightline Climate) - "Building the Total Portfolio at Ontario Teachers - Stephen McLennan (EP.518)" (Capital Allocators – Inside the Institutional Investment Industry) - "Gautam Jain and Ned Shell on the Promise of Carbon Credit Markets" (Columbia Energy Exchange) - "Straw Clutching" (Doomberg) - "AI's power boom tests Big Tech's net-zero promises" (Energy Evolution) - "Macro Matters Rabobank's Lawrence on Rates and Global Markets" (FICC Focus) - "MacroVoices #552 David Rosenberg Navigating The Noise" (Macro Voices) - "Why Treasuries Are 'Risky' Again" (Odd Lots) - "Why Treasuries Became Risky Again" (Odd Lots) - "How Airlines Actually Hedge Higher Fuel Prices" (Odd Lots) - "Everything in Markets Is Now Moving Incredibly Fast" (Odd Lots) - "Middle East supply concerns strengthen market for Russian oil" (Oil Markets) - "249. World's largest VPP - Oct26" (Redefining Energy) - "The Predictability Premium with Christian Lins (Part 1)" (The HC Commodities Podcast) - "Macro Blowups Everywhere - What Now" (The Macro Trading Floor) - "There is only one trade" (Unhedged) - "Hyperscale my debt!" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

2. 

   29 Sept 2026

   The Scarcity Pivot: When Physical Bottlenecks Meet Digital Ambition

   This week's edition examines the structural shift from market-driven pricing to an era of acute physical scarcity, driven by the diesel supply crisis and the massive energy demands of the AI revolution. We analyze how geopolitical friction in shipping lanes and rising sovereign debt volatility are forcing a fundamental decoupling of global supply chains from industrial demand. Read this edition in full at https://www.pers-int.com/?digest=Commodities%20and%20Energy%2FCompact_Digests%2Fdaily_digest_compact_2026-09-29_17-25-24.html&channel=Commodities%20and%20Energy&latest=1 0:00 - Introduction 0:42 - The Diesel Apocalypse and Global Supply Shocks 6:28 - Macro Volatility and the Bond Selloff 11:17 - Powering the AI Revolution 16:27 - The Great Energy Transition Debate 20:00 - Geopolitical Shifts and the New Energy Order 22:42 - Conclusion Referenced sources: - "Driving Discussions Europe's Road Fuels Market Squeeze" (Argus Media) - "Asia-Pacific Base Oils Supply Disruption or Trade Opportunity" (Argus Media) - "Strait Talk Fars News" (Argus Media) - "Bloomberg Surveillance TV September 28th, 2026" (Bloomberg Surveillance) - "US Stocks and Treasuries Fall as Oil Pushes Higher; Iran Refuses to Soften Demands" (Bloomberg Surveillance) - "What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your Family" (Bloomberg Surveillance) - "Bloomberg Surveillance TV September 25th, 2026" (Bloomberg Surveillance) - "Bond Selloff Fades as Oil Cools; Trump-Xi Takeaways" (Bloomberg Surveillance) - "Bloomberg Surveillance TV September 24th, 2026" (Bloomberg Surveillance) - "UNGA, Trump-Xi, and a Global Bond Selloff" (Bloomberg Surveillance) - "Bloomberg Surveillance TV September 23rd, 2026" (Bloomberg Surveillance) - "US Economic Outlook amid Fed Tightening" (Bloomberg Surveillance) - "Bloomberg Surveillance TV September 22nd, 2026" (Bloomberg Surveillance) - "🌏 Overheard at NYCW '26 #315" (CTVC by Sightline Climate) - "Nancy Zimmerman - People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)" (Capital Allocators – Inside the Institutional Investment Industry) - "Iran Conflict Brief Jan Stuart on What a US Diesel Export Ban Would Mean" (Columbia Energy Exchange) - "Erica Downs and Michal Meidan on China's Oil Shock That Wasn't" (Columbia Energy Exchange) - "Going With the Flow" (Doomberg) - "Macro Matters Rockefeller's Chang on AI, Rates and Bond Markets" (FICC Focus) - "MacroVoices #551 Michael Every Decoding The Global Geopolitical Puzzle (Part 2)" (Macro Voices) - "MacroVoices #551 Michael Every Decoding The Global Geopolitical Puzzle" (Macro Voices) - "Asia eyes energy supply flexibility, shipping alternatives" (Oil Markets) - "Asia eyes energy supply flexibility, shipping alternatives, and clear price signals amid rising risks" (Oil Markets) - "248. Remembering Joe Romm (1960-2026) Clearing the Air on Climate Solutions - Sep26" (Redefining Energy) - "The Four Horsemen of the Dieselpocalypse with Doomberg" (The HC Commodities Podcast) - "Bond bombshell" (Unhedged) - "Turkish dismay" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

3. 

   15 Sept 2026

   The Infrastructure Collision: When Digital Ambition Hits Physical Constraints

   This week's edition examines the widening gap between the rapid expansion of AI data centers and the stagnant capacity of the global power grid. We analyze the systemic risks posed by escalating energy demand, the shift toward energy-integrated hyperscalers, and the escalating geopolitical volatility impacting global oil, fertilizer, and metal supply chains. Read this edition in full at https://www.pers-int.com/?digest=Commodities%20and%20Energy%2FCompact_Digests%2Fdaily_digest_compact_2026-09-15_10-00-12.html&channel=Commodities%20and%20Energy&latest=1 0:00 - Introduction 0:42 - The AI Energy Crunch: Powering the Intelligence Revolution 6:22 - Fiscal Fragility and the High-Yield Trap 12:03 - Geopolitical Volatility and the Global Oil Tightness 16:51 - Decarbonization Dilemmas and the New Energy Order 20:28 - The Great Commodity Squeeze: Fertilizers, Metals, and Food Security 23:06 - Conclusion Referenced sources: - "New Geopolitical Paradigms and Commodities" (Agriculture Commodity Newsletter) - "Fertilizer Matters EP59 Ammonia hit by Europe's gas crunch" (Argus Media) - "Weight of Freight Iron ore and jet fuel, Hormuz knock-on effects" (Argus Media) - "Fertilizer Matters EP58 China's feed phosphate market" (Argus Media) - "Fertilizer Matters EP57 Urea market outlook - getting granular" (Argus Media) - "Bloomberg Surveillance TV September 14th, 2026" (Bloomberg Surveillance) - "Energy Driven Inflation Risks, Mounting US Debt & The Case Against Cutting Social Security" (Bloomberg Surveillance) - "Bloomberg Surveillance TV September 11th, 2026" (Bloomberg Surveillance) - "CPI and National Security since 911" (Bloomberg Surveillance) - "Bloomberg Surveillance TV September 10th, 2026" (Bloomberg Surveillance) - "PPI and Market and Geopolitical Risks" (Bloomberg Surveillance) - "Bloomberg Surveillance TV September 9th, 2026" (Bloomberg Surveillance) - "Rate and Market Uncertainty" (Bloomberg Surveillance) - "Bloomberg Surveillance TV September 8th, 2026" (Bloomberg Surveillance) - "🌎 LPO's new terms #312" (CTVC by Sightline Climate) - "Luisa Palacios and Bob McNally on Why the US-Venezuela Oil Deal Matters" (Columbia Energy Exchange) - "Apricity or Bust" (Doomberg) - "Global diesel shortages squeeze the Americas" (Energy Evolution) - "War and decarbonization Rewriting the UK and Europe's refining future" (Energy Evolution) - "Macro Matters Insight Investment's Murphy on Fixed Income" (FICC Focus) - "All Options Considered Bond Volatility, USDJPY and Gas Tail Risk" (FICC Focus) - "MacroVoices #549 Matt Barrie AI-gent Provocateur" (Macro Voices) - "Robert Friedland on the World's Monumental Shortage of Copper" (Odd Lots) - "EP227 Fall Progress Report on our Big Themes for 2026" (Super-Spiked) - "Oil, yen and egonomics" (Unhedged) - "Unhedged Live How Katie was right all along" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

Contact Metacasts: Commodities & Energy

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.