The HC Commodities Podcast Live Event: Commodities Trade in Volatile Times

The HC Commodities Podcast

Player FM - Internet Radio Done Right

41 subscribers

تمت الإضافة منذ قبل four أعوام

المحتوى المقدم من HC Group and Paul Chapman. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة HC Group and Paul Chapman أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

American Criminal

1
The Menendez Brothers | Five-Year Plan | 1 43:56

منذ 1 year43:56

التشغيل لاحقا

قوائم

إعجاب

احب

43:56

On August 20th, 1989, Lyle and Erik Menendez shot and killed their own parents. Until then, this Beverly Hills family had been a portrait of the American Dream. How did it go so wrong? To listen to all four episodes of 'The Menendez Brothers' right now and ad-free, go to IntoHistory.com . Subscribers enjoy uninterrupted listening, early releases, bonus content and more, only available at IntoHistory.com . If you or someone you know is in crisis, there is free help available at mhanational.org Learn more about your ad choices. Visit megaphone.fm/adchoices…

منذ عام واحد 46:36

MP3•منزل الحلقة

May you live in interesting times - as the proverb goes. Will those times continue? On October 16th, at the Yale Club in New York City, we held our latest Live Event hosted by ITFA with additional sponsorship from Brown Brothers Harriman, The Mercury Group, Goba Capital and HC Group. The commodities sector has seen unprecedented volatility. What has that meant for the sector’s ecosystem? How has it shaped the opportunities and risks? Is the volatility structural or ephemeral? A group of leaders from across the sector joined our panel to discuss in front of an audience of 150 industry participants. Rob Walsh, CEO of IMI, William Tully,Head of Business Development, BBH Commodities & Logistics, Sunil George, Head of Client Financing Solutions for the Americas at Louis Dreyfus Company, Todd Lynady, Regional Head of Financial Solutions @ WTW and Alexandre Lacreu Chief Underwriting Officer, Coface North America moderated by podcast host Paul Chapman.

256 حلقات

The HC Commodities Podcast Live Event: Commodities Trade in Volatile Times

The HC Commodities Podcast

41 subscribers

published منذ عام واحد

MP3•منزل الحلقة

256 حلقات

كل الحلقات

1
Challenge, Crisis and Leadership in Asset-Backed Trading with Savvas Manousos and Niels Henrik Lindegaard 57:15

منذ 8 ساعات57:15

57:15

This is Part 2 of our mini-series on Asset-Backed Trading. In the previous episode, we covered the key reasons and decision points in creating asset-backed trading organizations. In this episode, we draw on the experience of Savvas Manousos and Niels Henrik Lindegaard on the key learnings and challenges that arise in implementation. From the inevitable challenges and even crises that arise and, ultimately, the two key roles of any leader - how to build a high -performing team and how to execute on a strategy with the flexibility and resilience needed in a more volatile world. Savvas Manousos spent 25 years with BP before developing global Asset-Backed Trading platforms at Reliance, Maersk and CEPSA. Savvas is now an Enco Insight Partner at HC Group’s sister company Enco Insights, providing independent, peer-to-peer, advisory to organizations embarking on this journey. Niels Henrik Lindegaard spent 40 years with Maersk and spent a decade leading their trading transformation through Maersk Oil Trading. For more on Enco Insights visit www.encoinsights.com…

1
Argus Crude Summit: Shifting landscape of crude oil trading with Peter Keavey and Paul Chapman 35:21

منذ 7 أيام35:21

35:21

On February 6, host Paul Chapman was invited to be on a panel at the Argus Crude Summit Americas in Houston. Moderated by Matthew Oatway, Peter Keavey, Global Head of Energy and Environmental Products at CME Group and Paul discuss the changing landscape of crude oil trading – especially the rise of Asset Backed Traders and Hedge Funds. What does that mean for how makets trade and the people who trade them. For more on HC Group visit www.hcgroup.global For more on Enco Insights visit www.encoinsights.com…

1
Building an Asset-Backed Trading Platform with Savvas Manousos and Niels Henrik Lindegaard 1:05:35

منذ 14 يومًا1:05:35

1:05:35

In Part One of our miniseries on Asset-Backed Trading, Savvas Manousos and Niels Henrik Lindegaard join us to discuss why commodity producers, refiners and wholesalers are developing value-chain optimization through trading and the basic building blocks. What are the key drivers behind this global trend? What are the key decision points around people, platform and operating model? What approaches and resources best ensure success? Savvas Manousos spent 25 years with BP before developing global Asset-Backed Trading platforms at Reliance, Maersk and CEPSA. Savvas is now an Enco Insight Partner at HC Group’s sister company Enco Insights, providing independent, peer-to-peer, advisory to organizations embarking on this journey. Niels Henrik Lindegaard spent 40 years with Maersk and spent a decade leading their trading transformation through Maersk Oil Trading. For more information on Enco Insights visit www.encoinsights.com…

1
LPG Trading with Jack Nugent 50:44

منذ 21 يومًا50:44

50:44

In this episode, we dive into Liquified Petroleum Gas trading. What is LPG used for, where is it produced and how has the market developed since the advent of shale? How is trading LPG different from other commodities and what does it herald for other fuels? What is its role in the energy transition and what is its future? Our guest is Jack Nugent. Jack brings a unique perspective. From his early days in LPG broking, to living and working in both Europe and Asia as a LPG trader, he later co-founded his own successful LPG trading company. Jack is the CEO and Founder of Tradavex, a consultancy that helps organizations bridge the interface between technology and business. Relevant Links www.encoinsights.com www.hcgroup.global www.tradavex.com…

1
Peak Gasoline, Fuel Supply and EVs with Doug Haugh 53:08

منذ 28 يومًا53:08

53:08

Today we return to the fuels industry. What is the latest in global fuel supply and demand? What is the impact of ongoing electrification on fuel demand? Have we seen peak gasoline demand even in the US? And how is AI and technology changing fuels trading and the convenience industry that attaches to it? Returning to the show is Doug Haugh. Doug has over twenty five year’s experience working in the energy, technology and convenience retail industries. He serves on the board of Bioblend Renewable Resources, Trux and Ergon and Board Chairman at New Tide AI For more on HC Group visit www.hcgroup.global For Enco Insights visit www.encoinsights.com…

1
Seed Oils, Biofuels, Proteins and Politics with Walter Cronin 44:16

منذ عام واحد44:16

44:16

How did seed oils and biofuels fair in 2024? Wild price swings dominated as the markets reacted to changing yields and biofuel demand. At the same time, the markets braced for a change in the US administration and the policies left ill-defined by the previous one. Why did the US suddenly become the world’s largest Used Cooking Oil importer? What could 2025 bring? And what will the Trump Administration bring – not least with RFK’s views on seed oils and health? Returning to the show is Walter Cronin. Walter is the co-founder and president of White River Nutrition, a soy processing company dedicated to better nutritional outcomes via superior vegetable protein meal. Walter's an investor and on various boards across the agri and renewable fuels sector. Link to Argus Global Crude Conference: https://www.argusmedia.com/en/events/conferences/americas-crude-summit/agenda…

1
Tea with Jem McDowall 45:40

منذ عام واحد45:40

45:40

Another global commodity, present in our daily lives, without an established price index or futures contract, with a unique supply chain: Tea. How does Tea reach our tables? Where does tea come from? How does it trade? And how is the tea market navigating climate change, ever lower prices and changes in demand? Indeed, which nations drink the most tea? Our guest is Jem McDowell, Vice-President of Trading and Universal Commodities (Tea) Trading Inc. Jem is based in the US but has had a global career in trading tea.…

1
Building the now indispensable Trading Platform with Talis Bennett-Verschure 51:26

منذ عام واحد51:26

51:26

For producers, refiners, processors & miners building a risk management and trading capability is moving from a value-add to a ‘must have’. However, building such a capability is a challenge, requiring a clear plan to win, constant communication and the right operation model and systems. Over the last 5 years some transformations have succeeded, others remain stalled. What are the key accelerators and derailers in such a process? What are the people implications – both the required leadership and the skill-sets needed. Our guest is Talis Bennett-Verschure, Director of Commodity and Energy Trading at the management consultancy Baringa, who has been at the forefront of helping organizations build this vital capability. www.encoinsights.com www.hcgroup.global…

1
The Dark Fleet with David Tannenbaum 45:27

منذ عام واحد45:27

45:27

Ten percent of the global tanker fleet has gone dark and the number is growing. What is the Dark Fleet? Why does it exist and why is it growing? Who is using the fleet and who owns it? What are the risks for the market, the environment and traders? And what does a shadow fleet mean for world security and criminal enterprises? Our guest is David Tannenbaum, Director at Blackstone Compliance Services, a sanctions and anti -money laundering advisory group, providing support to financial institutions and commodity trades alike and a Partner at Polestar Global, a sanctions and maritime intelligence firm where he runs the threat intelligence group. https://www.blackstonecompliance.com/ www.encoinsights.com www.hcgroup.global…

1
2024 Reflections, Thanks and a look forward to 2025 11:51

منذ عام واحد11:51

11:51

A brief final episode of 2024. Host Paul Chapman reflects on some of the key themes of the year, offers his deepest thanks to listeners, guests and his colleagues at HC Group (www.hcgroup.global) and Enco Insights (www.encoinsights.com) and looks at the coming year and goals for the podcast. Please do leave a positive review on the platform you are listening on to help support the show and our work.…

1
The Price of Time with Edward Chancellor (Re-Release) 1:01:45

منذ عام واحد1:01:45

1:01:45

A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas re-release of one of host Paul Chapman's favorite discussions. Award-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates – the price of money and time – have been unnaturally low since the global financial crisis. This has led to a profound impact on finance and society. Global corporates found financial engineering more “profitable” than focusing on products and operations. Assets inflated and inequality widened. In the commodities world, the cost of carry and cost of finance, was essentially zero. Energy tech plays were awash in money and valuations sky high. Rates are now rising and those same engineered corporates are becoming zombies. China risks economic Armageddon as the global carry trade ends. Assets prices are falling and financially stressed commodity traders, now face higher rates. Edward argues higher rates will return the world to profitable growth and risk allocation unless political will to reverse rates wins……

1
AI, Coding and Changing Skill-Sets in Commodities with Daf Davies 53:50

منذ عام واحد53:50

53:50

The skillsets required to be in a commodity trading team have always been evolving. However, that evolution is accelerating in the wake of new technologies and especially AI. In this episode we trace the changing roles and skills traders have needed over the last century and what the future holds as AI becomes ever more involved in the day to day activities of a trading desk. What are the skillsets of the past and their future? Are they fundamentally different? How is AI already affecting teams? And how will AI shape the teams, careers and opportunities within the sector? Our guest is Daf Davies, long time commodity trader, and founder and CEO of Deus AI – a consulting firm focused on preparing companies for the commodity trading future.…

1
Fusion Power with Jay Brister 38:46

منذ عام واحد38:46

38:46

Will nuclear fusion change the world and if so how far away is it? What is fusion power? What are the technological, regulatory and financial developments that are accelerating our path to it? What has changed that has meant private companies are now racing to develop it alongside governments? And what will it mean for fusion power to be deployed at scale. Our guest is Jay Brister, an independent investor and consultant with over 40 years experience in the nuclear sector who has focused on fusion over the last five years…

1
Power Metal with Vince Beiser 48:29

منذ عام واحد48:29

48:29

Award winning journalist and author, Vince Beiser, joins us again to talk about his new book; Power Metal: The Race for the Resources that will Shape the Future. The energy transition consumes immense amounts of critical metals and minerals. What are the trade-offs being made in mining and processing them? How and where is recycling of these metals ongoing? What are the human stories and impacts behind this enormous industry and what might the solutions be to make the transition more sustainable and achievable? Vince’s book is out and available in all good book stores and published by Penguin Random House.…

1
Forecasting the Weather with Matt Lanza 42:42

منذ عام واحد42:42

42:42

Weather is a key driver in energy markets – from trading in the day ahead markets to weather events that can disrupt operations for months on end. Accurate forecasting has always been an edge. New technologies are making some aspects of forecasting ever more accurate. At the same time, climate change is making extreme events more frequent and significant. What keeps a meteorologist up at night? Why do energy traders employ meteorologists? How is technology changing the profession? Our guest is Matt Lanza, who has over 20 year’s experience working on trading floors as a meteorologist .…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.