أفضل بودكاسات HC Insider (2024)

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The Future of Switzerland as a Commodities Trading Hub: Live Event 47:57

4d ago47:57

47:57

links to SuisseNegoce commodities review: https://www.suissenegoce.ch/commodities/commodities-2024-en Links to Allassohttps://www.allasso.com/home Linkes to Artis Works https://www.artis.works/بقلم Sarah Hunt, Simon Collins, Ivo Sarjanovic, Florence Schurch, Paul Chapman

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The Carbon Markets with Ariel Perez 46:45

11d ago46:45

46:45

In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russi…

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Notes from the FT Commodities Summit 2024 31:10

16d ago31:10

31:10

To attend our HC Insider Podcast Live Event on the Future of Switzerland as a Commodities Trading Hub on April 16th, please RVSP here: https://www.eventcreate.com/e/hcinsider-podcast-genevaبقلم Paul Chapman

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AI and Commodities with Felipe Elink Schuurman 40:31

18d ago40:31

40:31

To sign up for our HC Insider Podcast Live Event in Geneva on the evening of the 16th April please RSVP here:https://www.eventcreate.com/e/hcinsider-podcast-geneva We are discussing the Future of Switzerland as a Commodities Trading hubبقلم Paul chapman, Felipe Elina Schuurman

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Dedollarisation with Jonah Van Bourg 47:58

25d ago47:58

47:58

The US Dollar has been the world’s global reserve currency since the Second World War, underpinning global trade and US dominance. However, as our guest argues, its use as a global policy tool such as in sanctions, increasing geopolitical competition and political instability at home is threatening its status. Various countries and blocs are attemp…

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Special: The Baltimore Bridge Collapse 21:48

25d ago21:48

21:48

You can request to sign up for Mercury Resources newsletter here: https://www.mercuryresources.com/contact-usبقلم Paul chapman, Anton Posner

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Uranium with John Cash 46:20

1M ago46:20

46:20

In this episode we address that very special commodity Uranium, crucial to the energy and defense industry alike. Nuclear’s role is the energy transition is increasingly recognized. But where will the needed Uranium come from in a more fragmented world? How is Uranium mined, processed and delivered to the nuclear energy plants. Where is it produced…

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Virtual Barrels with Ilia Bouchouev 45:29

1M ago45:29

45:29

In this episode, Ilia Bouchouev joins to discuss his new book, ‘Virtual Barrels: Quantitative Trading in the Oil Markets”. What are virtual barrels? How has oil trading been fundamentally changed due to them? What has that meant for flat price, participants and trading strategies? The book is a comprehensive exploration of quantitative trading in t…

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Are the markets forecastable? with Matteo Mazzoni 40:54

2M ago40:54

40:54

At the core of commodity trading is forecasting. The last decade of low prices and low volatility has transformed into a market of high volatility and higher prices. How has that changed the nature of forecasting? What does it mean for tools, models and skillsets. And are markets still forecastable? Our guest is Matteo Mazzoni, Director of Energy A…

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The Path Forward: Driving Diversity in the Trading Community 40:40

2M ago40:40

40:40

On Tuesday 27th February, HC Group and bp hosted a breakfast and networking event for women in the trading and origination community. The highlight of the morning was a thought-provoking panel discussion featuring industry leaders Carol Howle, EVP Trading & Shipping at bp and Alice Acuña, EVP Trading at CEPSA. Moderated by Laura Berger, Portfolio D…

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Re-release: Energy Transition & Geopolitics with Daniel Yergin 49:27

2M ago49:27

49:27

Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dramatically changed the world. Now, peak demand and the energy transition is set to upend decades of global policy and economics – with a huge impact on …

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The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence 48:04

2M ago48:04

48:04

Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from uncertain policies, to supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front o…

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The World in a Grain: Sand with Vince Beiser 46:56

2M ago46:56

46:56

Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products. Yet due to its characteristics, the supply chain is fragmented, disastrous for our environment and often corrupt. And by a tragic quirk of geometry, desert sand is unusable meaning we wreck our riv…

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The UK's Pumpwatch Scheme with Gideon Carroll 14:01

2M ago14:01

14:01

CEO of Edge Petrol, Gideon Carroll joins Enco to discuss the UK's Pumpwatch Scheme proposed by the government. What is in it? And what will the impact be on consumers, fuel retailers and wholesalers? For more on Edge Petrol visit https://www.edgepetrol.com/ For more on Enco Insights visit www.encoinsights.com…

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Neodymium, Gallium & Hafnium with Ellie Saklatvala 40:19

2M ago40:19

40:19

In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neodymium, Gallium & Hafnium. Each has a key role in the modern world with demand set to grow but with challenges markets and policy makers are grappling w…

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Private Equity's role in the Energy Transition with John Skrinar 44:38

3M ago44:38

44:38

The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and volatile. How can these risks be managed? And opportunities be captured? In this episode, we go into the world of private equity and the thinking and str…

1
Data as a Strategic Asset with Jason Vogt 37:07

3M ago37:07

37:07

Information has always been the lifeblood of commodities trading. Today, the sources of data that provides the information and insight have grown exponentially - as has its value. So much so that companies are viewing data as a strategic asset, transforming how they value, collect, manage, and protect it. And once that mindset is in place, it can b…

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Cheap Peak Oil, Geopolitics and China’s plan with Doomberg 43:41

3M ago43:41

43:41

In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and abundant. How US oil production has changed the energy map and the in turn its role in global security – a gap which China is planning to fill. And how …

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Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing 34:47

3M ago34:47

34:47

Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the city-state. How is Singapore navigating the changing world of commodities? Amidst deglobalization, digitalization and the energy transition, how is Si…

1
The Evolution of Expert Networks 12:26

3M ago12:26

12:26

In this final bonus episode of Enco Insights, CEO Bill Read discusses the history of expert networks, the genesis of Enco Insights and its aims and goals. For future episodes of Enco Insights, please follow the podcast on your preferred platform. For more information on Enco please visit www.encoinsights.com…

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2023 Annual Review: The Centrality of Talent 1:55

3M ago1:55

1:55

Our 2023 Annual Review is published and ready for download. The review contains key trend and market moves within the energy & commodities world alongside data driven analysis and editorials. Download here or on our website: https://www.hcgroup.global/hc-insider/market-reviews/access-annual-review-2023…

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The Future of Food & Ag with Robert Berendes 46:52

4M ago46:52

46:52

What does the future hold for the agri sector and the food our plates? And what does it mean for the sector’s participants and investors? Robert Berendes, Executive Partner of Flagship Pioneering and longtime industry executive and investors sets out his views on the paradigm shifts the sector is going through. How has the last four years changed t…

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The Oil Market with David Wech 47:53

4M ago47:53

47:53

To start the New Year, in this episode we review the oil markets in 2023 and the likely major themes and trends in 2024. Why were forecasts for 2023 mainly wrong – 100$ oil never materializing? What were the major market, policy and geopolitical events that drove prices and what do these herald for 2024? Will the volatility continue? What are the t…

1
Enco Insights: Graphite 6:17

4M ago6:17

6:17

This week battery metals expert and CEO of Benchmark Minerals Intelligence joins Enco Insights to provide a quick view on Graphite, the indispensable anode material in the energy transition.بقلم Simon Moores, Paul chapman

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The Hidden Demographic Problem for Commodities with Todd Thurman 46:57

4M ago46:57

46:57

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak…

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The Natural Gas Markets with Anne-Sophie Corbeau 43:59

4M ago43:59

43:59

In this episode we review the major themes and events for the Natural Gas markets in 2023 and what that might herald for 2024. The gas markets and LNG are now the crucial global energy balancer. What happened in 2023? What were the key market, regulatory and policy actions and how did countries and participants fare? What are the key factors and mi…

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Enco Insights: Commodity Traders Transacting in Stablecoins 10:38

4M ago10:38

10:38

Enco Insights is a global expert network dedicated to the energy & resources sector. www.encoinsights.com You can find out about Zodia Markets here: https://zodiamarkets.com/about-us/#our-teamبقلم Nick Philpott, Paul Chapman

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Building Sustainable Agri Supply Chains with Robert Horster 53:51

5M ago53:51

53:51

Global food production faces the twin challenges of meeting growing demand while achieving that both sustainably and lowering carbon emissions. In this episode we dive into what this actually means . What is the impact of agriculture on carbon emissions and how does the sector impact the environment? How are farmers, processors, traders and shipper…

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Who Prices Lithium? with Simon Moores &Caspar Rawles 39:12

5M ago39:12

39:12

Who prices Lithium today and who will trade it in the future? In this episode we dive back into the Lithium supply chains. What forms of Lithium are traded and how are contracts structured and priced? What efforts are the exchanges making to create liquidity and risk management tools and will the trading houses of today dominate Lithium trading in …

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The Fund: Ray Dalio & Bridgewater Associates with Rob Copeland 29:16

5M ago29:16

29:16

This week, journalist and author, Rob Copeland joins to discuss his explosive best-selling book: The Fund: Ray Dalio, Bridgewater Associates and the unravelling of a Wall St Legend. Long seen as the paragon of systematic trading, Bridgewater grew to the largest hedge fund in history. Alongside that, its founder, Ray Dalio - a one-time commodities t…

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Renewables: The Imperative for Discipline with Julie McLaughlin & Elizaveta Malashenko 39:57

5M ago39:57

39:57

Wind & solar have had a tough year. Rising costs, disrupted supply chains, market economics and weather events have all contributed to the woes that have seen projects parked and stock prices fall. Yet, renewables are crucial to the energy transition and can be cost competitive and profitable in many cases. Just what does it take to build projects …

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The Evolution of the CTRM with Sameer Soleja 39:49

5M ago39:49

39:49

The commodity trading world is adjusting to greater volatility and higher capital costs. Individual companies are needing to increase their market and commodity footprints to navigate the energy transition while many are building trading capabilities for the first time. Commodity Trading Risk Management software, the backbone of any trading platfor…

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The Dark Cloud: The hidden costs of a digital world with Guillaume Pitron 47:54

6M ago47:54

47:54

The Dark Cloud: The hidden costs of a digital world with Guillaume Pitron What is the energetic consequence of a simple ‘like’ on social media? Or a zoom call? Modern technology is underpinned by a very real material and energetic infrastructure that is putting immense strain on energy production and the world’s natural resources. 5G and AI have su…

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Renewables, Natural Gas and Nukes with Adam Rozencwajg 46:29

6M ago46:29

46:29

In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power’s role in the energy transition. Is this a structural shift? Natural gas remains the bridge fuel but can shale production keep up with growing US exports and if not, what …

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The Lithium Triangle with Gabriel Rubacha 49:04

6M ago49:04

49:04

In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, its not just quality of deposit that matters but type, geography and the political and social environment in which it sits. In this episode, we review t…

1
Solving Grey Hydrogen with Chad Mason 35:40

6M ago35:40

35:40

Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applications. More broadly industry accounts for some 10% of emission. Switching industry to green hydrogen would make a huge difference. Yet, green hydrogen remains rare. The costs in both the operating expen…

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Q3 Market Review: Back to Normal? Trends and talent moves in commodities 2:32

6M ago2:32

2:32

Download here: https://www.flipsnack.com/hcinsider/q3-2023-market-review/full-view.html To sign up to receive the review in future quarters, along side our other thought pieces, interviews and analysis in the sector visit: https://www.hcgroup.global/hc-insider You can also email me at pchapman@hcgroup.global with any specific questions and I can di…

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The Cotton Market with Crawford Tatum 44:33

7M ago44:33

44:33

Cotton is a commodity that is familiar to all of us. However, the market for cotton is not. How and where is it produced and traded? How is the cotton market being impacted by de-globalization, digitization and the energy transition? Who are the players and what can the cotton market tell us about the broader economic cycle? Our guest is Crawford T…

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Co-Locating Energy Storage & Renewables with Brian Knowles 52:11

7M ago52:11

52:11

Combining energy storage and renewables tackles intermittency and synchronicity (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. The technical and engineering challenges around which battery and the transformers required to connect to the grid (currently on extended back log). The …

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Who Really Prices Oil? HC Insider Podcast Live Event hosted by Onyx Capital 51:38

7M ago51:38

51:38

Who really prices oil? Traders? OPEC? Financial Flows and hedge funds? The oil markets are far different than two decades ago. They are increasingly financialized opening trading to a far greater number and variety of participants. Now, as in equities, sentiment can drive markets in the short term irrespective of the physical flows. On September 14…

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Taiwan’s Energy Security Challenge 48:45

7M ago48:45

48:45

Taiwan’s energy security is on a knife edge. Energy Transition policies have increased reliance on fossil imports while also increasing CO2 emissions. At the same time, China’s growing belligerence poses an existential threat. Taiwan is crucial to the global economy given its centrality in semi-conductors, itself an ever power-hungry industry. How …

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Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux 54:30

8M ago54:30

54:30

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux On the day of publication, Bloomberg investigative reporter Zeke Faux, joins us to discuss his new book Number Go Up. Zeke followed Crypto’s wild ride with a ring-side seat including being inside SBF’s penthouse as the fallen crypto king faces his imminent arrest. In 2021, all…

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Chip War: How semiconductors became the new oil with Chris Miller 55:12

8M ago55:12

55:12

Chip War: How semiconductors became the new oil with Chris Miller Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. This has only accelerated with the emergence of AI. Yet, the supply chain is incredibly…

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Commodity Supply Chain Challenges with Anton Posner 43:36

8M ago43:36

43:36

Commodity Supply Chain Challenges with Anton Posner COVID is in the rear-view mirror, yet the commodity supply chains remain volatile and uncertain. In this episode, we catch up on the state of bulk commodities shipping and logistics. 2022 generated unprecedented returns, particularly in the container market. Why and what has happened since? How ar…

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Biofuels on the Edge with Walter Cronin 51:37

8M ago51:37

51:37

Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key grain and oilseed feedstocks. Money is flowing into processing and infrastructure, but have the risks been priced in? This year only Brazil’s bumper …

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The Rice Market with Lewis Williamson & Marvin Coleman 42:53

9M ago42:53

42:53

Rice is one of the most important global food sources, providing nearly a one fifth of global calorific intake. Yet the market for rice is relatively opaque with a small futures market. Much of the rice produced is consumed locally and much of global trade is at the subject of governmental control. Rice is also at the mercy of an increasingly volat…

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Ice: The Rise and Fall of a Hot Commodity with Amy Brady 47:48

9M ago47:48

47:48

Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kings, monopolies, traders and short squeezes. And cocktails. And then it all melted away – another rapid transition. In this episode, author and histori…

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Whale Oil: The Original Energy Transition with Eric Jay Dolin 48:47

9M ago48:47

48:47

Whale Oil: The Original Energy Transition with Eric Jay Dolin In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international trade (and trade disputes). Prices were at an all time high and great fortunes had been made. Yet, in that same year, Edwin Drake started the oil rus…

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Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness 57:42

9M ago57:42

57:42

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023- an independent scenario analysis describing the development paths up to 2050 for the world economy, energy markets and energy-related greenhouse gas emissions…

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Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon 42:57

9M ago42:57

42:57

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon The Lithium-Ion battery is the fulcrum on which the energy transition hinges. However, its chemistry continues to evolve. The Nickel-Cobalt variant has led the charge in EVS, primarily due to the singular focus on range. However, cost, raw materials…

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