Alle afleveringen
357 afleveringen, van nieuw naar oud
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The Duration Trade: crude and products with Emily Kyne
4 november 2026 · 1 uur 18 min
Today, in the shadow of the US midterm elections, we discuss crude and its products. Where is crude flowing? Is there still a dieselpocalypse in our horizon? And what do traders and their trades tell us about the duration and risk of not only the conflict in Iran, but also in Ukraine and the general fragility of our supply chains? Returning to the show and in my office in person, hence the slightly different audio quality, is Emily Kyne. After her recent episode on natural gas, we return to discuss oil. She's Vice President of Commodity Strategy and Trade Analytics at ARM Energy, a leader in oil and natural gas transportation and energy management in North America Lees meer
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
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Momentification of Everything: power, gas and satellite intel with Bill Perkins
28 oktober 2026 · 50 min
Today, we're discussing power demand, the US natural gas markets, satellites for commodity trading intelligence and the “momentification" of everything. Our guest is Bill Perkins, founder of a variety of companies including Skylar, the commodities hedge fund, Synmax, a satellite intelligence company, author of Die With Zero and well-known commodities personality. Skylar Capital Management have recently launched MWHS, the Skylar Electricity Futures ETF, listed on NYSE Arca. The fund seeks to provide investors with direct exposure to the U.S. electricity futures markets in ERCOT and PJM. Lees meer
For more on the fund visit: https://www.skylaretfs.com/mwhs.
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
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Hormuz and the Accelerated Rise of Electrotech with Daan Walter
21 oktober 2026 · 50 min
Today, we return to the subject of renewables and the associated electric ecosystem - electrotech - particularly in the developing world. What is the prevalence and relevance of these technologies in power generation and consumption in the world shortly leading the Iran War? And what has that attack itself done to those trend lines? Our guest is Daan Walter, principal and energy strategist at Ember, the global think tank dedicated to the energy transition. Lees meer
For more on Ember visit: https://ember-energy.org
or subscribe to their substack here:https://www.electrotech-revolution.com
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
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HC Group's Q3 Market Review Ready to Download
15 oktober 2026 · 4 min
HC Group's Q3 Market Review is ready for download - talent trends and moves from across the commodities sector. Lees meer
Download for free here: https://www.hcgroup.global/insights/market-reviews/access-q3-market-review-2026
For more on Enco Insights and the advsiors we can connect you with for short or long term projects visit www.encoinsights.com
For Hyperion Search our renewables and electrotech search firm visit www.HyperionSearch.com
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
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The Predictability Premium Part 2: winning and keeping the commercial mandate with Christian Lins
14 oktober 2026 · 54 min
Today, we return for part two on the predictability premium - how trading organizations can boost valuations of the asset-backed organizations they're within. One of the major challenges in creating a commercial organization is translating that value to the board and addressing their questions. That's what we're tackling in part two today - how to win the mandate to build a commercial organization and how to maintain it. Our guest is Christian Lins, Partner at Oliver Wyman in their risk and trading practice, which he leads in North America, and Christian's based in Houston. Lees meer
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
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The Predictability Premium with Christian Lins (Part 1)
7 oktober 2026 · 43 min
For commodity trading professionals, it now seems obvious that large global asset-backed producers, refiners, miners and processors should have some form of trading capability. Lees meer
The risks alone of having a stranded product, an unfulfilled short or being exposed to wild price swings justify it, let alone the profits, market access and intelligence these capabilities can generate.
This view rarely translates to other divisions within the group, let alone to the board or shareholders. Commercial teams are seen as risky, consumers of cash and culturally suspect, while investors supposedly discount them.
In this two-part series, host Paul Chapman tackles this disconnect with Christian Lins, Partner at Oliver Wyman, a global management consulting firm. Together, they explore whether investors assign real value to these capabilities and how senior commercial leaders can bridge the gap.
To read Christian's paper on the subject (available on October 7th) visit: https://www.oliverwyman.com/our-culture/our-people/christian-lins.html
For more on Enco Insights - our senior advisor network visit www.encoinsights.com
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
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Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
30 september 2026 · 1 uur 3 min
Recorded at the Canadian Crude Oil Conference on September 16 in Lake Louise, Alberta, Paul Chapman interviews Adam Waterous on
the state of Canada's oil sector against a backdrop of worsening relations with the US and events in the Middle East. And what will it take to turn its enormous energy advantage into economic value. Adam is the founder, managing partner, and CEO of Watrous Energy Fund. Before founding Watrous Energy Fund in 2017, Adam spent more than two decades advising energy industry through Watrous & Co. and later Scotiabank. After spending much of his career advising others on transactions, Adam became an investor himself. Through Watrous Energy Fund, he and his team have built Strathcona Resources and Greenfire Resources into significant players in the Canadian energy industry. Adam brings a unique perspective to today's conversation: banker, deal maker, investor, and company builder. So what will it take to truly make Canada an energy superpower? Lees meerFor related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
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The Four Horsemen of the Dieselpocalypse with Doomberg
23 september 2026 · 52 min
Today, Doomberg returns to the show. We discuss cascading events in the Middle East, Ukraine and how the global hydrocarbon shortage has shifted from crude to refined products. As US lawmakers consider a diesel export ban, how bad could this get? Further, what does the crisis mean for the midterms, and is the AI power boom sustainable? Doomberg is an independent reader-supported publication primarily on Substack covering energy, finance, and geopolitics. It's one of the most widely read finance and energy newsletters on the platform, and their work sits at the intersection of energy, finance, commodities, and politics. He modulates his voice for anonymity. Read Doomberg's Escalation Clauses for free here:https://newsletter.doomberg.com/p/67e20820-4a1a-4f28-bf24-75679656ea79 Lees meer
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
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Powering AI: another shale story? with Hill Vaden
16 september 2026 · 47 min
Data centers are the crucial rate limiting factor for the Hyperscaler's growth, and in turn, power supply is the rate limiting factor for those data centers. Who is financing that power infrastructure? How are they doing it? And indeed, what happens if there's a correction in the market or the flood of money leads to overcapacity? And what is the best analogy in historical capital cycles to examine this current infrastructure build out with? Our guest argues that it's the shale revolution. Joining me in my office in Houston is Hil Vaden, Executive Director over the Energy Capital Insights Group at S&P Global, who themselves are hosting the Financing US Power Conference on September the twenty-eighth through the thirtieth here in Houston, covering many of the topics we discuss here. Lees meer
Sign ups and details here:
https://www.spglobal.com/energy/en/events/conferences/financing-us-power?
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
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Crisis, M&A and Trading: communicating commodities with Will Medvei
9 september 2026 · 1 uur 1 min
Crises, outsized returns, accusations of environmental damage, missing cargoes and all the rest: corporate communications is done on hard mode in the commodities sector. Why is the sector still largely defined by anomalous events, gripping books and not its successes?
And why is it so important to get communications right, not just for companies and executive teams but for the sector as a whole? Especially as more and more large corporates are building commodity trading platforms. Why is it so hard to explain to investors and shareholders why trading matters? Our guest is Will Medvei, Partner at Brunswick Group, a global communications agency where he leads the energy and resources practice. Lees meerwww.hcgroup.global
https://www.brunswickgroup.com
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
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A Song of Fire and Maybe Ice: Natural gas in 2026 with Emily Kyne
2 september 2026 · 1 uur 28 min
US Natural Gas is expected to do some heavy lifting in 2026 and beyond. Powering the huge growth in domestic data centers, filling European storage and bridging the gap presented by the closure of the Strait of Hormuz and the damage wreaked on Qatar LNG. Europe is banking on a mild winter. Producers would appreciate a cold one in the US after multiple years of historically warm ones. And El Niño has introduced a new dimension of volatility. Joining us to discuss the US Natural Gas market and its consequence for the world is Emily Kyne , Vice President of Commodity Strategy and Trade Analytics at ARM Energy, a leader in natural gas transportation and management in North America.. Lees meer
For more on ARM Energy visit https://www.armenergy.com/
For more on HC Group visit www.hcgroup.global
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
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American Renewables: A Markets Story with Julie McLaughlin
26 augustus 2026 · 49 min
The sector American renewables has undergone policy uncertainty, even whiplash. Challenging a sector already impacted by rising interest rates and infrastructure back-logs. Despite that, the renewable sector matches Europe in scale and continued to grow. Now, in a world of data centers and increasing power demand, is its fortune set to be reversed? Returning to the show, and this time in person, hence slightly different audio quality this time, is Julie McLaughlin, Managing Director and Partner at Alvarez & Marsal . Julie was last on the show in late 2023, calling for the imperative of capital discipline within the renewables sector, a call that turned out to be very prescient indeed. This time, Julie's sharing how the sector fared in the wake of that call and where it's headed. Lees meer
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
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Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie
19 augustus 2026 · 54 min
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 to the show to unpack this stark reality, its consequences for the world, and why he decided to launch an oil and gas company. Lees meer
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
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Sand: The most important commodity in the modern world with Vince Beiser (Summer Repeat)
12 augustus 2026 · 47 min
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, author and journalist Vince Beiser joins us to discuss sand and its role in the modern world. Vince is the author of The World in a Grain - the story of sand and how it transformed civilization. Lees meer
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
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The Coming El Niño with Michael Ferrari
5 augustus 2026 · 53 min
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 Strait of Hormuz, exacerbate those impacts? And what could happen if we hit Super El Niño territory? Our guest is Michael Ferrari, head of research at Moby, an AI native investment platform targeted to retail investors. Michael has previously been on the show and has a stellar career at the center of data, analytics, insight, and building platforms to support that in various roles in such companies as Coca-Cola, Syngenta, Engine No. Point72, and latterly at AlphaGeo. Lees meer
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
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Real-Ekonomik: The Iran War's Longevity with Nick Kumleben
30 juli 2026 · 58 min
We return in a special episode to the Iranian-US war to discuss how "Real-Ekonomik" is shaping realpolitik. Lees meer
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 strategies and positioning of the various participants and their allies. Who wants peace, who wants all-out war, if any and who is OK with the status quo for now.
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
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Chip War: how semiconductors became the new oil with Chris Miller (summer repeat)
29 juli 2026 · 55 min
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, great-power rivalry and trade, especially between the US and China. How did chips become some crucial and their supply chains so concentrated and what does it mean for all our futures? Our guest is economic historian Chris Miller, author of Chip War - The Fight for the World's Most Critical Technology, the New York Times best seller. Lees meer
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
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The Price of Money with Edward Chancellor (Summer Repeat)
22 juli 2026 · 1 uur 2 min
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 financial crisis. In this episode, recorded just prior to the collapse of Silicon Valley Bank and Credit Suisse in 2023, financial historian Edward Chancellor, joined us to discuss his book “The Price of Time”. He's noted for his prescient warnings on major economic bubbles, has many awards and accolades, and described by Fortune magazine as one of the greatest financial historians alive. Lees meer
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
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Solar Flares and Coronal Mass Ejections with Edl Schamiloglu (Summer Repeat)
15 juli 2026 · 42 min
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 have catastrophic, even civilization-ending impacts. Scientists predict an event like the Carrington event happens every 100 to every 500 years. And the Carrington event is small compared to pre-history events. Yet despite the profound impact and the likelihood, public awareness remains low, there is little political action, little has been done to harden our power grid or plan for such an event. Since recording this episode in 2024, we have witnessed numerous X-class flares and geomagnetic storms triggering Northern Lights across the Northern Hemisphere. To talk about geomagnetic storms, their impact, the likelihood, the fragility of our global power grids and some solutions, is Distinguished. Professor of Electronics and Computer Engineering, Edl Schamiloglu. Edl is the Distinguished and specializes in extreme electromagnetic phenomena. Lees meer
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
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Whale Oil with Eric Jay Dolin (Summer Repeat)
8 juli 2026 · 49 min
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 we dig into the history of whaling and whale oil. Our guest is historian Eric Jay Dolan, author of Leviathan: A history of whaling in America. Eric takes us through the history of whale oil. A history of the first commodity cartels (they failed too), extraordinary entrepreneurs, boom and bust, environmental exploitation and Benjamin Franklin’s taste for Spermaceti Candles. Lees meer
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
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De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels
1 juli 2026 · 48 min
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. Lees meer
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
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Data Centers aren't the bubble with Eugene McGrane
24 juni 2026 · 55 min
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, Executive Managing Director at Cushman Wakefield, servicing all manner of clients with respect to real estate needs for the power and data center sectors. Lees meer
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
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Why is oil so cheap? With David Wech
17 juni 2026 · 48 min
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, Chief Economist at Vortexa, the energy and shipping data and analytics firm. Lees meer
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
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Digital Assets and the Blockchain Renaissance with Joe Miscioscia
10 juni 2026 · 48 min
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 commodities sector, but across all of industry. What are the latest trends? What is talent demand and for which disciplines? What is the intersection with the commodities sector? Our guest is Joe Miscioscia, Founder and CEO of the Joseph Anthony Group, a recruitment firm dedicated to digital assets, quant trading, and blockchain infrastructure. Lees meer
Visit https://www.josephanthonygroup.com for more,
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
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The Great CapEx Surge with Erikhans Kok
3 juni 2026 · 48 min
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 is Erikans Kok, Senior Partner at McKinsey where he leads their Capital Excellence Practice globally. Lees meer
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
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Unearthing Alpha with a Metals Hedge Fund, with Matt Heap
27 mei 2026 · 50 min
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 particular, metals and mining? Our guest is Matt Heap, founder and CIO of Forth Fund Management, a sector specialist hedge fund dedicated to metals and mining, launching in Switzerland. Matt has had a phenomenal career in metals trading, both in hedge funds at Orion Resource Partners, and then prior to that, at Louis Dreyfus, where he was global head of metals Lees meer
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
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No Peace, No War and No Flows with Aldo Spanjer
20 mei 2026 · 47 min
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 prolonged disruption? And how to cut through the noise and focus on the signals?? Lees meer
For more on BNP Paribas Markets 360 visit https://globalmarkets.cib.bnpparibas/markets-360/
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
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Sulphurous Times with Meena Chauhan
13 mei 2026 · 43 min
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 is sulphur (sulfur), how and where is it produced and what is it used for and why is the world not talking about this? Our guest is Meena Chauhan, Senior Manager for Sulphur and Sulphuric Acid, Analytics and Consulting Services at Argus Media. Lees meer
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
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Sanctions Strait Talk with David Tannebaum
7 mei 2026 · 51 min
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 room is there left to forge a deal with Iran like the former JCPOA? Sanctions and Maritime Compliance expert David Tannebaum, Director at Blackstone Compliance joined me in my Houston office yesterday to discuss the latest on sanctions, their role in the Iran conflict and current ceasefire. Lees meer
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
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Commodity Trading’s Bumper Q1 with Archie Hunter
6 mei 2026 · 38 min
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 consolidation in the sector and why good times for them is not good times for our wallets. Lees meer
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
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Escalation Impotence with Doomberg
29 april 2026 · 1 uur 11 min
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 much under way and we are in an era of profound change. And maybe AI, the savior of the SP500, wont choose to save us. Doomberg is the largest dedicated energy & finance Substack powered https://newsletter.doomberg.com/ Lees meer
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
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Notes from the FT Global Commodities Summit with Paul Chapman
22 april 2026 · 40 min
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. Lees meer
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‑chain models to rising geopolitical risk and the growing role of data and technology, the episode reflects on how market participants are adapting to a more fragmented and uncertain global landscape.
HC Group was proud to be a Silver Sponsor of the summit, which brought together senior leaders from across the global commodities sector for debate, insight and exchange.
AI in Commodity Trading is HC Group's latest report, produced in collaboration with FT Longitude. It explores where AI is having the greatest impact today, and what will determine competitive advantage tomorrow.
Download the report here: https://www.hcgroup.global/insights/talent-trends/report-ai-in-commodity-trading-why-data-will-define-the-winners
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
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Announcements, Events and Q1 Reports
15 april 2026 · 5 min
Register your interest for Bloomberg and HC Group's metals trading event: https://go.bloomberg.com/join/invite/metals-pricing-the-narrative-vs-pricing-the-physical/ Lees meer
Access HC Group’s Q1 Market Review: https://www.hcgroup.global/insights/market-reviews/access-q1-market-review-2026
Register for HC Talent Intelligence's Energy Trading Salary Report: https://www.hcgroup.global/reports
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
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Europe’s Power Trading Outlook with Xavier Veillard
15 april 2026 · 47 min
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 energy traders more broadly? Our guest is Xavier Veillard, Partner at McKinsey & Company and global lead for power trading, to unpack how market volatility is reshaping power trading strategies and the skills traders now require. Lees meer
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
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Tungsten with William Parry-Jones
8 april 2026 · 42 min
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 consultancy supporting clients in capturing value across the Tungsten and other critical minerals supply chains. Lees meer
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
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Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)
1 april 2026 · 52 min
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 Sporre, a senior commodities and equities analyst at Bloomberg Intelligence. He has had a long career in commodities, both on the sell-side for banks, as well as in operational roles in mining. This is part one. Part two will be recorded live in Geneva on April 22nd for an HC Commodities podcast live event hosted by Bloomberg Intelligence. Lees meer
This is our 300 episodes of the HC Commodities Podcast. Six years of weekly shows undertaking deep dives into the trends and topics with the commodities trading sector. A huge thanks to all of our guests and supporters who have helped us on the journey. Fina Charleson, our tireless editor and the HC Marketing team and, of course, all our over half a million unique listeners that have listened along the way. And we have a new logo to carry us for the next 300.
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
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The Iran War: the view from CERA Week with Nick Kumleben
27 maart 2026 · 47 min
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 gives us his take on the vibe and key discussion points. Lees meer
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
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Spice: The Commodities that Shaped the Modern World with Roger Crowley
25 maart 2026 · 44 min
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 the modern world and the blueprint for how commodity traders operate today (minus the cannons). Joining us is award winning historian Roger Crowley to discuss his latest book: Spice: The 16th-Century Contest that Shaped the Modern World. Lees meer
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
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Molecular Contagion with Jeff Currie
18 maart 2026 · 43 min
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 ramifications are being discounted at best and denied at worst. What are the longer term impacts of the events in the Gulf. Accelerating decoupling, de-dollarization and a shot in the arm for the energy transition. The only safety....HALO stocks. Lees meer
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
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The Strait of Hormuz and Asia with Tom Reed
18 maart 2026 · 51 min
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 China tapping its Strategic Petroleum Reserve? And will Asian countries start to ban the export of fuels? Lees meer
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
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Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben
13 maart 2026 · 50 min
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 that volatility? What would mines in the strait mean? Would boots on the ground actually lower prices? Why are the equity markets so sanguine? could this, plus a smoldering private credit fund concern, lead us quickly to the global financial crisis? Lees meer
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
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US Energy Supply, Bottlenecks and Private Equity with Jason Downie
11 maart 2026 · 53 min
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 private equity faring more broadly in a world of higher interest rates and other macro-economic headwinds? And what are the opportunities within energy and its infrastructure? Our guest is Jason Downie, Co-Founder and Managing Partner of Tailwater Capital, a private equity firm with over 6 billion in capital and a core focus on energy infrastructure. Lees meer
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
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Emergency Pod: Gulf War III and Commodities
4 maart 2026 · 45 min
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. Lees meer
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
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Repricing Power: How Clean Energy is Reshaping Global Power Markets, with Luca Pedretti
4 maart 2026 · 49 min
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 premium? Our guest to discuss all of this and more is Luca Pedretti, CEO and founder of Pexapark, a pricing intelligence firm for clean energy. Lees meer
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
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The Rystad House View and Notes From IE Week, with Claudio Galimberti
25 februari 2026 · 55 min
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? And what about the long term? All this comes to us from Claudio Galimberti, Chief Economist at Rystad Energy, and their recently published House View. Rystad is an energy consulting and market analytics firm with over 40 offices around the world and headquartered in Oslo. Lees meer
The House View is available for download here. https://www.rystadenergy.com/house-view-report
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
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Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu
18 februari 2026 · 50 min
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 career at hedge funds and at trading houses and at the intersection of trading, operations and technology, including at Glencore and Gunvor. Lees meer
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
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Food, Fuel & Weaponized: Soybeans with Walter Cronin
11 februari 2026 · 48 min
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 alongside meal and soybean oil produces high -quality soy ingredients. Lees meer
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
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Important, Growing in Demand and Hard: Energy with Mike Howard
4 februari 2026 · 55 min
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 time, it's ground zero for hyper-scalers and is the epicenter of fracking yielding epochal volumes of hydrocarbon. To discuss all this and more is one of the leading lights in the Texas energy sector, Mike Howard, Founder and CEO of Howard Energy Partners, the largest privately owned mid-streamer in the US. Beyond his business ventures, Mike is a key advocate for energy's role in society and the importance of getting it right, in technology, in physics, in legislation and in investment. Lees meer
www.hcgroup.global
www.hyperionsearch.com
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
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The Great Repricing with Jeff Currie
28 januari 2026 · 1 uur 8 min
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 we on the precipice of inflation and macro-economic turmoil. As tech companies plow their free cash flow into assets, will the investors return to hydrocarbons? Lees meer
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
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HC Group's Annual Review is Published (Download links in show notes)
22 januari 2026 · 2 min
https://interactive.hcgroup.global/annual-review-2025-26/full-view.html Lees meer
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