Spencer Dale, Professor in Practice, Global School of Sustainability, London School of Economics

Spencer Dale, Professor in Practice, Global School of Sustainability, London School of Economics

June 17, 2026 · 31 min

About this episode

Spencer Dale discusses the macro forces driving volatility in commodity markets amidst geopolitical tensions.

As geopolitical tensions radically reshape global flows of physical commodities, understanding the macro forces driving volatility in commodity markets has never been more critical. Spencer Dale, former chief economist at BP and now a professor at the London School of Economics, spoke with FIA's Will Acworth on the drive for energy security, the impact of AI on energy demand, and the speed of the energy transition, among other topics.

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