Titanium is an engineer’s dream. Lighter than steel yet stronger than aluminum and extraordinarily corrosion resistant, titanium can help facilitate the clean energy transition—from EVs to wind turbines. Yet ittypicallyremains the preserve of space programs and Swiss watches.The current process for manufacturing titanium is expensive, complex, toxic and highly carbon intensive. Additionally, like many critical metals, the supply chain is dominated by foreign nations including China and Russia. Titanium is crucial to our national defense, the space industry and our advanced industries, and the supply chain stakes are high. Here to discuss Titanium and its potential is Anastasios Arima, co-founder and CEO of IperionX, a US based metals technology company.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

Gas stations have played a pivotal role in civil infrastructure for over a century. The pump has served as a proxy for a country’s development status and a polity’s health. Over time its role has developed. As fuel margins tightened, companies reimagined themselves as roadside retailers. Others have backward integrated into supply and trading firms. However, what does the energy transition hold for this ubiquitous sector? How will EVs transform the market and how can retailers adapt? Our guest is Dan Munford, Managing Director of consultancy Insight Research and media platform for the sector Global Convenience Store Focus. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

LNG now drives natural gas prices in Europe. After decades of this only being the case in Asian markets, LNG could shortly price markets worldwide. How did we get here in terms of assets, players and politics? Will this remain in place throughout the energy transition? What does it mean for producers like the US?  What does it mean for Natural Gas traders and who stands to benefit? Our guest is Tamir Druz, Managing Director of Capra Energy, an LNG and Natural Gas Training and Data Provider. He is also Chief Risk Advisor at Green Trading Capital, an environmental asset investment company. Tamir has had a 25 year career in Natural Gas markets as a trader, risk officer and consultant.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened exacerbated by conflict, energy subsidies and a worsening emissions outlook. So why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs returns to talk about the last 6 months and what the future might hold. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

In this episode, we take a look at the Meat Industry and the ag and animal nutrition sector that underpins it. The sector faces unprecedented challenges. Producers are working to meet the demands of a growing population while adapting to long term trends such as changing consumer expectations, in addition to innovating to address the challenges presented by climate change. At the same time, they face short term volatility from feedstock prices, conflict, disease and increasing regulation. Here to discuss all this and more is Chris Chavis, VP of Animal Nutrition and Health Performance at DSM, the global nutrition and health company.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

The past decade has seen a vibrant investment market centered on food and agri technology, in part driven by the twin imperatives of sustainability and resilience in a changing climate and in response to changing consumer demands.  Some returns have been atmospheric such as alternative protein first movers like Beyond Meat. Large agri and food houses have been keen investors and buyers as they respond to shareholder demands. However, this is a challenging space where biological systems rule and many investors have been left with low yields. Our guest to discuss the world of food and ag tech is Lindsay McCorkle, Director, Ventures and Growth Equity at Blue Horizon, an investment fund focused on the sector. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

The Lithium-Ion battery is central to energy transition. However, the key components within it come with a heavy environmental toll and are captive in an opaque supply chain dominated by a handful of Chinese companies. Western OEMs are now scrambling to meet demand for batteries while navigating these trade-offs. Governments are reacting to how the core components – Nickel, Lithium, Cobalt and Copper – are strategic resources and that Western miners alone cannot meet the demand. In this episode, explore the new book, Volt Rush: The Winners and Losers in the Race to Go Green, with its author Henry Sanderson – an award winning journalist and now executive editor at Benchmark Mineral Intelligence.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

A hundred or more years ago, the oil business was vertically integrated and companies, often back by governmental support, scrambled to secure untapped reserves. So it is with Lithium at the dawn of the battery age. The parallels do not stop there as this episode uncovers. Access to Lithium is becoming the crucial bottleneck for battery companies, OEMs and countries alike – and a combination of prescient policy and aggressive entrepreneurs has put China way ahead. Can the West ever recover? What is the future of the Lithium market…will it evolve into a traded market? What is the role of commodity traders now and in the future and how to position for it? Our guest is Lukasz Bednarski, author of  the book, Lithium: The Global Race for Battery Dominance and the New Energy Revolution. Lukasz is a former rare metals commodity trader and now a battery metals analyst. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

Throughout history Solar flares have swept the earth, creating nothing more than a planet wide lightshow for the human race. However, in the digital age, we are uniquely vulnerable.  Even relatively weak events can destroy our uniquely vulnerable power grids – leaving whole regions in blackout for months, even years. Powerful events, like the 1859 Carrington Event, could destroy civilization as we know it – every electronic system would be destroyed with no hope of rebuilding in any short period of time. Currently, we would only have 15 minutes notice of such an event. Yet, there are things we can do from hardening transformers, raising public awareness and investing in prediction - something most power sector executives and regulators have quietly ignored. Here to shed light on the terrifying world of solar flares is Edl Schamiloglu, Distinguished professor in the Department of Electrical and Computer Engineering at the University of New Mexico and world expert on all forms of pulsed electromagnetic radiation. 

Batteries are now at the center of geopolitical competition. Lithium extraction and processing is not going to meet forecasted demand. All the mineral components of batteries have environmental impacts, especially cobalt and graphite. It’s against this backdrop that commodity traders are investing in battery recycling. Can and how are batteries recycled? What are the technical, regulatory  and market challenges to unlocking the vast resources trapped within used batteries. Who is leading the race? Our guests are William Bergh and Eden Yates of Cling Systems. A start-up focused on creating the trading platform for the repurposing and recycling of batteries and their components. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/