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The HC Commodities Podcast

Latest episodes

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Mar 20, 2024 • 45min

Virtual Barrels with Ilia Bouchouev

In this episode, Ilia Bouchouev joins to discuss his new book, ‘Virtual Barrels: Quantitative Trading in the Oil Markets”. What are virtual barrels? How has oil trading been fundamentally changed due to them? What has that meant for flat price, participants and trading strategies? The book is a comprehensive exploration of quantitative trading in the markets and introduces innovative approaches to pricing oil options and advances the theory of storage. Ilia is Managing Partner at Pentathlon Investments, a Senior Research Fellow at Oxford Institute of Energy Studies and an Adjunct Professor at NYU.You can find copies of his book here:https://a.co/d/c5LKs44And follow his work here https://www.oxfordenergy.org/publications/energy-quantamentals-myths-and-realities-about-algorithmic-oil-traders/
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Mar 13, 2024 • 41min

Are the markets forecastable? with Matteo Mazzoni

Explore the challenges and changes in forecasting energy and commodity markets with Matteo Mazzoni, Director of Energy Analytics at ICIS. From traditional methods to modern machine learning, adapting to geopolitical events and market complexity, and the vital role of traders in managing volatility.
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Mar 8, 2024 • 41min

The Path Forward: Driving Diversity in the Trading Community

On Tuesday 27th February, HC Group and bp hosted a breakfast and networking event for women in the trading and origination community. The highlight of the morning was a thought-provoking panel discussion featuring industry leaders Carol Howle, EVP Trading & Shipping at bp and Alice Acuña, EVP Trading at CEPSA. Moderated by Laura Berger, Portfolio Director, Liquid Fuels & Chemicals at HC Group, the panel delved into strategies for fostering greater diversity and inclusion within commodity trading. The discussion resonates with this year's International Women's Day theme, "Inspire Inclusion." Let's continue to work together in championing diverse perspectives and contributions, ensuring inclusivity for all women. 
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Mar 6, 2024 • 49min

Re-release: Energy Transition & Geopolitics with Daniel Yergin

Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dramatically changed the world. Now, peak demand and the energy transition is set to upend decades of global policy and economics – with a huge impact on the commodity markets. Will battery metals become the crucial natural resource? Will the electron revolution reverse globalization? We are delighted to have as our guest, Pulitzer Prize winning author and Vice Chairman of IHS Markit, Daniel Yergin at the time. We discuss Daniel’s latest book – The New Map, Energy, Climate and the Clash of Nations and explore his take on the future of hydrocarbons and the impact of energy transition.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, you can find him at www.linkedin.com/in/paulchapmanhc/
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Feb 28, 2024 • 48min

The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence

Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from uncertain policies, to supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front of a live audience to discuss these questions. Our panellists were Guy Winter, Partner at Fasken, Jessica Fung, Head Strategist at Pala Investments,  Matthew Ashley, Lead Cobalt Trader at Traxys and Caspar Rawles, Chief Data Officer at Benchmark.For more on HC Group go to: www.hcgroup.global
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Feb 21, 2024 • 47min

The World in a Grain: Sand with Vince Beiser

Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products.  Yet due to its characteristics, the supply chain is fragmented, disastrous for our environment and often corrupt. And by a tragic quirk of geometry, desert sand is unusable meaning we wreck our riverbeds and oceans to acquire it. In this episode, author and journalist Vince Beiser joins us to discuss sand and its role in the modern world. Vince is the author of The World in a Grain - the story of sand and how it transformed civilization. 
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Feb 16, 2024 • 14min

The UK's Pumpwatch Scheme with Gideon Carroll

CEO of Edge Petrol, Gideon Carroll joins Enco to discuss the UK's Pumpwatch Scheme proposed by the government. What is in it? And what will the impact be on consumers, fuel retailers and wholesalers?For more on Edge Petrol visit https://www.edgepetrol.com/For more on Enco Insights visit www.encoinsights.com 
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Feb 14, 2024 • 40min

Neodymium, Gallium & Hafnium with Ellie Saklatvala

In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neodymium, Gallium & Hafnium. Each has a key role in the modern world with demand set to grow but with challenges markets and policy makers are grappling with. Our guest is Ellie Saklatvala, Head of Non-Ferrous Pricing at Argus Media, the leading independent pricing agency.
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Feb 7, 2024 • 45min

Private Equity's role in the Energy Transition with John Skrinar

The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and volatile. How can these risks be managed? And opportunities be captured? In this episode, we go into the world of private equity and the thinking and strategies needed to participate in the most profound economic restructuring in modern times. Our guest is John Skrinar, partner at Cresta Fund Management, a mid-market infrastructure fund, investing in the energy transition.To find out more on HC Group visit: www.hcgroup.global
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Jan 31, 2024 • 37min

Data as a Strategic Asset with Jason Vogt

Information has always been the lifeblood of commodities trading. Today, the sources of data that provides the information and insight have grown exponentially - as has its value. So much so that companies are viewing data as a strategic asset, transforming how they value, collect, manage, and protect it. And once that mindset is in place, it can be transformative. To understand more about this key insight and journey, we are joined by Jason Vogt, Managing Director of Cargill Data Asset Solutions.To find out more about Cargill and Cargill Data Asset Solutions visit: https://www.cargill.com/data-asset-solutionsFor more information and to RSVP for our upcoming HC Insider Podcast Live event on Feb 22 in London visit: https://benchmarkevents.benchmarkminerals.com/TheTradingFutureForCriticalMinerals  

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