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The HC Commodities Podcast

Paul Chapman, HC Group
Energy Transition
China
Commodity Trading
Renewable Energy
Natural Gas
Commodities Sector
Russia
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

PublishesWeeklyEpisodes358Founded7 years ago
Number of ListenersCategories
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Latest Episodes

Today, we are discussing China's export controls and bans on the critical minerals and the minor metals. Why are these controls in place? What do they tell us about Chinese strategy? And is it truly anti-West or just China exercising soft power in mu... more

Today, in the shadow of the US midterm elections, we discuss crude and its products. Where is crude flowing? Is there still a dieselpocalypse in our horizon? And what do traders and their trades tell us about the duration and risk of not only the con... more

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Today, we're discussing power demand, the US natural gas markets, satellites for commodity trading intelligence and the “momentification" of everything. Our guest is Bill Perkins, founder of a variety of companies including Skylar, the commodities he... more

YouTube

Today, we return to the subject of renewables and the associated electric ecosystem - electrotech - particularly in the developing world. What is the prevalence and relevance of these technologies in power generation and consumption in the world shor... more

YouTube

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Recent Guests

Emily Kyne
Vice President of Commodity Strategy and Trade Analytics at ARM Energy
ARM Energy
Episode: The Duration Trade: crude and products with Emily Kyne
Bill Perkins
Commodities hedge fund founder, Synmax co-founder and author of Die With Zero
Skylar Capital Management
Episode: Momentification of Everything: power, gas and satellite intel with Bill Perkins
Daan Walter
Principal and energy strategist at Ember, a global energy transition think tank.
Ember
Episode: Hormuz and the Accelerated Rise of Electrotech with Daan Walter
Niels Lindegard
Former Mersecoin Trading CEO
Enco Insights
Episode: HC Group's Q3 Market Review Ready to Download
Christian Lins
Partner, Oliver Wyman, risk and trading practice (North America)
Oliver Wyman
Episode: The Predictability Premium Part 2: winning and keeping the commercial mandate with Christian Lins
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
Julie McLaughlin
Managing Director and Partner at Alvarez & Marsal
Alvarez & Marsal
Episode: American Renewables: A Markets Story with Julie McLaughlin

Host

Paul Chapman
Commodities-sector search professional at HC Group

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 States2 months 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 Kingdom6 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 Kingdom9 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 States9 months ago

Listeners Say

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

Listeners describe the conversations as informative and engaging, balancing specialist detail with broader economic context.
Listeners value the range of commodity and energy topics, including markets they do not work in or know well.
Paul Chapman is praised for preparation, incisive questions and the ability to make complex subjects understandable.
Guests are seen as knowledgeable industry leaders who share practical insights that are difficult to find elsewhere.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

The Duration Trade: crude and products with Emily Kyne
Q: Is oil $100 because of the freight rates? Because actually, it's just hard to get it to a refinery. Or is oil $100 in anticipation of this renewed hostilities?
Kyne explains that delivered crude costs exceed benchmark prices because freight can add substantial costs, while the forward curve also reflects the risk of renewed hostilities and the expectation that disruption may persist.
The Duration Trade: crude and products with Emily Kyne
Q: The oil market is back in surplus.
Kyne says October appears to be in surplus, with seasonal refinery maintenance, reduced demand and lower refinery runs shaping the balance, despite significant supply reductions compared with the prior year.
Momentification of Everything: power, gas and satellite intel with Bill Perkins
Q: How does AI feed into the natural gas story, and do you see a similar increase in demand?
Perkins describes natural gas as a potential fuel source for rising power demand, alongside renewables, batteries and nuclear. He says the challenge is not just fuel supply but also building, permitting and connecting power plants and associated equipment.
Momentification of Everything: power, gas and satellite intel with Bill Perkins
Q: What is your thesis on why stand up an electricity futures ETF now?
Perkins says power demand is accelerating after years of flat or modest growth, driven by manufacturing reshoring, vehicle electrification and AI data centers. He expects supply constraints to make prices more consequential.
Hormuz and the Accelerated Rise of Electrotech with Daan Walter
Q: Do you think we'll look back on this as a profound event in the direction of the energy transition?
Walter expects the Hormuz crisis to strengthen the case for electrotech and potentially accelerate fossil fuel decline, though volatile energy data may make the effect difficult to verify for several years.

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?

Regular one-on-one interviews connect commodity-market developments with the people, companies and decisions shaping them. Host Paul Chapman speaks with senior practitioners, analysts, investors, advisers and authors across energy, metals, agriculture and related industries. Conversations range from natural gas, power and renewables to trading strategy, geopolitics, infrastructure, climate and supply chains, with an emphasis on how market forces affect investment, business and the wider economy.

The format pairs specialist knowledge with broad context: guests explain technical or fast-moving subjects in terms that are useful to both industry professionals and curious outsiders. Its distinctive lens is the interconnectedness of commodities,... 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. Macro Voices
3. Odd Lots
4. Oil Markets
5. Monetary Matters with Jack Farley

How many episodes of The HC Commodities Podcast are there?

The HC Commodities Podcast launched 7 years ago and published 358 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. Emily Kyne
2. Bill Perkins
3. Daan Walter
4. Niels Lindegard
5. Christian Lins
6. Adam Waterous
7. Hill Vaden
8. Will Medvei

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