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The HC Commodities Podcast

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

PublishesWeeklyEpisodes354Founded6 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Artwork for The HC Commodities Podcast

Latest Episodes

HC Group's Q3 Market Review is ready for download - talent trends and moves from across the commodities sector.

Download for free here: www.hcgroup.global/insights/market-reviews/access-q3-market-review-2026

For more on Enco Insights and th... more

Today, we return for part two on the predictability premium - how trading organizations can boost valuations of the asset-backed organizations they're within. One of the major challenges in creating a commercial organization is translating that value... more

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For commodity trading professionals, it now seems obvious that large global asset-backed producers, refiners, miners and processors should have some form of trading capability.

The risks alone of having a stranded product, an unfulfilled short or be... more

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Recorded at the Canadian Crude Oil Conference on September 16 in Lake Louise, Alberta, Paul Chapman interviews Adam Waterous on

the state of Canada's oil sector against a backdrop of worsening relations with the US and events in the Middle East. And ... more

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Recent Guests

Niels Lindegard
Former Mersecoin Trading CEO
Enco Insights
Episode: HC Group's Q3 Market Review Ready to Download
Christian Lins
Partner at Oliver Wyman, leads risk and trading practice in North America, based in Houston
Oliver Wyman
Episode: The Predictability Premium with Christian Lins (Part 1)
Adam Waterous
Founder, managing partner and CEO of Watrous Energy Fund
Watrous Energy Fund
Episode: Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
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
Chris Miller
Associate Professor of International History, Fletcher School of Law and Diplomacy, Tufts University; author of Chip War
Tufts University; author of Chip War
Episode: Chip War: how semiconductors became the new oil with Chris Miller (summer repeat)
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 768 ratings
  • Excellent listening. Never learned so much about commodities.

    What an incredible listen.

    Apple Podcasts
    5
    MDickson14
    United Statesa month 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 Kingdom6 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 Kingdom8 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.

Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
Q: Can Canada realistically grow from 5 to 10 million barrels a day, and what is the economic impact?
Yes, with a combination of intensified oil sands development, capital allocation, and supportive policy, this could yield substantial GDP gains—roughly 100 billion CAD in annual GDP growth under optimistic but plausible scenarios.
Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
Q: What is the two-bucket view of Canada's future and the main heavy lift?
The two buckets are redefining the national objective to become an energy superpower and implementing six regulatory reforms to enable private-sector-led growth, while coordinating with federal and provincial partners to ensure pipeline development.
Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
Q: So how dramatic is the shift in global energy security and deglobalization, and what does that mean for Canada?
The rise of energy security concerns, geopolitical risk, and new technologies mean Canada needs to move from a back-foot position to actively expanding production and export capacity, with a focus on efficient regulation and indigenous participation to unlock growth.
The Predictability Premium with Christian Lins (Part 1)
Q: What is the core idea behind the 'predictability premium' and why does it matter to investors?
Investors reward steady, cash-flow-generating performance and the ability to dampen volatility, which lowers risk and supports higher valuation. The premium emerges when trading arms contribute to predictable cash flows as part of the overall enterprise strategy, rather than solely chasing trading profits.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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 Hive Conversations With Bilal Hafeez
5. Redefining Energy

How many episodes of The HC Commodities Podcast are there?

The HC Commodities Podcast launched 6 years ago and published 354 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. Niels Lindegard
2. Christian Lins
3. Adam Waterous
4. Hill Vaden
5. Will Medvei
6. Emily Kyne
7. Chris Miller
8. Edl Schamiloglu

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