The HC Commodities Podcast

Paul Chapman, HC Group

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global 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 and leading minds in our sector. Visit www.hcgroup.global more information on us and our services. To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

  • 50 minutes 44 seconds
    LPG Trading with Jack Nugent

    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

    12 February 2025, 12:00 am
  • 53 minutes 8 seconds
    Peak Gasoline, Fuel Supply and EVs with Doug Haugh

    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

     

    5 February 2025, 12:00 am
  • 44 minutes 16 seconds
    Seed Oils, Biofuels, Proteins and Politics with Walter Cronin

    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

    29 January 2025, 12:00 am
  • 45 minutes 40 seconds
    Tea with Jem McDowall

    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.

    22 January 2025, 12:00 am
  • 51 minutes 26 seconds
    Building the now indispensable Trading Platform with Talis Bennett-Verschure

    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

     

    15 January 2025, 12:00 am
  • 45 minutes 27 seconds
    The Dark Fleet with David Tannenbaum

    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

     

    8 January 2025, 12:00 am
  • 11 minutes 51 seconds
    2024 Reflections, Thanks and a look forward to 2025

    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. 

    31 December 2024, 2:51 pm
  • 1 hour 1 minute
    The Price of Time with Edward Chancellor (Re-Release)

    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…

    25 December 2024, 12:00 am
  • 53 minutes 50 seconds
    AI, Coding and Changing Skill-Sets in Commodities with Daf Davies

    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.

    18 December 2024, 12:00 am
  • 38 minutes 46 seconds
    Fusion Power with Jay Brister

    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

    11 December 2024, 12:00 am
  • 48 minutes 29 seconds
    Power Metal with Vince Beiser

    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.

     

    4 December 2024, 12:00 am
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