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The HC Commodities Podcast

Paul Chapman, HC Group
Energy Transition
China
Renewable Energy
Commodity Trading
Natural Gas
Russia
Commodities Sector
Commodities
Oil
Energy Security
Critical Minerals
Data Centers
Electric Vehicles
Iran
Climate Change
LNG
Tariffs
Geopolitics
United States
Artificial Intelligence

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 ... more

PublishesWeeklyEpisodes351Founded6 years ago
Number of ListenersCategories
ManagementBusinessInvesting

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Artwork for The HC Commodities Podcast

Latest Episodes

Today, Doomberg returns to the show. We discuss cascading events in the Middle East, Ukraine and how the global hydrocarbon shortage has shifted from crude to refined products. As US lawmakers consider a diesel export ban, how bad could this get? Fur... more

Data centers are the crucial rate limiting factor for the Hyperscaler's growth, and in turn, power supply is the rate limiting factor for those data centers. Who is financing that power infrastructure? How are they doing it? And indeed, what happens ... more

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Crises, outsized returns, accusations of environmental damage, missing cargoes and all the rest: corporate communications is done on hard mode in the commodities sector. Why is the sector still largely defined by anomalous events, gripping books and ... more

YouTube

US Natural Gas is expected to do some heavy lifting in 2026 and beyond. Powering the huge growth in domestic data centers, filling European storage and bridging the gap presented by the closure of the Strait of Hormuz and the damage wreaked on Qatar ... more

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Recent Guests

Hill Vaden
Executive Director over the Energy Capital Insights Group at S&P Global
S&P Global
Episode: Powering AI: another shale story? with Hill Vaden
Will Medvei
Partner at Brunswick, leads energy and resources practice
Brunswick
Episode: Crisis, M&A and Trading: communicating commodities with Will Medvei
Emily Kyne
Vice President of Commodity Strategy and Trade Analytics at ARM Energy
ARM Energy
Episode: A Song of Fire and Maybe Ice: Natural gas in 2026 with Emily Kyne
Julie McLaughlin
Managing Director and Partner at Alvarez & Marsal
Alvarez & Marsal
Episode: American Renewables: A Markets Story with Julie McLaughlin
Jeff Currie
Founder of the 1947 Oil and Gas Company; senior advisor to Carlisle and board member of ABACS and Boer Drilling
1947 Oil and Gas Company; Carlisle ABACS Boer Drilling
Episode: Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie
Vince Beiser
Award-winning journalist and author of The World in a Grain
Author, The World in a Grain
Episode: Sand: The most important commodity in the modern world with Vince Beiser (Summer Repeat)
Michael Ferrari
Founder/lead of the research platform at Moby
Moby
Episode: The Coming El Niño with Michael Ferrari
Edl Schamiloglu
Distinguished Professor, Electrical and Computer Engineering; Chair of IEC SC77C
University of New Mexico (Electrical and Computer Engineering)
Episode: Solar Flares and Coronal Mass Ejections with Edl Schamiloglu (Summer Repeat)
Eric Jay Dolin
Author and historian focusing on maritime history of North America
Author of Leviathan: The History of Whaling in America
Episode: Whale Oil with Eric Jay Dolin (Summer Repeat)

Host

Paul Chapman
Host of The HC Commodities Podcast; leads conversations with leaders in commodities, energy, and macro topics.

Reviews

4.9 out of 5 stars from 765 ratings
  • Excellent listening. Never learned so much about commodities.

    What an incredible listen.

    Apple Podcasts
    5
    MDickson14
    United States18 days ago
  • great commodities podcast!

    This podcast gives great insight into the inner workings of trading and the different commodities involved. Each episodes theme is interesting, informative and entertaining, and Paul gets some great speakers on. I have thoroughly enjoyed and learnt something new from each episode.

    Apple Podcasts
    5
    Caitp6
    United Kingdom5 months ago
  • My go-to commodities podcast

    Love the great commodities content as a former trader. New episodes go top of my playlist.

    Apple Podcasts
    5
    Commods enthusiast
    United Kingdom5 months ago
  • Soya beans as a weapon

    Wow - this is really informative. The episode on Soya beans is a tour de force, one of Paul’s best yet!

    Apple Podcasts
    5
    timoshea63
    United Kingdom7 months ago
  • The most interesting intersection in the world

    Paul and the HC Group do an incredible job, not just for insiders with decades in the field but for anyone adjacent that wants a better understanding the diversity of guests, from legends like Daniel Yergin and Mark Crandall to other major players like Adam Mirick and Mike Howard gives a wide breadth of experience and information on the worlds most important industries.

    Apple Podcasts
    5
    Eugene McGrane
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The podcast is considered a must-listen for insiders and adjacent professionals alike.
Listeners value the breadth of topics from oil to data centers and macro trends.
High-quality guests and strong interview preparation are frequently highlighted.
Listeners praise the mix of actionable market insights and broad context.
Audience notes the host's ability to distill complex topics into understandable concepts.
The show is regarded as a top resource for commodity and energy markets.
The host brings depth and accessibility, with speakers who are leaders in their field.
Episodes are described as insightful and informative, with practical market takeaways.
Content is seen as a valuable resource for professionals and newcomers alike.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Crisis, M&A and Trading: communicating commodities with Will Medvei
Q: What makes crisis communications in commodities particularly challenging?
It combines physical asset risks, environmental and regulatory scrutiny, and high public visibility, so crises can escalate quickly across multiple stakeholders; thus rehearsal, clear protocols, and coordinated responses are essential.
Chip War: how semiconductors became the new oil with Chris Miller (summer repeat)
Q: Can you just get us all on the same page as to what we mean by a semiconductor, a chip?
A semiconductor, chip, and integrated circuit refer to the same small silicon piece with millions or billions of transistors that switch on and off to process data, turning information into binary that underpins digital computing.
Whale Oil with Eric Jay Dolin (Summer Repeat)
Q: Can you give us a sense of the economics and scale of the American whaling industry in the 1850s?
The industry boasted around 900 whale ships globally, with about 760 American, led by New Bedford; voyages lasted roughly four years on average, with long lays for higher profits and a clear hierarchy in pay that incentivized risk-taking for the upper ranks.
De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels
Q: And was the US-Iran war just a setback to those prices or the end of a bull market?
The guest notes the war acted as a counterpoint that monetized certain price levels and amplified liquidity effects, but the broader narrative remains that gold is functioning as a hedge and liquidity asset in times of geopolitical stress, with both upswings and pullbacks tied to risk sentiment and central-bank actions.
De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels
Q: Today, we're talking gold, silver, and the platinum group metals. What drove the huge run up in prices for all of them in 2025 and into 2026?
The discussion centers on three interacting trends—de-dollarization, a debasement/dollar-denominated asset environment, and a diversification motive. These forces act as structural drivers, with central bank buying and inflation dynamics helping push gold and silver higher, while PGMs benefit from industrial demand and strategic stockpiling amid de-globalization pressures.

Audience Metrics

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Frequently Asked Questions About The HC Commodities Podcast

What is The HC Commodities Podcast about and what kind of topics does it cover?

The HC Commodities Podcast delivers in-depth, one-on-one conversations with leaders and thinkers in the energy, commodities, and broader macro landscape. Episodes frequently center on price cycles, geopolitical risk, policy shifts, and the evolution of markets for oil, gas, metals, and renewables, often weaving in data, technology, and infrastructure themes like data centers, AI, and capital expenditure. Guests range from historians and academics to fund managers, industry analysts, and executives, providing both historical context and forward-looking analysis. The show's strength lies in translating complex, cross-market dynamics into accessible takeaways while maintaining a practical edge for professionals navigating trading, investment, ... more

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Which podcasts are similar to The HC Commodities Podcast?

These podcasts share a similar audience with The HC Commodities Podcast:

1. Oil Ground Up
2. Oil Markets
3. Odd Lots
4. Macro Voices
5. Value Hive Podcast

How many episodes of The HC Commodities Podcast are there?

The HC Commodities Podcast launched 6 years ago and published 351 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The HC Commodities Podcast?

Recent guests on The HC Commodities Podcast include:

1. Hill Vaden
2. Will Medvei
3. Emily Kyne
4. Julie McLaughlin
5. Jeff Currie
6. Vince Beiser
7. Michael Ferrari
8. Edl Schamiloglu

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