PODCAST · business
Commodity Hedging - AI Podcasters
by InHedge
Welcome to Commodity Hedging - AI Podcasters, where AI-powered hosts bring you the latest insights on commodity hedging straight from the articles featured on InHedge’s website. Whether you're short on time or prefer to stay informed through audio, our podcast is designed for listeners who want a clear and concise breakdown of financial risk management strategies in base metals, energy, agriculture, and foreign exchange. Powered by cutting-edge AI, our hosts will guide you through the world of hedging and market trends, making complex topics accessible to everyone. Stay ahead of the curve! inhedge.substack.com
Episodes
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Misreading the futures curve destroys budgets
In this episode, we debunk the common misconception that the futures curve is a price forecast. Instead, we explore it as a series of actionable, executable contracts that allow companies to manage risk effectively. Get full access to InHedge - Commodity Hedging at inhedge.substack.com/subscribe
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Mastering Basis Risk in Commodity Hedging
This episode explains the critical concept of basis risk within the context of commodity hedging, defining it as the price gap between physical spot markets and standardized futures contracts. Get full access to InHedge - Commodity Hedging at inhedge.substack.com/subscribe
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Five options structures for hedging | InHedge
Every time a treasurer or CFO requests a quote from a bank to hedge natural gas, aluminum, or any other Commodity, the first question should not be how much the premium costs but which structure actually protects the company’s risk. Financial options offer enormous flexibility for designing…
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Financial Hedging 101
Managing financial risk often requires a precise understanding of the concepts and instruments involved. Below is a glossary of the most relevant terms in the world of financial hedging, explained in a clear and concise way. Get full access to InHedge - Commodity Hedging at...
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Financial hedging for copper prices
Financial hedging is a strategy aimed at reducing the risk associated with fluctuations in variables such as exchange rates, interest rates, or, in this case, commodity prices like copper. The principle behind a hedge is to offset potential losses in the main operation with gains from a…
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Copper tariffs, arbitrage, and renewed uncertainty in the market
As copper tariffs discussions continue in the United States, inter-exchange spreads and structural supply constraints are shaping copper market behavior. The copper market is currently driven more by external developments than by direct consumption signals. Conversations between producers,...
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Copper spread – Tariffs trigger opportunity
In recent weeks, the copper market has shown a notable shift in pricing dynamics between COMEX) and LME futures contracts. From late April to mid-May, the Dec-25 spread narrowed from $1,708 per metric ton to $1,113, reflecting a reassessment of geopolitical risk, policy uncertainty, and trade...
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LNG terminal use drops in China
China’s LNG terminal utilization rate remains historically low at 43.57% in March 2025, holding steady after the sharp plunge recorded earlier in the year. This follows a dramatic drop from December 2024 levels, where utilization briefly spiked above 70%, highlighting the shift from peak winter...
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Henry Hub and Houston Ship Channel extend losses
During the last week, Henry Hub and Houston Ship Channel prices deepened their declines, reflecting persistent weakness across the U.S. natural gas market. Henry Hub settled at $2.73/MMBtu, falling from $2.94/MMBtu the previous week, while Houston Ship Channel registered $2.17/MMBtu, showing a...
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Natural gas in Europe in 2025
Natural gas remains a key component of Europe’s energy system, essential for both energy security and the transition to a cleaner future. However, the current situation reveals a delicate balance: storage levels are low, import dependency is high, and the market faces risks that could disrupt its...
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Mexico’s dependence on U.S. natural gas
For several decades, Mexico has significantly increased its dependence on natural gas from the United States, posing strategic and economic challenges for the country. Get full access to InHedge - Commodity Hedging at inhedge.substack.com/subscribe
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The development of Liquefied Natural Gas in Latin America
Liquefied natural gas (LNG) has gained significance in Latin America’s energy landscape, presenting a promising outlook for 2025. The need to diversify energy sources and reduce costs is driving investments in infrastructure for both export and domestic consumption. According to the International...
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What is the Conway Index?
In this episode, we explore the strategic role of the Conway propane index in the U.S. energy market. Positioned in Kansas, Conway is a vital hub for propane distribution and pricing, particularly in the Midwest. We discuss its regional focus, influenced by high seasonal demand from agriculture…
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Global cocoa industry
This episode explores the cocoa market, an essential Commodity for the chocolate industry as well as the cosmetics and pharmaceutical sectors. It highlights the leading cocoa-producing countries, with Côte d’Ivoire and Ghana at the forefront, and the challenges faced by smallholder farmers, such…
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The Goldman Sachs vs. CFE Case
This episode details the legal battle between Goldman Sachs and Mexico's CFE, triggered by a 2021 Texas winter storm that caused a massive spike in natural gas prices, turning a routine gas transaction into a $400 million dispute. The discussion includes the complexities of the contract, CFE's...
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GBP/USD: Financial and Trade Analysis
We explore the GBP/USD market, its role in $300 billion of annual UK-US trade, and 2024’s moderate volatility trends. Discover key sectors, emerging opportunities, and hedging strategies like futures and options to manage forex risks effectively. Click here to learn more. Get full access to…
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Innovations and diesel forecasts for 2024
What does 2024 hold for diesel? In this episode of Commodity Hedging - AI Podcasters, we explore the key factors shaping the market, from evolving environmental regulations to technological advancements aimed at reducing emissions. We discuss innovations like hybrid diesel-electric engines,...
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Introduction to Commodity Hedging
In this episode of Commodity Hedging - AI Podcasters, we discuss the role of hedging strategies in managing price volatility for businesses across various sectors. By using tools like futures, options, forward contracts or swaps, companies can reduce risks and secure prices in volatile markets....
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ABOUT THIS SHOW
Welcome to Commodity Hedging - AI Podcasters, where AI-powered hosts bring you the latest insights on commodity hedging straight from the articles featured on InHedge’s website. Whether you're short on time or prefer to stay informed through audio, our podcast is designed for listeners who want a clear and concise breakdown of financial risk management strategies in base metals, energy, agriculture, and foreign exchange. Powered by cutting-edge AI, our hosts will guide you through the world of hedging and market trends, making complex topics accessible to everyone. Stay ahead of the curve!
inhedge.substack.com
HOSTED BY
InHedge
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