Episodes

  • Will ERCOT have a summer version of their winter woes? | Josh Aldridge on Margin Call

    Will ERCOT have a summer version of their winter woes? | Josh Aldridge on Margin Call
    Jun 4 2021
    Don’t look now, but ERCOT’s summer capacity forecast isn’t too promising with peak demand projected to hit a new record of over 77,000 MW. Will ERCOT have a summer version of their winter woes?

    Identifying the root cause of Texas power problems isn’t as easy as many are led to believe, but just how many factors are contributing to situation, and why does the PUCT seem so out of sorts?

    How is it that an electric energy market that was once touted as one of the best in North America, is now being exposed as a hotbed of corruption and cronyism?
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    1 hr and 17 mins
  • Is green (energy) the new black (for oil demand)? | Eric Dixon Part 2 on Margin Call

    Is green (energy) the new black (for oil demand)? | Eric Dixon Part 2 on Margin Call
    May 28 2021
    Is green (energy) the new black (for oil demand)? Gas demand may fall, but diesel demand more than offsets losses from electrification.


    Narratives are often written by those in power, but who benefits and what is the impact to oil price?

    If economic incentives are discouraged to produce traditional energy, how does this impact price and the environment?

    These topics and more explored by George P. and Eric Dixon, a senior physical and financial oil trader of nearly 20 years.
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    52 mins
  • Is green (energy) the new black (for oil demand)? | Eric Dixon on Margin Call

    Is green (energy) the new black (for oil demand)? | Eric Dixon on Margin Call
    May 21 2021
    Gas demand may fall, but diesel demand more than offsets losses from electrification.

    Narratives are often written by those in power, but who benefits and what is the impact to oil price?

    If economic incentives are discouraged to produce traditional energy, how does this impact price and the environment?

    These topics and more explored by George P. and Eric Dixon, a senior physical and financial oil trader of nearly 20 years .
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    56 mins
  • Interview with Joshua Aldridge | Sentient Energy on Margin Call Podcast

    Interview with Joshua Aldridge | Sentient Energy on Margin Call Podcast
    May 7 2021
    - We wanted to understand what really happened with grid operations during the Polar Vortex, so we called on Josh.
    - What we discovered will surprise and shock you even more.
    - You can be mad or you can be informed.
    - This is part 1 of a multi-part episode.
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    1 hr and 11 mins
  • Human Capital Part 2 | Interview with Paul Chapman of Human Capital on Margin Call

    Human Capital Part 2 | Interview with Paul Chapman of Human Capital on Margin Call
    Apr 30 2021
    There is a talent gap in trading given the changes in the market.
    We talk about how someone starts a career in trading today.
    We also talk about how organizations should be looking to find and retain talent in today's environment.
    The secular trends causing the talent shortage.
    We also tackle the challenge of achieving diversity of thought and backgrounds in commodity trading.

    Links:
    www.hcinsider.com
    www.humancapital.global
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    53 mins
  • Human Capital Part 1 | Interview with Paul Chapman of Human Capital on Margin Call

    Human Capital Part 1 | Interview with Paul Chapman of Human Capital on Margin Call
    Apr 23 2021
    We explore the history of the talent side of the commodity cycles.

    From the early days of merchant trading to banking led energy trading and now back to merchant traders and all the events that changed the mix of the participants in energy/commodity trading.

    We also talk about how compensation has changed over this time and expectations of people working in trading organizations.

    Links:
    www.HCinsider.com
    www.humancapital.global
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    51 mins
  • Sing a new song? Same as the old song? on Margin Call Podcast

    Sing a new song? Same as the old song? on Margin Call Podcast
    Apr 9 2021
    Topics:
    - Crude oil prices
    - Inflation scaring up commodity super cycle
    - Woke financing - the demonization of Oil & Gas
    - A preview of our next couple of episodes
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    50 mins
  • Food as Fuel on Margin Call

    Food as Fuel on Margin Call
    Feb 26 2021
    Topics:
    - Context of the electric grid problems in Texas last week is the distortive nature of renewables in the generation mix.
    - We cover the role renewables have played in the fuel supply in the Ethanol and Biodiesel industries.
    - How government subsidized renewables have created a rent seeking monster in big agriculture, who are now a permanent part of the fuel mix.
    - How renewable fuel prices have distorted market structure and led to higher than normal fuel prices which is simply passed through to the consumer.
    - How the mechanism to track renewable fuels (RINS) has been a Rube Goldberg-ian system of epic incompetence, fraud and ultimately imposed such high compliance costs on refiners that the oil industry has spent the better part of the last few years begging the EPA for waivers to avoid bankruptcy.
    - Explanation of the “Rinsanity events”

    References:
    https://www.reuters.com/article/us-usa-ethanol/u-s-refiners-plagued-by-rinsanity-see-half-step-on-biofuels-idUSBRE97605420130807
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    1 hr and 6 mins