최고 Hc Pod 팟캐스트 (2024)

1
The Metals Markets in 2024 and Beyond with David Wilson 51:13

4d ago51:13

51:13

Metals have had an interesting year so far. Prices have been volatile along with sentiment and narratives. Trading Houses have been rapidly expanding metals trading teams and funds have piled in. In this episode, David Wilson, Senior Commodities Desk Strategist at BNP Paribas Markets 360, takes an in depth look at the reality behind these trends ac…

1
The HC Commodities Podcast Live Event: Commodities Trade in Volatile Times 46:36

11d ago46:36

46:36

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 ha…

1
COP29: Article 6 and Transforming the Carbon Markets with Nick Marshall 47:57

18d ago47:57

47:57

In mid -November, in Azerbaijan at COP29, momentous decisions could be made that would advance the carbon markets globally. What are they and what are the chances of that happening and what is the state of the carbon market today? Our guest is Nick Marshall, co -founder of TASC, a project developer focused on channeling funds into carbon reduction …

1
Protectionism with Alex Tuckett 41:37

25d ago41:37

41:37

Commodities sit at the heart of global trade and as such are at the center of the rise of protectionism. After a long period of globalization and ever freer trade, there is a perceptible and growing shift back to mercantilism and protectionism. This is driven by great-power competition with the energy transition being a key driver. Tariffs, sanctio…

1
How Batteries are Changing Power Markets with Casey Keller 45:48

1M ago45:48

45:48

Utility scale batteries are proliferating across Western power grids, particularly in the US. And far more are set to come. These batteries offer the ability to manage grids, especially with the influx of renewables, or make economic returns on trading around them. Yet, their very presence is changing the dynamics of power markets. What are these b…

1
Punishing Putin with Stephanie Baker 47:11

1M ago47:11

47:11

Russia’s full scale invasion of Ukraine in February 2022 triggered an avalanche of economics sanctions by the West. What followed was an undeniably world-changing financial experiment that risked throwing the world into a devastating recession, testing the very limits of economic warfare and Western cohesion. Commodities sit at the heart of this st…

1
US Natural Gas Trading in a Global Market: Live Event hosted by Six One Commodities 49:19

2M ago49:19

49:19

Over the next two years, the US is set to export some 12bcf/d extra of LNG. What does this mean for the US market? Where will it go? And can supply keep up? Will there be sufficient demand in Europe? And what does this mean for traders - is a global footprint now a must? Are the gas markets entering a new truly globalized era where US supply sets t…

1
Shale 4.0 with Matthew Bernstein 48:59

2M ago48:59

48:59

Shale Oil & Gas has turned the US into an energy power house over the last 15 years. Will it disappear as quickly as it arrived or will it set to US apart for years to come? Within its short life, it has evolved quickly and our guest Matthew Bernstein now characterizes it as Shale 4.0. What were the previous iterations in participants, economics an…

1
Coffee with Charlie Stephens 49:10

2M ago49:10

49:10

A commodity close to many of our hearts, but how does it end up in our mugs? Where is it grown, how is it processed and who trades it? How do the derivative contracts work and what might the future hold as climate, geopolitics and consumer tastes evolve? Our guest is Charlie Stephens, President of Amarella Café, an independent specialty coffee trad…

1
Strategy and AI with Dr. Seth Dobrin 49:58

2M ago49:58

49:58

Is the commodities world lagging behind in AI adoption? And if so, how should the sector’s leadership think about applications and use? What even is it and how is it being used by other sectors? Our guest is Seth Dobrin, CEO of QuantmA1, an AI consultancy and General Partner at 1Infinity Ventures, a VC fund. Seth was former Global Chief AI Officer …

1
Where are Oil Prices Headed? With Aldo Spanjer 45:24

2M ago45:24

45:24

As we head toward the end of the year and into 2025 where are oil prices headed? In this episode we recap the major events and decisions since COVID and the key drivers of oil prices. Then we turn to the outlook for the next two years. What is the supply and demand picture? What could OPEC’s upcoming decision mean – could a new price war start? And…

1
The Brazilian Power Market with Adriana Waltrick 36:42

3M ago36:42

36:42

Brazil has been steadily deregulating its power market over the last two decades. This combined with one of the largest share of renewables in the generation mix of any advanced economy, alongside hydrocarbon production in the ‘Pre-salt’ off the coast, has made it a hugely dynamic market with lots of opportunity for participants, both domestic and …

1
Regime Change in European Power and Gas Markets 52:37

3M ago52:37

52:37

Are we seeing a regime change in Europeangas and power markets? Is Europe now entering a period of structurally lower energy prices and economic advantage as its decades long investment in renewables starts to pay off? Will other countries have to go through this journey? What does this mean for power trading opportunities? As we approach winter, i…

1
SUMMER REPEAT The Hidden Demographic Problem for Commodities with Todd Thurman 46:57

3M ago46:57

46:57

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak…

1
Compliance & Enforcement in the Commodities Sector with Gerben Schreurs and Barry Vitou 1:07:08

3M ago1:07:08

1:07:08

Global regulators are narrowing their focus on the commodities sector and billions of dollars have been paid in fines. The world has become both more transparent and more risky in the wake of deglobalization, sanctions and the energy transition bringing its increased public scrutiny. The risks are enormous both the companies and individuals. And as…

1
Commodity Professionals: The people behind the trade with Jonathan Kingsman 44:39

4M ago44:39

44:39

show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these roles evolved in a more volatile world? How are the trading houses fairing since we last caught up with Jonathan? For more on HC Group visit: www.hcgrou…

1
The Complexity in the Energy Transition with Marco Raugei 57:01

4M ago57:01

57:01

The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet, to make the right investments and decisions as companies and societies, it requires careful analysis and ultimately managing the inherent trade-offs.…

1
The Super Charged Capex Cycle with Jeff Currie 47:29

4M ago47:29

47:29

Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics and dollar weaponization changed the landscape? If there is a global run up in prices will energy keep pace with metals? What does all this mean for the…

1
Data Centers: engines of change in power markets with Eugene McGrane 42:46

4M ago42:46

42:46

Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regulation are still adapting, often too slowly, to the changing energy mix and decarbonization demand. Could data centers be the engines of change to brin…

1
Commodities in Portfolio Construction with Hussein Allidina 38:26

5M ago38:26

38:26

In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are their historical long-term performance as part of a broader mix of equities and debt? Indeed, are institutional investors currently underweighted, especia…

1
Hedging with Samuel Basi 34:09

5M ago34:09

34:09

Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile in an age of disruption. What is hedging? What are the costs and benefits and why is it not more exploited up and down the value chain. Our guest is Sa…

1
Geographic Arbitrage with Michael Ferrari 39:35

5M ago39:35

39:35

In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to rivers, coasts, production and markets. However, today the world is becoming more volatile both in weather events and in policy. And in fact locations…

1
The Unstoppable, Exponential Energy Transition with Kingsmill Bond 47:25

5M ago47:25

47:25

In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ will be very different than the ‘age of carbon’ and the same forecasting assumptions do not apply. The energy transition is being driven by technology…

1
Russian Sanctions with Sarah Hunt 52:16

6M ago52:16

52:16

In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictions imposed on trade infrastructure, such as finance and shipping. In this episode, we do a deep dive on the suite of Russian sanctions imposed since t…

1
The Japanese Power Market with Xavier Veillard 39:13

6M ago39:13

39:13

In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world, attracting a host of domestic and international energy merchants. What is the regulation that underpins the market? How does it function and who are…

1
Governmental Relations, Planning and Policy with Peter Stahley 54:53

6M ago54:53

54:53

Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity sector participants. However, the reality of implementing these policies, from the power lines needed to the mines for critical metals, requires navigating…

1
Special: Enco Insights at 6 months with Bill Read 18:16

6M ago18:16

18:16

To find our more about Enco Insights visit www.encoinsights.com저자 Bill Read, Paul Chapman

1
200 Episodes with Paul Chapman 34:32

6M ago34:32

34:32

In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, that has traced the trends, participants and individual commodities (some old and some new), through one of the most interesting periods in the sector’s…

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Trade Finance in Uncertain Times with Kristofer Tremaine 41:18

6M ago41:18

41:18

Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and volatility threaten this key resource. How have the banks responded and what of alternative providers? What does this mean for commodity traders and the…

1
Dry Freight, FFAs and Technology with Mads Frank Markussen 53:36

7M ago53:36

53:36

In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving con…

1
The Future of Switzerland as a Commodities Trading Hub: Live Event 47:57

7M ago47:57

47:57

links to SuisseNegoce commodities review: https://www.suissenegoce.ch/commodities/commodities-2024-en Links to Allassohttps://www.allasso.com/home Linkes to Artis Works https://www.artis.works/저자 Sarah Hunt, Simon Collins, Ivo Sarjanovic, Florence Schurch, Paul Chapman

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The Carbon Markets with Ariel Perez 46:45

7M ago46:45

46:45

In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russi…

1
Notes from the FT Commodities Summit 2024 31:10

7M ago31:10

31:10

To attend our HC Insider Podcast Live Event on the Future of Switzerland as a Commodities Trading Hub on April 16th, please RVSP here: https://www.eventcreate.com/e/hcinsider-podcast-geneva저자 Paul Chapman

1
AI and Commodities with Felipe Elink Schuurman 40:31

7M ago40:31

40:31

To sign up for our HC Insider Podcast Live Event in Geneva on the evening of the 16th April please RSVP here:https://www.eventcreate.com/e/hcinsider-podcast-geneva We are discussing the Future of Switzerland as a Commodities Trading hub저자 Paul chapman, Felipe Elina Schuurman

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Dedollarisation with Jonah Van Bourg 47:58

8M ago47:58

47:58

The US Dollar has been the world’s global reserve currency since the Second World War, underpinning global trade and US dominance. However, as our guest argues, its use as a global policy tool such as in sanctions, increasing geopolitical competition and political instability at home is threatening its status. Various countries and blocs are attemp…

1
Special: The Baltimore Bridge Collapse 21:48

8M ago21:48

21:48

You can request to sign up for Mercury Resources newsletter here: https://www.mercuryresources.com/contact-us저자 Paul chapman, Anton Posner

1
Uranium with John Cash 46:20

8M ago46:20

46:20

In this episode we address that very special commodity Uranium, crucial to the energy and defense industry alike. Nuclear’s role is the energy transition is increasingly recognized. But where will the needed Uranium come from in a more fragmented world? How is Uranium mined, processed and delivered to the nuclear energy plants. Where is it produced…

1
Virtual Barrels with Ilia Bouchouev 45:29

8M ago45:29

45:29

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 t…

1
Are the markets forecastable? with Matteo Mazzoni 40:54

8M ago40:54

40:54

At the core of commodity trading is forecasting. The last decade of low prices and low volatility has transformed into a market of high volatility and higher prices. How has that changed the nature of forecasting? What does it mean for tools, models and skillsets. And are markets still forecastable? Our guest is Matteo Mazzoni, Director of Energy A…

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The Path Forward: Driving Diversity in the Trading Community 40:40

8M ago40:40

40:40

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 D…

1
Re-release: Energy Transition & Geopolitics with Daniel Yergin 49:27

9M ago49:27

49:27

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 …

1
The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence 48:04

9M ago48:04

48:04

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 o…

1
The World in a Grain: Sand with Vince Beiser 46:56

9M ago46:56

46:56

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 riv…

1
The UK's Pumpwatch Scheme with Gideon Carroll 14:01

9M ago14:01

14:01

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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Neodymium, Gallium & Hafnium with Ellie Saklatvala 40:19

9M ago40:19

40:19

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 w…

1
Private Equity's role in the Energy Transition with John Skrinar 44:38

9M ago44:38

44:38

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 str…

1
Data as a Strategic Asset with Jason Vogt 37:07

10M ago37:07

37:07

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 b…

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Cheap Peak Oil, Geopolitics and China’s plan with Doomberg 43:41

10M ago43:41

43:41

In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and abundant. How US oil production has changed the energy map and the in turn its role in global security – a gap which China is planning to fill. And how …

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Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing 34:47

10M ago34:47

34:47

Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the city-state. How is Singapore navigating the changing world of commodities? Amidst deglobalization, digitalization and the energy transition, how is Si…

1
The Evolution of Expert Networks 12:26

10M ago12:26

12:26

In this final bonus episode of Enco Insights, CEO Bill Read discusses the history of expert networks, the genesis of Enco Insights and its aims and goals. For future episodes of Enco Insights, please follow the podcast on your preferred platform. For more information on Enco please visit www.encoinsights.com…

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