All Episodes
The HC Commodities Podcast — 352 episodes · page 1 of 4
HC Group's Q3 Market Review Ready to Download
The Predictability Premium Part 2: winning and keeping the commercial mandate with Christian Lins
The Predictability Premium with Christian Lins (Part 1)
Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
The Four Horsemen of the Dieselpocalypse with Doomberg
Powering AI: another shale story? with Hill Vaden
Crisis, M&A and Trading: communicating commodities with Will Medvei
A Song of Fire and Maybe Ice: Natural gas in 2026 with Emily Kyne
American Renewables: A Markets Story with Julie McLaughlin
Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie
Sand: The most important commodity in the modern world with Vince Beiser (Summer Repeat)
The Coming El Niño with Michael Ferrari
Real-Ekonomik: The Iran War's Longevity with Nick Kumleben
Chip War: how semiconductors became the new oil with Chris Miller (summer repeat)
The Price of Money with Edward Chancellor (Summer Repeat)
Solar Flares and Coronal Mass Ejections with Edl Schamiloglu (Summer Repeat)
Whale Oil with Eric Jay Dolin (Summer Repeat)
De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels
Data Centers aren't the bubble with Eugene McGrane
Why is oil so cheap? With David Wech
Digital Assets and the Blockchain Renaissance with Joe Miscioscia
The Great CapEx Surge with Erikhans Kok
Unearthing Alpha with a Metals Hedge Fund, with Matt Heap
No Peace, No War and No Flows with Aldo Spanjer
Sulphurous Times with Meena Chauhan
Sanctions Strait Talk with David Tannebaum
Commodity Trading’s Bumper Q1 with Archie Hunter
Escalation Impotence with Doomberg
Notes from the FT Global Commodities Summit with Paul Chapman
Announcements, Events and Q1 Reports
Europe’s Power Trading Outlook with Xavier Veillard
Tungsten with William Parry-Jones
Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)
The Iran War: the view from CERA Week with Nick Kumleben
Spice: The Commodities that Shaped the Modern World with Roger Crowley
Molecular Contagion with Jeff Currie
The Strait of Hormuz and Asia with Tom Reed
Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben
US Energy Supply, Bottlenecks and Private Equity with Jason Downie
Emergency Pod: Gulf War III and Commodities
Repricing Power: How Clean Energy is Reshaping Global Power Markets, with Luca Pedretti
The Rystad House View and Notes From IE Week, with Claudio Galimberti
Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu
Food, Fuel & Weaponized: Soybeans with Walter Cronin
Important, Growing in Demand and Hard: Energy with Mike Howard
The Great Repricing with Jeff Currie
HC Group's Annual Review is Published (Download links in show notes)
The Geo-Politicization of Natural Gas
Competing to Trade with Roland Rechtsteiner
The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben
Coffee & Cocoa's Wild Ride with Kona Haque
Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence
The Big Picture with David Fyfe
The State of Oil with Homayoun Falakshahi
Trading in Asia with Iain Lawson
Wine with Nick Brewer
Will Ags Save Your Portfolio? With Jake Hanley
Trading: the hidden $3trillion dollar opportunity with Antti Belt
Schism & Domination: Founding Trafigura & Glencore: Mark Crandall Part 2
AVAILABLE NOW: Global Middle and Back Office Salary Report 2025
The Rise of Rich & The Founding of the Modern Trading House: Mark Crandall Part 1
Rivers of Money: A History of Oil Trading – Meet the Authors Live Event
HC Group’s Q3 Market Review - Talent Trends & Analysis in the Commodities Sector: Download Now
Salt, Cod and Commodities at the Center of History with Mark Kurlansky
A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.
From Systematic Trading to Structural Edge with Hans Balgobin
Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)
Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont
Planning for the Unplannable with Savvas Manousos
Commodities: A View from Wall St with Shaia Hosseinzadeh
The Rivers of Money with Colin Bryce
Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala
Doomberg Unleashed
Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)
Transacting on Hard Mode: lawyering in the energy transition with Daniel Anziska
The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan
War and Wheat: Navigating markets during global conflict with Dennis Voznesenski
HC Group's Q2 Market Review
Lithium’s Hard Year with Caspar Rawles
Building Commodity Supply Chains in Trump’s America with Peter Stahley
Equity Investing in Commodities with Matt Zabloski
Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh
The Commodities Trilemma with Clay Seigle
Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade
Credit Risk in Uncertain Times with Jan-Peter Onstwedder
Renewable Natural Gas Now with Ben Kruger & Warren Feather
The Oil Market: OPEC+, Tariffs and Recession with Matt Smith
America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes
The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston
Tariffs, Metals and Force Majeure with Guy Winter
Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben
Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben
Talent Intelligence with Amelia Chahal
Challenging Energy Narratives with Jarand Rystad
China and Oil with Tom Reed
Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity
Powering the Data Center Arms Race with Adam Mirick
ESG is dead…Long Live ESG! with Anastasia Kuskova
The Democratization of Oil Trading with Greg Newman
Challenge, Crisis and Leadership in Asset-Backed Trading with Savvas Manousos and Niels Henrik Lindegaard