Alle afleveringen
357 afleveringen, van nieuw naar oud
-
Abu Dhabi: the next global commodities hub with Mark Cutis
7 juli 2021 · 48 min
With the launch of the Murban Crude Oil Futures, Abu Dhabi has signalled more than just a wish to price its own oil production. The futures herald Abu Dhabi’s desire to become the next global commodity hub, powered by its geographic centrality, proximity to Africa, legal code and infrastructure. Does the world need another hub? What about the crucial component of talent? Our guest is Mark Cutis, CEO of ADGM authority, the body tasked with providing the ecosystem and responsibility for leading Abu Dhabi’s growth as a leading financial and commodity powerhouse. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
-
The New Merchants of Grain with Jonathan Kingsman
30 juni 2021 · 47 min
In this episode we focus on the agri traders and agri trading. What differentiates agri trading from the other commodities? Is the recent return to form, after years of low returns, sustainable? Do the agri markets give us a window into the future for the other commodities, with its increased transparency, and consumer demands around sustainability and traceability? And if so, what lessons can be learned? Our guest is Jonathan Kingsman, well-known thinker and writer in the space. Listen as he guides us through the ups and downs of the agri trading world. You can find his blog at www.commodityconversations.com Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Betting on biofuels: a bridge to the future with Walter Cronin
23 juni 2021 · 56 min
Investors, traders, ags, and energy businesses are investing in biofuels. Technology and decarbonization are driving the market. However, policy, crop yields, rising feedstock prices and public perception make it risky. Our guest Walter Cronin, Chief Commercial Officer at Green Plains, guides us through the global biofuels market and where we might go from here. Will renewable diesel overcome rising feedstock prices and the food for fuel debate? Are energy investors prepared for the uncertain world of crop yields? Has recent technological advances meant corn ethanol will be the dominant bridge fuel? What would changing policies in China and India do to the market? And what about that blend wall? Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Trading Green Ammonia with Christophe Savi
16 juni 2021 · 44 min
Ammonia sits at the heart of the chemical industry and was the vital component in our first ‘green’ revolution, boosting global food production. Now, Ammonia could sit at the heart of the next ‘green’ revolution as a transporter for hydrogen atoms for fuel cells and as a carbon-free fuel in its own right. This is launching a surge in interest from the energy industry, just at a time when food and fertilizer prices are also rising. Is Ammonia a real contender in energy transition? What does this mean for the current and future of the Ammonia market? And who better to ask than a trader. Our guest is Christophe Savi, Managing Director of Ammonia at Trammo, the global commodity merchandiser engaged in the marketing, trading, distribution, and transportation of ammonia, among other commodities, for over 60 years. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Energy Transition & Geopolitics with Daniel Yergin
9 juni 2021 · 49 min
Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dramatically changed the world. Now, peak demand and the energy transition is set to upend decades of global policy and economics – with a huge impact on the commodity markets. Will battery metals become the crucial natural resource? Will the electron revolution reverse globalization? We are delighted to have as our guest, Pulitzer Prize winning author and Vice Chairman of IHS Markit, Daniel Yergin. We discuss Daniel’s latest book – The New Map, Energy, Climate and the Clash of Nations and explore his take on the future of hydrocarbons and the impact of energy transition. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Blockchain, Tokenization & Commodities Trading
2 juni 2021 · 59 min
Blockchain has the power to revolutionize commodity trading by lowering transaction costs, boosting liquidity and, crucially, providing the mechanism to track, price and trust a range of ESG attributes, which consumers are demanding. But what is blockchain technology, tokenization, smart contracts etc? What about regulation, security and power consumption? In this episode we do a blockchain 101 and look into the commodity trading use-cases being developed by tech’s vanguards. Our guest is Clint Nelsen, a prolific blockchain entrepreneur and co-founder of Startup Weekend - the worlds largest grassroots ecosystem of tech entrepreneurs. Today, Clint is co-founder of Neo Holdings, (visit www.neo.co) a cross-industry coalition and group of companies focused on tokenizing commodities and their trading. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
To find out more about Neo visit www.neo.co
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
-
Trading Around Batteries: the power trading of the future
26 mei 2021 · 38 min
For commodities traders, trading around storage assets is nothing new. The same is becoming true in power. As the generation of power increasingly comes from renewables, batteries are seen as a key tool to manage the associated intermittent availability and short-term price volatility. These batteries provide a growing opportunity for power traders with the quantitative and technological capability to capture it. Will this be the dominant form of power trading in the energy transition world? Our guest, Aaron Lally, Managing Partner of clean tech trading business Vest Energy, provides his insight on the current and opportunity set, the participants and technology involved and the drivers behind it. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Trading the Super-Cycle (Special 50th episode)
19 mei 2021 · 38 min
We are in the foothills of a commodity super-cycle. Interest and investment is returning to the sector as the narrative of energy transition, inflation driven by policy, and scarcity in the wake of Covid-19, takes hold. What does this mean for traders over the next year and beyond? What are the trades? In honor of our 50th episode, we are delighted to welcome back our first ever guest John Massey, Head of the Houston Office for commodity trader ECTP. A year ago, John joined us to discuss the impact of Covid-19 on the commodity markets. He made some prescient calls including that Covid-19 would accelerate a re-balancing of the sector and lead to rising prices, rising opportunity, and rising interest. A year later, John discusses the super-cycle he foresaw and gives us his insight on the market opportunity and some predictions. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Transforming Utilities
12 mei 2021 · 55 min
Electric utilities around the developed world face fundamental challenges to their business model as the way power is produced, transported, traded, and consumed is changing. Meanwhile, investors and policies demand rapid reductions in carbon emissions, rendering existing generation assets liabilities and promoting less consumption. Visibility to the customer is more crucial than ever to balance loads and service changing consumer habits. How can utilities meet these challenges and transform into more nimble, future ready organizations? Our guest Julia Hamm, CEO of the Smart Electric Power Alliance, gives us her insight into these challenges and how utilities in the US are responding. With disruption from all angles, will their actions be sufficient? Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Hedge Funds & Commodities
5 mei 2021 · 42 min
Institutional investors and family offices want to invest in commodity hedge funds, as the narrative of the super-cycle and inflation drives both interest and return to form. Ryan Duncan of Bridge Alternatives provides his unique insider view of hedge funds’ performance in commodities over the past two decades and what themes and lessons can be identified for both the traders and investors. Will we see the fabulous returns (and volatility) of the last bull run? Or will structural changes that have affected performance over the past decade limit the future opportunity? What kind of investor can weather the volatility and risk inherent in the sector and what kind of trader? Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Batteries as Commodities: Trading the platform technology of the Electric Revolution
28 april 2021 · 38 min
Lithium-ion batteries are the platform technology of electric revolution. The cells are standardized, produced under long-term supply contracts and demand is stratospheric. There is little free supply and delivery is in the future, with mega factories taking four years to build. The products themselves go into EVs and the power industry itself. Will batteries be the ultimate commodity of the future? Will trading houses have battery desks sat alongside their metals and power groups? Simon Moores, CEO and founder of Benchmark Minerals (www.benchmarkminerals.com) joins us for a deep dive on the battery industry. What is the supply chain? How does the market operate? What are the technology challenges with validating, shipping, storing, and marketing? And when will batteries be traded? Moores helps us to answer these questions. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Trading Commodities in 2030: a view of the future
21 april 2021 · 55 min
What will the commodity trading platform be like in 2030? In this episode, we examine ongoing change and trends in our sector and look at how these may play out over the next decade. We are in for some radical changes according to our guest who has spent significant time working on this subject. David Rae, BP’s former CIO Global Oil Trading and Head of Digital Innovation for Trading, guides us through a fascinating glimpse of the future including traders with heads-up displays out of a fighter plane and blockchain changing the nature of trading itself. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Renewable Diesel: big bets and big challenges
14 april 2021 · 41 min
In this episode, we do a deep dive into renewable diesel where the ag and energy worlds collide. Renewable diesel is currently being hailed as a key tool in the energy transition, tackling hard to abate fuels like aviation. Refiners are announcing big investments globally and both ag and energy traders are entering the feedstock space - where prices have risen dramatically. We start from the beginning on what renewable diesel is, the policies that underpin it globally, the technologies, and its supply chains. In this episode, we also look at the challenges from the food for fuel debate and whether feedstock supply can meet demand without undermining the policy goals that created it. Our guest is JW Hackett, a commercial development and policy expert in renewable fuels who has worked for the EPA and on the US Senate Committee for the Environment and Public Works and for the Renewable Energy Group. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
A New Era in European Power Trading
7 april 2021 · 55 min
In this episode, Laurent Segalen, clean energy banker, trader, investor, and co-host of the Redefining Energy Podcast, joins us to discuss European power trading. Why is there a resurgence in power trading? Where are the opportunities now and, in the future, and who will be participating? We follow the story of power trading in Europe from the salad days of the 2000s driven by deregulation, through to the low price-doldrums of the 2010s, to the present day and beyond in the era of energy transition. What will generation, batteries, the grid and trading look like? What role will Hydrogen, digital platforms and blockchain play? Laurent guides us through it all. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
-
The Digital Core: CTRMs and beyond
31 maart 2021 · 41 min
Commodity Trading Risk Management systems sit at the heart of any commodity trading enterprise. Their design and implementation has been a huge source of pride for some, frustration for others and cost for all in the sector over the past 20 years. However, the role of a CTRM is changing with the broader digitization of the commodity sector itself. Now, CTRMs are becoming the digital core of an organization and must increasingly be understood by traders themselves and able to connect with external systems. Should organizations build or buy CTRMs? Will blockchains and DLTs disrupt the existing CTRM world? These are some of the questions our guest, Richard Payne guides us through. Richard is a Managing Partner at capSpire, a management consultancy focused on the commodity sector. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Lithium and the Global Battery Arms Race
24 maart 2021 · 46 min
Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium supply. Mining is constrained by available ores and multiyear start up times. Chemical processing and cathode production is technically challenging, environmentally impactful, and concentrated in China. EV manufacturers are buying all the Lithium supply they can on decade-long contracts. Lithium demand is forecast to outstrip supply by double in 2040 – even with the most optimistic forecasts. What does this mean for producers, commodity traders, financiers, governments and OEMs? How can the world tackle the problem of lithium. Simon Moores, CEO of Benchmark Minerals, the foremost independent pricing agency for Lithium walks us through the lithium supply chain and its consequences. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Rare Earth Metals
17 maart 2021 · 43 min
In this episode we dig into rare earth metals - key elements for everyday technologies but also vital to the energy transition from electric motors to wind turbines. Beyond this, these elements have become of strategic national importance. We examine the supply chain and market structure, both historically with its booms and busts and whether the next cycle will be different and why. We also look at what the opportunities might be for commodity traders and investors. Our expert guest on this episode is Chris Goodman. Chris is on the board of Canada Rare Earth, a former executive of Talaxis, and has twenty years’ experience trading hard commodities. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Carbon
10 maart 2021 · 47 min
The atmosphere has too much carbon. This poses an existential threat to society and to the businesses emitting it, unless they start to capture it. Tackling carbon is one of the biggest challenges (and opportunities) in the commodities sector. Neo-classical economics suggest we put a price on carbon and let markets sort it all out. Unfortunately, the reality is so much more complicated – from geopolitics, to sources, measurement and verification. Jon Goldberg, founder and CEO of Carbon Direct and former hedge fund owner and Goldman commodity trader, guides us through this vital, urgent but complicated subject. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
-
The World for Sale: A conversation with the authors
3 maart 2021 · 1 uur 3 min
In this episode, Javier Blas and Jack Farchy join us to talk about their new book, The World for Sale. The book spans the history of the rise of the independent commodity traders, their phenomenal success, and their impact on the modern world. Our guests walk us through the big themes in the book, the events and participants in the last commodity super cycle, and the challenges that lie ahead for these global actors in the next one. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Through a Mirror, Darkly: The art of measuring risk in commodities
24 februari 2021 · 45 min
Measuring risk is at the core commodity trading and Value At Risk is its most common expression. However, as frequent outsized and unexpected losses, stop outs and personnel departures attest, all our tools, especially VaR, are imperfect. How is risk measured and why do we get it wrong? What makes a good risk framework and what is the future of capturing market and other sources of risk in a digital world. Geir Robinson, former CRO of BP’s Integrated Supply & Trading business joins us to discuss. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
-
The Coming Commodity Super-Cycle
17 februari 2021 · 52 min
In this episode Jeff Currie, Global Head of Commodity Research at Goldman Sachs, walks us through the drivers and consequences of the coming commodity super-cycle. Over the next decade, redistributive policies, energy transition and the search for new sources of old and new economy commodities will drive a macro shift in prices across all verticals. What will this mean for the sector, commodity trading and its talent? Jeff gives us a concise and compelling argument and a call to action. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Cybersecurity & Commodities
10 februari 2021 · 43 min
The commodities sector is rich, of strategic national interest, at the center of geopolitics, and environmentally impactful. Thus, it is a focal target for cyber-attacks from criminals, national actors, hacktivists and others. As the sector digitizes, the threat and potential risks are only increasing. The threat posed and the responses required is a board level conversation for many companies - and our guest, Simon Hodgkinson, the former Group Chief Information Security Officer for BP, gives ample insight into why that should change. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
-
The EV tipping point: consequences for the commodities world
3 februari 2021 · 54 min
Our guest, Arcady Sosinov, CEO and Founder of Freewire Technologies, believes Electric Vehicles present the biggest industrial change and opportunity in our lifetimes. With most major automobile manufacturers announcing phasing out combustion engines by 2035, we have passed the tipping point. Lees meer
This transformation will have profound consequences and disruption for the commodities sector from the impact on power grids, to infrastructure, to market participants and to supply chains. Will your car manufacturer or a utility be your next power provider? Arcady guides us through why EVs are taking over, the interplay of customer behaviors and infrastructure and how this could lead to the biggest disruption in the energy word since the industrial revolution. We explore.
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Trading Data
27 januari 2021 · 46 min
Commodities trading has always been about having an informational edge. About having better data. With digitalization, data is now produced in exponentially larger quantities and so has our capacity to process it.With digitalization, data is now produced in exponentially larger quantities and so has our capacity to process it. Traders are spending millions on collating and analyzing it. Why are they doing this? Can it lead to a lasting competitive edge? Or should we be skeptical given the monumental costs and challenges in applicability and implementation. What does this mean for the role of a commodity trader? Lees meer
Alex Chandy, former energy trader and now CEO of 2DA, a data analytics software firm in commodities trading, gives us his insight.
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
-
The Biggest Risk in Commodity Trading: Compliance
20 januari 2021 · 43 min
Energy and commodity trading is complex (consider both its physical and financial nature), and so are the rules and regulations surrounding it. Multiple regulators, jurisdictions and standards can apply to a single trade and much is left to the judgement of the actors. Lees meer
But the downsides to getting it wrong just once are enormous for organisations and individuals. In this episode we address compliance in the commodities world with Frank Hayden. What it is, what it means and how digitisation is changing how organisations, and regulators, manage it. Frank is VP Compliance at Calpine, a member of CFTC’s Market Risk Advisory Committee and Chair of the Energy Compliance Discussion Group with over 60 compliance professionals as members.
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
ESG: The Newest Risk in Commodities
13 januari 2021 · 43 min
Every business faces ESG risks. Those risks are heightened in a sector defined by natural resource extraction and consumption, but so are the opportunities. The key to addressing these risks is having a good plan. A good plan can lead to more – cheaper financing, better valuations, differentiation, and talent attraction. Lees meer
Not having a plan can lead to exclusion from markets, departing employees, and legal exposure. In this episode, we talk to Milena Lopez, CEO of Keops Consulting, which provides advisory services around sustainability - projects, origination, and financing - in the commodities sector. Lopez explores what is driving and changing the landscape, what the risks are, and how you can create a plan.
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Transforming Transportation with Clean Hydrogen
6 januari 2021 · 40 min
In this episode we focus on Clean Hydrogen’s current and future role in transportation, from the aerospace industry, to shipping, to roads. What is the current state of the technology? Where will we see the biggest opportunities and change and what infrastructures will be required.Helping us to navigate the history and future of hydrogen in transportation is Cody Bateman, CEO and Founder of GenH2 (www.discoverhydrogen.com), whose technologies are revolutionizing Clean Hydrogen delivery at the retail level within transportation. Cody brings 30 years of experience in Hydrogen technologies including work with Nasa and the US Department of Energy. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
2020 review and outlook for 2021
29 december 2020 · 20 min
HC Insider Podcast host Paul Chapman, Managing Partner of Human Capital, looks back at this year’s episodes and discusses the key trends that were identified in 2020 in the commodities sector from a talent perspective. Lees meer
Looking forward, he predicts what will be the pressing themes of 2021 and who will be in demand. For more information and a detailed analysis of 2020 visit www.hcInsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Commercializing Clean Hydrogen Now
22 december 2020 · 43 min
By 2030, we will have a vibrant hydrogen economy. However, much investment is required to get to that stage and businesses and entrepreneurs need to commercialize projects far sooner than that to attract investors. Lees meer
To that end, Calvin Johnson, Head of Commercial at Proton Technologies guides us through the various pathways available now to commercialize hydrogen along the value chain. A unique insight and must listen for all those interested in, or contemplating investing in, the hydrogen economy. Proton Technologies is a Calgary based technology company which produces clean hydrogen directly in the hydrocarbon reservoir.
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Commodities: It’s all about risk
15 december 2020 · 45 min
Commodities is risky business. Individual traders have lost billions, companies have been sunk by ill-timed asset investments, and sanctions and tariffs can change a market overnight. The commodity market presents some unique risks to its participants, which is also why it can be an extremely lucrative sector. Risk management is designed to protect businesses from taking on unknown or too much risk, yet unforeseen losses and scandals continue. Lees meer
In this episode, David Port guides us through the unique sources of risk in the commodities business, the tools used to manage them, and the factors that continue to contribute to outsized and unexpected losses. We also look at what firms can do to build more effective risk management platforms and the future of the discipline. David has a been Chief Risk Officer for Noble Group, Eon Global Commodities and Citadel, among others.
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Crude Oil: view from a producer
8 december 2020 · 41 min
It has been a challenging couple of years for crude oil producers. Low prices, reticent investors over the impacts of energy transition and now COVID. Nick Allen, General Manager of Global Crude and NGLs at ConocoPhillips, joins us to discuss the state of the crude oil markets and the drivers behind the current trends from acquisitions and consolidation to the surge in returns from trading books. Nick also gives insight into ConocoPhillips’ recent announcement regarding the proposed acquisition of Concho Resources and how the firm is approaching energy transition and handling the global pandemic. Lees meer
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Sustainability & Profitability in Commodities Trading
2 december 2020 · 28 min
Is sustainability another cost the commodity trading world must face or does it present one of the biggest opportunities for the sector over the next decade – bringing new products, new markets and new points of differentiation? And if investors, financiers and customers demand it, can participants afford to ignore it? Lees meer
On November 10, 2020, Paul Chapman hosted a panel at the Reuters Commodity Trading Summit focused on sustainability and profitability in commodities trading. On the panel were Matthew Chamberlain, CEO of the London Metals Exchange and Andrew Lichter, VP Corporate Development and Strategy at the Mobius Risk Group. The panel discussed whether we need new products to capture sustainability attributes, how to build trust and track these products and what are the commercial drivers, the hurdles and opportunities for the commodities sector itself.
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Trading Clean Hydrogen
24 november 2020 · 51 min
Will clean hydrogen be one of the most actively traded commodities in the next decade? Already exchanges are publishing prices and trading houses, shippers, utilities, and oil and gas producers are engaged in projects and building teams and regulators are discussing market structures. Lees meer
In this episode our guest, Erik Rakhou of Baringa Partners, walks us through the factors and steps it will take to get there, the various initiatives underway right now, and the likely journey the market will take. This is an unmissable episode for anyone considering the commercial opportunities in clean hydrogen now and in the future.
To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
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
-
Hydrogen: something for everyone
17 november 2020 · 34 min
Joining us to explain the why, what and how of hydrogen is Dr JJ Traynor, principal and co-founder of HydrogenOne Capital – an investment firm dedicated to the sector. JJ brings 30 years of energy and finance experience and walks us through the industry today and predictions about what (and where) it will be over the coming decades. Grey, Blue, Green and Turquoise, we cover it all. 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
-
The US Natural Gas Market: The last decade and the next
11 november 2020 · 46 min
Lower prices, lower volatility and increased transparency, led participants to exit and drive consolidation. Now that dynamic could be set to change as US production is under threat from low prices and weak investment and the US gas market goes global with LNG. Joining us to discuss the US Natural Gas market’s history and future is Peter Tumminello, Group President, Commercial Businesses, Southern Company Gas – a family of gas companies offering a range of products and services from storage, transmission and marketing and trading, which is a division of Southern Company, one of the US’s largest utilities. 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
-
The China Gas Market
4 november 2020 · 39 min
2020 saw the creation of PipeChina to further streamline the market’s transportation and distribution. It is also a unique market with differences at the political, regulatory and market structure level (LNG is trucked around the country!). Is it the next big trading opportunity in natural gas? Will it go on to dominate LNG import market? Lees meer
Joining us to discuss this fascinating market and its future is Mark Lay, Deputy General Manager of Derivatives Trading at ENN – the country’s largest publicly traded utility and natural gas distributor.
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
-
Technology-driven change in the commodities sector
29 oktober 2020 · 40 min
Joining us to discuss three big ways the market will change over the next 5 years is Simon Collins, CEO and Founder of TradeCloud, a Director at EdgePetrol and former Head of Bulk Trading at Trafigura. Simons uses his wealth of experience in running trading businesses and in launching, and investing in, technology centered solutions to the commodities sector to give us his take on where, how and to whom change is coming. 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
-
Private Equity: The good, the bad and the ugly
20 oktober 2020 · 39 min
It has also brought losses as investors and investments have been challenged, and even surprised, by the risks in commodities. Furthermore, it may also be facing an industry reckoning of epic proportions in the shale industry. Joining us to discuss PE is David Port, a partner at TDI Capital advisors, and commodities market veteran. 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
-
Managing Climate Change Risks in the Commodities Sector
7 oktober 2020 · 41 min
Often, energy and natural resource production is located in areas more prone to climate change, and frequently in emerging market nations, climate change risks highlight the protection/risk transfer "gap" that can lead to economic or political instability. Lees meer
A recent Commodities Futures Trading Commission (CFTC) report highlighted the risks posed by climate change while urging the development of new products and derivatives needed by businesses to manage the risks. In this episode, Brian Beebe, Head Origination Weather & Energy Americas, at Swiss Re Corporate Solutions, gives us a guided tour of what businesses face and the innovative risk transfer tools available and in development to manage and even profit from the change.
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
-
The Long Term Impacts of COVID-19 on the Commodity Markets
30 september 2020 · 41 min
Will COVID-19 accelerate changes to how commodities are traded? Will we see more failures and further pull back of trade finance? Or will COVID-19 trigger a resurgence in opportunities for trading businesses with a retrenchment in globalization and a new concern of supply chain security. Craig gives us his insight and even some predictions. 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
-
Making a good commodity trader
23 september 2020 · 33 min
We look at the common attributes and behaviors required to be a successful trader. We examine how the environment of the trader can support or hinder performance. We look at how motivations and performance can change over time and what career paths are open to individuals. Finally, we look at how the skillset itself is changing as technology continues to evolve the role. 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
-
Building a commodity trading business: rewards and risks
16 september 2020 · 33 min
2020 has highlighted how trading platforms can protect natural resource producers price shocks and boost earnings through extracting more value from the products and with better reach into the market place. Those oil majors with trading groups have significantly outperformed their peers without. With producers of natural resources around the world building or retooling trading platforms in response, it is a good time to consider what a trading business is, what it can offer and what factors lead to success or disaster. Colin and his partners at Energex draw on their real world experience at the very top level in this industry to help organizations master this difficult business and he shares his insight with us. 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
-
Investing in Commodities
9 september 2020 · 38 min
Roy makes a compelling argument that all investors should follow the commodities sector and expands on the asset class' role in portfolio theory. Roy was involved in the creation of the first commodity index so we walk through some of the types of products available to gain exposure and express positions. We also look to the future. With COVID, Energy Transition and host of new commodities becoming ever more relevant, Roy also discusses what the future might hold for investors in the sector. We even touch on cryptos and water. 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
-
Trump, Biden, and Global Commodities
2 september 2020 · 47 min
Far from being just a domestic US affair, this election promises to be one of the most consequential for the global energy and commodities sector in decades, given the stark differences between the two contending platforms. Robert gives us his insight on what those differences are and the consequences for markets and businesses operating in the US and 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
-
Energy Transition, Part Two: Change for Producers, Operating Models and Talent
20 augustus 2020 · 37 min
Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman 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
-
Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner
13 augustus 2020 · 34 min
Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman 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
-
The Solar Decade with David Fernandez of Goldman Sachs
6 augustus 2020 · 33 min
Why the Solar Decade and what will that mean in terms of scale? What are the benefits for generators and investors? Is it geographically restricted by sunbelts? How will the solar decade change the competitive landscape for current participants? Why has the solar decade not already happened, and will it need governmental support? What does it mean for power traders and risk managers? What will be the key trends in development and deployment as we progress through the next decade? 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
-
The Future for Refiners, with Daryl Schofield
30 juli 2020 · 38 min
What challenges did refiners and integrated majors face at the start of 2020? What were the various strategic responses at that time? What did the arrival of COVID-19 do to that picture? How can you balance investing in transition with declining demand and prices? If value chain optimization and data unlock that what are the operational and cultural shifts required? Who will be the participants? Do the trading houses have a role to play? 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
-
The chemicals markets with Peter Staartjes, Founder and CEO of Andino
23 juli 2020 · 38 min
How is the chemicals sector categorised and what is its economic scale and importance? How has the market, opportunities, and participants changed in response to the pressures all commodity markets face from disintermediation and digitisation? Why has it been a challenging space for traditional commodity producers and traders? The chemicals sector remains fragmented compared to other commodities – is this an opportunity for the big commodity houses? Are Amazon and Alibaba a threat? Can chemicals companies be both commodity and specialty focused? How has Covid-19 affected the sector? How do the chemicals markets compete for human capital? 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
-
The future of the power grid with Jim Fallon
9 juli 2020 · 42 min
What is the state of the US power grid? What is driving change and what trends can we discern? What is the power grid of the future? What could hinder or accelerate that transformation – role of investment and regulation? What opportunities does that present and who will capture it? What does that mean for the power trader of the future? The rise of the nodal trader and big data. The likelihood that big tech will take over the power markets. What time frame are we talking? 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