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357 afleveringen, van nieuw naar oud
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ESG is dead…Long Live ESG! with Anastasia Kuskova
19 maart 2025 · 45 min
Today we return to the subject of ESG and sustainability. In the wake of COVID, organizations globally made huge commitments around ESG goals. Sustainability teams were hired and grew rapidly. Today, we face a global vibe shift in the wake of economic realities, political change and shifting policy. What does that mean for ESG? What does that mean for sustainability? The reality is, in part, it's not going away, but it's certainly more focused on organizational goals and driving customer value. Our guest who helps clients with just these types of issues is Anastasia Kuskova, co-founder and CEO of Sirius, a sustainability intelligence platform for metals and mining, working with ArcelorMittal, Freeport, and other majors. She spent 8 years at the European Resources Group as Head of Sustainability and started her career in strategy consulting. Lees meer
www.besirius.io
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 Democratization of Oil Trading with Greg Newman
12 maart 2025 · 51 min
Oil Trading remains the preserve of wealthy industry participants. Few organizations have the means and access to trade the myriad OTC contracts that underpin the markets. However, much as we have seen the democratization of equities and FX markets, could oil and its products go the same way? What would that mean for organizations, individuals, brokers and markets. Our guest is trying to revolutionize the oil market through just that - it's democratization. Greg Newman, founder and CEO of Onyx Group, returns to discuss 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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Challenge, Crisis and Leadership in Asset-Backed Trading with Savvas Manousos and Niels Henrik Lindegaard
5 maart 2025 · 57 min
This is Part 2 of our mini-series on Asset-Backed Trading. In the previous episode, we covered the key reasons and decision points in creating asset-backed trading organizations. In this episode, we draw on the experience of Savvas Manousos and Niels Henrik Lindegaard on the key learnings and challenges that arise in implementation. From the inevitable challenges and even crises that arise and, ultimately, the two key roles of any leader - how to build a high -performing team and how to execute on a strategy with the flexibility and resilience needed in a more volatile world. Savvas Manousos spent 25 years with BP before developing global Asset-Backed Trading platforms at Reliance, Maersk and CEPSA. Savvas is now an Enco Insight Partner at HC Group’s sister company Enco Insights, providing independent, peer-to-peer, advisory to organizations embarking on this journey. Niels Henrik Lindegaard spent 40 years with Maersk and spent a decade leading their trading transformation through Maersk Oil Trading. Lees meer
For more on Enco Insights 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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Argus Crude Summit: Shifting landscape of crude oil trading with Peter Keavey and Paul Chapman
26 februari 2025 · 35 min
On February 6, host Paul Chapman was invited to be on a panel at the Argus Crude Summit Americas in Houston. Moderated by Matthew Oatway, Peter Keavey, Global Head of Energy and Environmental Products at CME Group and Paul discuss the changing landscape of crude oil trading – especially the rise of Asset Backed Traders and Hedge Funds. What does that mean for how makets trade and the people who trade them. Lees meer
For more on HC Group visit www.hcgroup.global
For more on Enco Insights 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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Building an Asset-Backed Trading Platform with Savvas Manousos and Niels Henrik Lindegaard
19 februari 2025 · 1 uur 6 min
In Part One of our miniseries on Asset-Backed Trading, Savvas Manousos and Niels Henrik Lindegaard join us to discuss why commodity producers, refiners and wholesalers are developing value-chain optimization through trading and the basic building blocks. What are the key drivers behind this global trend? What are the key decision points around people, platform and operating model? What approaches and resources best ensure success? Savvas Manousos spent 25 years with BP before developing global Asset-Backed Trading platforms at Reliance, Maersk and CEPSA. Savvas is now an Enco Insight Partner at HC Group’s sister company Enco Insights, providing independent, peer-to-peer, advisory to organizations embarking on this journey. Niels Henrik Lindegaard spent 40 years with Maersk and spent a decade leading their trading transformation through Maersk Oil Trading. Lees meer
For more information on Enco Insights 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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LPG Trading with Jack Nugent
12 februari 2025 · 51 min
In this episode, we dive into Liquified Petroleum Gas trading. What is LPG used for, where is it produced and how has the market developed since the advent of shale? How is trading LPG different from other commodities and what does it herald for other fuels? What is its role in the energy transition and what is its future? Our guest is Jack Nugent. Jack brings a unique perspective. From his early days in LPG broking, to living and working in both Europe and Asia as a LPG trader, he later co-founded his own successful LPG trading company. Jack is the CEO and Founder of Tradavex, a consultancy that helps organizations bridge the interface between technology and business. Lees meer
Relevant Links
www.encoinsights.com
www.hcgroup.global
www.tradavex.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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Peak Gasoline, Fuel Supply and EVs with Doug Haugh
5 februari 2025 · 53 min
Today we return to the fuels industry. What is the latest in global fuel supply and demand? What is the impact of ongoing electrification on fuel demand? Have we seen peak gasoline demand even in the US? And how is AI and technology changing fuels trading and the convenience industry that attaches to it? Returning to the show is Doug Haugh. Doug has over twenty five year’s experience working in the energy, technology and convenience retail industries. He serves on the board of Bioblend Renewable Resources, Trux and Ergon and Board Chairman at New Tide AI Lees meer
For more on HC Group visit www.hcgroup.global
For Enco Insights 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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Seed Oils, Biofuels, Proteins and Politics with Walter Cronin
29 januari 2025 · 44 min
How did seed oils and biofuels fair in 2024? Wild price swings dominated as the markets reacted to changing yields and biofuel demand. At the same time, the markets braced for a change in the US administration and the policies left ill-defined by the previous one. Why did the US suddenly become the world’s largest Used Cooking Oil importer? What could 2025 bring? And what will the Trump Administration bring – not least with RFK’s views on seed oils and health? Returning to the show is Walter Cronin. Walter is the co-founder and president of White River Nutrition, a soy processing company dedicated to better nutritional outcomes via superior vegetable protein meal. Walter's an investor and on various boards across the agri and renewable fuels sector. Lees meer
Link to Argus Global Crude Conference: https://www.argusmedia.com/en/events/conferences/americas-crude-summit/agenda
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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Tea with Jem McDowall
22 januari 2025 · 46 min
Another global commodity, present in our daily lives, without an established price index or futures contract, with a unique supply chain: Tea. How does Tea reach our tables? Where does tea come from? How does it trade? And how is the tea market navigating climate change, ever lower prices and changes in demand? Indeed, which nations drink the most tea? Our guest is Jem McDowell, Vice-President of Trading and Universal Commodities (Tea) Trading Inc. Jem is based in the US but has had a global career in trading tea. 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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Building the now indispensable Trading Platform with Talis Bennett-Verschure
15 januari 2025 · 51 min
For producers, refiners, processors & miners building a risk management and trading capability is moving from a value-add to a ‘must have’. However, building such a capability is a challenge, requiring a clear plan to win, constant communication and the right operation model and systems. Over the last 5 years some transformations have succeeded, others remain stalled. What are the key accelerators and derailers in such a process? What are the people implications – both the required leadership and the skill-sets needed. Our guest is Talis Bennett-Verschure, Director of Commodity and Energy Trading at the management consultancy Baringa, who has been at the forefront of helping organizations build this vital capability. Lees meer
www.encoinsights.com
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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The Dark Fleet with David Tannenbaum
8 januari 2025 · 45 min
Ten percent of the global tanker fleet has gone dark and the number is growing. What is the Dark Fleet? Why does it exist and why is it growing? Who is using the fleet and who owns it? What are the risks for the market, the environment and traders? And what does a shadow fleet mean for world security and criminal enterprises? Our guest is David Tannenbaum, Director at Blackstone Compliance Services, a sanctions and anti -money laundering advisory group, providing support to financial institutions and commodity trades alike and a Partner at Polestar Global, a sanctions and maritime intelligence firm where he runs the threat intelligence group. Lees meer
https://www.blackstonecompliance.com/
www.encoinsights.com
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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2024 Reflections, Thanks and a look forward to 2025
31 december 2024 · 12 min
A brief final episode of 2024. Host Paul Chapman reflects on some of the key themes of the year, offers his deepest thanks to listeners, guests and his colleagues at HC Group (www.hcgroup.global) and Enco Insights (www.encoinsights.com) and looks at the coming year and goals for the podcast. Lees meer
Please do leave a positive review on the platform you are listening on to help support the show and our work.
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 Time with Edward Chancellor (Re-Release)
25 december 2024 · 1 uur 2 min
A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas re-release of one of host Paul Chapman's favorite discussions. Lees meer
Award-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates – the price of money and time – have been unnaturally low since the global financial crisis. This has led to a profound impact on finance and society. Global corporates found financial engineering more “profitable” than focusing on products and operations. Assets inflated and inequality widened. In the commodities world, the cost of carry and cost of finance, was essentially zero. Energy tech plays were awash in money and valuations sky high. Rates are now rising and those same engineered corporates are becoming zombies. China risks economic Armageddon as the global carry trade ends. Assets prices are falling and financially stressed commodity traders, now face higher rates. Edward argues higher rates will return the world to profitable growth and risk allocation unless political will to reverse rates wins…
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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AI, Coding and Changing Skill-Sets in Commodities with Daf Davies
18 december 2024 · 54 min
The skillsets required to be in a commodity trading team have always been evolving. However, that evolution is accelerating in the wake of new technologies and especially AI. In this episode we trace the changing roles and skills traders have needed over the last century and what the future holds as AI becomes ever more involved in the day to day activities of a trading desk. What are the skillsets of the past and their future? Are they fundamentally different? How is AI already affecting teams? And how will AI shape the teams, careers and opportunities within the sector? Our guest is Daf Davies, long time commodity trader, and founder and CEO of Deus AI – a consulting firm focused on preparing companies for the commodity trading future. 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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Fusion Power with Jay Brister
11 december 2024 · 39 min
Will nuclear fusion change the world and if so how far away is it? What is fusion power? What are the technological, regulatory and financial developments that are accelerating our path to it? What has changed that has meant private companies are now racing to develop it alongside governments? And what will it mean for fusion power to be deployed at scale. Our guest is Jay Brister, an independent investor and consultant with over 40 years experience in the nuclear sector who has focused on fusion over the last five years 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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Power Metal with Vince Beiser
4 december 2024 · 48 min
Award winning journalist and author, Vince Beiser, joins us again to talk about his new book; Power Metal: The Race for the Resources that will Shape the Future. The energy transition consumes immense amounts of critical metals and minerals. What are the trade-offs being made in mining and processing them? How and where is recycling of these metals ongoing? What are the human stories and impacts behind this enormous industry and what might the solutions be to make the transition more sustainable and achievable? Vince’s book is out and available in all good book stores and published by Penguin Random House. 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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Forecasting the Weather with Matt Lanza
27 november 2024 · 43 min
Weather is a key driver in energy markets – from trading in the day ahead markets to weather events that can disrupt operations for months on end. Accurate forecasting has always been an edge. New technologies are making some aspects of forecasting ever more accurate. At the same time, climate change is making extreme events more frequent and significant. What keeps a meteorologist up at night? Why do energy traders employ meteorologists? How is technology changing the profession? Our guest is Matt Lanza, who has over 20 year’s experience working on trading floors as a meteorologist . 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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Changing EU Policy & Energy Trading with Bart Verest
20 november 2024 · 40 min
In the wake of the energy crisis and the demands of the energy transition, the EU has enacted a series of regulations, and considering more, in the European energy markets. These will bring changes to how power, carbon and gas markets operate and some proposals under consideration could have profound effects. What are these changes? What is the impact on how markets operate and the opportunity for participants? And are we entering a period of re-regulation and intervention after the steady march of liberalization over the past 25 years? To discuss this and more is our guest Bart Verest, the Lead Partner at E&C Consultants, an international consultancy focused on energy procurement and markets with their headquarters in Belgium. Bart is an expert in energy markets and energy contracts. 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 Metals Markets in 2024 and Beyond with David Wilson
13 november 2024 · 51 min
Metals have had an interesting year so far. Prices have been volatile along with sentiment and narratives. Trading Houses have been rapidly expanding metals trading teams and funds have piled in. In this episode, David Wilson, Senior Commodities Desk Strategist at BNP Paribas Markets 360, takes an in depth look at the reality behind these trends across copper, aluminum, nickel, gold and the battery metals in 2024 and what that may presage for 2025. 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 HC Commodities Podcast Live Event: Commodities Trade in Volatile Times
6 november 2024 · 47 min
May you live in interesting times - as the proverb goes. Will those times continue? On October 16th, at the Yale Club in New York City, we held our latest Live Event hosted by ITFA with additional sponsorship from Brown Brothers Harriman, The Mercury Group, Goba Capital and HC Group. The commodities sector has seen unprecedented volatility. What has that meant for the sector’s ecosystem? How has it shaped the opportunities and risks? Is the volatility structural or ephemeral? A group of leaders from across the sector joined our panel to discuss in front of an audience of 150 industry participants. Rob Walsh, CEO of IMI, William Tully,Head of Business Development, BBH Commodities & Logistics, Sunil George, Head of Client Financing Solutions for the Americas at Louis Dreyfus Company, Todd Lynady, Regional Head of Financial Solutions @ WTW and Alexandre Lacreu Chief Underwriting Officer, Coface North America moderated by podcast host Paul Chapman. 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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COP29: Article 6 and Transforming the Carbon Markets with Nick Marshall
30 oktober 2024 · 48 min
In mid -November, in Azerbaijan at COP29, momentous decisions could be made that would advance the carbon markets globally. What are they and what are the chances of that happening and what is the state of the carbon market today? Our guest is Nick Marshall, co -founder of TASC, a project developer focused on channeling funds into carbon reduction projects around the 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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Protectionism with Alex Tuckett
23 oktober 2024 · 42 min
Commodities sit at the heart of global trade and as such are at the center of the rise of protectionism. After a long period of globalization and ever freer trade, there is a perceptible and growing shift back to mercantilism and protectionism. This is driven by great-power competition with the energy transition being a key driver. Tariffs, sanctions and direct market intervention are ever more commonplace. To discuss this trend, its causes and its impact on our sector is Alex Tuckett, Head of Economics at CRU, the independent commodity analytics, consulting and pricing agency. 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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How Batteries are Changing Power Markets with Casey Keller
16 oktober 2024 · 46 min
Utility scale batteries are proliferating across Western power grids, particularly in the US. And far more are set to come. These batteries offer the ability to manage grids, especially with the influx of renewables, or make economic returns on trading around them. Yet, their very presence is changing the dynamics of power markets. What are these batteries, where are they placed and who owns them? How and who trades around them and what do they mean for the future of power markets? All this and more is answered by our guest Casey Keller, Head of Assets and Development at Caerus Commodities. 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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Punishing Putin with Stephanie Baker
9 oktober 2024 · 47 min
Russia’s full scale invasion of Ukraine in February 2022 triggered an avalanche of economics sanctions by the West. What followed was an undeniably world-changing financial experiment that risked throwing the world into a devastating recession, testing the very limits of economic warfare and Western cohesion. Commodities sit at the heart of this story with profound ramifications for the global sector. But is it succeeding? Our guest is Russia expert and veteran Bloomberg investigative journalist Stephanie Baker who’s new book - Punishing Putin: Inside the Global Economic War to Bring Down Russia - explains in fascinating detail how this furious shadow-war unfolded: its causes, how it is being executed, and its ability to affect Russia and the course of history. 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 Natural Gas Trading in a Global Market: Live Event hosted by Six One Commodities
2 oktober 2024 · 49 min
Over the next two years, the US is set to export some 12bcf/d extra of LNG. What does this mean for the US market? Where will it go? And can supply keep up? Will there be sufficient demand in Europe? And what does this mean for traders - is a global footprint now a must? Are the gas markets entering a new truly globalized era where US supply sets the price? All that and more is discussed in this special live event recording of The HC Commodities Podcast held on September 19th in Houston. The event was hosted by Six One Commodities and co-sponsored by Bridge Alternatives and Phillips66. Our panelists were Harrison DeStefano, CCO of Six One Commodities, Nathan Arentz, MD, Skylar Capital Management, Anne-Sophie Corbeau, Global Research Scholar at the Center on Global Energy Policy and Graham Fisher, Head of Natural Gas Trading at P66. Lees meer
To hear about future events, including one in NYC on October 16, sign up to the HC Group Newsletter.
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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Shale 4.0 with Matthew Bernstein
25 september 2024 · 49 min
Shale Oil & Gas has turned the US into an energy power house over the last 15 years. Will it disappear as quickly as it arrived or will it set to US apart for years to come? Within its short life, it has evolved quickly and our guest Matthew Bernstein now characterizes it as Shale 4.0. What were the previous iterations in participants, economics and output and what does the future hold? Matthew Bernstein is the Manager of Shale Analytics at Rystad Energy, the independent energy 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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Coffee with Charlie Stephens
18 september 2024 · 49 min
A commodity close to many of our hearts, but how does it end up in our mugs? Where is it grown, how is it processed and who trades it? How do the derivative contracts work and what might the future hold as climate, geopolitics and consumer tastes evolve? Our guest is Charlie Stephens, President of Amarella Café, an independent specialty coffee trader in the Americas. Still in his twenties, Charlie also shares his story on how he launched his own trading 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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Strategy and AI with Dr. Seth Dobrin
11 september 2024 · 50 min
Is the commodities world lagging behind in AI adoption? And if so, how should the sector’s leadership think about applications and use? What even is it and how is it being used by other sectors? Our guest is Seth Dobrin, CEO of QuantmA1, an AI consultancy and General Partner at 1Infinity Ventures, a VC fund. Seth was former Global Chief AI Officer at IBM and Head of Digital Strategies at Monsanto. 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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Where are Oil Prices Headed? With Aldo Spanjer
4 september 2024 · 45 min
As we head toward the end of the year and into 2025 where are oil prices headed? In this episode we recap the major events and decisions since COVID and the key drivers of oil prices. Then we turn to the outlook for the next two years. What is the supply and demand picture? What could OPEC’s upcoming decision mean – could a new price war start? And what are the potential disrupters in a more volatile geopolitical landscape. Returning to the show is Aldo Spanjer, Senior Commodity Strategist at BNP Paribas. Lees meer
To attend our upcoming HC Commodities Podcast Live Event please RSVP here:
https://www.eventcreate.com/e/hc-commodities-podcast-houston
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 Brazilian Power Market with Adriana Waltrick
28 augustus 2024 · 37 min
Brazil has been steadily deregulating its power market over the last two decades. This combined with one of the largest share of renewables in the generation mix of any advanced economy, alongside hydrocarbon production in the ‘Pre-salt’ off the coast, has made it a hugely dynamic market with lots of opportunity for participants, both domestic and international. What is Brazil’s generation mix and power market structure? How volatile is the market and why? What pressures do participants face? How liberalization survived multiple political changes and what might the future hold? Our guest is Adriana Waltrick, CEO of SPIC, the fifth largest power generation company in the country. Lees meer
To attend our upcoming HC Commodities Podcast Live Event on September 19 in Houston please visit:
https://www.eventcreate.com/e/hc-commodities-podcast-houston
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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Regime Change in European Power and Gas Markets
21 augustus 2024 · 53 min
Are we seeing a regime change in Europeangas and power markets? Is Europe now entering a period of structurally lower energy prices and economic advantage as its decades long investment in renewables starts to pay off? Will other countries have to go through this journey? What does this mean for power trading opportunities? As we approach winter, is the European Energy Crisis in the rearview mirror? What of natural gas? Huge amounts of LNG are forecasted to arrive on European shores in the coming years. What will this mean for Europe’s gas markets and what’s the impact on the US, the main exporter, as well as other parties along the gas value chain? Our guests are Senior Commodities Strategists, Aldo Spanjer and James Huckstepp from BNP Paribas. Lees meer
To attend our upcoming HC Commodities Podcast Live Event in Houston on September 19 please RSVP here (in person event only):
https://www.eventcreate.com/e/hc-commodities-podcast-houston
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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SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman
14 augustus 2024 · 47 min
The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak earlier but will subsequently decline much more rapidly. Already much of the West and Asia is in decline and replacement rates of falling at an accelerated pace. Is this a long-range risk no board rooms are talking about? Our guest is analyst, futurist and swine consultant Todd Thurman who has become a global authority on the subject on how it will impact the commodities world. Lees meer
We also have an upcoming HC Commodities Live Event in Houston on September 19th. To RSVP (for free) please click here:
https://www.eventcreate.com/e/hc-commodities-podcast-houston
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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Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou
7 augustus 2024 · 1 uur 7 min
Global regulators are narrowing their focus on the commodities sector and billions of dollars have been paid in fines. The world has become both more transparent and more risky in the wake of deglobalization, sanctions and the energy transition bringing its increased public scrutiny. The risks are enormous both the companies and individuals. And as such, compliance is an ever more important topic. To discuss compliance, enforcement and best practice is Gerben Schreurs, Partner at the Forensic Risk Alliance, or FRA, an independent forensics firm that conducts investigations, monitorships and compliance reviews, as well as Barry Vitou, Partner at HFW, the global law firm, where he is Head of Investigations, White Collar and Compliance. As always, you can really support the show by leaving us a positive review on the platform you're listening on. 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 Professionals: The people behind the trade with Jonathan Kingsman
31 juli 2024 · 45 min
show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these roles evolved in a more volatile world? How are the trading houses fairing since we last caught up with Jonathan? Lees meer
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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The Complexity in the Energy Transition with Marco Raugei
24 juli 2024 · 57 min
The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet, to make the right investments and decisions as companies and societies, it requires careful analysis and ultimately managing the inherent trade-offs. In this episode, we zoom in on the reality of the energy transition, the science required and the competing philosophies. Our guest is Marco Raugei, Senior Lecturer and Researcher at Oxford Brooks University. He is an Environmental Scientist with a PhD in Chemical Sciences and lectures on energy systems and Life Cycle Assessments. Marco has spent his career researching the very energy systems, particularly in transportation, that drive our economies today and in those of the future. 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 Super Charged Capex Cycle with Jeff Currie
17 juli 2024 · 47 min
Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics and dollar weaponization changed the landscape? If there is a global run up in prices will energy keep pace with metals? What does all this mean for the trading sector and investors? Returning to the HC Commodities Podcast to give his analysis of the commodities markets over the last year, and what the outlook is, is Jeff Currie, now Chief Strategy Officer of Energy Pathways at The Carlyle Group. He is the former Global Head of Commodities Research in the Global Investment Research Division at Goldman Sachs. Lees meer
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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Data Centers: engines of change in power markets with Eugene McGrane
10 juli 2024 · 43 min
Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regulation are still adapting, often too slowly, to the changing energy mix and decarbonization demand. Could data centers be the engines of change to bring our power grids into a renewable ready world? Could this be the energy management opportunity of the decade for power traders? Our guest, Eugene McGrane argues just this. Eugene is an Executive Managing Director at Cushman Wakefield, supporting their power clients across all real estate categories. 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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Commodities in Portfolio Construction with Hussein Allidina
3 juli 2024 · 38 min
In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are their historical long-term performance as part of a broader mix of equities and debt? Indeed, are institutional investors currently underweighted, especially as we enter a period of higher inflation and industrial restructuring? Our guest argues they are and outlines why: Hussein Allidina is Managing Director and head of commodities at Toronto Dominion Asset Management. Lees meer
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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Hedging with Samuel Basi
26 juni 2024 · 34 min
Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile in an age of disruption. What is hedging? What are the costs and benefits and why is it not more exploited up and down the value chain. Our guest is Samuel Basi, author of the new book “Perfectly Hedged. A Practical Guide to Base Metals”. Samuel is the founder and CEO of Perfectly Hedged LLC a training consultancy for the sector and a former metals trader at both Trafigura and Greenwich Metals. Lees meer
For more on HC Group visit www.hcgroup.global
for Perfectly Hedged visit: www.perfectlyhedged.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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Geographic Arbitrage with Michael Ferrari
19 juni 2024 · 40 min
In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to rivers, coasts, production and markets. However, today the world is becoming more volatile both in weather events and in policy. And in fact locations a few miles apart can have very different risk profiles – with those choosing wisely outstripping competitors as crucial times of disruption. And those risks are now being mapped down to the precise GPS coordinates. Our guest is someone who is leading the charge. Michael Ferrari is Chief Scientific Officer & Chief Investment Officer at AlphaGeo - AI-powered geospatial predictive location analytics platform that enables clients to assess location risks in the commodities sector and beyond Lees meer
To visit AlphaGeo -
https://alphageo.ai/
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 Unstoppable, Exponential Energy Transition with Kingsmill Bond
12 juni 2024 · 47 min
In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ will be very different than the ‘age of carbon’ and the same forecasting assumptions do not apply. The energy transition is being driven by technology, economics, geo-strategy and, of-course, necessity. And the data proves it. Our guest is Kingsmill Bond, Senior Principal at the Rocky Mountain Institute (RMI). Kingsmill’s latest analysis is available in the link in the show notes. https://rmi.org/wp-content/uploads/dlm_uploads/2024/06/RMI-Cleantech-Revolution-pdf.pdf 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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Russian Sanctions with Sarah Hunt
5 juni 2024 · 52 min
In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictions imposed on trade infrastructure, such as finance and shipping. In this episode, we do a deep dive on the suite of Russian sanctions imposed since the invasion of Ukraine. How do sanctions work? How are they imposed and by whom? What are the specific Russia related sanctions and what are their consequences for the commodities sector? And how should companies prepare for and manage them? Our guest is Sarah Hunt, commodity trade and sanctions specialist lawyer at HFW. Lees meer
To find Sarah's seminar on sanctions visit the podcast page at 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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The Japanese Power Market with Xavier Veillard
29 mei 2024 · 39 min
In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world, attracting a host of domestic and international energy merchants. What is the regulation that underpins the market? How does it function and who are the participants? Who is, and where do you get, the talent to build such a capability. Our guest is Xavier Veillard, Partner at Mckinsey, heading their global power and gas commodities offering. 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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Governmental Relations, Planning and Policy with Peter Stahley
22 mei 2024 · 55 min
Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity sector participants. However, the reality of implementing these policies, from the power lines needed to the mines for critical metals, requires navigating byzantine levels of planning and approval. What does this mean for the West’s ability to compete in the energy transition. What does this mean for commodity traders who have historically eschewed close governmental relations? Why does that need to change? Our guest is Peter Stahley, Senior VP at Cassidy & Associates, a governmental relations service. Lees meer
For pdf discussed visit https://www.hcgroup.global/hc-insider/hc-insider-podcast/governmental-relations-planning-and-policy-with-peter-stahley
For more on HC visit www.hcgroup.global
For more on Cassidy & Associates https://cassidy.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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Special: Enco Insights at 6 months with Bill Read
17 mei 2024 · 18 min
To find our more about Enco Insights visit www.encoinsights.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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200 Episodes with Paul Chapman
15 mei 2024 · 35 min
In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, that has traced the trends, participants and individual commodities (some old and some new), through one of the most interesting periods in the sector’s long history.
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 Lees meer -
Trade Finance in Uncertain Times with Kristofer Tremaine
8 mei 2024 · 41 min
Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and volatility threaten this key resource. How have the banks responded and what of alternative providers? What does this mean for commodity traders and the markets themselves? Kristofer is the founder of Kimura, an asset management business dedicated to the commodities sector, with a central focus on private credit trade finance. Lees meer
Kimura host a stable of successful podcasts which you can visit here: https://www.kimuraperformance.com/category/podcasts/
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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Dry Freight, FFAs and Technology with Mads Frank Markussen
1 mei 2024 · 54 min
In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving convergence between the traditional separation between ship owners, charterers and the traders. What is the structure of the market for dry freight? How do participants use Freight Forward Agreements? What is the impact on talent? And how could coming technology disrupt and develop this volatile corner of the commodities world. Our guest is Mads Frank Markussen, Head of Research and Market Intelligence at the European ship owner and freight trader, Navi Merchants 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 Future of Switzerland as a Commodities Trading Hub: Live Event
24 april 2024 · 48 min
links to SuisseNegoce commodities review: https://www.suissenegoce.ch/commodities/commodities-2024-en Lees meer
Links to Allassohttps://www.allasso.com/home
Linkes to Artis Works https://www.artis.works/
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 Carbon Markets with Ariel Perez
17 april 2024 · 47 min
In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russia’s invasion of Ukraine? Have compliance markets expanded globally? How have voluntary markets fared? What were the key outcomes from COP28 and what does the EU’s Carbon Border Adjustment Mechanism mean for the world? Could this be the catalyst for a global carbon pricing mechanism that can provide the much needed basis for market based solutions to the energy 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