About this episode
The episode explores the intricacies of commodity finance and its critical role in the global supply chain.
We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world, which is actually paying for it. Who funds the oil tanker and what happens when that tanker is, say, stuck in the Strait of Hormuz? Commodity finance underpins production, transportation and storage of a wide variety of the things that make the modern world, but you tend to only hear about it when things go wrong. Today we speak with Lewis Hart, head of corporate advisory and banking at Brown Brothers Harriman. We discuss how the business of commodity finance actually works, how risk is priced, what makes for a good or bad warehouse, and the difference between financing a commodity you can hedge (like oil) versus one where's there's no futures market (like cashews). Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.
People in this episode
Guest: Lewis Hart
Topics covered
- commodity finance
- supply chain
- risk management
- warehouse financing
- hedging
Keywords
- commodity finance
- supply chain
- risk pricing
- warehouse
- hedging
- oil
- cashews
Mentioned in this episode
Organizations: Brown Brothers Harriman
Places: Strait of Hormuz
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