The HC Commodities Podcast
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Latest episodes
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Momentification of Everything: power, gas and satellite intel with Bill Perkins
October 28, 2026 · 51 minToday, 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…
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Hormuz and the Accelerated Rise of Electrotech with Daan Walter
October 20, 2026 · 50 minToday, 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…
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HC Group's Q3 Market Review Ready to Download
October 14, 2026 · 4 minHC 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-2026 For more on Enco…
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The Predictability Premium Part 2: winning and keeping the commercial mandate with Christian Lins
October 13, 2026 · 54 minToday, 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…
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The Predictability Premium with Christian Lins (Part 1)
October 6, 2026 · 43 minFor 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…
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Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous
September 29, 2026 · 1 hr 3 minRecorded 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…
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The Four Horsemen of the Dieselpocalypse with Doomberg
September 22, 2026 · 52 minToday, 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…
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Powering AI: another shale story? with Hill Vaden
September 15, 2026 · 47 minData 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…
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Crisis, M&A and Trading: communicating commodities with Will Medvei
September 8, 2026 · 1 hr 1 minCrises, 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…
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A Song of Fire and Maybe Ice: Natural gas in 2026 with Emily Kyne
September 1, 2026 · 1 hr 28 minUS 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…
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American Renewables: A Markets Story with Julie McLaughlin
August 26, 2026 · 49 minThe 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…
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Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie
August 18, 2026 · 54 minUltimately, the US faces a stark binary choice: defeat Iran or retreat. Both carry profound implications for the post-war Bretton Woods order that has shaped modern economies and the commodity flows that sustain them. Indeed, it is…

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