All Episodes
The HC Commodities Podcast — 331 episodes
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
Argus Crude Summit: Shifting landscape of crude oil trading with Peter Keavey and Paul Chapman
Building an Asset-Backed Trading Platform with Savvas Manousos and Niels Henrik Lindegaard
LPG Trading with Jack Nugent
Peak Gasoline, Fuel Supply and EVs with Doug Haugh
Seed Oils, Biofuels, Proteins and Politics with Walter Cronin
Tea with Jem McDowall
Building the now indispensable Trading Platform with Talis Bennett-Verschure
The Dark Fleet with David Tannenbaum
2024 Reflections, Thanks and a look forward to 2025
The Price of Time with Edward Chancellor (Re-Release)
AI, Coding and Changing Skill-Sets in Commodities with Daf Davies
Fusion Power with Jay Brister
Power Metal with Vince Beiser
Forecasting the Weather with Matt Lanza
Changing EU Policy & Energy Trading with Bart Verest
The Metals Markets in 2024 and Beyond with David Wilson
The HC Commodities Podcast Live Event: Commodities Trade in Volatile Times
COP29: Article 6 and Transforming the Carbon Markets with Nick Marshall
Protectionism with Alex Tuckett
How Batteries are Changing Power Markets with Casey Keller
Punishing Putin with Stephanie Baker
US Natural Gas Trading in a Global Market: Live Event hosted by Six One Commodities
Shale 4.0 with Matthew Bernstein
Coffee with Charlie Stephens
Strategy and AI with Dr. Seth Dobrin
Where are Oil Prices Headed? With Aldo Spanjer
The Brazilian Power Market with Adriana Waltrick
Regime Change in European Power and Gas Markets
SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman
Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou
Commodity Professionals: The people behind the trade with Jonathan Kingsman
The Complexity in the Energy Transition with Marco Raugei
The Super Charged Capex Cycle with Jeff Currie
Data Centers: engines of change in power markets with Eugene McGrane
Commodities in Portfolio Construction with Hussein Allidina
Hedging with Samuel Basi
Geographic Arbitrage with Michael Ferrari
The Unstoppable, Exponential Energy Transition with Kingsmill Bond
Russian Sanctions with Sarah Hunt
The Japanese Power Market with Xavier Veillard
Governmental Relations, Planning and Policy with Peter Stahley
Special: Enco Insights at 6 months with Bill Read
200 Episodes with Paul Chapman
Trade Finance in Uncertain Times with Kristofer Tremaine
Dry Freight, FFAs and Technology with Mads Frank Markussen
The Future of Switzerland as a Commodities Trading Hub: Live Event
The Carbon Markets with Ariel Perez
Notes from the FT Commodities Summit 2024
AI and Commodities with Felipe Elink Schuurman
Dedollarisation with Jonah Van Bourg
Special: The Baltimore Bridge Collapse
Uranium with John Cash
Virtual Barrels with Ilia Bouchouev
Are the markets forecastable? with Matteo Mazzoni
The Path Forward: Driving Diversity in the Trading Community
Re-release: Energy Transition & Geopolitics with Daniel Yergin
The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence
The World in a Grain: Sand with Vince Beiser
The UK's Pumpwatch Scheme with Gideon Carroll
Neodymium, Gallium & Hafnium with Ellie Saklatvala
Private Equity's role in the Energy Transition with John Skrinar
Data as a Strategic Asset with Jason Vogt
Cheap Peak Oil, Geopolitics and China’s plan with Doomberg
Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing
The Evolution of Expert Networks
2023 Annual Review: The Centrality of Talent
The Future of Food & Ag with Robert Berendes
The Oil Market with David Wech
Enco Insights: Graphite
The Hidden Demographic Problem for Commodities with Todd Thurman
The Natural Gas Markets with Anne-Sophie Corbeau
Enco Insights: Commodity Traders Transacting in Stablecoins
Building Sustainable Agri Supply Chains with Robert Horster
Who Prices Lithium? with Simon Moores &Caspar Rawles
The Fund: Ray Dalio & Bridgewater Associates with Rob Copeland
Renewables: The Imperative for Discipline with Julie McLaughlin & Elizaveta Malashenko
The Evolution of the CTRM with Sameer Soleja
The Dark Cloud: The hidden costs of a digital world with Guillaume Pitron
Renewables, Natural Gas and Nukes with Adam Rozencwajg
The Lithium Triangle with Gabriel Rubacha
Solving Grey Hydrogen with Chad Mason
Q3 Market Review: Back to Normal? Trends and talent moves in commodities
The Cotton Market with Crawford Tatum
Co-Locating Energy Storage & Renewables with Brian Knowles
Who Really Prices Oil? HC Insider Podcast Live Event hosted by Onyx Capital
Taiwan’s Energy Security Challenge
Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux
Chip War: How semiconductors became the new oil with Chris Miller
Commodity Supply Chain Challenges with Anton Posner
Biofuels on the Edge with Walter Cronin
The Rice Market with Lewis Williamson & Marvin Coleman
Ice: The Rise and Fall of a Hot Commodity with Amy Brady
Whale Oil: The Original Energy Transition with Eric Jay Dolin
Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness
Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon
Special Announcement: Q2 Market Review: Blocatization & Deglobalization
Back to Ag Futures with Scott Irwin
Volatility with Stephen Roseme
SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd
EU Policy, Strategy & The Critical Raw Materials Act with Julia Poliscanova
Food Inflation & The Agri Markets with Kona Haque
Live HC Insider Podcast Event: Brent Crude Oil
Commercial Real Estate, Rates & Renewables with Eugene McGrane
Coal Trading with Hayn Park
Interest Rates & Commodities: Live HC Insider Podcast Event
Commodities in a Deglobalizing World with Jeremy Shapiro
Commodity Indexes with Tim Kramer, JC Kneale & Preston Peacock
Commodity Markets Update: A View from the Top with Saad Rahim
Powering Heavy Industry with Manoli Yannaghas
The Energy Transition…delayed, with Mark Mills
Hedge Funds & Commodities with Tor Svelland
The Pathways to Decarbonize Transportation with Michael Barnard
Notes from the FT Commodities Summit 2023
The Energetic Problem with the Energy Transition with Adam Rozencwajg
SPECIAL: The Banking Crisis with Edward Chancellor
A Journey in Commodities with Paul Posoli
The LME Nickel Crisis with Jack Farchy
The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly
Tantalum… a story of insatiable demand with Hadley Natus
Oil Supply & Demand in 2030 with Joel Couse
The Case for Sustainable Aviation Fuel with Steve Mawer
The Price of Time with Edward Chancellor
Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town
Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1
The Power of Waves with Jan Skjoldhammer
Oil & Gas Markets in 2023 with Paul Horsnell
The Fate of Rome: climate, disease and the end of an empire with Kyle Harper
Insects & Commodities with Charlie Drew
Investing in an Era of Climate Change with Bruce Usher
Nuclear Power & The Energy Crisis with Mycle Schneider
Metals in Transition: Copper, Aluminum and Steel with Charlie Durant & Sarah Macnaughton
Unlocking Titanium with Taso Arima
The Future of Gas Stations with Dan Munford
LNG: The New Marginal Fuel with Tamir Druz
The Super-Cycle Meets Interest Rates with Jeff Currie
Managing Volatility in the Meat Industry with Christie Chavis
Investing in Food & Ag Tech with Lindsay McCorkle
Volt Rush: The Winners and Losers in the Race to Go Green with Henry Sanderson
Lithium: The New Oil with Lukasz Bednarski
Solar Flares (and how I learned to stop worrying about the bomb) with Edl Schamiloglu
Repurposing, Recycling and Trading Batteries with William Bergh and Eden Yates
Surviving the Anthropocene: climate change and humanity’s response with Dominic Boyer
The CFTC with Commissioner Summer Mersinger
The Rise of Alternative Financing in Commodities
Freeing Energy with Bill Nussey
The Gathering Storm in Europe with Gerard Reid and George Voloshin
Food & Energy: The Looming Crisis with Doomberg
The State of Upstream Oil with Morten Kelstrup
Unlocking Carbon Markets with Deanna Reitman, Eric Rubenstein & Lance Titus
The Rise of the UAE as the Next Commodity Trading Hub
Systemic Risk & Commodities with Craig Pirrong
Navigating the New Normal in Commodities with Sebastian Barrack, Ben Sutton, Matthew Rosetti and Summer Mersinger
Renewable Energy, Crypto and Flexible Load with John Belizaire
Algorithmic trading and Commodities with Stephen Roseme
The Funding Gap in Commodities with Nick O’Kane
The World’s Most Important Bean with Ivo Sarjanovic
Sanctions, Political Risk and the Commodities Sector with George Voloshin
The Financialization of Oil Markets & The Madness of Crowds with Greg Newman
The World of Electric Vehicles with Roger Atkins
Europe’s Energy Crisis with Gerard Reid
What the SEC Climate-Related Disclosures mean with Julie McLaughlin
Redlining Commodities with Jeff Currie
The Container Shipping Market with Peter Sand
Disorderly markets, Margin Calls & Doom Loops with Javier Blas
The Energy Crisis & Russia’s Invasion with Daniel Yergin
Digitization Reshaping Commodities (Reuters Webinar special)
The Voluntary Carbon Markets with Deanna Reitman
How Carbon Will Disrupt Commodities Markets with Eric Rubenstein
Hydrogen's Future with Erik Rakhou
SPECIAL UPDATE: The Invasion of Ukraine with Robert Bensh
Food: Demand, Inflation & the Agri Markets with Soren Schroder
The History & Future of Commodity Trading in Investment Banks with Kevin O'Reilly
Capital Markets & The Energy Transition with Arash Nazhad and Blake Best
Surviving and Thriving Trading natural gas with Bill Perkins
The Paradigm Shift in Mining with Roland Rechtsteiner
40 Classic Crude Oil Trades with Owain Johnson
Nuclear Power: perception versus reality with Mycle Schneider
Power Purchase Agreements: reassessing the risks behind renewable power’s growth engine with Werner Trabesinger
The Fertilizer Market: the intersection of commodities with Andres Santacruz
2021 In Review
Ukraine’s Energy Sector with Robert Bensh
The Battery Metals Supply Chain: Solutions & opportunities with Chris Berry
Revolutionizing Agriculture: machines, software and genetics
Commodities as Currencies: Traceability, Tokenization, G-Coin and beyond with Brent de Jong
Debating the Commodity Super-Cycle with Jeff Currie, Saad Rahim, Derek Sammann and Alex Booth
Sustainable Investment in Emerging Energy Markets with Francis Ugboma
The Commodity Financing Crunch with Lewis Hart
Planning for the New Normal in Commodities with Xavier Veillard
The Rare Metals War: pollution, politics and the energy transition with Guillaume Pitron
Hydrogen: hope, hype and thermodynamics with Paul Martin
Navigating the Tanker Market with Richard Matthews
Crude Oil Trading: The hottest seat in the energy transition with Kurt Chapman
The Power of Biogas with John Rose
The Not-So Super-Cycle with Ivo Sarjanovic
Sourcing Renewable Power: buy, build or invest with Toby Stanway
The Market for Carbon with Ariel Perez
Special Episode: Is the tanker market on the road to recovery? A Reuters Events Webinar
Quick Announcement
Abu Dhabi: the next global commodities hub with Mark Cutis
The New Merchants of Grain with Jonathan Kingsman
Betting on biofuels: a bridge to the future with Walter Cronin
Trading Green Ammonia with Christophe Savi
Energy Transition & Geopolitics with Daniel Yergin
Blockchain, Tokenization & Commodities Trading
Trading Around Batteries: the power trading of the future
Trading the Super-Cycle (Special 50th episode)
Transforming Utilities
Hedge Funds & Commodities
Batteries as Commodities: Trading the platform technology of the Electric Revolution
Trading Commodities in 2030: a view of the future
Renewable Diesel: big bets and big challenges
A New Era in European Power Trading
The Digital Core: CTRMs and beyond
Lithium and the Global Battery Arms Race
Rare Earth Metals
Carbon
The World for Sale: A conversation with the authors
Through a Mirror, Darkly: The art of measuring risk in commodities
The Coming Commodity Super-Cycle
Cybersecurity & Commodities
The EV tipping point: consequences for the commodities world
Trading Data
The Biggest Risk in Commodity Trading: Compliance
ESG: The Newest Risk in Commodities
Transforming Transportation with Clean Hydrogen
2020 review and outlook for 2021
Commercializing Clean Hydrogen Now
Commodities: It’s all about risk
Crude Oil: view from a producer
Sustainability & Profitability in Commodities Trading
Trading Clean Hydrogen
Hydrogen: something for everyone
The US Natural Gas Market: The last decade and the next
The China Gas Market
Technology-driven change in the commodities sector
Private Equity: The good, the bad and the ugly
Managing Climate Change Risks in the Commodities Sector
The Long Term Impacts of COVID-19 on the Commodity Markets
Making a good commodity trader
Building a commodity trading business: rewards and risks
Investing in Commodities
Trump, Biden, and Global Commodities
Energy Transition, Part Two: Change for Producers, Operating Models and Talent
Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner
The Solar Decade with David Fernandez of Goldman Sachs
The Future for Refiners, with Daryl Schofield
The chemicals markets with Peter Staartjes, Founder and CEO of Andino
The future of the power grid with Jim Fallon
Negative oil prices & the rise of algorithms with Ilia Bouchouev
Commodity finance in challenging times with Christine McWilliams
The future of LNG: growing demand and a growing opportunity with Mark Evans.
Digitalization and change in the agri markets with Dario Maffei
Changes, challenges and opportunity in metals trading with Doug Pratt
Global trade disruptions and the agri markets with Kevin Brassington
Coronavirus and the commodity markets with John Massey