The HC Commodities Podcast

The HC Commodities Podcast Live Event: Commodities Trade in Volatile Times

Nov 6, 2024

Join leading experts like Rob Walsh, CEO of IMI, who dives into the chaos of commodities trading, and William Tully from Brown Brothers Harriman, who shares banking insights on these turbulent markets. Sunil George discusses financing amid volatility, while Todd Lynady tackles credit and liquidity challenges. Alexandre Lacreu offers a credit insurer's view on risk management. Together, they explore the evolving landscape shaped by geopolitical tensions and global supply chain disruptions, offering valuable strategies for navigating this unpredictable terrain.

46:36

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Quick takeaways

The unprecedented volatility in the commodities sector has been significantly influenced by global events like the pandemic and geopolitical tensions.

Access to credit for commodity traders is increasingly strained due to rising interest rates and diminished banking partnerships, necessitating alternative financing.

Deep dives

The Impact of Volatility on Commodity Trading

Commodity trading is facing unprecedented volatility attributed to various global events since 2020, including the COVID-19 pandemic and geopolitical tensions such as the Russia-Ukraine war. This period has led to significant disruptions across supply chains, from labor shortages to critical shipping incidents like the blockage of the Suez Canal. Participants in the commodities sector are contending with compounded challenges, such as inflation, which has spiked due to massive global stimulus initiatives, amounting to nearly $10 trillion. Healthy commodity traders are expected to adapt quickly, seizing opportunities amid challenges while maneuvering through evolving market conditions.

Intro

2min

Navigating Commodity Market Volatility

24min

Navigating Volatility in the Energy and Resources Sector

3min

Navigating Challenges in Commodity Trading

4min

Navigating the Complexities of Commodity Trading

11min

Navigating Commodity Supply and Sustainability Challenges

2min

May you live in interesting times - as the proverb goes. Will those times continue? On October 16th, at the Yale Club in New York City, we held our latest Live Event hosted by ITFA with additional sponsorship from Brown Brothers Harriman, The Mercury Group, Goba Capital and HC Group. The commodities sector has seen unprecedented volatility. What has that meant for the sector’s ecosystem? How has it shaped the opportunities and risks? Is the volatility structural or ephemeral? A group of leaders from across the sector joined our panel to discuss in front of an audience of 150 industry participants. Rob Walsh, CEO of IMI, William Tully,Head of Business Development, BBH Commodities & Logistics, Sunil George, Head of Client Financing Solutions for the Americas at Louis Dreyfus Company, Todd Lynady, Regional Head of Financial Solutions @ WTW and Alexandre Lacreu Chief Underwriting Officer, Coface North America moderated by podcast host Paul Chapman.

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