The Universal Energy of Metals – USCF Investments – 6.20.24

Summary:

Now On Demand

The global supply-demand dynamics of metals are crucial for navigating the energy transition. The demand for metals like lithium, cobalt, copper, aluminum and rare earth elements has surged as the world shifts to renewable energy. However, supply constraints pose significant challenges. Many of these metals are limited in supply and primarily sourced from a few countries, raising concerns about geopolitical tensions and supply chain disruptions.

Speakers:

John P. Love is President and Chief Executive Officer of USCF, a Walnut Creek, California based investment firm.

Mr. Love previously served as Senior Portfolio Manager for USCF’s products, including the United States Oil Fund (USO) and United States Natural Gas Fund (UNG), the largest oil and natural gas ETFs in the U.S. Since USCF’s founding, Mr. Love has contributed to the firm’s evolution through operations, trading, research, product development, marketing, capital markets, and more.

Mr. Love is a graduate of the University of Southern California. He holds NFA Series 3, 30 and FINRA Series 7, 63 registrations and is a CFA Charterholder.

Erik Norland is Executive Director and Senior Economist of CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors and forecasting their impact on CME Group and the company’s business strategy, and upon those who trade in its various markets. He is also one of CME Group’s spokespeople on global economic, financial and geopolitical conditions.

Prior to joining CME Group, Norland gained more than 15 years of experience in the financial services industry working for investment banks and hedge funds both in the United States and in France. He most recently served in sales and research at BEAM Bayesian Efficient Asset Management LLC, and previously as Director of Research at EQA Partners, both global macro hedge funds. He also worked for IXIS Corporate & Investment Bank in Paris (now called Natixis), covering central banks and supranationals for the fixed income sales business, and also worked as a market economist and strategist. He began his career at Bankers Trust, Global Investment Management in New York working with the tactical asset allocation group.

Gregor works in metals research and product development at CME Group, the world’s leading and most diverse derivatives marketplace. He has been at CME Group since 2015, covering a wide range of product launches and initiatives across the commodities space. Prior to CME Group, Gregor worked at Commerzbankin commodity derivatives structuring and at EDF Energy in power markets.

Alex Alcantara has been with CME Group for 7 years and is based in Chicago, IL. He manages the Industrial Metals Products business line covering the Americas.