The HC Commodities Podcast
Paul Chapman, HC Group
For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector. Visit www.hcgroup.global more information on us and our services.
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector. Visit www.hcgroup.global more information on us and our services.
To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
Episodes
Mentioned books
Jul 9, 2020 • 42min
The future of the power grid with Jim Fallon
What is the state of the US power grid? What is driving change and what trends can we discern? What is the power grid of the future? What could hinder or accelerate that transformation – role of investment and regulation? What opportunities does that present and who will capture it? What does that mean for the power trader of the future? The rise of the nodal trader and big data. The likelihood that big tech will take over the power markets. What time frame are we talking?
Jul 2, 2020 • 34min
Negative oil prices & the rise of algorithms with Ilia Bouchouev
What is the background to and impact of negative oil prices? What was the impact of Dodd-Frank on financialization of commodities market? Given recent scandals in Asia is more regulation needed? How prevalent are algorithms in the commodities world? What does this mean for active vs passive trading? What have been the catalysts to changes in the market? What's the long-lasting impact from covid-19 on commodities space? What is the future of commodities as an asset class? Who are the institutional investors?
Jun 25, 2020 • 50min
Commodity finance in challenging times with Christine McWilliams
What is unique about financing in and for the commodities markets? What have been some of the major trends and changes in client expectations since the global financial crisis? Impact of COVID-19? What can banks and clients do to protect themselves? Digitalization and the bank industry's role? ESG and the commodities sector?
Jun 11, 2020 • 40min
The future of LNG: growing demand and a growing opportunity with Mark Evans.
How have the LNG markets changed in the last decade? How will local markets respond to a more globalized gas market? What opportunities does that present and who (and how) can capture it? What do these changes mean for natural gas producers? Has COVID19 impacted these trends?
Jun 5, 2020 • 36min
Digitalization and change in the agri markets with Dario Maffei
What differentiates the ags markets in South America compared to Europe and North America? What are the unique challenges and opportunities? How can digitalization tackle these locally and globally? What are implications for other commodities? How have the trade wars changed the markets? Impact of COVID19 on these trends?
May 28, 2020 • 30min
Changes, challenges and opportunity in metals trading with Doug Pratt
What are the most prominent changes in the metals trading space over the past decade? What has driven this changes? How have the participants changed? What role has technology played? What has been the impact of hedge funds and institutional money? What does this mean for metals trading talent? How has coronavirus impacted these trends? What is GMI strategy given these changes?
May 20, 2020 • 22min
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?
May 11, 2020 • 28min
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?
