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02:46 - Introduction to Ferguson and It's Not a Science
09:42 - The major players in the energy markets
12:56 - Speculative vs. commercial
18:43 - Forecasting the flow
25:02 - What has caused spikes in nat gas?
27:15 - Financial flows in commodity markets
30:22 - Risk considerations
32:14 - The relationship between fundamentals and price action
34:28 - Measuring demand
36:09 - The findings from Ferguson's research
39:46 - Oil on water supply vs land supply
41:33 - The impact of the dollar changes
45:33 - Measuring expectations
48:00 - The state and future of Ferguson's business
53:49 - Key takeaways from Niels