This is a special edition podcast with Tor Svelland of Svelland Capital. Tor is a trader and investor in energy, shipping, commodities and related equities with a tremendously deep background in the space. In this interview, Tor takes us through the factors that are pressuring global commodity prices higher, particularly in energy, metals and shipping and takes us through the argument that prices will likely have to go much higher still to attract the kind of investment needed to raise production and carry out the desired transformation of our energy base. Hosting this must-listen interview are Ole Hansen and John J. Hardy.