The HC Commodities Podcast Commodities: A View from Wall St with Shaia Hosseinzadeh
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Sep 2, 2025 Shaia Hosseinzadeh, Founder and Chief Investment Officer of OnyxPoint Global Management LP, dives deep into the complexities of global commodities investing. He sheds light on the interplay of narratives from Wall Street and Main Street, and how policy and geopolitical volatility shape investment strategies. The discussion highlights the challenges in the renewable energy sector, the dynamics of shale versus offshore oil investments, and the significance of critical minerals in today’s market. Get ready for insights on navigating a potential stagflation era!
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OnyxPoint's Investment Approach
- OnyxPoint focuses on event-driven investing in real-asset businesses serving commodities.
- They invest across the capital structure and combine public hedge funds with tactical private equity.
Clean Tech Bubble And Debt Maturity
- The clean‑energy bubble was fueled by cheap capital and policy like the IRA, producing extreme valuations.
- Many clean tech firms now face distress as low‑coupon debt matures and equity value transfers to creditors.
Be Cautious With Long Clean‑Energy Bets
- Avoid long bets on many clean‑energy companies until capital structures normalize.
- Consider short or capital‑structure trades where there is clear asymmetric risk to equity holders.
