The HC Commodities Podcast
The HC Commodities Podcast features daily one-on-one conversations with leaders and experts in the commodities sector. Host Paul Chapman and the HC Group team discuss topical issues and people-related stories, providing listeners with unique insights from the industry. The podcast aims to give the community a seat alongside these engaging dialogues.
Episodes
Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie
Ultimately, the US faces a stark binary choice: defeat Iran or retreat. Both carry profound implications for the post-war Bretton Woods order that has shaped modern economies and the commodity flows that sustain them. Indeed, it is precisely those commodity flows that both define this binary choice and make commitment to either path so difficult. Jeff Currie, Co-Founder of 1947 Oil & Gas, returns
Sand: The most important commodity in the modern world with Vince Beiser (Summer Repeat)
Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products. Yet due to its characteristics, the supply chain is fragmented, disastrous for our environment and often corrupt. And by a tragic quirk of geometry, desert sand is unusable meaning we wreck our riverbeds and oceans to acquire it. In this episode,
The Coming El Niño with Michael Ferrari
Today we discuss El Niño - the dramatic, periodic, shift in climate patterns, that depending on intensity and duration can have profound impacts on our world, economies, and the commodities sector. And as of right now, we are back in an El Niño and it is expected to be one of the strongest on records. What are the known impacts? And how might the state of the world today, with the closure of the S
Real-Ekonomik: The Iran War's Longevity with Nick Kumleben
We return in a special episode to the Iranian-US war to discuss how "Real-Ekonomik" is shaping realpolitik.
Nick Kumleben, Director at Greenmantle, the geopolitical risk and strategy consultancy, where Nick handles the energy and commodities portfolio, joins us to discuss the status of the war and its potential future track. We use commodities and more broadly economics to try and understand the s
Chip War: how semiconductors became the new oil with Chris Miller (summer repeat)
Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. This has only accelerated with the emergence of AI. Yet, the supply chain is incredibly concentrated with just a handful of countries and companies dominating. As with oil in the previous century, chips
The Price of Money with Edward Chancellor (Summer Repeat)
Today, we are talking interest rates. The rate of interest, or the price of money, has a profound impact on the energy and commodities sector, influencing the cost of carry, the price of assets and investment decisions. The story we're about to tell is what happens to economies and societies and the energy and commodities sector when interest rates are unnaturally low, as after the global financia
Solar Flares and Coronal Mass Ejections with Edl Schamiloglu (Summer Repeat)
In this episode, we discuss geomagnetic storms, extreme electromagnetic events known as coronal mass ejections that would destroy every satellite around the planet, wipe out power grids and most if not all of our electronics. The Carrington event that happened in 1859 destroyed the only electrical system at that point, the telegraph, across all of North America. An event such as that now would hav
Whale Oil with Eric Jay Dolin (Summer Repeat)
In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international trade (and trade disputes). Prices were at an all time high and great fortunes had been made. Yet, in that same year, Edwin Drake started the oil rush in Titusville, Pennsylvania…and every thing changed. Quickly. What lessons are there in this first energy tran
De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels
Today we discuss gold, silver and the platinum group metals. What drove the huge run-up in prices for all of them in 2025 and into 2026, and was the US-Iran war just a setback to those prices or the end of a bull market? Our guest is Nicky Shiels, Head of Research and Strategy for MKS Pamp, a global trading house and refiner for precious metals serving a diverse and global customer base.
For relat
Data Centers aren't the bubble with Eugene McGrane
Today we return to the subject of data centers. Are we in the midst of a huge AI bubble? And building over capacity in data centers that are destined to end up as dusty sheds in the middle of nowhere with huge power supplies attached, or are data centers the rate limiting factor and the crucial midstream of the future industrial age? Here to discuss bubbles and data centers is Eugene McGrane, Exec
Why is oil so cheap? With David Wech
Today, we return to the subject of oil and the impact of the Iran War. How have flows and demand changed and why are prices so relatively low? Is this a function of great PR work on behalf of the US Administration? Or is something else happening? Why, contrary to all expectations, oil prices remain relatively subdued? And how long can this go on for? Here to answer those questions is David Wech,
Digital Assets and the Blockchain Renaissance with Joe Miscioscia
Today we return to digital assets, quant trading and blockchain infrastructure. Since we last checked in on the space in the wake of FTX's collapse, digital assets, crypto trading, blockchain infrastructure has recovered and gone mainstream. From major institutions and hedge funds having multiple desks to the rise of blockchain infrastructure in settlements and payments - not only in the commoditi
The Great CapEx Surge with Erikhans Kok
The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital expenditure is on the rise. What is driving this? What sectors are we seeing it in? What are the challenges and bottlenecks companies face in delivering on CapEx programs? And how do new technologies and approaches to talent overcome this? Our guest i
Unearthing Alpha with a Metals Hedge Fund, with Matt Heap
Today we return to the subject of hedge funds in commodities, and metals and mining in particular. How have hedge funds evolved with respect to commodities? What do investors and allocators think about with respect to commodities exposure and the types of investments they want to make? How do hedge funds go about a lasting edge in the commodities sector? And then why commodities and why, in partic
No Peace, No War and No Flows with Aldo Spanjer
The conflict remains in suspended animation with little concrete progress to support the more optimistic assessments of a return to normality. Commodity markets are on a knife-edge and tanks and strategic supplies are emptying. Aldo Spanjer, Head of Commodity Strategy at BNP Paribas’ Markets 360 outlines the pathways from here. Will oil be at $70 or $200? Why does gas face larger risks in a prolon
Sulphurous Times with Meena Chauhan
Sulfur is a lynchpin commodity, connecting the oil and gas industry to food production and much more. Already in a structural supply deficit, now, nearly half the world’s internationally traded sulfur is off the market with the shutting down of the Strait of Hormuz. There is no clear line of sight as to how quickly supply could return with potentially catastrophic consequences for the world. What
Sanctions Strait Talk with David Tannebaum
The dark fleet was on the ropes with enforcement risking military boardings after Venezuelan oil sanctions started to be lifted. Then with the attack on Iran, business started booming again as ships and traders navigated the granting of licenses to Russian and Iranian Oil (for a time). Where are oil sanctions right now? What do they mean for traders and banks - especially the cost and risks? What
Commodity Trading’s Bumper Q1 with Archie Hunter
Today we have Archie Hunter, journalist at Bloomberg who covers commodities, joining the show to get his take on current events, as well as the recent FT Global Commodities Summit, and compare notes on the key trends that we're seeing. How the current volatility is driving trading house earnings and how too much volatility might cause some challenges but certainly is driving continued consolidatio
Escalation Impotence with Doomberg
Doomberg returns. The US is mired in a war that it, nor its allies, can afford to escalate. Exposing the fragility of the global economic order, underpinned by delicate energy infrastructure. China, long planning for that fragility, is strengthened and Russia is looking cornered and more dangerous as Ukraine attacks its energy infrastructure. OPEC is shattering. For Doomberg, World War 3 is very m
Notes from the FT Global Commodities Summit with Paul Chapman
In this episode, host of the HC Commodities Podcast, Paul Chapman, shares his notes and reflections from the FT Global Commodities Summit, which he just attended in Lausanne, Switzerland.
Drawing on panel discussions, on‑stage debates and informal conversations across the event, Paul explores the themes shaping today’s commodities markets across energy, metals and agriculture. From shifting supply
Announcements, Events and Q1 Reports
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Europe’s Power Trading Outlook with Xavier Veillard
Today, we return to the European energy markets, in particular, power. How has European power demand fared since COVID and Russia's invasion of Ukraine? What has that done to power markets themselves and the energy mix? Just as European power demand was starting to pick back up, has Israel and the US's attack on Iran upended it? And what has all this volatility meant for power traders and European
Tungsten with William Parry-Jones
Tungsten is vital to military hardware and industry, including oil drilling. Yet, prices have risen tenfold in the last year, threatening both. This is a story of China's production capture, now wielded as an economic weapon. What is Tungsten, how is it mined and made, and how did we end up here? And what does it mean for the West? Our guest is William Parry-Jones, founder of Wolfram Advisory, a c
Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)
In Episode 300, we take two metals - copper and gold - and compare and contrast their price journey. How does the physical supply and demand story compare to the investor narrative that drove prices to an all-time high? And how has the conflict in Iran test or confirm that narrative. In other words, to coin a term, have we seen the “goldification”of copper and other metals? Our guest is Grant Spor
The Iran War: the view from CERA Week with Nick Kumleben
As the Iran War entered its fourth week, Houston hosted S&P Global's CERA Week. Where leaders from across the energy & natural resources sector mingle with policy wonks and senior government officials from around the world. This CERA Week was as noticeable for its last minute absences, doom-scrolling, braves faces and some swagger both from big oil and big clean tech. Nick Kumbleben of Greenmantle
Spice: The Commodities that Shaped the Modern World with Roger Crowley
500 years ago another group of commodities flowed through the Strait of Hormuz, making those that controlled that vital trade route fabulously wealthy. Those commodities were the spices: nutmeg and cloves. Grown only in two tiny islands in modern day Indonesia and the Philippines, they were worth their weight in gold. Then in 1512 the Portuguese upended that global trade and in so doing created th
Molecular Contagion with Jeff Currie
We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both for oil and more broadly catch up to the physical reality? Molecule Contagion as our guest for this special episode Jeff Currie of Carlyle puts in. The revenge of the old economy just got teeth and the
The Strait of Hormuz and Asia with Tom Reed
With the Strait of Hormuz virtually closed, what does that mean for the regions biggest customer - Asia? Tom Reed, VP of Crude and Products at Argus Media joins us to provide a detailed examination on the impact of Israel and the US's joint attack on Iran on crude and product flows from the region. What were the flows prior to the attack? What has it meant for traders, contracts and customers? Is
Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben
Returning today to discuss the latest developments from Israel & US's war with Iran is Nick Kumleben, Director at Greenmantle, the geopolitical risk advisory firm. What are the commodities markets telling us about duration? What are the incentive structures in place? How are traders faring in this period of extraordinary volatility? Is the US Treasury trading and how rumor and innuendo are driving
US Energy Supply, Bottlenecks and Private Equity with Jason Downie
Today, we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocking key bottlenecks in infrastructure as the US looks to meet the world’s demand for LNG and domestic AI. Where is shale production today? Are rumors of its demise overstated? Where is demand headed, particularly for natural gas? And how is priv
Emergency Pod: Gulf War III and Commodities
Nick Kumleben, Director of the Geopolitical Risk Consultancy founded by Niall Ferguson, Greenmantle, rejoins us to discuss the latest events in Middle East. What are the short, medium and long-term consequences of Israel and the US's joint attack on global trade and commodities. What are some non-linear effects and why ultimately duration is key.
For related content and to find out more about HC G
Repricing Power: How Clean Energy is Reshaping Global Power Markets, with Luca Pedretti
Today, we discuss how volatility and battery energy storage systems are reshaping clean energy and repairing power markets. What does the domination of clean power do to markets? What are the consequences both for power purchase agreements, battery storage and traders? What are the nuances in different regulatory regimes? How is Europe diverging from the US, and what has happened to the green prem
The Rystad House View and Notes From IE Week, with Claudio Galimberti
Today, we review energy supply and demand and some of the key sentiments coming out of International Energy Week, not only about where both those curves are headed, but also key associated risks to each. Are our assumptions correct about energy demand in the world of AI? Are our assumptions correct around development curves, especially in the Global South? Is there a hydrocarbon glut out there? An
Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu
AI is already changing commodity trading operating models. And unlocking adjacent technologies such as digital assets and DeFI? That itself is changing the competitive landscape and attracting new participants from outside the sector. Where is that investment going? And how profound is this change going to be? And how quickly is it going to be upon us? Our guest is Eren Zekioglu. Eren has spent a
Food, Fuel & Weaponized: Soybeans with Walter Cronin
Food, fuel, geopolitics, great power competition and trade - Soybeans sit at the heart of it all. What are the big macro trends with the commodity? How has trade and geopolitics impacted it? How has new drugs like GLPs impacted it? And what is the outlook? Joining us once again is Walter Cronin, President and Co-Founder of White River Nutrition, a US soy processing company based in Nebraska, which
Important, Growing in Demand and Hard: Energy with Mike Howard
Today, we discuss the importance of energy, what the growing demand for energy means, and how hard it can be to deliver that energy. To demonstrate that, we are using Texas as a microcosm. Texas produces the greatest amount of energy in the US. Its mix of energy spans renewables, nuclear, natural gas, coal, and yet its citizens pay some of the highest prices in the Southern States. At the same ti
The Great Repricing with Jeff Currie
Gold, copper and silver have gone parabolic. The dollar is falling. And yet, hydrocarbons remain at an inflation adjusted all-time lows. Is the world being complacent due to the narrative of the oil glut, food glut, and natural gas glut. However, as our guest Jeff Currie says "if you have to scrape the data for evidence of a glut, perhaps there isn't one" Are we headed for a great repricing? Are w
HC Group's Annual Review is Published (Download links in show notes)
https://interactive.hcgroup.global/annual-review-2025-26/full-view.html
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
The Geo-Politicization of Natural Gas
What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas and the challenge that presents to traders and investors alike. Why was 2025 such a difficult year for traders? And what are the most consequential stories in natural gas for 2026? H Returning to the show is Anne-Sophie Corbeau, Global Research Scholar
Competing to Trade with Roland Rechtsteiner
What is the future of commodity trading? Is volatility here to stay and thus the profit pools available continue to grow? What will the market structure look like in 10 years and who will be the privileged few that have built, or are building, commodity trading platforms to be able to capture that future? What will that future look like? Who will participate and which category of participant will
The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben
Emergency Pod: Nick Kumleben of Greenmantle, the geopolitical risk consultancy headed by Niall Ferguson, joins us to discuss the events in Venezuela, the 'Donroe' Doctrine and what it means for commodities. Is Venezuela an oil story or something else? Is the Donroe Doctrine a structured, intelligible set of principles or just a catchy phrase coined by a New York tabloid ? Intelligible or not, wha
Coffee & Cocoa's Wild Ride with Kona Haque
Today, we are talking coffee, cocoa and sugar. And in the case of coffee and cocoa, the absolute wild ride they had in 2025.Record prices and extreme volatility. Was it all just a story of tariffs? Or is there something more fundamental going on? Our guest is Kona Haque. Head of Research for ED&F Man, one of the world's largest soft commodity traders that has recently been acquired by Hartree Part
Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence
For a special episode we have the recording of a webinar, David Tannenbaum, the Director of Deep Blue Intelligence, and Carmella O’Hanlon from Blank Rome, discuss the US Coast Guard’s seizure of the Skipper, a Dark Fleet vessel, the legal basis underpinning it, and how the administration can enact a “blockade” of Venezuelan oil. They also discuss examples of typologies and red flags relating to V
The Big Picture with David Fyfe
As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we divine about 2026? Are we in for stagflation? Boring commodity markets or is this the calm before the storm….? Our guest is David Fyfe, Chief Economist of Argus, the independent energy & commodity pric
The State of Oil with Homayoun Falakshahi
As we begin to wrap up the year, we return to the crude markets. What has been oil’s journey in the latter half of 2025? What has all this meant for trader performances after a challenging first half? What is the outlook for 2026 in prices and volatility? Our guest is Homayoun Falakshahi. He leads crude analytics at Kpler, the data and analytics firm for the commodity markets.
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Trading in Asia with Iain Lawson
In this episode we return to Singapore and commodity trading in Asia. Is Singapore still a must -have hub as part of a global commodity footprint? What are the key commodities traded there? How do those markets differ from Europe and North America? How has the broader Asia-Pacific region fared over the last decade? And what are some of the key challenges, both market and cultural to doing there? A
Wine with Nick Brewer
Today, in time for the US Thanksgiving, we discuss wine. From rare Burgundies to commodity wine that is shipped in containers and blended. What is wine? How is it made? What is the market structure and how has that changed with internationalization, changing tastes and climate change. And why is English wine ascendant? Our guest is Nick Brewer, former COO of Noble Group and ECTP and now founder an
Will Ags Save Your Portfolio? With Jake Hanley
Today, we are talking agricultural markets and the case for investing in agricultural commodities, particularly in ETFS. And why that case is enhanced in the volatile world of today and the perhaps much more volatile world of the future. Our guest is Jake Hanley, Managing Director at Teucrium, a US -based ETF issuer with a specialisation in agricultural commodities.
For related content and to fin
Trading: the hidden $3trillion dollar opportunity with Antti Belt
Why don’t more energy & resource companies have trading arms? For that matter, why don’t more sectors trade? Chips, drugs even real estate? Why are CEOs reticent to set up trading platforms and what are the barriers to entry? What sectors would benefit most from trading? And more broadly, how have those firms who have launched trading arms in the energy and commodities trading sector fared over th
Schism & Domination: Founding Trafigura & Glencore: Mark Crandall Part 2
In Part 2, Mark Crandall relives the events that led to the founding of Glencore and Trafigura. Why did Claude Dauphin go his separate way and what was the founding vision for Trafigura? How had Marc Rich already set the vision for the trading houses which would lead to their domination? How has that dominance led to almost insurmountable barriers to entry for aspiring competitors today? And wha
AVAILABLE NOW: Global Middle and Back Office Salary Report 2025
Our Global Our Middle & Back Office Salary Report 2025 is now available for purchase. Published by HC Group's Talent Intelligence team. the report covers salary benchmarks for Risk, Legal & Compliance, Corporate Finance (includes STF/Treasury), Finance & Accounting,Technology& Human Resources positions across all commodity trading hubs. The report, created using proprietary data, is designed for
The Rise of Rich & The Founding of the Modern Trading House: Mark Crandall Part 1
Today, we're joined by Mark Crandall, one of the founding fathers of the modern trading house and the commodities sector as we know it today. Mark started his career at Morgan Stanley, where he helped launch its commodities desk, before joining Marc Rich & Co. Mark went on the have a pivotal role in, and ring-side seat to, the machinations that lead to the founding of Glencore and Trafigura. In P
Rivers of Money: A History of Oil Trading – Meet the Authors Live Event
On October 1st, at HC Group’s Headquarters in London, host Paul Chapman interviewed Colin Bryce and Adi Imsirovic about their new book – Rivers of Money - in front of an invited audience of 100 friends, former colleagues and industry veterans. Why did they write the book, what stories and insights stand out and who received a pickled pig’s head at their desk (it later transpired the sender was in
HC Group’s Q3 Market Review - Talent Trends & Analysis in the Commodities Sector: Download Now
HC Groups’s Q3 Market Review is available to download here: https://www.hcgroup.global/insights/market-reviews/access-market-review-q3-2025400+ notable people moves. An editorial by podcast host Paul Chapman on US talent in turbulent year to date. Articles on APAC liquid fuel trends and how participants are recruiting and training Gen Z and much more.You can also download www.hyperionsearch.com Cl
Salt, Cod and Commodities at the Center of History with Mark Kurlansky
Today, we are joined by the award -winning author Mark Kurlansky, whose books such as The Big Oyster, Paper, Salt and Cod tell us how commodities have shaped history and in turn the present day. Why commodities sit at the very heart of human history creating cooperation, trade but also war. Mark shares his views on the books and how they fit in with the current world, his views and philosophy on
A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.
The HC Commodities Podcast was invited to host a panel at the excellent Argus Global Markets Conference in London on September 30. We discussed how the commodities world is adapting trading strategies to markets now driven by Truths Socials, algorithmic sentiment, shifting geopolitics and increasing government intervention. A world where the fundamentals of supply and demand are only part of the
From Systematic Trading to Structural Edge with Hans Balgobin
What actually is systematic trading and the capabilities behind it? How can it generate returns? How can it inform the broader trading desks and organization's decision making? How is it delivering a competitive advantage and strategic edge to companies behind those returns? What have been the developments over the last couple of years? And how is such trading shaping the markets themselves? Our g
Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)
Recorded at the Canadian Crude Oil Conference in the wonderful Lake Louise in Canada on 17th September 2025, Randy Ollenberger of BMO Capital Markets, dives into global oil fundamentals, Canadian crude production in a changing world and what that means for oil and gas equities. Sanctions, tariffs, pipeline expansions and Canadian politicians (reacting to a very different relationship with the US m
Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont
In this episode, we tackle disputes, arbitration, and the challenges of navigating a fractious commodities world. Energy and natural resources have always sat at the heart of international transactions and, in today’s more volatile climate, disputes are arising more frequently. What happens in international contract disputes? What is international arbitration? And how can companies best mitigate t
Planning for the Unplannable with Savvas Manousos
As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizations do to build in resiliency and flexibility into planning and what tools are available to better manage the downsides and also capture opportunities? Our guest is Savvas Manousos. Savas has spent a
Commodities: A View from Wall St with Shaia Hosseinzadeh
Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? How can you sort narrative from thesis? How does policy volatility and geopolitical volatility impact investments? And in a potential return to 1970s -style stagflation, what does that mean for commodi
The Rivers of Money with Colin Bryce
Colin Bryce joins us to discuss ‘The Rivers of Money: Social and Economic History of Modern Oil Trading’, which he co-authored with Adi Imsirovic. Both authors participated in oil trading during its pivotal years and through knowledge of the industry, experience and contacts bring to life this period in rich detail creating a unique book, blending reportage and economic history. Why did London bec
Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala
Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring future demand. And consequently, the influence these elements have on geopolitics and economics. Influence that is only growing. We're talking Yttrium, Rhenium and Graphite and each one tells a different
Doomberg Unleashed
Today, we're joined by Doomberg, the most popular energy and commodity focused sub-stack. He and his team publish over 90 articles a year on the intersection of global energy and commodity policy, geopolitics, risk and technology. Today, it's Doomberg unleashed. How close are we to World War III? Are we already in it? What does that mean for the energy and commodity supply chains. How sanctions an
Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)
Chip War: How semiconductors became the new oil with Chris Miller Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. This has only accelerated with the emergence of AI. Yet, the supply chain is incredibly concentrated with just a handful of countries and
Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska
Today, we do a deep dive into the role and challenges of a transaction lawyer in the energy transition. And why lawyering in the energy transition is lawyering on hard mode? What are the sources of complexity? What are the pain points about getting a project developed? How has current policy volatility impacted the energy transition particularly in the US? And what might the future hold? Our gues
The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan
Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification of defense over the last 20 year. Batteries proliferate the battlefield and the energy transition is impacting national security. We are seeing the shift from capital assets to small, cheap weapons suc
War and Wheat: Navigating markets during global conflict with Dennis Voznesenski
In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the Commonwealth Bank of Australia and prior to that at Rabobank. Thoroughly researched, War and Wheat tells the story of how the agricultural markets fared during World War I, World War II and the recent
HC Group's Q2 Market Review
HC Group's Q2 Market Review - our quarterly magazine covering people trends, moves and analysis from within the global energy & commodities sector is available for download.Visit:https://www.hcgroup.global/insights/market-reviews/access-market-review-q2-2025 Likewise you can download Hyperion Search's clean tech and renewables here: https://hyperionsearch.com/
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Lithium’s Hard Year with Caspar Rawles
In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspa
Building Commodity Supply Chains in Trump’s America with Peter Stahley
Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less momentous, we cover the Seven County Infrastructure Supreme Court decision, which may herald Sea change in how new energy and mining projects can get underway to meet both the growing energy demand
Equity Investing in Commodities with Matt Zabloski
Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer? How do you analyze and discover value in the sector? And are investors returning and how best to navigate investing in such a rapidly evolving sector? Our guest is Matt Zabloski, founder and chief in
Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh
Today, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our daily lives? Could AI even accelerating the energy transition? To do that, we are discussing International Energy Agency's latest paper - Energy and AI (https://www.iea.org/reports/energy-and-ai). A co
The Commodities Trilemma with Clay Seigle
We discuss the trilemma facing the energy and commodities markets - between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US administration and in Europe, sustainability was a key policy driver. Under the new Trump administration, and indeed globally since Russia's invasion of Ukraine, security has come to the forefront. How shou
Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade
If uncertainty is the new normal – how can the commodities markets and participants adapt? What does that mean for costs, supply chains and people. In May we held our latest Live Event in London, in partnership with ITFA. The event was hosted by Aon, with additional sponsorship by Atradius, Brown Brothers Harriman, Coface, Natixis Partners, Pole Star Global, The Mercury Group and RESCOM. Our pa
Credit Risk in Uncertain Times with Jan-Peter Onstwedder
Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how best to organize, lead and deliver it? And what do we mean by stress testing? And how can organizations make themselves more robust for the future? Our guest is Jan-Peter Onstwedder. Jan-Peter has been
Renewable Natural Gas Now with Ben Kruger & Warren Feather
Today, we return to the subject of Renewable Natural Gas, which could be as much as 15 % of global natural gas supply by 2050, offering significant advantages both in its carbon intensity as well as driving a powerful circularity, capturing waste methane that would otherwise go into the atmosphere, driving biodiversity and providing significant optionality in trading. What is RNG? Where does it si
The Oil Market: OPEC+, Tariffs and Recession with Matt Smith
Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment and a potential recession. Is oil going lower for longer? And what about volatility? The last month or so has seen a dramatic return of volatility and associated results for traders, positive and negativ
America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes
Since 2017, the West’s awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered the development of a domestic supply chain in the US and the West more broadly? What is the new Trump administration's approach to critical minerals? How is that impacting former efforts like the Inf
The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston
Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response particularly from China? What is the legal underpinning of those tariffs and how does that create uncertainty? What are the administration’s goals? And what does it mean for contracts? What does it mean f
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