As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizations do to build in resiliency and flexibility into planning and what tools are available to better manage the downsides and also capture opportunities? Our guest is Savvas Manousos. Savas has spent a long career building and running trading platforms and is now a partner at Enco Insights, a global advisory network dedicated to energy and commodities. As an Enco Insight Partner, Savas and his colleagues are supporting Corporates and Strategics around the world, build, develop and implement plans big and small to meet the challenges of the commodity sector today. Enco Insights provides senior energy & natural resources advisors for short to long -term engagements to the private equity world, the legal world and of course corporates when the stakes are high and the insight matters.

Visit www.encoinsights.com for more on their offering

Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? How can you sort narrative from thesis? How does policy volatility and geopolitical volatility impact investments? And in a potential return to 1970s -style stagflation, what does that mean for commodities and portfolio theory? Our guest is Shia Hosseinzadeh, Founder and Chief Investment officer of OnyxPoint Global Management LP, an alternative asset manager focused on businesses serving the commodities sector.

For more on OnyxPoint visit: https://www.onyxpointglobal.com/our-firm

For the Argus Global Markets Conference sign up here: https://www.argusmedia.com/en/events/conferences/global-markets-conference

Colin Bryce joins us to discuss ‘The Rivers of Money: Social and Economic History of Modern Oil Trading’, which he co-authored with Adi Imsirovic. Both authors participated in oil trading during its pivotal years and through knowledge of the industry, experience and contacts bring to life this period in rich detail creating a unique book, blending reportage and economic history. Why did London become the epicenter of physical oil trading? Why did Wall St look so different? Why did Singapore become the Asia hub of commodities? What are the origins of the trading houses and how did they come to dominate the sector? This book should be on the shelf of any commodity professional. Rich in anecdotes, characters and rooted in the heart of world history over the last 50 years, the book is both enjoyable and important.

You can buy the book here: https://a.co/d/8oiMuWS