223 episodes

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

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/

The HC Commodities Podcast Paul Chapman, HC Group

    • Business
    • 4.9 • 141 Ratings

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

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/

    The Super Charged Capex Cycle with Jeff Currie

    The Super Charged Capex Cycle with Jeff Currie

    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.

    • 47 min
    Data Centers: engines of change in power markets with Eugene McGrane

    Data Centers: engines of change in power markets with Eugene McGrane

    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.

    • 42 min
    Commodities in Portfolio Construction with Hussein Allidina

    Commodities in Portfolio Construction with Hussein Allidina

    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.

    • 38 min
    Hedging with Samuel Basi

    Hedging with Samuel Basi

    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.

    • 34 min
    Geographic Arbitrage with Michael Ferrari

    Geographic Arbitrage with Michael Ferrari

    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

    • 39 min
    The Unstoppable, Exponential Energy Transition with Kingsmill Bond

    The Unstoppable, Exponential Energy Transition with Kingsmill Bond

    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).

    • 47 min

Customer Reviews

4.9 out of 5
141 Ratings

141 Ratings

MCutuli ,

HC Podcast

Hands down one of the best podcasts on commodities and finance out there. In depth analysis, knowledgeable host and guest and topics which are both educational and relevant to what is happening in the trading world. Strongly recommend it from someone who has risk managed energy and commodities portfolio as well as dealt with various regulatory regimes.

NYCridr ,

Well Balanced and Informative

Great guests in what can be seen as a niche but very impactful segment of global markets. Well balanced between accessibility for those outside the industry and insightful for those inside.

Wood File ,

Compelling Lens on the Economy/World

Fascinating way to view the economy and the world - through commodities, the base ingredients of modern civilization. Great range of expert guests. Deftly interviewed by masterful host. Highly recommended for anyone interested in the economy, world affairs, or simply the underlying ways daily life functions. Explained by highly skilled people in all manner of niche occupations and endeavors. Always absorbing listening.

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