Best Commoditiesfocus Podcasts (2025)

1
Tariffs, Metals and Force Majeure with Guy Winter 42:44

5d ago42:44

42:44

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response particularly from China? What is the legal underpinning of those tariffs and how does that create uncertainty? What are the administration’s goals? And wh…

1
Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben 48:25

7d ago48:25

48:25

In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security over economics and sustainability? How to manage the inherent internal conflicts between co-existing policies and statements and what the trading oppor…

1
Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben 46:55

14d ago46:55

46:55

The commodities sector faces a new and uncertain world. In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, particularly around energy and commodities using analogies from history. What is signal…and what is noise. Our guest is Nick Kumleben. Nick is the energy…

1
Talent Intelligence with Amelia Chahal 15:35

19d ago15:35

15:35

Head of Talent Intelligence for HC Group, Amelia Chahal, joins us to discuss their offering and the Global Energy Trading Compensation Report 2025 available for purchase. To register interest in the report visit: https://www.hcgroup.global/energy-trading-report HC Talent Intelligence provides critical and tailored talent data insights for our clien…

1
Challenging Energy Narratives with Jarand Rystad 51:37

21d ago51:37

51:37

In this episode, we stress test and challenge some of the key recent narratives in the energy world. Will we still see peak oil demand by 2030? Is there under investment in oil production that could lead to energy shocks in our near future? And is the energy transition dead, alive or somewhere in between? Our guest is Jarand Rystad, CEO and founder…

1
China and Oil with Tom Reed 57:06

28d ago57:06

57:06

Today we are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, sanctions and the EV revolution? How consequential is China now to global crude pricing and market dynamics? Our guest is Tom Reed, Vice President of Chi…

1
Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity 18:44

1M ago18:44

18:44

Once again, we attended (Www.hcgroup.global) the Financial Times Commodities Global Summit in Lausanne. Leaders in the commodities sector gather for this excellent event to share their views on the state of the sector. Host Paul Chapman provides his reflections on the key topics that drove conversations and presentations.…

1
Powering the Data Center Arms Race with Adam Mirick 53:02

1M ago53:02

53:02

Today we're talking about data centers and the global arms race to develop them. What is driving that demand? What are the demands of the AI sector and how is technology changing to meet it? And what does that mean for the twin imperatives of both providing the energy to run the data centers as well as to cool them? How is the energy sector going t…

1
ESG is dead…Long Live ESG! with Anastasia Kuskova 44:51

1M ago44:51

44:51

Today we return to the subject of ESG and sustainability. In the wake of COVID, organizations globally made huge commitments around ESG goals. Sustainability teams were hired and grew rapidly. Today, we face a global vibe shift in the wake of economic realities, political change and shifting policy. What does that mean for ESG? What does that mean …

1
The Democratization of Oil Trading with Greg Newman 50:59

2M ago50:59

50:59

Oil Trading remains the preserve of wealthy industry participants. Few organizations have the means and access to trade the myriad OTC contracts that underpin the markets. However, much as we have seen the democratization of equities and FX markets, could oil and its products go the same way? What would that mean for organizations, individuals, bro…

1
Challenge, Crisis and Leadership in Asset-Backed Trading with Savvas Manousos and Niels Henrik Lindegaard 57:15

2M ago57:15

57:15

This is Part 2 of our mini-series on Asset-Backed Trading. In the previous episode, we covered the key reasons and decision points in creating asset-backed trading organizations. In this episode, we draw on the experience of Savvas Manousos and Niels Henrik Lindegaard on the key learnings and challenges that arise in implementation. From the inevit…

1
Argus Crude Summit: Shifting landscape of crude oil trading with Peter Keavey and Paul Chapman 35:21

2M ago35:21

35:21

On February 6, host Paul Chapman was invited to be on a panel at the Argus Crude Summit Americas in Houston. Moderated by Matthew Oatway, Peter Keavey, Global Head of Energy and Environmental Products at CME Group and Paul discuss the changing landscape of crude oil trading – especially the rise of Asset Backed Traders and Hedge Funds. What does th…

1
Building an Asset-Backed Trading Platform with Savvas Manousos and Niels Henrik Lindegaard 1:05:35

2M ago1:05:35

1:05:35

In Part One of our miniseries on Asset-Backed Trading, Savvas Manousos and Niels Henrik Lindegaard join us to discuss why commodity producers, refiners and wholesalers are developing value-chain optimization through trading and the basic building blocks. What are the key drivers behind this global trend? What are the key decision points around peop…

1
LPG Trading with Jack Nugent 50:44

3M ago50:44

50:44

In this episode, we dive into Liquified Petroleum Gas trading. What is LPG used for, where is it produced and how has the market developed since the advent of shale? How is trading LPG different from other commodities and what does it herald for other fuels? What is its role in the energy transition and what is its future? Our guest is Jack Nugent.…

1
Peak Gasoline, Fuel Supply and EVs with Doug Haugh 53:08

3M ago53:08

53:08

Today we return to the fuels industry. What is the latest in global fuel supply and demand? What is the impact of ongoing electrification on fuel demand? Have we seen peak gasoline demand even in the US? And how is AI and technology changing fuels trading and the convenience industry that attaches to it? Returning to the show is Doug Haugh. Doug ha…

1
Seed Oils, Biofuels, Proteins and Politics with Walter Cronin 44:16

3M ago44:16

44:16

How did seed oils and biofuels fair in 2024? Wild price swings dominated as the markets reacted to changing yields and biofuel demand. At the same time, the markets braced for a change in the US administration and the policies left ill-defined by the previous one. Why did the US suddenly become the world’s largest Used Cooking Oil importer? What co…

1
Tea with Jem McDowall 45:40

3M ago45:40

45:40

Another global commodity, present in our daily lives, without an established price index or futures contract, with a unique supply chain: Tea. How does Tea reach our tables? Where does tea come from? How does it trade? And how is the tea market navigating climate change, ever lower prices and changes in demand? Indeed, which nations drink the most …

1
Building the now indispensable Trading Platform with Talis Bennett-Verschure 51:26

3M ago51:26

51:26

For producers, refiners, processors & miners building a risk management and trading capability is moving from a value-add to a ‘must have’. However, building such a capability is a challenge, requiring a clear plan to win, constant communication and the right operation model and systems. Over the last 5 years some transformations have succeeded, ot…

1
The Dark Fleet with David Tannenbaum 45:27

4M ago45:27

45:27

Ten percent of the global tanker fleet has gone dark and the number is growing. What is the Dark Fleet? Why does it exist and why is it growing? Who is using the fleet and who owns it? What are the risks for the market, the environment and traders? And what does a shadow fleet mean for world security and criminal enterprises? Our guest is David Tan…

1
2024 Reflections, Thanks and a look forward to 2025 11:51

4M ago11:51

11:51

A brief final episode of 2024. Host Paul Chapman reflects on some of the key themes of the year, offers his deepest thanks to listeners, guests and his colleagues at HC Group (www.hcgroup.global) and Enco Insights (www.encoinsights.com) and looks at the coming year and goals for the podcast. Please do leave a positive review on the platform you are…

1
The Price of Time with Edward Chancellor (Re-Release) 1:01:45

4M ago1:01:45

1:01:45

A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas re-release of one of host Paul Chapman's favorite discussions. Award-winning, financial journalist and historian Edward Chancellor join us to discuss i…

1
AI, Coding and Changing Skill-Sets in Commodities with Daf Davies 53:50

4M ago53:50

53:50

The skillsets required to be in a commodity trading team have always been evolving. However, that evolution is accelerating in the wake of new technologies and especially AI. In this episode we trace the changing roles and skills traders have needed over the last century and what the future holds as AI becomes ever more involved in the day to day a…

1
Fusion Power with Jay Brister 38:46

5M ago38:46

38:46

Will nuclear fusion change the world and if so how far away is it? What is fusion power? What are the technological, regulatory and financial developments that are accelerating our path to it? What has changed that has meant private companies are now racing to develop it alongside governments? And what will it mean for fusion power to be deployed a…

1
Power Metal with Vince Beiser 48:29

5M ago48:29

48:29

Award winning journalist and author, Vince Beiser, joins us again to talk about his new book; Power Metal: The Race for the Resources that will Shape the Future. The energy transition consumes immense amounts of critical metals and minerals. What are the trade-offs being made in mining and processing them? How and where is recycling of these metals…

1
Forecasting the Weather with Matt Lanza 42:42

5M ago42:42

42:42

Weather is a key driver in energy markets – from trading in the day ahead markets to weather events that can disrupt operations for months on end. Accurate forecasting has always been an edge. New technologies are making some aspects of forecasting ever more accurate. At the same time, climate change is making extreme events more frequent and signi…

1
Changing EU Policy & Energy Trading with Bart Verest 40:02

5M ago40:02

40:02

In the wake of the energy crisis and the demands of the energy transition, the EU has enacted a series of regulations, and considering more, in the European energy markets. These will bring changes to how power, carbon and gas markets operate and some proposals under consideration could have profound effects. What are these changes? What is the imp…

1
The Metals Markets in 2024 and Beyond with David Wilson 51:13

6M ago51:13

51:13

Metals have had an interesting year so far. Prices have been volatile along with sentiment and narratives. Trading Houses have been rapidly expanding metals trading teams and funds have piled in. In this episode, David Wilson, Senior Commodities Desk Strategist at BNP Paribas Markets 360, takes an in depth look at the reality behind these trends ac…

1
The HC Commodities Podcast Live Event: Commodities Trade in Volatile Times 46:36

6M ago46:36

46:36

May you live in interesting times - as the proverb goes. Will those times continue? On October 16th, at the Yale Club in New York City, we held our latest Live Event hosted by ITFA with additional sponsorship from Brown Brothers Harriman, The Mercury Group, Goba Capital and HC Group. The commodities sector has seen unprecedented volatility. What ha…

1
COP29: Article 6 and Transforming the Carbon Markets with Nick Marshall 47:57

6M ago47:57

47:57

In mid -November, in Azerbaijan at COP29, momentous decisions could be made that would advance the carbon markets globally. What are they and what are the chances of that happening and what is the state of the carbon market today? Our guest is Nick Marshall, co -founder of TASC, a project developer focused on channeling funds into carbon reduction …

1
Protectionism with Alex Tuckett 41:37

6M ago41:37

41:37

Commodities sit at the heart of global trade and as such are at the center of the rise of protectionism. After a long period of globalization and ever freer trade, there is a perceptible and growing shift back to mercantilism and protectionism. This is driven by great-power competition with the energy transition being a key driver. Tariffs, sanctio…

1
How Batteries are Changing Power Markets with Casey Keller 45:48

7M ago45:48

45:48

Utility scale batteries are proliferating across Western power grids, particularly in the US. And far more are set to come. These batteries offer the ability to manage grids, especially with the influx of renewables, or make economic returns on trading around them. Yet, their very presence is changing the dynamics of power markets. What are these b…

1
Punishing Putin with Stephanie Baker 47:11

7M ago47:11

47:11

Russia’s full scale invasion of Ukraine in February 2022 triggered an avalanche of economics sanctions by the West. What followed was an undeniably world-changing financial experiment that risked throwing the world into a devastating recession, testing the very limits of economic warfare and Western cohesion. Commodities sit at the heart of this st…

1
US Natural Gas Trading in a Global Market: Live Event hosted by Six One Commodities 49:19

7M ago49:19

49:19

Over the next two years, the US is set to export some 12bcf/d extra of LNG. What does this mean for the US market? Where will it go? And can supply keep up? Will there be sufficient demand in Europe? And what does this mean for traders - is a global footprint now a must? Are the gas markets entering a new truly globalized era where US supply sets t…

1
Shale 4.0 with Matthew Bernstein 48:59

7M ago48:59

48:59

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 an…

1
Coffee with Charlie Stephens 49:10

7M ago49:10

49:10

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 trad…

1
Strategy and AI with Dr. Seth Dobrin 49:58

8M ago49:58

49:58

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 QuantmA1, an AI consultancy and General Partner at 1Infinity Ventures, a VC fund. Seth was former Global Chief AI Officer …

1
Where are Oil Prices Headed? With Aldo Spanjer 45:24

8M ago45:24

45:24

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…

1
The Brazilian Power Market with Adriana Waltrick 36:42

8M ago36:42

36:42

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 ‘Pre-salt’ off the coast, has made it a hugely dynamic market with lots of opportunity for participants, both domestic and …

1
Regime Change in European Power and Gas Markets 52:37

8M ago52:37

52:37

Are we seeing a regime change in Europeangas 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, i…

1
SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman 46:57

9M ago46:57

46:57

The UN predicts global population will peak sometime in 2080s around 10 billion 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…

1
Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou 1:07:08

9M ago1:07:08

1:07:08

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…

1
Commodity Professionals: The people behind the trade with Jonathan Kingsman 44:39

9M ago44:39

44:39

show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these roles evolved in a more volatile world? How are the trading houses fairing since we last caught up with Jonathan? For more on HC Group visit: www.hcgrou…

1
The Complexity in the Energy Transition with Marco Raugei 57:01

9M ago57:01

57:01

The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet, to make the right investments and decisions as companies and societies, it requires careful analysis and ultimately managing the inherent trade-offs.…

1
The Super Charged Capex Cycle with Jeff Currie 47:29

10M ago47:29

47:29

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…

1
Data Centers: engines of change in power markets with Eugene McGrane 42:46

10M ago42:46

42:46

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 brin…

1
Commodities in Portfolio Construction with Hussein Allidina 38:26

10M ago38:26

38:26

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, especia…

1
Hedging with Samuel Basi 34:09

10M ago34:09

34:09

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 Sa…

1
Geographic Arbitrage with Michael Ferrari 39:35

10M ago39:35

39:35

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…

1
The Unstoppable, Exponential Energy Transition with Kingsmill Bond 47:25

11M ago47:25

47:25

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…

1
Russian Sanctions with Sarah Hunt 52:16

11M ago52:16

52:16

In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictions imposed on trade infrastructure, such as finance and shipping. In this episode, we do a deep dive on the suite of Russian sanctions imposed since t…

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