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The HC Commodities Podcast

Paul Chapman, HC Group

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 about our search and talent intelligence services for the energy and commodities sectors.

To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

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31 episodes
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Avg 49 min
English

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#310
June 9 · 48 min
Digital Assets and the Blockchain Renaissance with Joe Miscioscia
Today, we return to digital assets, quant trading and blockchain infrastructure. Since we last checked in on the space in the wake of FTX's collapse, digital assets, crypto trading, blockchain infrastructure has recovered and gone mainstream. From major institutions and hedge funds having multiple desks to the rise of blockchain infrastructure in settlements and payments - not only in the commodities sector, but across all of industry. What are the latest trends? What is talent demand and for wh
#309
June 2 · 47 min
The Great CapEx Surge with Erikhans Kok
The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital expenditure is on the rise. What is driving this? What sectors are we seeing it in? What are the challenges and bottlenecks companies face in delivering on CapEx programs? And how do new technologies and approaches to talent overcome this? Our guest is Erikans Kok, Senior Partner at McKinsey where he leads their Capital Excellence Practice globally.
#308
May 26 · 50 min
Unearthing Alpha with a Metals Hedge Fund, with Matt Heap
Today we return to the subject of hedge funds in commodities, and metals and mining in particular. How have hedge funds evolved with respect to commodities? What do investors and allocators think about with respect to commodities exposure and the types of investments they want to make? How do hedge funds go about a lasting edge in the commodities sector? And then why commodities and why, in particular, metals and mining? Our guest is Matt Heap, founder and CIO of Forth Fund Management, a sector
#307
May 20 · 47 min
No Peace, No War and No Flows with Aldo Spanjer
The conflict remains in suspended animation with little concrete progress to support the more optimistic assessments of a return to normality. Commodity markets are on a knife-edge and tanks and strategic supplies are emptying. Aldo Spanjer, Head of Commodity Strategy at BNP Paribas’ Markets 360 outlines the pathways from here. Will oil be at $70 or $200? Why does gas face larger risks in a prolonged disruption? And how to cut through the noise and focus on the signals??
#306
May 12 · 43 min
Sulphurous Times with Meena Chauhan
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 Strait of Hormuz. There is no clear line of sight as to how quickly supply could return with potentially catastrophic consequences for the world. What is sulphur (sulfur), how and where is it produced and what is it used for and why is the world not t
May 7 · 50 min
Sanctions Strait Talk with David Tannebaum
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 Russian and Iranian Oil (for a time). Where are oil sanctions right now? What do they mean for traders and banks - especially the cost and risks? What room is there left to forge a deal with Iran like the former JCPOA? Sanctions and Maritime Complianc
#305
May 5 · 38 min
Commodity Trading’s Bumper Q1 with Archie Hunter
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 current volatility is driving trading house earnings and how too much volatility might cause some challenges but certainly is driving continued consolidation in the sector and why good times for them is not good times for our wallets.
#304
April 29 · 1 hr 11 min
Escalation Impotence with Doomberg
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 and Russia is looking cornered and more dangerous as Ukraine attacks its energy infrastructure. OPEC is shattering. For Doomberg, World War 3 is very much under way and we are in an era of profound change. And maybe AI, the savior of the SP500, wont c
#303
April 22 · 40 min
Notes from the FT Global Commodities Summit with Paul Chapman
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 conversations across the event, Paul explores the themes shaping today’s commodities markets across energy, metals and agriculture. From shifting supply‑chain models to rising geopolitical risk and the growing role of data and technology, the episode
April 15 · 4 min
Announcements, Events and Q1 Reports
Register your interest for Bloomberg and HC Group's metals trading event: https://go.bloomberg.com/join/invite/metals-pricing-the-narrative-vs-pricing-the-physical/ Access HC Group’s Q1 Market Review: https://www.hcgroup.global/insights/market-reviews/access-q1-market-review-2026 Register for HC Talent Intelligence's Energy Trading Salary Report: https://www.hcgroup.global/reports
#302
April 14 · 46 min
Europe’s Power Trading Outlook with Xavier Veillard
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 was starting to pick back up, has Israel and the US's attack on Iran upended it? And what has all this volatility meant for power traders and European energy traders more broadly? Our guest is Xavier Veillard, Partner at McKinsey & Company and global

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