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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

00:55:31

Planning for the Unplannable with Savvas Manousos

The HC Commodities Podcast ·

2025/09/09

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 long career building and running trading platforms and is now a partner at Enco Insights, a global

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01:00:20

Commodities: A View from Wall St with Shaia Hosseinzadeh

The HC Commodities Podcast ·

2025/09/02

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 commodities and portfolio theory? Our guest is Shaia Hosseinzadeh, Founder and Chief Investment officer of

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00:47:21

The Rivers of Money with Colin Bryce

The HC Commodities Podcast ·

2025/08/26

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 become the epicenter of physical oil trading? Why did Wall St look so different? Why did Singapore become

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00:45:32

Elements of Influence: Yttrium, Rhenium and Graphite...

The HC Commodities Podcast ·

2025/08/19

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 taking Yttrium, ,Rhenium and Graphite and each one tells a different story about our modern economy about the critical mineral supply chain and pricing and some of that

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01:02:38

Doomberg Unleashed

The HC Commodities Podcast ·

2025/08/12

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 and tariffs not only reshape global commodity flows, but also weaken the West, and what the “One Big

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00:55:12

Chip War: How semi-conductors became the new oil with...

The HC Commodities Podcast ·

2025/08/05

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 companies dominating. As with oil in the previous century, chips sit at the center of geopolitics,

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00:47:48

Transacting on Hard Mode: lawyering in the energy...

The HC Commodities Podcast ·

2025/07/29

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 guest is Daniel Anziska.Daniel is an infrastructure and regulatory lawyer and partner at Troutman Pepper

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00:48:01

The Electrified Battlefront: energy, critical...

The HC Commodities Podcast ·

2025/07/22

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 such as drones that can have profound impacts. This poses a particular problem for the US, where energy

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00:45:38

War and Wheat: Navigating markets during global...

The HC Commodities Podcast ·

2025/07/15

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 Russian invasion of Ukraine and elucidates key learnings on how commodity markets function and how

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00:04:33

HC Group's Q2 Market Review

The HC Commodities Podcast ·

2025/07/15

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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00:35:35

Lithium’s Hard Year with Caspar Rawles

The HC Commodities Podcast ·

2025/07/08

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 Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical

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00:44:39

Building Commodity Supply Chains in Trump’s America...

The HC Commodities Podcast ·

2025/07/01

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 but also the need for robust and resilient supply chains in the energy transition. Returning to the show

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00:45:52

Equity Investing in Commodities with Matt Zabloski

The HC Commodities Podcast ·

2025/06/24

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 investment officer of Delbrook Capital Advisors, a Vancouver-based fund manager, focused on alternative

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00:52:00

Energy & AI with the IEA’s Thomas Spencer and...

The HC Commodities Podcast ·

2025/06/17

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 comprehensive review and deep dive in AI’s impacts on our world energy map. Our guests are the lead

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01:00:24

The Commodities Trilemma with Clay Seigle

The HC Commodities Podcast ·

2025/06/10

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 should organizations think about these three facets? How is the world changing and what does that mean for

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00:40:00

Live Event: Navigating Uncertainty - Trends and Risks...

The HC Commodities Podcast ·

2025/06/03

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 panellists debated themes including the sources of uncertainty, and what it means for markets, prices and

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00:50:44

Credit Risk in Uncertain Times with Jan-Peter Onstwedder

The HC Commodities Podcast ·

2025/05/27

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 head of commodity risk groups for global banks as well as at trading organizations and is now an Enco

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00:51:33

Renewable Natural Gas Now with Ben Kruger & Warren...

The HC Commodities Podcast ·

2025/05/20

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 sit today in terms of global policy support and participants and what does its future hold? Our guests

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00:52:19

The Oil Market: OPEC+, Tariffs and Recession with...

The HC Commodities Podcast ·

2025/05/13

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 negative. Is that set to continue? Our guest is Matt Smith, lead energy analyst for the US at the data and

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00:51:19

America's Critical Minerals Dilemma with Ashley...

The HC Commodities Podcast ·

2025/05/06

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 Inflation Reduction Act? And what does it mean for China and its response? Just how close are we to

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307 results

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