The HC Commodities Podcast

Paul Chapman, HC Group
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The HC Commodities Podcast Podcast

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/

  1. 5 HR AGO

    Shale 4.0 with Matthew Bernstein

    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 Berntstein is the Manager of Shale Analytics at Rystad Energy, the independent energy data and analytics firm.

    49 min

  2. 17 SEPT

    Coffee with Charlie Stephens

    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.

    49 min

  3. 10 SEPT

    Strategy and AI with Dr. Seth Dobrin

    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 Qantm AI, an AI consultancy and General Partner at 1Infinity Ventures, a VC fund. Seth was former Global Chief AI Officer at IBM and Director of Digital Strategies at Monsanto.

    50 min

  4. 3 SEPT

    Where are Oil Prices Headed? With Aldo Spanjer

    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.

    45 min

  5. 27 AUG

    The Brazilian Power Market with Adriana Waltrick

    The Brazilian Power Market with Adriana Waltrick 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 ‘Pe-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 has 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.

    37 min

  6. 20 AUG

    Regime Change in European Power and Gas Markets

    Are we seeing a regime change in European gas 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.

    53 min

  7. 13 AUG

    SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman

    For a short summer break, we are republishing an earlier episode that has been catching real attention in the news this summer - that of Demographic Decline. The UN predicts global population will peak sometime in 2080s above 10billion 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. 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

    47 min

  8. 6 AUG

    Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou

    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.

    1h 7m
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Trailer

About

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/

Information

  • Creator
    Paul Chapman, HC Group
  • Years Active
    2020 - 2024
  • Episodes
    233
  • Rating
    Clean
  • Copyright
    © 2024 HC Group
  • Show Website
    The HC Commodities Podcast

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