Elevated interest means more difficulty accessing financing, raised inflation, and potentially even recession - the perfect storm for commodities traders in an already difficult market for anyone other than the biggest traders, whose earnings have boomed. With consumption on course to reduce and stagflation looming, what can commodity traders do to hedge this climate? All the while, the energy transition remains a key issue, particularly off the back of Russia’s continued war against Ukraine. While some argue that the conflict will ultimately fast track the transition to cleaner energy, some countries consider re-opening coal plants to cope with the fall out. Is Europe’s energy mix moving into the clear or is progression slowing?

Philippe Penet

CFO, Sucafina

Hamsika Gopalan

General Manager, Rescom Holdings

Moderator

Jean-Francois Lambert

Founder & Managing Partner, Lambert Commodities