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The ABCs of Commodities: Gold, Oil, and Everything In-Between
In a world where everyone pretends to be an expert in the latest thing, being it AI, cryptocurrencies or geopolitics, I prefer to write about something I actually know a bit about. I don’t pretend to be an expert, I am not, I am just an accountant (well kinda) with… Listen ⇢
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From Farm to Bar: The Commodity Story in Your Daily Treat
I must admit, alkhaloids are my passion. They always were, they alwas will be. Caffeine and Thobromine be my go to choice when times are tough. Or when they are good. Or when… Yes, the effects on the waistline can be negative. But…you only live once, don’t you. Plus with… Listen ⇢
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The strange connection between mustached autocrats, gas prices and food.
There is a corner of the market that I have rarely touched on this blog. Fertilizers. I have rarely touched on it because both the inputs, and the outputs, are some of the least appealing, at least visually (and nasally…) products one can imagine. However today I was pondering something… Listen ⇢
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Why are shipping rates so high? (a perfect storm of viruses, capacity strain and regulation)
Shipping industry all over the news lately. Shipping rates are going through the roof and the delays are affecting the whole global supply chain both for bulk carriers and for containers (especially for containers) so what’s going on? The reasons of the increase in shipping rate is due to a… Listen ⇢
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Where do GHG come from? (our 5th and final instalment)
By now we should have a pretty comprehensive idea of where GHG emissions come from. As a matter of fact, the lion share of emissions comes from energy generation. And in fact, the policies that yield the highest results in terms of GHG reduction pass inevitably through the reduction of… Listen ⇢
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Given a certain merit-order curve, what happens to retail prices if we increase the level of renewable energy supply?
There are potentially 2 correct answers: the key is in the word “retail”. Why? Because the merit-order curve refers to the wholesale prices. If we take for granted a certain structure leading to a merit order curve (given) it means we are on a very short term horizon. As a… Listen ⇢
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Where do greenhouse gasses come from? (Chapter 4, agriculture and cow farts)
For this chapter in the series “Where do Greenhouse gasses come from” we talk about Agriculture. Agriculture is responsible, in terms of direct emissions, of roughly 18% of the total greenhouse gasses produced. If we consider also the indirect emissions from powering agricultural machinery and fishing boats, we get to… Listen ⇢
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Where do greenhouse gasses come from? (Chapter 3: Emissions from energy consumption in industrial processes)
We continue our analysis of CO2 emissions by sector with a big one: emissions produced by energy use in industry. We are talking here about the energy usage directly linked to certain industrial processes, and it we are talking about a big one. Roughly a quarter of all the CO2… Listen ⇢









