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PODCAST

The HC Commodities Podcast

Paul Chapman, HC Group

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 Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle

business management

All Episodes

00:29:16

The Fund: Ray Dalio & Bridgewater Associates with Rob...

The HC Commodities Podcast ·

2023/11/29

This week, journalist and author, Rob Copeland joins to discuss his explosive best-selling book: The Fund: Ray Dalio, Bridgewater Associates and the unravelling of a Wall St Legend. Long seen as the paragon of systematic trading, Bridgewater grew to the largest hedge fund in history. Alongside that, its founder, Ray Dalio - a one-time commodities trader - a business legend with his best-selling books and his devotion to his “Principles”. Rob’s book exposes a very different fund and leader. We dive

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00:39:57

Renewables: The Imperative for Discipline with Julie...

The HC Commodities Podcast ·

2023/11/22

Wind & solar have had a tough year. Rising costs, disrupted supply chains, market economics and weather events have all contributed to the woes that have seen projects parked and stock prices fall. Yet, renewables are crucial to the energy transition and can be cost competitive and profitable in many cases. Just what does it take to build projects and companies that can weather this volatility? How can the sector build resiliency and robustness? Julie McLaughlin and Elizaveta Malashenko of Alvarez &

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00:39:49

The Evolution of the CTRM with Sameer Soleja

The HC Commodities Podcast ·

2023/11/15

The commodity trading world is adjusting to greater volatility and higher capital costs. Individual companies are needing to increase their market and commodity footprints to navigate the energy transition while many are building trading capabilities for the first time. Commodity Trading Risk Management software, the backbone of any trading platform, needs to keep up. The wrong choice can be very costly. How have CTRM’s evolved over the last 5 years in capability, price and implementation? Sameer

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00:47:54

The Dark Cloud: The hidden costs of a digital world...

The HC Commodities Podcast ·

2023/11/08

The Dark Cloud: The hidden costs of a digital world with Guillaume PitronWhat is the energetic consequence of a simple ‘like’ on social media? Or a zoom call? Modern technology is underpinned by a very real material and energetic infrastructure that is putting immense strain on energy production and the world’s natural resources. 5G and AI have supercharged this consumption. Yet, technology companies have been successful in creating a “dematerialized” perception. The energy transition and

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00:46:29

Renewables, Natural Gas and Nukes with Adam Rozencwajg

The HC Commodities Podcast ·

2023/11/01

In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power’s role in the energy transition. Is this a structural shift? Natural gas remains the bridge fuel but can shale production keep up with growing US exports and if not, what will that mean? in this episode, Adam Rozencwajg, Managing Partner of Natural Resource investor Goehring and Rozencwajg rejoins us to discuss the

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00:49:04

The Lithium Triangle with Gabriel Rubacha

The HC Commodities Podcast ·

2023/10/24

In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, its not just quality of deposit that matters but type, geography and the political and social environment in which it sits. In this episode, we review the Lithium Triangle, the rich swath of brines that cover Bolivia, Chile and Argentina. How and why has the Lithium Triangle acquired its name? What role

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00:35:40

Solving Grey Hydrogen with Chad Mason

The HC Commodities Podcast ·

2023/10/17

Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applications. More broadly industry accounts for some 10% of emission. Switching industry to green hydrogen would make a huge difference. Yet, green hydrogen remains rare. The costs in both the operating expenses and capital expenditure means implementation is extraordinarily difficult, especially in a high interest rate environment. What are the challenges,

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00:02:32

Q3 Market Review: Back to Normal? Trends and talent...

The HC Commodities Podcast ·

2023/10/17

Download here: https://www.flipsnack.com/hcinsider/q3-2023-market-review/full-view.htmlTo sign up to receive the review in future quarters, along side our other thought pieces, interviews and analysis in the sector visit:https://www.hcgroup.global/hc-insiderYou can also email me at pchapman@hcgroup.global with any specific questions and I can direct you internally to best contact.

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00:44:33

The Cotton Market with Crawford Tatum

The HC Commodities Podcast ·

2023/10/10

Cotton is a commodity that is familiar to all of us. However, the market for cotton is not. How and where is it produced and traded? How is the cotton market being impacted by de-globalization, digitization and the energy transition? Who are the players and what can the cotton market tell us about the broader economic cycle? Our guest is Crawford Tatum, veteran cotton trader at some of the largest houses and now Director of Economic Research and Market Risk at the Staple Cotton Cooperative

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00:52:11

Co-Locating Energy Storage & Renewables with Brian...

The HC Commodities Podcast ·

2023/10/03

Combining energy storage and renewables tackles intermittency and synchronicity (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. The technical and engineering challenges around which battery and the transformers required to connect to the grid (currently on extended back log). The contracts and commercials are challenging? How will manage and profit from the trade? And both of these depend on location and regulatory environment

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00:51:38

Who Really Prices Oil? HC Insider Podcast Live Event...

The HC Commodities Podcast ·

2023/09/26

Who really prices oil? Traders? OPEC? Financial Flows and hedge funds? The oil markets are far different than two decades ago. They are increasingly financialized opening trading to a far greater number and variety of participants. Now, as in equities, sentiment can drive markets in the short term irrespective of the physical flows. On September 14 in London, HC Group and Onyx Capital hosted a live podcast event to address just this. Kurt Chapman, Director of Levmet, Saad Rahim, Chief Economist of

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00:48:45

Taiwan’s Energy Security Challenge

The HC Commodities Podcast ·

2023/09/19

Taiwan’s energy security is on a knife edge. Energy Transition policies have increased reliance on fossil imports while also increasing CO2 emissions. At the same time, China’s growing belligerence poses an existential threat. Taiwan is crucial to the global economy given its centrality in semi-conductors, itself an ever power-hungry industry. How did Taiwan end up in this state? What were the policies and why have they had limited success? What would a blockade mean for Taiwan? Is the upcoming

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00:54:30

Number Go Up: Inside Crypto’s Wild Rise & Staggering...

The HC Commodities Podcast ·

2023/09/12

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux On the day of publication, Bloomberg investigative reporter Zeke Faux, joins us to discuss his new book Number Go Up. Zeke followed Crypto’s wild ride with a ring-side seat including being inside SBF’s penthouse as the fallen crypto king faces his imminent arrest. In 2021, all the numbers went up. Billionaires were minted overnight. Crypto would change the world; former presidents and prime ministers lauded SBF as the next

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00:55:12

Chip War: How semiconductors became the new oil with...

The HC Commodities Podcast ·

2023/09/05

Chip War: How semiconductors became the new oil with Chris MillerSemi-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 sit at the center of geopolitics,

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00:43:36

Commodity Supply Chain Challenges with Anton Posner

The HC Commodities Podcast ·

2023/08/29

Commodity Supply Chain Challenges with Anton Posner COVID is in the rear-view mirror, yet the commodity supply chains remain volatile and uncertain. In this episode, we catch up on the state of bulk commodities shipping and logistics. 2022 generated unprecedented returns, particularly in the container market. Why and what has happened since? How are traders and logistics providers managing high interest rates, war, enormous scandals involving missing inventory and the uncertainty wrought by the

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00:51:37

Biofuels on the Edge with Walter Cronin

The HC Commodities Podcast ·

2023/08/22

Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key grain and oilseed feedstocks. Money is flowing into processing and infrastructure, but have the risks been priced in? This year only Brazil’s bumper crop of soybean has saved global supply after atrocious harvests in Argentina and a US crop on the brink of disaster only saved by early August rains

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00:42:53

The Rice Market with Lewis Williamson & Marvin Coleman

The HC Commodities Podcast ·

2023/08/15

Rice is one of the most important global food sources, providing nearly a one fifth of global calorific intake. Yet the market for rice is relatively opaque with a small futures market. Much of the rice produced is consumed locally and much of global trade is at the subject of governmental control. Rice is also at the mercy of an increasingly volatile weather and climate. India recently announced an export ban on non-basmati rice, roiling global markets. Where is the rice market headed and what are

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00:47:48

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

The HC Commodities Podcast ·

2023/08/08

Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kings, monopolies, traders and short squeezes. And cocktails. And then it all melted away – another rapid transition. In this episode, author and historian Amy Brady joins us to discuss the surprising history of ice. How the industry was created and importance to life, the economy and culture in American

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00:48:47

Whale Oil: The Original Energy Transition with Eric...

The HC Commodities Podcast ·

2023/08/01

Whale Oil: The Original Energy Transition with Eric Jay Dolin 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 transition in the modern era? In this episode

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00:57:42

Walls, Bridges & Dilemmas in the Energy Transition...

The HC Commodities Podcast ·

2023/07/25

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023- an independent scenario analysis describing the development paths up to 2050 for the world economy, energy markets and energy-related greenhouse gas emissions. What are the blockages, accelerators and dilemmas the world faces in trying to hit 2050 goals? Have we already blown past 1.5c? A clear-eyed, sobering

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301 results

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