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The HC Commodities Podcast The HC Commodities Podcast Paul Chapman, HC Group Forever Young Radio Show / Podcast Forever Young Radio Show / Podcast Forever Young Radio Show The Empowered Leader Podcast The Empowered Leader Podcast Margaret Williams, MS, ACC San Francisco News Today | 2 Min News | The Daily News Now! San Francisco News Today | 2 Min News | The Daily News Now! The Daily News Now! The Jas Johal Show The Jas Johal Show CKNW / Curiouscast NZZ Akzent NZZ Akzent NZZ EINFACH AUSSTEIGEN – Der Auswanderer Podcast EINFACH AUSSTEIGEN – Der Auswanderer Podcast Nicolas Kreutter The Documentary Podcast The Documentary Podcast BBC World Service Dobré ráno | Denný podcast denníka SME Dobré ráno | Denný podcast denníka SME Podcasty SME Documentaries Documentaries BBC مجله‌های زنده رادیو فردا مجله‌های زنده رادیو فردا رادیوفردا 早报播客 早报播客 zaobao.sg 早报 Pratidin Ek Kavita Pratidin Ek Kavita Nayi Dhara Radio NZZ Geopolitik NZZ Geopolitik NZZ Dr. Eric Berg DC Dr. Eric Berg DC Dr.Berg Real Stories Real Stories Real Stories 3 Things 3 Things Express Audio Fixing Healthcare Podcast Fixing Healthcare Podcast Robert Pearl and Jeremy Corr Building Fortunes Radio with Peter Mingils Building Fortunes Radio with Peter Mingils Building Fortunes Radio The Narrow Path Radio Program (1 Hour) The Narrow Path Radio Program (1 Hour) Steve Gregg Life Changing Radio Life Changing Radio Life Changing Radio The Tragically Hip Podcast Series The Tragically Hip Podcast Series The Tragically Hip Podcast Series. Almanacco del giorno Almanacco del giorno Streammo Your Golf Performance Podcast Your Golf Performance Podcast Brent Dale San Jose News Today | 2 Min News | The Daily News Now! San Jose News Today | 2 Min News | The Daily News Now! The Daily News Now! Noticias El Heraldo de México Noticias El Heraldo de México Heraldo Podcast 10 minutos con Jesús 10 minutos con Jesús 10 Minutos con Jesús Inner Light Inner Light The Podcast Project Tradies Tradies Clubby Sports The Arena with Kasie Hunt The Arena with Kasie Hunt CNN Podcasts FTN Fantasy Baseball Podcast FTN Fantasy Baseball Podcast FTN Media Fakeologist Network Fakeologist Network Fakeologist ABA Banking Journal Podcast ABA Banking Journal Podcast American Bankers Association The Eremita Exchange The Eremita Exchange Morningstar Studios VIEWS with David Dobrik & Jason Nash VIEWS with David Dobrik & Jason Nash VIEWS TED-Ed TED-Ed TED-Ed piano ten thousand leaves project piano ten thousand leaves project chair house
The HC Commodities Podcast

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The HC Commodities Podcast

Paul Chapman, HC Group

Chip War: how semiconductors became the new oil with Chris Miller (summer repeat)

July 28, 2026 6:00pm 55 min

Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. This has only accelerat...

The Price of Money with Edward Chancellor (Summer Repeat)

July 21, 2026 6:00pm 1:01

Today, we are talking interest rates. The rate of interest, or the price of money, has a profound impact on the energy and commodities sector, influencing the cost of carry, the price of assets and investment decisions. ...

Solar Flares and Coronal Mass Ejections with Edl Schamiloglu (Summer Repeat)

July 14, 2026 6:00pm 42 min

In this episode, we discuss geomagnetic storms, extreme electromagnetic events known as coronal mass ejections that would destroy every satellite around the planet, wipe out power grids and most if not all of our electro...

Whale Oil with Eric Jay Dolin (Summer Repeat)

July 07, 2026 6:00pm 48 min

In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international trade (and trade disputes). Prices were at an all time high and great fortunes ha...

De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels

June 30, 2026 6:00pm 47 min

Today we discuss gold, silver and the platinum group metals. What drove the huge run-up in prices for all of them in 2025 and into 2026, and was the US-Iran war just a setback to those prices or the end of a bull market?...

Data Centers aren't the bubble with Eugene McGrane

June 23, 2026 6:00pm 55 min

Today we return to the subject of data centers. Are we in the midst of a huge AI bubble? And building over capacity in data centers that are destined to end up as dusty sheds in the middle of nowhere with huge power supp...

Why is oil so cheap? With David Wech

June 16, 2026 6:00pm 48 min

Today, we return to the subject of oil and the impact of the Iran War. How have flows and demand changed and why are prices so relatively low? Is this a function of great PR work on behalf of the US Administration?  Or i...

Digital Assets and the Blockchain Renaissance with Joe Miscioscia

June 09, 2026 6:00pm 48 min

Today we return to digital assets, quant trading and blockchain infrastructure. Since we last checked in on the space in the wake of FTX's collapse, digital assets, crypto trading, blockchain infrastructure has recovered...

The Great CapEx Surge with Erikhans Kok

June 02, 2026 6:00pm 47 min

The world is shifting from asset light and infinitely scalable to asset heavy. Across the globe, trillions of dollars are going into assets. Capital expenditure is on the rise. What is driving this? What sectors are we s...

Unearthing Alpha with a Metals Hedge Fund, with Matt Heap

May 26, 2026 6:00pm 50 min

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 commodities? What do investors and allocators think about with respect to co...

No Peace, No War and No Flows with Aldo Spanjer

May 20, 2026 6:26am 47 min

The conflict remains in suspended animation with little concrete progress to support the more optimistic assessments of a return to normality. Commodity markets are on a knife-edge and tanks and strategic supplies are em...

Sulphurous Times with Meena Chauhan

May 12, 2026 6:00pm 43 min

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 w...

Sanctions Strait Talk with David Tannebaum

May 07, 2026 8:05am 50 min

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...

Commodity Trading’s Bumper Q1 with Archie Hunter

May 05, 2026 6:00pm 38 min

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 tha...

Escalation Impotence with Doomberg

April 29, 2026 7:04am 1:11

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 tha...

Notes from the FT Global Commodities Summit with Paul Chapman

April 22, 2026 12:55pm 40 min

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...

Announcements, Events and Q1 Reports

April 15, 2026 9:36am 4 min

Register your interest for Bloomberg and HC Group's metals trading event: https://go.bloomberg.com/join/invite/metals-pricing-the-narrative-vs-pricing-the-physical/ Access HC Group’s Q1 Market Review: https://www.hcgroup...

Europe’s Power Trading Outlook with Xavier Veillard

April 14, 2026 6:00pm 46 min

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? ...

Tungsten with William Parry-Jones

April 07, 2026 6:00pm 42 min

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 we...

Copper & Gold: Pricing the physical vs the narrative with Grant Sporre (Episode 300!)

March 31, 2026 6:00pm 51 min

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? ...

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