The world is entering a new era of commodity volatility — and the
infrastructure that powers global markets may be overdue for a
redesign. Josh Crumb, Founder & CEO of Abaxx Technologies,
joins In the Money with Amber Kanwar to explain why he believes
the next generation of commodity markets will look very different
from the ones investors rely on today.
Abaxx is building both a commodity exchange and a technology
platform designed to modernize how physical commodities trade and
settle globally. The company focuses on markets that have been
historically underserved by traditional exchanges — including
liquefied natural gas (LNG), battery metals, environmental
products and precious metals. A key difference is Abaxx’s
emphasis on physically deliverable contracts, meaning traders can
take or deliver real commodities rather than simply trading
cash-settled price indexes — a structure Crumb argues is critical
for balancing supply and demand in increasingly volatile markets.
Crumb, a former commodities strategist at Goldman Sachs who
previously worked with the Lundin Group, explains why today’s
geopolitical shocks — from LNG disruptions to energy security
concerns — are exposing weaknesses in how commodities are
currently traded. He argues that as the world moves from
“just-in-time” supply chains to “just-in-case” inventories,
companies will need more sophisticated ways to hedge physical
risk across energy, metals and environmental markets.
The company has attracted significant investor attention as it
attempts to build that infrastructure. Abaxx shares have been
volatile, rising sharply over the past year before pulling back,
with the company still in the early stages of revenue generation
as it builds liquidity on its exchange and expands its network of
traders and banks. Crumb addresses the stock’s big moves, the
elevated short interest, and why he believes investors should
focus on the long-term milestones — including trading volumes,
new product launches, and institutional adoption — rather than
short-term share price swings.
Beyond the exchange itself, Crumb explains the company’s ID++
technology, which aims to enable real-time movement of collateral
using tokenized financial assets like gold or Treasury-backed
instruments. The goal: allow markets to operate 24/7 while
managing risk more efficiently than traditional clearing systems,
potentially reshaping how institutional markets settle trades in
the future.
Finally, Crumb shares his views on the structure of the gold
market, the future of LNG trading hubs, and why energy security —
not just the energy transition — is now reshaping commodity
markets worldwide.
Timestamps
00:00 Intro
02:30 The market structure for commodities & a new
exchange
06:15 Addressing underserved markets like LNG & the physical
delivery component
10:40 Has the business seen a boost after events in Iran? And how
does the business evolve?
13:50 The stock & business growth
17:40 key milestones investors should be aware of
19:50 Abaxx’s cash position
21:35 What is the ID++ system?
26:40 Is Abaxx ripe for a takeover?
28:15 Commodity outlook & gold
31:00 Environmental markets & battery metals trading
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
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Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
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