The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston
Today, we return to the Trump Administration and its global energy and commodities policies. What is a continuation of the Biden Administration and what has the potential to profoundly impact and change the nature of commodities trading and the opportunities within it? We discuss the Administration's policies surrounding Iran, surrounding Europe, Ukraine, Russia, China, critical minerals, as well as touching on some domestic policies. Our guest is Robert “RJ” Johnson, Senior Research Director at the Centre on Global Energy Policy at Columbia University.
The HC Commodities Podcast · Robert Johnston, Paul Chapman
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Show Notes
Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response particularly from China? What is the legal underpinning of those tariffs and how does that create uncertainty? What are the administration’s goals? And what does it mean for contracts? What does it mean for M&A? And what does it mean for markets? Our guest is Guy Winter, partner at Fasken, the global law firm, in their Global Mining Group. Guy is also on the advisory board of the Critical Minerals Association in the UK and on the UK's Department of Business and Trade Critical Minerals Expert Committee. He is also an author of fiction books - his latest two were The Billionaire Suicide Club and The Billionaire Suicide Club 2; Red queen Rising.
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