The HC Commodities Podcast

Paul Chapman, HC Group
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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. Visit www.hcgroup.global more information on us and our services. To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

  1. Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)

    HACE 1 DÍA

    Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)

    In Episode 300, we take two metals - copper and gold - and compare and contrast their price journey. How does the physical supply and demand story compare to the investor narrative that drove prices to an all-time high? And how has the conflict in Iran test or confirm that narrative. In other words, to coin a term, have we seen the “goldification”of copper and other metals? Our guest is Grant Sporre, a senior commodities and equities analyst at Bloomberg Intelligence. He has had a long career in commodities, both on the sell-side for banks, as well as in operational roles in mining. This is part one. Part two will be recorded live in Geneva on April 22nd for an HC Commodities podcast live event hosted by Bloomberg Intelligence. This is our 300 episodes of the HC Commodities Podcast. Six years of weekly shows undertaking deep dives into the trends and topics with the commodities trading sector. A huge thanks to all of our guests and supporters who have helped us on the journey. Fina Charleson, our tireless editor and the HC Marketing team and, of course, all our over half a million unique listeners that have listened along the way. And we have a new logo to carry us for the next 300. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

    52 min

  2. HACE 5 DÍAS ·  CONTENIDO EXTRA

    The Iran War: the view from CERA Week with Nick Kumleben

    As the Iran War entered its fourth week, Houston hosted S&P Global's CERA Week. Where leaders from across the energy & natural resources sector mingle with policy wonks and senior government officials from around the world. This CERA Week was as noticeable for its last minute absences, doom-scrolling, braves faces and some swagger both from big oil and big clean tech. Nick Kumbleben of Greenmantle gives us his take on the vibe and key discussion points. 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

    47 min

  3. 25 MAR

    Spice: The Commodities that Shaped the Modern World with Roger Crowley

    500 years ago another group of commodities flowed through the Strait of Hormuz, making those that controlled that vital trade route fabulously wealthy. Those commodities were the spices: nutmeg and cloves. Grown only in two tiny islands in modern day Indonesia and the Philippines, they were worth their weight in gold. Then in 1512 the Portuguese upended that global trade and in so doing created the modern world and the blueprint for how commodity traders operate today (minus the cannons). Joining us is award winning historian Roger Crowley to discuss his latest book: Spice: The 16th-Century Contest that Shaped the Modern World.  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

    44 min

  4. 18 MAR ·  CONTENIDO EXTRA

    Molecular Contagion with Jeff Currie

    We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both for oil and more broadly catch up to the physical reality? Molecule Contagion as our guest for this special episode Jeff Currie of Carlyle puts in. The revenge of the old economy just got teeth and the ramifications are being discounted at best and denied at worst. What are the longer term impacts of the events in the Gulf. Accelerating decoupling, de-dollarization and a shot in the arm for the energy transition. The only safety....HALO stocks. 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

    43 min

  5. 18 MAR

    The Strait of Hormuz and Asia with Tom Reed

    With the Strait of Hormuz virtually closed, what does that mean for the regions biggest customer - Asia? Tom Reed, VP of Crude and Products at Argus Media joins us to provide a detailed examination on the impact of Israel and the US's joint attack on Iran on crude and product flows from the region. What were the flows prior to the attack? What has it meant for traders, contracts and customers? Is China tapping its Strategic Petroleum Reserve? And will Asian countries start to ban the export of fuels? 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

    51 min

  6. 13 MAR ·  CONTENIDO EXTRA

    Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben

    Returning today to discuss the latest developments from Israel & US's war with Iran is Nick Kumleben, Director at Greenmantle, the geopolitical risk advisory firm. What are the commodities markets telling us about duration? What are the incentive structures in place? How are traders faring in this period of extraordinary volatility? Is the US Treasury trading and how rumor and innuendo are driving that volatility? What would mines in the strait mean? Would boots on the ground actually lower prices? Why are the equity markets so sanguine? could this, plus a smoldering private credit fund concern, lead us quickly to the global financial crisis? 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

    50 min

  7. 11 MAR

    US Energy Supply, Bottlenecks and Private Equity with Jason Downie

    Today,  we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocking key bottlenecks in infrastructure as the US looks to meet the world’s demand for LNG and domestic AI. Where is shale production today?  Are rumors of its demise overstated? Where is demand headed, particularly for natural gas? And how is private equity faring more broadly in a world of higher interest rates and other macro-economic headwinds? And what are the opportunities within energy and its infrastructure? Our guest is Jason Downie, Co-Founder and Managing Partner of Tailwater Capital, a private equity firm with over 6 billion in capital and a core focus on energy infrastructure.  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

    53 min

  8. 4 MAR ·  CONTENIDO EXTRA

    Emergency Pod: Gulf War III and Commodities

    Nick Kumleben, Director of the Geopolitical Risk Consultancy founded by Niall Ferguson, Greenmantle, rejoins us to discuss the latest events in Middle East. What are the short, medium and long-term consequences of Israel and the US's joint attack on global trade and commodities. What are some non-linear effects and why ultimately duration is key. 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

    45 min
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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. Visit www.hcgroup.global more information on us and our services. To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

Información

  • Creador
    Paul Chapman, HC Group
  • Años de actividad
    2020 - 2026
  • Episodios
    323
  • Clasificación
    Apto
  • Copyright
    © 2026 HC Group
  • Mostrar sitio web
    The HC Commodities Podcast

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