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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
Energy Security
Critical Minerals
Electric Vehicles
Climate Change
Tariffs
Geopolitics
Commodities Market
Commodities Trading
Oil
LNG
Artificial Intelligence
Iran

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

PublishesTwice weeklyEpisodes331Founded6 years ago
Number of ListenersCategories
ManagementBusinessInvesting

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Artwork for The HC Commodities Podcast

Latest Episodes

Sulfur is a lynchpin commodity, connecting the oil and gas industry to food production and much more. Already in a structural supply deficit, now, nearly half the world’s internationally traded sulfur is off the market with the shutting down of the S... more

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The dark fleet was on the ropes with enforcement risking military boardings after Venezuelan oil sanctions started to be lifted. Then with the attack on Iran, business started booming again as ships and traders navigated the granting of licenses to R... more

Today we have Archie Hunter, journalist at Bloomberg who covers commodities, joining the show to get his take on current events, as well as the recent FT Global Commodities Summit, and compare notes on the key trends that we're seeing. How the curren... more

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Doomberg returns. The US is mired in a war that it, nor its allies, can afford to escalate. Exposing the fragility of the global economic order, underpinned by delicate energy infrastructure. China, long planning for that fragility, is strengthened a... more

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Recent Guests

David Tannebaum
Founder, Blackstone Compliance
Blackstone Compliance
Episode: Sanctions Strait Talk with David Tannebaum
Archie Hunter
Journalist at Bloomberg covering commodities
Bloomberg
Episode: Commodity Trading’s Bumper Q1 with Archie Hunter
William Parry-Jones
Founder of Wolfram Advisory, tungsten market expert
Wolfram Advisory
Episode: Tungsten with William Parry-Jones
Grant Sporre
Commodities and equities analyst at Bloomberg Intelligence
Bloomberg Intelligence
Episode: Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)
Roger Crowley
Author and historian
Yale University Press
Episode: Spice: The Commodities that Shaped the Modern World with Roger Crowley
Jason Downie
Co-founder and managing partner at Tailwater Capital
Tailwater Capital
Episode: US Energy Supply, Bottlenecks and Private Equity with Jason Downie
Luca Pedretti
CEO and founder of Pexapark, pricing intelligence firm for clean energy
Pexapark
Episode: Repricing Power: How Clean Energy is Reshaping Global Power Markets, with Luca Pedretti
Eren Zekioglu
Expert with a background in hedge funds and trading houses, focusing on AI and digital assets.
Episode: Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu
Mike Howard
Founder and CEO of Howard Energy Partners, the largest privately owned midstreamer in the US, and a key advocate for energy's societal role.
Howard Energy Partners
Episode: Important, Growing in Demand and Hard: Energy with Mike Howard

Host

Paul Chapman
Host of insightful conversations on the commodities sector, focusing on market insights and expert opinions.

Reviews

4.9 out of 5 stars from 749 ratings
  • 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 Kingdom11 days 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 Kingdom20 days 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 Kingdom3 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 States3 months ago
  • Fascinating

    The Crandall interview was excellent! Brought back memories of the 90’s in Colombia when Xtrata and Glencore entered the coal market with such (perceived) reckless abandon! And kudos to Mr. Crandall for his candor and willingness to share intimate details of the Marc Rich origin story. Nicely done Paul!

    Apple Podcasts
    5
    El Gringucho
    United States6 months ago

Listeners Say

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

The mix of humor and education is praised, with listeners noting that the show makes learning about commodities both enjoyable and relevant.
Many express satisfaction at how the host engages guests, keeping the conversation informative yet accessible, making complex topics digestible for various audience levels.
Listeners appreciate the deep insights provided by experts in the commodities market, often highlighting the quality of discussions and relatable analysis.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Tungsten with William Parry-Jones
Q: How is tungsten mined and traded, and what forms matter for the market?
He outlines two main ore types (wolframite and scheelite), the processing route to ammonium paratungstate (APT), and how APT serves as the trading unit before downstream conversion to WO3-rich products; he also notes that most trading is in APT with a standardized 88.5% WO3 content, and pricing is anchored off APT indices with downstream premiums.
Tungsten with William Parry-Jones
Q: What is tungsten and why does it have so many applications in today's society?
William explains tungsten's exceptional properties—high melting point, dense like gold, and hardness comparable to diamond when carbide is formed—which drive its widespread use in cutting, grinding, tooling, and military applications. The material's utility arises from its performance in high-temperature and high-stress environments.
Europe’s Power Trading Outlook with Xavier Veillard
Q: Is intraday volatility in power trading something that traders can reliably predict and hedge against?
There is a degree of predictable volatility on a 24-hour basis, but longer-term volatility is driven by weather, outages, and commodity price shifts; batteries and intraday trading algorithms can help, but perfect predictability remains elusive.
Europe’s Power Trading Outlook with Xavier Veillard
Q: How has European power demand fared since the Russia-Ukraine conflict, and what is the outlook as renewables expand?
Demand in Europe flattened or declined due to energy efficiency and high prices, but an inflection is expected with electrification, data centers, and on-site batteries driving a renewed growth trajectory in power consumption.
The Rystad House View and Notes From IE Week, with Claudio Galimberti
Q: What are the implications of AI on energy productivity?
AI is expected to increase productivity which may result in unknown effects on energy demand, depending on how it interacts with different sectors.

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?

This podcast features insightful discussions centered around the diverse and dynamic commodities sector, exploring various topics that impact global markets. With a unique focus on the intersections of energy, finance, and geopolitics, episodes often include conversations with industry experts, providing listeners with valuable insights into trends, challenges, and opportunities within commodities trading. The host engages experts in a way that combines deep analysis with accessible dialogue, making complex economic issues relatable to a broader audience. A highlight is the consistent appearance of leaders and specialists who share their experiences and perspectives, making the discussions both educational and engaging.

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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 Markets
2. Oil Ground Up
3. Redefining Energy
4. Odd Lots
5. Monetary Matters with Jack Farley

How many episodes of The HC Commodities Podcast are there?

The HC Commodities Podcast launched 6 years ago and published 331 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. David Tannebaum
2. Archie Hunter
3. William Parry-Jones
4. Grant Sporre
5. Roger Crowley
6. Jason Downie
7. Luca Pedretti
8. Eren Zekioglu

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