Free Daily Podcast Summary
The HC Commodities Podcast: Daily Summaries Delivered
by Paul Chapman, HC Group
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago50 min
Momentification of Everything: power, gas and satellite intel with Bill Perkins
Today, we're discussing power demand, the US natural gas markets, satellites for commodity trading intelligence and the “momentification" of everything. Our guest is Bill Perkins, founder of a variety of companies including Skylar, the commodities hedge fund, Synmax, a satellite intelligence company, author of Die With Zero and well-known commodities personality. Skylar Capital Management have recently launched MWHS, the Skylar Electricity Futures ETF, listed on NYSE Arca. The fund seeks to provide investors with direct exposure to the U.S. electricity futures markets in ERCOT and PJM.For more on the fund visit: https://www.skylaretfs.com/mwhs. 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
- 1 weeks ago50 min
Hormuz and the Accelerated Rise of Electrotech with Daan Walter
Today, we return to the subject of renewables and the associated electric ecosystem - electrotech - particularly in the developing world. What is the prevalence and relevance of these technologies in power generation and consumption in the world shortly leading the Iran War? And what has that attack itself done to those trend lines? Our guest is Dan Walter, principal and energy strategist at Ember, the global think tank dedicated to the energy transition.For more on Ember visit: https://ember-energy.orgor subscribe to their substack here:https://www.electrotech-revolution.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
- 2 weeks ago4 min
HC Group's Q3 Market Review Ready to Download
HC Group's Q3 Market Review is ready for download - talent trends and moves from across the commodities sector.Download for free here: https://www.hcgroup.global/insights/market-reviews/access-q3-market-review-2026For more on Enco Insights and the advsiors we can connect you with for short or long term projects visit www.encoinsights.comFor Hyperion Search our renewables and electrotech search firm visit www.HyperionSearch.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
- 2 weeks ago53 min
The Predictability Premium Part 2: winning and keeping the commercial mandate with Christian Lins
Today, we return for part two on the predictability premium - how trading organizations can boost valuations of the asset-backed organizations they're within. One of the major challenges in creating a commercial organization is translating that value to the board and addressing their questions. That's what we're tackling in part two today - how to win the mandate to build a commercial organization and how to maintain it. Our guest is Christian Lins, Partner at Oliver Wyman in their risk and trading practice, which he leads in North America, and Christian's based in Houston. 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
- 3 weeks ago43 min
The Predictability Premium with Christian Lins (Part 1)
For commodity trading professionals, it now seems obvious that large global asset-backed producers, refiners, miners and processors should have some form of trading capability. The risks alone of having a stranded product, an unfulfilled short or being exposed to wild price swings justify it - let alone the profits, the market access and intelligence they generate. This view rarely translates to the other divisions within the group, let alone the board and shareholders. Commercial teams are seen as risky, cash consumers and culturally suspicious and supposedly investors discount it. In this two-part series we tackle why there is such a disconnect. Whether there is true value assigned by investors. And how senior commercial leaders can bridge the gap.To read Christian's paper on the subject (available on October 7th) visit: https://www.oliverwyman.com/our-culture/our-people/christian-lins.htmlFor more on Enco Insights - our senior advisor network visit www.encoinsights.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
- Sep 29, 20261h 3m
Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
Recorded at the Canadian Crude Oil Conference on September 16 in Lake Louise, Alberta, Paul Chapman interviews Adam Waterous onthe state of Canada's oil sector against a backdrop of worsening relations with the US and events in the Middle East. And what will it take to turn its enormous energy advantage into economic value. Adam is the founder, managing partner, and CEO of Watrous Energy Fund. Before founding Watrous Energy Fund in 2017, Adam spent more than two decades advising energy industry through Watrous & Co. and later Scotiabank. After spending much of his career advising others on transactions, Adam became an investor himself. Through Watrous Energy Fund, he and his team have built Strathcona Resources and Greenfire Resources into significant players in the Canadian energy industry. Adam brings a unique perspective to today's conversation: banker, deal maker, investor, and company builder. So what will it take to truly make Canada an energy superpower? 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
- Sep 22, 202651 min
The Four Horsemen of the Dieselpocalypse with Doomberg
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 the US lawmakers considers a diesel export ban, how bad could this get? Further what does the crisis mean for the midterms and s 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.Doomberg's Escalation Clauses for free visit 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
- Sep 15, 202646 min
Powering AI: another shale story? with Hill Vaden
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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About 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.
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