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The HC Commodities Podcast

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

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 weeklyEpisodes328Founded6 years ago
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ManagementInvestingBusiness

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Latest Episodes

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

In this episode, host of the HC Commodities Podcast, Paul Chapman, shares his notes and reflections from the FT Global Commodities Summit, which he just attended in Lausanne, Switzerland.

Drawing on panel discussions, on‑stage debates and informal c... more

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Register your interest for Bloomberg and HC Group's metals trading event: go.bloomberg.com/join/invite/metals-pricing-the-narrative-vs-pricing-the-physical/

Access HC Group’s Q1 Market Review: www.hcgroup.global/insights/market-revie... more

Today, we return to the European energy markets, in particular, power. How has European power demand fared since COVID and Russia's invasion of Ukraine? What has that done to power markets themselves and the energy mix? Just as European power demand ... more

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Recent Guests

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
Jeff Currie
Economist/Head of Global Commodities Research at Goldman Sachs (as introduced in episode)
Goldman Sachs
Episode: Molecular Contagion with Jeff Currie
Tom Reed
VP of Cruden Products at Argus Media
Argus Media
Episode: The Strait of Hormuz and Asia with Tom Reed
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 738 ratings
  • 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 States5 months ago
  • Great Podcast

    I have listened to the podcast for a bit over a year now and really enjoy it. I do not work in the sector but it’s so interesting to learn about the different markets and the efficiency of the commodity markets, everything is connected. Really enjoy the show and will definitely continue to be an avid listener.

    Apple Podcasts
    5
    Huguan
    Sweden6 months ago
  • Always a great listen

    I always learn something from this podcast, from Oil and Gas, to Ice to coffee, to the Roman Empire!! Paul has deep insights and even better questions. Commodities make the world go round, and everything is more connected than you think.

    Apple Podcasts
    5
    Em (-;
    United Kingdom7 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

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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. Macro Voices
2. Oil Ground Up
3. Top Traders Unplugged
4. Redefining Energy
5. Oil Markets

How many episodes of The HC Commodities Podcast are there?

The HC Commodities Podcast launched 6 years ago and published 328 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. William Parry-Jones
2. Grant Sporre
3. Roger Crowley
4. Jeff Currie
5. Tom Reed
6. Jason Downie
7. Luca Pedretti
8. Eren Zekioglu

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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