Trump, Biden, and Global Commodities

The Solar Decade with David Fernandez of Goldman Sachs: Renewables are here to stay, and many predict the next decade will be solar’s decade. David Fernandez, Managing Director of renewable power at Goldman Sachs, joins us to discuss why that might be the case and what the ramifications are for current and future power generators, consumers, and markets. by The HC Insider Podcast: Conversations in Energy & Commodities

33 min listen

Digitalization and change in the agri markets with Dario Maffei: In this episode, Paul Chapman, Managing Partner of HC and Dario Maffei, CEO of Latin America for Indigo, discuss the South American ag markets and the disruption potential of digitalization and bio-technology both locally and globally. by The HC Insider Podcast: Conversations in Energy & Commodities

36 min listen

Coronavirus and the commodity markets with John Massey: In this episode, Paul Chapman, Managing Partner of HC and John Massey, head of ECTP’s Houston office and a cross-commodity trader the impact of COVID19 and what it highlighted about the state of the current commodity markets. Does the concert like movement of commodity prices show real market fundamentals or simply how passive investors and algorithms now dominate the few discretionary traders left? What are the lasting impacts of the pandemic on the market participants and will we see a renaissance in active trading once again? by The HC Insider Podcast: Conversations in Energy & Commodities

28 min listen

Commodity finance in challenging times with Christine McWilliams: In this episode Paul Chapman, Managing Partner of HC, discusses financing the commodity markets and the challenges and opportunities presented by current events with Christine McWilliams, Global Head Commodity & Energy Trade & Client Management at Citi. by The HC Insider Podcast: Conversations in Energy & Commodities

50 min listen

The chemicals markets with Peter Staartjes, Founder and CEO of Andino: In this episode, Paul Chapman, Managing Partner of HC, discusses the chemicals markets with Peter Staartjes. Peter is the Founder and CEO of Andino, an international chemicals fulfillment and logistics business, and former CEO of Brenntag Latin America. Chemicals are key drivers of the commodities sector across hydrocarbons, agriculture, and metals and mining. The majority of chemicals themselves are commodities and face the same pressures as the rest of the sector from price transparency, digitisation, and consolidation and integration along the value chains. There are outside pressures too, as fulfilment companies and tech plays seek to disrupt the sector. Producers and merchants across the values chains are tempted to push into specialties to seek yield and stable markets, driving its own challenges. With a 30-year career in building and running chemical merchants, Peter joins us to help navigate this crucial by The HC Insider Podcast: Conversations in Energy & Commodities

38 min listen

Negative oil prices & the rise of algorithms with Ilia Bouchouev: Former Global Head of Derivatives at Koch Supply & Trading and now Managing Partner of Pentathlon Investments, Ilia Bouchouev, joins Paul to explore the financialization of the commodities markets, the recent market turmoil, the rise of quants and algorithmic trading, the lasting impact of COVID-19 and the outlook for commodities as an asset class for investors. by The HC Insider Podcast: Conversations in Energy & Commodities

34 min listen

Global trade disruptions and the agri markets with Kevin Brassington: In this episode, Paul Chapman, Managing Partner of HC and Kevin Brassington, former global head of grains and oilseeds trading at COFCO discuss the impacts of trade wars and other market disruptions on the traded agri commodity markets. How has trade wars and tarrification changed the landscape and opportunity for incumbent global independent traders? Will we see the continued rise of national champions? What does the COVID19 pandemic do to these trends? What skills will it take to be an agri trader in the future? by The HC Insider Podcast: Conversations in Energy & Commodities

22 min listen

Commodities: It’s all about risk: Commodities is risky business. Individual traders have lost billions, companies have been sunk by ill-timed asset investments, and sanctions and tariffs can change a market overnight. The commodity market presents some unique risks to its participants, which is also why it can be an extremely lucrative sector. Risk management is designed to protect businesses from taking on unknown or too much risk, yet unforeseen losses and scandals continue. In this episode, David Port guides us through the unique sources of risk in the commodities business, the tools used to manage them, and the factors that continue to contribute to outsized and unexpected losses. We also look at what firms can do to build more effective risk management platforms and the future of the discipline. David has a been Chief Risk Officer for Noble Group, Eon Global Commodities and Citadel, among others. To find out more about HC and our talent advisory services in the energy & commodit by The HC Insider Podcast: Conversations in Energy & Commodities

45 min listen

Trading Green Ammonia with Christophe Savi: Ammonia sits at the heart of the chemical industry and was the vital component in our first ‘green’ revolution, boosting global food production. Now, Ammonia could sit at the heart of the next ‘green’ revolution as a transporter for hydrogen atoms for fuel cells and as a carbon-free fuel in its own right. This is launching a surge in interest from the energy industry, just at a time when food and fertilizer prices are also rising. Is Ammonia a real contender in energy transition? What does this mean for the current and future of the Ammonia market? And who better to ask than a trader. Our guest is Christophe Savi, Managing Director of Ammonia at Trammo, the global commodity merchandiser engaged in the marketing, trading, distribution, and transportation of ammonia, among other commodities, for over 60 years. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global To connec by The HC Insider Podcast: Conversations in Energy & Commodities

44 min listen

The future of the power grid with Jim Fallon: In this episode, Paul Chapman, Managing Partner of HC, discusses the future of the power grid and the power trading industry with Jim Fallon. Jim is President and CEO of Parkhurst Energy a company focused on capturing opportunities at the grid edge, and has served in key executive leadership roles in the merchant power business including with Enron, Louis Dreyfus and Fortis bank. The current operators and market participants face ever growing disruption through advances in technology, regulation and consumer demands. Jim gives his view on current trends resulting from such disruption and a vision of what the future power grids could look like along with who (and how) could control and profit from such an outcome. by The HC Insider Podcast: Conversations in Energy & Commodities

42 min listen

The Long Term Impacts of COVID-19 on the Commodity Markets: Well-known thinker, writer and blogger on the global commodity trading world, Professor Craig Pirrong of the University of Houston’s Bauer school of Business, joins us to discuss the long term impacts of COVID-19 on the commodity markets and its participants. by The HC Insider Podcast: Conversations in Energy & Commodities

41 min listen

Making a good commodity trader: In part two of our series with Colin Bryce, founding partner of Energex and former Co-Head of Morgan Stanley’s commodity business, we discuss the unique role of a commodity trader - that rarefied blend of science and art. The rewards can be exceptional but so can the risks. by The HC Insider Podcast: Conversations in Energy & Commodities

33 min listen

Trump, Biden, and Global Commodities: Robert Johnston, MD of Energy, Climate and Resources, of the Eurasia Group, a global political risk consultancy, joins us to discuss the upcoming US election. by The HC Insider Podcast: Conversations in Energy & Commodities

47 min listen

Energy Transition, Part Two: Change for Producers, Operating Models and Talent: In part two, Roland Rechtsteiner of Oliver Wyman continues our discussion on Energy Transition. This time we look at the impact on commodity producers and the commercial responses that will be needed in order to survive, and even thrive. We also look at how advances in work force management, digitisation, and applications provide a great opportunity to rethink operating models to meet the challenges ahead. Finally, we look at what it all means for the real assets in the commodities world – the talent. by The HC Insider Podcast: Conversations in Energy & Commodities

37 min listen

The Future for Refiners, with Daryl Schofield: Decarbonization, decreasing demand, decreased capital market support and increased global capacity present stark challenges for refiners. And COVID-19 has only accelerated these trends and decreasing the time available for a response. Daryl Schofield joins Paul Chapman to discuss and provide some insights on how such firms can not only survive energy transition but maybe even thrive. Daryl has a 30 year career in trading and commercial operations, including executive committee levels roles with Delek, Tesoro & BP. by The HC Insider Podcast: Conversations in Energy & Commodities

38 min listen

Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner: In Part 1, Roland Rechtsteiner of Oliver Wyman joins us to discuss Energy Transition, perhaps the single biggest force of change in the commodities markets over the coming decade. Roland gives clarity on what Energy Transition is and what its impact will be. Far from it being an existential threat to trading houses, Roland argues it presents a huge opportunity and not just for those in energy, provided they are willing to change alongside. And COVID-19 is only accelerating the transition. by The HC Insider Podcast: Conversations in Energy & Commodities

34 min listen

Changes, challenges and opportunity in metals trading with Doug Pratt: In this episode, Paul Chapman, Managing Partner of HC and Doug Pratt, CEO of Greenwich Metals Inc and former head of Trafigura’s North America bulk business discuss changes in the metals trading markets over the past decade and the opportunities and challenges they pose. by The HC Insider Podcast: Conversations in Energy & Commodities

30 min listen

The China Gas Market: Natural gas is becoming big business in China. China is expected to become the world’s largest LNG importer in the next two years and ongoing deregulation is creating opportunity for incumbents and new entrants alike. by The HC Insider Podcast: Conversations in Energy & Commodities

39 min listen

The future of LNG: growing demand and a growing opportunity with Mark Evans.: In this episode Paul Chapman, Managing Partner of HC, discusses the future of LNG and how this rapidly growing sector could change natural gas markets around the world with Mark Evans, SVP Gas Supply at Tellurian. by The HC Insider Podcast: Conversations in Energy & Commodities

40 min listen

The Biggest Risk in Commodity Trading: Compliance: Energy and commodity trading is complex (consider both its physical and financial nature), and so are the rules and regulations surrounding it. Multiple regulators, jurisdictions and standards can apply to a single trade and much is left to the judgement of the actors. But the downsides to getting it wrong just once are enormous for organisations and individuals. In this episode we address compliance in the commodities world with Frank Hayden. What it is, what it means and how digitisation is changing how organisations, and regulators, manage it. Frank is VP Compliance at Calpine, a member of CFTC’s Market Risk Advisory Committee and Chair of the Energy Compliance Discussion Group with over 60 compliance professionals as members. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapm by The HC Insider Podcast: Conversations in Energy & Commodities

43 min listen

The US Natural Gas Market: The last decade and the next: A decade ago, fortunes were won and lost trading natural gas and the market was crowded with hedge funds, investment banks, merchants and trading houses. Then the US gas market underwent a radical change, primarily driven by the shale production, fundamentally altering the competitive landscape for all its participants. by The HC Insider Podcast: Conversations in Energy & Commodities

46 min listen

Building a commodity trading business: rewards and risks: In part one of a two part series, founding partner of Energex and former Co-Head of Morgan Stanley’s commodity business, Colin Bryce, joins us to discuss building a commodities trading platform and dispel some of the myths. by The HC Insider Podcast: Conversations in Energy & Commodities

33 min listen

Investing in Commodities: Roy Salame, former Head of the Global Investment Opportunities Group at JP Morgan Private Bank and previously Vice Chairman of the Commodities Group at JP Morgan, joins us to discuss investing in commodities. by The HC Insider Podcast: Conversations in Energy & Commodities

38 min listen

Carbon: The atmosphere has too much carbon. This poses an existential threat to society and to the businesses emitting it, unless they start to capture it. Tackling carbon is one of the biggest challenges (and opportunities) in the commodities sector. Neo-classical economics suggest we put a price on carbon and let markets sort it all out. Unfortunately, the reality is so much more complicated – from geopolitics, to sources, measurement and verification. Jon Goldberg, founder and CEO of Carbon Direct and former hedge fund owner and Goldman commodity trader, guides us through this vital, urgent but complicated subject. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/ by The HC Insider Podcast: Conversations in Energy & Commodities

47 min listen

Hedge Funds & Commodities: Institutional investors and family offices want to invest in commodity hedge funds, as the narrative of the super-cycle and inflation drives both interest and return to form. Ryan Duncan of Bridge Alternatives (www.bridgealternatives.com) provides his unique insider view of hedge funds’ performance in commodities over the past two decades and what themes and lessons can be identified for both the traders and investors. Will we see the fabulous returns (and volatility) of the last bull run? Or will structural changes that have affected performance over the past decade limit the future opportunity? What kind of investor can weather the volatility and risk inherent in the sector and what kind of trader? To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/ by The HC Insider Podcast: Conversations in Energy & Commodities

42 min listen

Hydrogen: something for everyone: Hydrogen, the humble chemical feedstock and major polluter, is being heralded as a key (almost magical) tool to solve both climate change and air pollution. Over the next twenty years, it could become the single most dynamic and important energy commodity there is and central to hydrocarbon producers, the transport industry and renewable power generators alike. by The HC Insider Podcast: Conversations in Energy & Commodities

34 min listen

Managing Climate Change Risks in the Commodities Sector: Climate change impacts, whether extreme seasonal variations in weather or catastrophic events, pose special risks for the energy and natural resources markets given the direct impact on prices and also in the vulnerability of its infrastructure. by The HC Insider Podcast: Conversations in Energy & Commodities

41 min listen

Sustainability & Profitability in Commodities Trading: Is sustainability another cost the commodity trading world must face or does it present one of the biggest opportunities for the sector over the next decade – bringing new products, new markets and new points of differentiation? And if investors, financiers and customers demand it, can participants afford to ignore it? On November 10, 2020, Paul Chapman hosted a panel at the Reuters Commodity Trading Summit focused on sustainability and profitability in commodities trading. On the panel were Matthew Chamberlain, CEO of the London Metals Exchange and Andrew Lichter, VP Corporate Development and Strategy at the Mobius Risk Group. The panel discussed whether we need new products to capture sustainability attributes, how to build trust and track these products and what are the commercial drivers, the hurdles and opportunities for the commodities sector itself. To find out more about HC and our talent advisory services in the energy by The HC Insider Podcast: Conversations in Energy & Commodities

28 min listen

The EV tipping point: consequences for the commodities world: Our guest, Arcady Sosinov, CEO and Founder of Freewire Technologies, believes Electric Vehicles present the biggest industrial change and opportunity in our lifetimes. With most major automobile manufacturers announcing phasing out combustion engines by 2035, we have passed the tipping point. This transformation will have profound consequences and disruption for the commodities sector from the impact on power grids, to infrastructure, to market participants and to supply chains. Will your car manufacturer or a utility be your next power provider? Arcady guides us through why EVs are taking over, the interplay of customer behaviors and infrastructure and how this could lead to the biggest disruption in the energy word since the industrial revolution. We explore. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com To connect with our host Paul Chapman, yo by The HC Insider Podcast: Conversations in Energy & Commodities

54 min listen

Transforming Transportation with Clean Hydrogen: In this episode we focus on Clean Hydrogen’s current and future role in transportation, from the aerospace industry, to shipping, to roads. What is the current state of the technology? Where will we see the biggest opportunities and change and what infrastructures will be required.Helping us to navigate the history and future of hydrogen in transportation is Cody Bateman, CEO and Founder of GenH2 (www.discoverhydrogen.com), whose technologies are revolutionizing Clean Hydrogen delivery at the retail level within transportation. Cody brings 30 years of experience in Hydrogen technologies including work with Nasa and the US Department of Energy. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/ by The HC Insider Podcast: Conversations in Energy & Commodities

40 min listen

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Trump, Biden, and Global Commodities

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