Commodity Insights Digest (CID) - August 2024

ABOUT THE CID:

The CID ("Commodity Insights Digest", ISSN 2996-654X) is a publication of Bayes Business School - City, University of London, U.K. This publication is produced in association with Chicago-based Premia Research LLC.

As noted here, the CID seeks to foster knowledge transfer between academics and practitioners by publishing:

• Scholarly research digest articles;
• Practitioner insights and interviews;
• Articles on economic history; and
• Book reviews.

Contributors to the CID include: (a) Scholars seeking to enhance the impact of their research by delving into the practical implications of their theoretical or empirical studies; (b) Consultants reporting on challenges faced by commodity market participants; and (c) Industry economists providing analyses on their areas of market expertise.

In this issue, we cover how futures markets globally can be used to hedge an incredibly, diverse set of risks. We are also including an interview with the retired partner of a commodity hedge fund that was once the largest of its kind in the world.

We also include the CID's articles on the lithium market along with past interviews of commodity experts.

AUGUST 2024 ARTICLES

• "The Rise of the Lithium Futures Market"

• "Constructing a Basis Hedge"

• "Back to the Futures:? Three Factors Will Determine Whether ASX’s New Environmental Futures Contracts Are a Success"

FORTHCOMING WINTER 2024 ISSUE

• Interview with Tom Kopczynski, Retired Partner, Blenheim Capital

CID ARTICLES ON THE LITHIUM MARKET

• "Hedging Battery-Material Price Risk:?The Case of Lithium Compounds"

• "More Reporting Clarity Can Help Fund U.S. Lithium Growth"

• "Critical Mineral Futures Markets:?A Brief Introduction"

• "Lithium Price Volatility and the Road to Market Maturity"

SUMMER 2024 ISSUE

The Summer 2024 journal is available here.

CID INTERVIEWS WITH PROMINENT COMMODITY EXPERTS

• Interview with Julie Lerner, Founder and CEO, PanXchange

• Interview with Victor Liu, Ph.D., Managing Director, Hemado Green Energy

• Interview with Craig Pirrong, Ph.D., Professor of Finance, University of Houston and the Energy Markets Director for the Gutierrez Energy Management Institute

• Interview with Colin A. Carter, Ph.D., Professor, Department of Agricultural & Resource Economics and Giannini Foundation of Agricultural Economics, University of California, Davis, U.S.A.

PRESS RELEASE

A press release on the formal launch of the CID is available here.

EDITORIAL BOARD

The CID's Managing Co-Editors are Bayes Business School Professor Ana-Maria Fuertes and Honorary Visiting Senior Fellow at Bayes, Hilary Till. In addition, the publication's prestigious Editorial Board is listed here.

SPONSORSHIP

The corporate sponsors of the CID are Premia Research LLC and Kontango, Inc. To become a corporate sponsor of the CID, one may contact [email protected].

COMPLIMENTARY SUBSCRIPTIONS

One can subscribe to the CID's electronic journal by following this link.

ABOUT THE DIGITAL RECREATION OF SIR JOHN SOANE'S BANK OF ENGLAND BUILDING

The illustration for the August 2024 issue of the CID features a clip from Rostislav Nikolaev's Best Film entry for the 2016 Project Soane competition. The movie itself is available here.

#lithium #dairy #milk #cocoa #environmentalfutures #futures #futurestrading #hedgefunds