Technology-driven change in the commodities sector

Dry Freight, FFAs and Technology with Mads Frank Markussen: In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving convergence between the traditional separation between ship owners, charterers and the traders. What is the structure of the market for dry freight? How do participants use Freight Forward Agreements? What is the impact on talent? And how could coming technology disrupt and develop this volatile corner of the commodities world. Our guest is Mads Frank Markussen, Head of Research and Market Intelligence at the European ship owner and freight trader, Navi Merchants by The HC Insider Podcast: Conversations in Energy & Commodities

54 min listen

The Future of Switzerland as a Commodities Trading Hub: Live Event: On April 16th, we hosted a live podcast event in Geneva to celebrate the launch of our office there, sponsored by Artis Works and Allasso to discuss the past, current and future status of Switzerland as a commodities trading hub. Why and how did Switzerland become the key commodities trading hub in Europe? What are the key components of a thriving ecosystem? How have sanctions and the rise of the UAE threatened this? And what does the future hold with the energy transition and digitization. Our panelists were Simon Collins, CEO of Tradecloud and Chairman of HC Group, Ivo Sarjanovic, Professor at the University of Geneva, Sanctions and trade finance expert Sarah Hunt, Partner at HFW and Florence Schurch, Secretary General of the Swiss shipping and trading association, SuisseNegoce. by The HC Insider Podcast: Conversations in Energy & Commodities

48 min listen

The Carbon Markets with Ariel Perez: In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russia’s invasion of Ukraine? Have compliance markets expanded globally? How have voluntary markets fared? What were the key outcomes from COP28 and what does the EU’s Carbon Border Adjustment Mechanism mean for the world? Could this be the catalyst for a global carbon pricing mechanism that can provide the much needed basis for market based solutions to the energy crisis. by The HC Insider Podcast: Conversations in Energy & Commodities

47 min listen

Notes from the FT Commodities Summit 2024: In this bonus episode, I give my views on the key takeaways from this year's FT Commodities Summit in Lausanne, Switzerland. This annual gathering of the top executives and thinkers in commodities is one of the key opportunities to take the pulse of the sector and hear from its leading thinkers. This is my take on what was top of mind. by The HC Insider Podcast: Conversations in Energy & Commodities

31 min listen

AI and Commodities with Felipe Elink Schuurman: In this episode we discuss the impact of AI on the future of commodities trading . What does it mean for forecasting? What does it mean for the commodity trading platform of the future? What are the nascent tools today and how might they develop? What does it mean data, costs and talent? Our guest is Felipe Elink Schuurman, CEO & Founder of Sparta Commodities, an intelligence and forecasting company for the commodities sector. by The HC Insider Podcast: Conversations in Energy & Commodities

41 min listen

Special: The Baltimore Bridge Collapse: In this bonus episode, Anton Posner, CEO of Mercury Resources joins us to discuss the impact of the collapse of the Francis Scott Key Bridge's collapse on March 26 on the commodities markets in the domestic US and globally. The Port of Baltimore is a major commodities hub - especially for coal and metal. What does that mean for logistics and markets? by The HC Insider Podcast: Conversations in Energy & Commodities

22 min listen

Dedollarisation with Jonah Van Bourg: The US Dollar has been the world’s global reserve currency since the Second World War, underpinning global trade and US dominance. However, as our guest argues, its use as a global policy tool such as in sanctions, increasing geopolitical competition and political instability at home is threatening its status. Various countries and blocs are attempting to circumvent dollar trades. Yet, perhaps, the dollar’s biggest threat comes from blockchain and especially Bitcoin. What does that mean for commodities and the world? Our guest is Jonah Van Bourg, former oil derivatives trader at Goldman Sachs and Vitol, crypto and precious metals trader at DRW and now helping to build Onyx Commodities. Jonah is also the co-host of the 1000x podcast. by The HC Insider Podcast: Conversations in Energy & Commodities

48 min listen

Uranium with John Cash: In this episode we address that very special commodity Uranium, crucial to the energy and defense industry alike. Nuclear’s role is the energy transition is increasingly recognized. But where will the needed Uranium come from in a more fragmented world? How is Uranium mined, processed and delivered to the nuclear energy plants. Where is it produced and who controls the supply chain? How is Uranium traded? How has the market fared and what does the future hold. Our guest is John Cash, CEO of Ur Energy (URG), the leading uranium miner in North America. by The HC Insider Podcast: Conversations in Energy & Commodities

46 min listen

Virtual Barrels with Ilia Bouchouev: In this episode, Ilia Bouchouev joins to discuss his new book, ‘Virtual Barrels: Quantitative Trading in the Oil Markets”. What are virtual barrels? How has oil trading been fundamentally changed due to them? What has that meant for flat price, participants and trading strategies? The book is a comprehensive exploration of quantitative trading in the markets and introduces innovative approaches to pricing oil options and advances the theory of storage. Ilia is the Managing Partner at Pentathlon Investments, a Senior Research Fellow at Oxford Institute of Energy Studies and an Adjunct Professor at NYU. by The HC Insider Podcast: Conversations in Energy & Commodities

45 min listen

Are the markets forecastable? with Matteo Mazzoni: At the core of commodity trading is forecasting. The last decade of low prices and low volatility has transformed into a market of high volatility and higher prices. How has that changed the nature of forecasting? What does it mean for tools, models and skillsets. And are markets still forecastable? Our guest is Matteo Mazzoni, Director of Energy Analytics at ICIS, an independent commodity intelligence service that provides data analytics in energy and chemicals. by The HC Insider Podcast: Conversations in Energy & Commodities

41 min listen

The Path Forward: Driving Diversity in the Trading Community: On Tuesday 27th February, HC Group and bp hosted a breakfast and networking event for women in the trading and origination community. The highlight of the morning was a thought-provoking panel discussion featuring industry leaders Carol Howle, EVP Trading & Shipping at bp and Alice Acuña, EVP Trading at CEPSA. Moderated by Laura Berger, Portfolio Director, Liquid Fuels & Chemicals at HC Group, the panel delved into strategies for fostering greater diversity and inclusion within commodity trading. The discussion resonates with this year's International Women's Day theme, "Inspire Inclusion." Let's continue to work together in championing diverse perspectives and contributions, ensuring inclusivity for all women. by The HC Insider Podcast: Conversations in Energy & Commodities

41 min listen

Re-release: Energy Transition & Geopolitics with Daniel Yergin: In lieu, of our standard episode being released on Friday for International Women's Day we are rereleasing one of our historical episodes with Daniel Yergin, first aired in May 2021. Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dramatically changed the world. Now, peak demand and the energy transition is set to upend decades of global policy and economics. Will battery metals become the crucial natural resource? Will the electron revolution reverse globalization? We are delighted to have as our guest, Pulitzer Prize winning author and Vice Chairman of IHS Markit (www.ihsmarkit.com), Daniel Yergin. We discuss Daniel’s latest book – The New Map, Energy, Climate and the Clash of Nations and explore his take on the future of hydrocarbons and the impact of energy transition. To by The HC Insider Podcast: Conversations in Energy & Commodities

49 min listen

The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence: Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that future faces - from uncertain policies, supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front of a live audience to discuss. Our panelists were Guy Winter, Partner at Fasten, Jess Fung, Head Strategist at Papa Investments, Matthew Ashley, Lead Cobalt Trader at Traxys and Caspar Rawles, Chief Data Officer at Benchmark. by The HC Insider Podcast: Conversations in Energy & Commodities

48 min listen

The World in a Grain: Sand with Vince Beiser: Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products. Yet due to its characteristics, the supply chain is fragmented, disastrous for our environment and often corrupt. And by a tragic quirk of geometry, desert sand is unusable meaning we wreck our riverbeds and oceans to acquire it. In this episode, author and journalist Vince Beiser joins us to discuss sand and its role in the modern world. Vince is the author of The World in a Grain - the story of sand and how it transformed civilization. by The HC Insider Podcast: Conversations in Energy & Commodities

47 min listen

The UK's Pumpwatch Scheme with Gideon Carroll: CEO of Edge Petrol, Gideon Carroll joins us to discuss the UK's Pumpwatch Scheme proposed by the government. What is in it? And what will the impact be on consumers, fuel retailers and wholesalers? by The HC Insider Podcast: Conversations in Energy & Commodities

14 min listen

Neodymium, Gallium & Hafnium with Ellie Saklatvala: In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neodymium, Gallium & Hafnium. Each has a key role in the modern world with demand set to grow but with challenges markets and policy makers are grappling with. Our guest is Ellie Saklatvala, Head of Non-Ferrous Pricing at Argus Media, the leading independent pricing agency. by The HC Insider Podcast: Conversations in Energy & Commodities

40 min listen

Private Equity's role in the Energy Transition with John Skrinar: The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and volatile. How can these risks be managed? And opportunities be captured? In this episode, we go into the world of private equity and the thinking and strategies needed to participate in the most profound economic restructuring in modern times. Our guest is John Skrinar, partner at Cresta Fund Management, a mid-market infrastructure fund, investing in the energy transition. by The HC Insider Podcast: Conversations in Energy & Commodities

45 min listen

Data as a Strategic Asset with Jason Vogt: Information has always been the lifeblood of commodities trading. Today, the sources of data that provides the information and insight have grown exponentially - as has its value. So much so that companies are viewing data as a strategic asset, transforming how they value, collect, manage, and protect it. And once that mindset is in place, it can be transformative. To understand more about this key insight and journey, we are joined by Jason Vogt, Managing Director of Cargill Data Asset Solutions. by The HC Insider Podcast: Conversations in Energy & Commodities

37 min listen

Cheap Peak Oil, Geopolitics and China’s plan with Doomberg: In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and abundant. How US oil production has changed the energy map and the in turn its role in global security – a gap which China is planning to fill. And how China’s grip on critical minerals for the energy transition is tightening at the expense of its environment – “Geopollutical Warfare”. Doomberg runs the leading paid Substack which is focused on energy, finance and economics (his voice is modulated to match their Green Chicken avatar). by The HC Insider Podcast: Conversations in Energy & Commodities

44 min listen

Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing: Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the city-state. How is Singapore navigating the changing world of commodities? Amidst deglobalization, digitalization and the energy transition, how is Singapore staying relevant and keeping ahead of the curve? And how does this impact its long-term strategy and talent development plans? Our guest is Lee Pak Sing, Assistant Chief Executive Officer of Enterprise Singapore, the Singapore government agency that champions enterprise development and supports the growth of Singapore as a hub for global trading and startups. by The HC Insider Podcast: Conversations in Energy & Commodities

35 min listen

The Evolution of Expert Networks: In this final bonus episode of Enco Insights, CEO Bill Read discusses the history of expert networks, the genesis of Enco Insights and its aims and goals. For future episodes of Enco Insights, please follow the podcast on your preferred platform. by The HC Insider Podcast: Conversations in Energy & Commodities

12 min listen

2023 Annual Review: The Centrality of Talent: Our 2023 Annual Review is published and ready for download. The review contains key trend and market moves within the energy & commodities world alongside data driven analysis and editorials. by The HC Insider Podcast: Conversations in Energy & Commodities

2 min listen

The Future of Food & Ag with Robert Berendes: What does the future hold for the agri sector and the food our plates? And what does it mean for the sector’s participants and investors? Robert Berendes, Executive Partner of Flagship Pioneering and longtime industry executive and investors sets out his views on the paradigm shifts the sector is going through. How has the last four years changed the sector and impacted investors? And what are the surprising views Robert holds on the availability of food, land and changing nature of commodity trading. by The HC Insider Podcast: Conversations in Energy & Commodities

47 min listen

The Oil Market with David Wech: To start the New Year, in this episode we review the oil markets in 2023 and the likely major themes and trends in 2024. Why were forecasts for 2023 mainly wrong – 100$ oil never materializing? What were the major market, policy and geopolitical events that drove prices and what do these herald for 2024? Will the volatility continue? What are the trends in production, refining, shipping and consumption? Our guest is David Wech, Chief Economist for Vortexa, the ship tracking and data analytics firm by The HC Insider Podcast: Conversations in Energy & Commodities

48 min listen

Enco Insights: Graphite: This week battery metals expert and CEO of Benchmark Minerals Intelligence joins Enco Insights to provide a quick view on Graphite, the indispensable anode material in the energy transition. by The HC Insider Podcast: Conversations in Energy & Commodities

6 min listen

The Hidden Demographic Problem for Commodities with Todd Thurman: The UN predicts global population will peak sometime in 2080s above 10billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak earlier but will subsequently decline much more rapidly. Already much of the West and Asia is in decline and replacement rates of falling at an accelerated pace. Is this a long-range risk no board rooms are talking about? Our guest is analyst, futurist and swine consultant Todd Thurman who has become a global authority on the subject on how it will impact the commodities world. by The HC Insider Podcast: Conversations in Energy & Commodities

47 min listen

The Natural Gas Markets with Anne-Sophie Corbeau: In this episode we review the major themes and events for the Natural Gas markets in 2023 and what that might herald for 2024. The gas markets and LNG are now the crucial global energy balancer. What happened in 2023? What were the key market, regulatory and policy actions and how did countries and participants fare? What are the key factors and milestones to look at for 2024 and beyond? Our guest is Anne-Sophie Corbeau, Global Research Scholar at the Center on Global Energy Policy at Columbia University’s School of International and Public Affairs and previously head of Gas analysis at by The HC Insider Podcast: Conversations in Energy & Commodities

44 min listen

Enco Insights: Commodity Traders Transacting in Stable Coins: In this bonus episode of our new sister podcast, Enco Insights, Nick Philpott, COO of Zodia Markets joins us to provide expert insight on the trend of commodity traders and transactions increasingly being done in stable coins. Why? What are the benefits, risk and how might this change the nature of commodity finance. by The HC Insider Podcast: Conversations in Energy & Commodities

11 min listen

Building Sustainable Agri Supply Chains with Robert Horster: Global food production faces the twin challenges of meeting growing demand while achieving that both sustainably and lowering carbon emissions. In this episode we dive into what this actually means . What is the impact of agriculture on carbon emissions and how does the sector impact the environment? How are farmers, processors, traders and shippers building sustainability into practices and strategy? What are the policy frameworks and incentives globally? And how are competitive advantages being created through this? Our guest is Robert Horster, Global Sustainability Director Agricultural Supply Chain and Head of Environmental Markets for Cargill. by The HC Insider Podcast: Conversations in Energy & Commodities

54 min listen

Who Prices Lithium? with Simon Moores &Caspar Rawles: Who prices Lithium today and who will trade it in the future? In this episode we dive back into the Lithium supply chains. What forms of Lithium are traded and how are contracts structured and priced? What efforts are the exchanges making to create liquidity and risk management tools and will the trading houses of today dominate Lithium trading in the future? Our guests are Simons Moores, founder and CEO, and Caspar Rawles, Chief Data Officer, at Benchmark Minerals Intelligence, the independent price reporting agency and consultancy focused on battery metals. by The HC Insider Podcast: Conversations in Energy & Commodities

39 min listen

Discover this podcast and so much more

Technology-driven change in the commodities sector

Description

Titles in the series (100)

More Episodes from The HC Insider Podcast: Conversations in Energy & Commodities

Related podcast episodes