The HC Commodities Podcast

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 about our search and talent intelligence services for the energy and commodities sectors. To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

The HC Commodities Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts The HC Commodities Podcast, a business show with 0 episodes published.

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  Episode #326

  The Four Horsemen of the Dieselpocalypse with Doomberg

  Sep 22, 202652 min

  Today, Doomberg returns to the show. We discuss cascading events in the Middle East, Ukraine and how the global hydrocarbon shortage has shifted from crude to refined products. As US lawmakers consider a diesel export ban, how bad could this get? Further, what does the crisis mean for the midterms, and is the AI power boom sustainable? Doomberg is an independent reader-supported publication primarily on Substack covering energy, finance, and geopolitics. It's one of the most widely read finance and energy newsletters on the platform, and their work sits at the intersection of energy, finance, commodities, and politics. He modulates his voice for anonymity. Read Doomberg's Escalation Clauses for free here: https://newsletter.doomberg.com/p/67e20820-4a1a-4f28-bf24-75679656ea79 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

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  Episode #325

  Powering AI: another shale story? with Hill Vaden

  Sep 15, 202647 min

  Data centers are the crucial rate limiting factor for the Hyperscaler's growth, and in turn, power supply is the rate limiting factor for those data centers. Who is financing that power infrastructure? How are they doing it? And indeed, what happens if there's a correction in the market or the flood of money leads to overcapacity? And what is the best analogy in historical capital cycles to examine this current infrastructure build out with? Our guest argues that it's the shale revolution. Joining me in my office in Houston is Hil Vaden, Executive Director over the Energy Capital Insights Group at S&P Global, who themselves are hosting the Financing US Power Conference on September the twenty-eighth through the thirtieth here in Houston, covering many of the topics we discuss here. Sign ups and details here: https://www.spglobal.com/energy/en/events/conferences/financing-us-power ? 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

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  Episode #324

  Crisis, M&A and Trading: communicating commodities with Will Medvei

  Sep 8, 20261h 1m

  Crises, outsized returns, accusations of environmental damage, missing cargoes and all the rest: corporate communications is done on hard mode in the commodities sector. Why is the sector still largely defined by anomalous events, gripping books and not its successes? And why is it so important to get communications right, not just for companies and executive teams but for the sector as a whole? Especially as more and more large corporates are building commodity trading platforms. Why is it so hard to explain to investors and shareholders why trading matters? Our guest is Will Medvei, Partner at Brunswick Group, a global communications agency where he leads the energy and resources practice. www.hcgroup.global https://www.brunswickgroup.com 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

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  Episode #323

  A Song of Fire and Maybe Ice: Natural gas in 2026 with Emily Kyne

  Sep 1, 20261h 28m

  US Natural Gas is expected to do some heavy lifting in 2026 and beyond. Powering the huge growth in domestic data centers, filling European storage and bridging the gap presented by the closure of the Strait of Hormuz and the damage wreaked on Qatar LNG. Europe is banking on a mild winter. Producers would appreciate a cold one in the US after multiple years of historically warm ones. And El Niño has introduced a new dimension of volatility. Joining us to discuss the US Natural Gas market and its consequence for the world is Emily Kyne , Vice President of Commodity Strategy and Trade Analytics at ARM Energy, a leader in natural gas transportation and management in North America.. For more on ARM Energy visit https://www.armenergy.com/ For more on HC Group visit www.hcgroup.global 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

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  Episode #322

  American Renewables: A Markets Story with Julie McLaughlin

  Aug 25, 202649 min

  The sector American renewables has undergone policy uncertainty, even whiplash. Challenging a sector already impacted by rising interest rates and infrastructure back-logs. Despite that, the renewable sector matches Europe in scale and continued to grow. Now, in a world of data centers and increasing power demand, is its fortune set to be reversed? Returning to the show, and this time in person, hence slightly different audio quality this time, is Julie McLaughlin, Managing Director and Partner at Alvarez & Marsal Julie was last on the show in late 2023, calling for the imperative of capital discipline within the renewables sector, a call that turned out to be very prescient indeed. This time, Julie's sharing how the sector fared in the wake of that call and where it's headed. 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

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