The HC Commodities Podcast

Sulfur is a lynchpin commodity, connecting the oil and gas industry to food production and much more. Already in a structural supply deficit, now, nearly half the world’s internationally traded sulfur is off the market with the shutting down of the Strait of Hormuz. There is no clear line of sight as to how quickly supply could return with potentially catastrophic consequences for the world. What is sulphur (sulfur), how and where is it produced and what is it used for and why is the world not talking about this? Our guest is Meena Chauhan, Senior Manager for Sulphur and Sulphuric Acid, Analytics and Consulting Services at Argus Media.

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

The dark fleet was on the ropes with enforcement risking military boardings after Venezuelan oil sanctions started to be lifted. Then with the attack on Iran, business started booming again as ships and traders navigated the granting of licenses to Russian and Iranian Oil (for a time). Where are oil sanctions right now? What do they mean for traders and banks - especially the cost and risks? What room is there left to forge a deal with Iran like the former JCPOA? Sanctions and Maritime Compliance expert David Tannebaum, Director at Blackstone Compliance joined me in my Houston office yesterday to discuss the latest on sanctions, their role in the Iran conflict and current ceasefire.

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

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 recent FT Global Commodities Summit, and compare notes on the key trends that we're seeing. How the current volatility is driving trading house earnings and how too much volatility might cause some challenges but certainly is driving continued consolidation in the sector and why good times for them is not good times for our wallets.

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

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, underpinned by delicate energy infrastructure. China, long planning for that fragility, is strengthened and Russia is looking cornered and more dangerous as Ukraine attacks its energy infrastructure. OPEC is shattering. For Doomberg, World War 3 is very much under way and we are in an era of profound change. And maybe AI, the savior of the SP500, wont choose to save us. Doomberg is the largest dedicated energy & finance Substack powered https://newsletter.doomberg.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

In this episode, host of the HC Commodities Podcast, Paul Chapman, shares his notes and reflections from the FT Global Commodities Summit, which he just attended in Lausanne, Switzerland.

Drawing on panel discussions, on‑stage debates and informal conversations across the event, Paul explores the themes shaping today’s commodities markets across energy, metals and agriculture. From shifting supply‑chain models to rising geopolitical risk and the growing role of data and technology, the episode reflects on how market participants are adapting to a more fragmented and uncertain global landscape.

HC Group was proud to be a Silver Sponsor of the summit, which brought together senior leaders from across the global commodities sector for debate, insight and exchange.

AI in Commodity Trading is HC Group's latest report, produced in collaboration with FT Longitude. It explores where AI is having the greatest impact today, and what will determine competitive advantage tomorrow.

Download the report here: https://www.hcgroup.global/insights/talent-trends/report-ai-in-commodity-trading-why-data-will-define-the-winners

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