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Unearthing Alpha with a Metals Hedge Fund, with Matt Heap

Episode 308

Today we return to the subject of hedge funds in commodities, and metals and mining in particular. How have hedge funds evolved with respect to commo…

4 months, 1 week ago

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No Peace, No War and No Flows with Aldo Spanjer

Episode 307

The conflict remains in suspended animation with little concrete progress to support the more optimistic assessments of a return to normality. Commod…

4 months, 2 weeks ago

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Sulphurous Times with Meena Chauhan

Episode 306

Sulfur is a lynchpin commodity, connecting the oil and gas industry to food production and much more. Already in a structural supply deficit, now, ne…

4 months, 3 weeks ago

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Sanctions Strait Talk with David Tannebaum
Sanctions Strait Talk with David Tannebaum

The dark fleet was on the ropes with enforcement risking military boardings after Venezuelan oil sanctions started to be lifted. Then with the attack…

5 months ago

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Commodity Trading’s Bumper Q1 with Archie Hunter

Episode 305

Today we have Archie Hunter, journalist at Bloomberg who covers commodities, joining the show to get his take on current events, as well as the recen…

5 months ago

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Escalation Impotence with Doomberg

Episode 304

Doomberg returns. The US is mired in a war that it, nor its allies, can afford to escalate. Exposing the fragility of the global economic order, unde…

5 months, 1 week ago

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Notes from the FT Global Commodities Summit with Paul Chapman

Episode 303

In this episode, host of the HC Commodities Podcast, Paul Chapman, shares his notes and reflections from the FT Global Commodities Summit, which he j…

5 months, 2 weeks ago

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Announcements, Events and Q1 Reports

Register your interest for Bloomberg and HC Group's metals trading event: https://go.bloomberg.com/join/invite/metals-pricing-the-narrative-vs-pricin…

5 months, 3 weeks ago

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Europe’s Power Trading Outlook with Xavier Veillard

Episode 302

Today, we return to the European energy markets, in particular, power. How has European power demand fared since COVID and Russia's invasion of Ukrai…

5 months, 3 weeks ago

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Tungsten with William Parry-Jones

Episode 301

Tungsten is vital to military hardware and industry, including oil drilling. Yet, prices have risen tenfold in the last year, threatening both. This …

6 months ago

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