Commodity Markets
topic on 3 shows · 5 statements across 5 episodes
Capital Allocators 
Catalyst 
All-In
5 statements about Commodity Markets, every show
Kann: Commodity markets are notoriously bad for venture capital investing
“I mean, they're notoriously bad from a venture investment standpoint, of course, but just from an interest standpoint, I don't know.”
Yeh: Many decarbonization markets rely on spot pricing over long-term contracts
“Many markets that need to be carbonized
Don't work on long-term contracts.
They're spot.
They're merchant, right?”
Bank self-sanctioning drives commodity turbulence, not official government rules
“So to me, it's not the official sanctions that are driving the turbulence under the surface of commodity markets in particular. It's the eagerness of private sector financial institutions and banks in particular To self-sanction, lest they inadvertently releas…”
Ari Lipman: Low-value commodities present severe market entry hurdles for biotech
“If you're making something that's super low value it's pretty hard to break into a new market.”