Free Daily Podcast Summary
The HC Commodities Podcast: Daily Summaries Delivered
by Paul Chapman, HC Group
Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 days ago47 min
The Great CapEx Surge with Erikhans Kok
The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital expenditure is on the rise. What is driving this? What sectors are we seeing it in? What are the challenges and bottlenecks companies face in delivering on CapEx programs? And how do new technologies and approaches to talent overcome this? Our guest is Erikans Kok, Senior Partner at McKinsey where he leads their Capital Excellence Practice globally. 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
- 1 weeks ago50 min
Unearthing Alpha with a Metals Hedge Fund with Matt Heap
Today we return to the subject of hedge funds in commodities, and metals and mining in particular. How have hedge funds evolved with respect to commodities? What do investors and allocators think about with respect to commodities exposure and the types of investments they want to make? How do hedge funds go about a lasting edge in the commodities sector? And then why commodities and why, in particular, metals and mining? Our guest is Matt Heap, founder and CIO of Forth Fund Management, a sector specialist hedge fund dedicated to metals and mining, launching in Switzerland. Matt has had a phenomenal career in metals trading, both in hedge funds at OrionResource Partners, and then prior to that, as Louis Dreyfus, where he was global head of metals 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
- 2 weeks ago47 min
No Peace, No War and No Flows with Aldo Spanjer
The conflict remains in suspended animation with little concrete progress to support the more optimistic assessments of a return to normality. Commodity markets are on a knife-edge and tanks and strategic supplies are emptying. Aldo Spanjer, Head of Commodity Strategy at BNP Paribas’ Markets 360 outlines the pathways from here. Will oil be at $70 or $200? Why does gas face larger risks in a prolonged disruption? And how to cut through the noise and focus on the signals? For more on BNP Paribas Markets 360 visit https://globalmarkets.cib.bnpparibas/markets-360/ For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
- 3 weeks ago43 min
Sulphurous Times with Meena Chauhan
Sulfur is a lynchpin commodity, connecting the oil and gas industry to food production and much more. Already in a structural supply deficit, now, nearly half the world’s internationally traded sulfur is off the market with the shutting down of the Strait of Hormuz. There is no clear line of sight as to how quickly supply could return with potentially catastrophic consequences for the world. What is sulphur (sulfur), how and where is it produced and what is it used for and why is the world not talking about this? Our guest is Meena Chauhan, Senior Manager over sulphur and sulphuric acid research at the consulting arm of Argus Media. 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
- 4 weeks ago50 min
Sanctions Strait Talk with David Tannebaum
The dark fleet was on the ropes with enforcement risking military boardings after Venezuelan oil sanctions started to be lifted. Then with the attack on Iran, business started booming again as ships and traders navigated the granting of licenses to Russian and Iranian Oil (for a time). Where are oil sanctions right now? What do they mean for traders and banks - especially the cost and risks? What room is there left to forge a deal with Iran like the former JCPOA? Sanctions and Maritime Compliance expert David Tannebaum, Director at Blackstone Compliance joined me in my Houston office yesterday to discuss the latest on sanctions, their role in the Iran conflict and current ceasefire. 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
- May 5, 202638 min
Commodity Trading’s Bumper Q1 with Archie Hunter
Today we have Archie Hunter, journalist at Bloomberg who covers commodities, joining the show to get his take on current events, as well as the recent FT Global Commodities Summit, and compare notes on the key trends that we're seeing. How the current volatility is driving trading house earnings and how too much volatility might cause some challenges but certainly is driving continued consolidation in the sector and why good times for them is not good times for our wallets. 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
- Apr 29, 20261h 11m
Escalation Impotence with Doomberg
Doomberg returns. The US is mired in a war that it, nor its allies, can afford to escalate. Exposing the fragility of the global economic order, underpinned by delicate energy infrastructure. China, long planning for that fragility, is strengthened and Russia is looking cornered and more dangerous as Ukraine attacks its energy infrastructure. OPEC is shattering. For Doomberg, World War 3 is very much under way and we are in an era of profound change. And maybe AI, the savior of the SP500, wont choose to save us. Doomberg is the largest dedicated energy & finance Substack powered https://newsletter.doomberg.com/ 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
- Apr 22, 202640 min
Notes from the FT Global Commodities Summit with Paul Chapman
In this episode, host of the HC Commodities Podcast, Paul Chapman, shares his notes and reflections from the FT Global Commodities Summit, which he just attended in Lausanne, Switzerland. Drawing on panel discussions, on‑stage debates and informal conversations across the event, Paul explores the themes shaping today’s commodities markets across energy, metals and agriculture. From shifting supply‑chain models to rising geopolitical risk and the growing role of data and technology, the episode reflects on how market participants are adapting to a more fragmented and uncertain global landscape. HC Group was proud to be a Silver Sponsor of the summit, which brought together senior leaders from across the global commodities sector for debate, insight and exchange. AI in Commodity Trading is HC Group's latest report, produced in collaboration with FT Longitude. It explores where AI is having the greatest impact today, and what will determine competitive advantage tomorrow. Download the report here: https://www.hcgroup.global/insights/talent-trends/report-ai-in-commodity-trading-why-data-will-define-the-winners For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
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About The HC Commodities Podcast
Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector.
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