The HC Commodities Podcast

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Today, we return to the European energy markets, in particular, power. How has European power demand fared since COVID and Russia's invasion of Ukraine? What has that done to power markets themselves and the energy mix? Just as European power demand was starting to pick back up, has Israel and the US's attack on Iran upended it? And what has all this volatility meant for power traders and European energy traders more broadly? Our guest is Xavier Veillard, Partner at McKinsey & Company and global lead for power trading, to unpack how market volatility is reshaping power trading strategies and the skills traders now require.

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

Tungsten is vital to military hardware and industry, including oil drilling. Yet, prices have risen tenfold in the last year, threatening both. This is a story of China's production capture, now wielded as an economic weapon. What is Tungsten, how is it mined and made, and how did we end up here? And what does it mean for the West? Our guest is William Parry-Jones, founder of Wolfram Advisory, a consultancy supporting clients in capturing value across the Tungsten and other critical minerals supply chains.

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

In Episode 300, we take two metals - copper and gold - and compare and contrast their price journey. How does the physical supply and demand story compare to the investor narrative that drove prices to an all-time high? And how has the conflict in Iran test or confirm that narrative. In other words, to coin a term, have we seen the “goldification”of copper and other metals? Our guest is Grant Sporre, a senior commodities and equities analyst at Bloomberg Intelligence. He has had a long career in commodities, both on the sell-side for banks, as well as in operational roles in mining. This is part one. Part two will be recorded live in Geneva on April 22nd for an HC Commodities podcast live event hosted by Bloomberg Intelligence.

This is our 300 episodes of the HC Commodities Podcast. Six years of weekly shows undertaking deep dives into the trends and topics with the commodities trading sector. A huge thanks to all of our guests and supporters who have helped us on the journey. Fina Charleson, our tireless editor and the HC Marketing team and, of course, all our over half a million unique listeners that have listened along the way. And we have a new logo to carry us for the next 300.

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

As the Iran War entered its fourth week, Houston hosted S&P Global's CERA Week. Where leaders from across the energy & natural resources sector mingle with policy wonks and senior government officials from around the world. This CERA Week was as noticeable for its last minute absences, doom-scrolling, braves faces and some swagger both from big oil and big clean tech. Nick Kumbleben of Greenmantle gives us his take on the vibe and key discussion points.

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