2020 review and outlook for 2021

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

Trading Clean Hydrogen: Will clean hydrogen be one of the most actively traded commodities in the next decade? Already exchanges are publishing prices and trading houses, shippers, utilities, and oil and gas producers are engaged in projects and building teams and regulators are discussing market structures. In this episode our guest, Erik Rakhou of Baringa Partners, walks us through the factors and steps it will take to get there, the various initiatives underway right now, and the likely journey the market will take. This is an unmissable episode for anyone considering the commercial opportunities in clean hydrogen now and in the future. 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

51 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

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

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

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

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

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

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

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

Through a Mirror, Darkly: The art of measuring risk in commodities: Measuring risk is at the core commodity trading and Value At Risk is its most common expression. However, as frequent outsized and unexpected losses, stop outs and personnel departures attest, all our tools, especially VaR, are imperfect. How is risk measured and why do we get it wrong? What makes a good risk framework and what is the future of capturing market and other sources of risk in a digital world. Geir Robinson, former CRO of BP’s Integrated Supply & Trading business joins us to discuss. 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

45 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

Technology-driven change in the commodities sector: Technology, be it IoT, blockchain based platforms, AI or automation, will be a key driver of structural change in the commodities sector, changing how decisions are made, transactions are registered and financed and even the talent the sector need. by The HC Insider Podcast: Conversations in Energy & Commodities

40 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

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

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

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

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

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

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

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

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

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

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

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 Commodity Financing Crunch with Lewis Hart: Demand for commodity financing is skyrocketing as prices, volumes and margin calls are on the rise. However, after a decade of low demand, low returns and pressure from a variety of sources, the supply of liquidity is far more constrained. Many banks, who had prominent roles in commodity finance in the 2000s have pulled back entirely while newer entrants often lack the deep product expertise to provide the services needed. Now volatility, high prices and supply chain challenges have left traders and merchants scrambling to finance their positions and capture the opportunities presented. How much of a risk does this present to the commodity trading world? What will happen to the availability and cost of financing and how are companies responding? Will the response only add risk to the system? Guiding us through the tightening world of commodity finance and its ramifications is Lewis Hart, Managing Director at Brown Brothers Harriman where by The HC Insider Podcast: Conversations in Energy & Commodities

46 min listen

ESG: The Newest Risk in Commodities: Every business faces ESG risks. Those risks are heightened in a sector defined by natural resource extraction and consumption, but so are the opportunities. The key to addressing these risks is having a good plan. A good plan can lead to more – cheaper financing, better valuations, differentiation, and talent attraction. Not having a plan can lead to exclusion from markets, departing employees, and legal exposure. In this episode, we talk to Milena Lopez, CEO of Keops Consulting, which provides advisory services around sustainability - projects, origination, and financing - in the commodities sector. Lopez explores what is driving and changing the landscape, what the risks are, and how you can create a plan. 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

43 min listen

Blockchain, Tokenization & Commodities Trading: Blockchain has the power to revolutionize commodity trading by lowering transaction costs, boosting liquidity and, crucially, providing the mechanism to track, price and trust a range of ESG attributes, which consumers are demanding. But what is blockchain technology, tokenization, smart contracts etc? What about regulation, security and power consumption? In this episode we do a blockchain 101 and look into the commodity trading use-cases being developed by tech’s vanguards. Our guest is Clint Nelsen, a prolific blockchain entrepreneur and co-founder of Startup Weekend - the worlds largest grassroots ecosystem of tech entrepreneurs. Today, Clint is co-founder of Neo Holdings, a cross-industry coalition and group of companies focused on tokenizing commodities and their trading. 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, by The HC Insider Podcast: Conversations in Energy & Commodities

59 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

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2020 review and outlook for 2021

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