The HC Commodities Podcast

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response particularly from China? What is the legal underpinning of those tariffs and how does that create uncertainty? What are the administration’s goals? And what does it mean for contracts? What does it mean for M&A? And what does it mean for markets? Our guest is Guy Winter, partner at Fasken, the global law firm, in their Global Mining Group. Guy is also on the advisory board of the Critical Minerals Association in the UK and on the UK's Department of Business and Trade Critical Minerals Expert Committee. He is also an author of fiction books - his latest two were The Billionaire Suicide Club and The Billionaire Suicide Club 2; Red queen Rising.

to RSVP for our May 15 Live Event email [email protected]

For more on Enco Insights Expert witness offering visit: www.encoinsights.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

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response particularly from China? What is the legal underpinning of those tariffs and how does that create uncertainty? What are the administration’s goals? And what does it mean for contracts? What does it mean for M&A? And what does it mean for markets? Our guest is Guy Winter, partner at Fasken, the global law firm, in their Global Mining Group. Guy is also on the advisory board of the Critical Minerals Association in the UK and on the UK's Department of Business and Trade Critical Minerals Expert Committee. He is also an author of fiction books - his latest two were The Billionaire Suicide Club and The Billionaire Suicide Club 2; Red queen Rising.

For more on Enco Insights Expert witness offering visit: www.encoinsights.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 Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security over economics and sustainability?  How to manage the inherent internal conflicts between co-existing policies and statements and what the trading opportunities might be for the energy & commodities sector.  We welcome back with Nick Kumleben, the Energy and Commodities Director at Green Mantle, the geopolitical and macro advisory firm that weaves in historical context to help organizations understand the current markets and opportunities within them.

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 commodities sector faces a new and uncertain world.  In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, particularly around energy and commodities using analogies from history.  What is signal…and what is noise.  Our guest is Nick Kumleben. Nick is the energy and commodities director at Greenmantle, the advisory firm founded by Niall Ferguson, focused on geopolitical and macroeconomics, taking a deep understanding of history, to learn the lessons that can be applied to today's world. They advise funds, traders, and governments.

For more on experts and advisors that can support decision making in energy & commodities visit: www.encoinsights.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

Head of Talent Intelligence for HC Group, Amelia Chahal, joins us to discuss their offering and the Global Energy Trading Compensation Report 2025 available for purchase.

To register interest in the report visit: https://www.hcgroup.global/energy-trading-report

HC Talent Intelligence provides critical and tailored talent data insights for our clients across global energy and commodities markets. The platform was created to address the growing demand for real-time, accurate, and credible talent market data. Their mission is to help organisations make informed decisions on everything from minor compensation adjustments to large-scale workforce and operational transformations.

Our dedicated Talent Intelligence team manages HC Group’s advisory services, including Compensation Data and Advisory; Diversity & Inclusion Studies; Competitive Analysis; Talent Pipelining and Succession Planning; and Talent Analytics & Assessment.

For more on HC visit www.hcgroup.global or contact Amelia at [email protected]

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, we stress test and challenge some of the key recent narratives in the energy world. Will we still see peak oil demand by 2030? Is there under investment in oil production that could lead to energy shocks in our near future? And is the energy transition dead, alive or somewhere in between? Our guest is Jarand Rystad, CEO and founder of Rystad Energy, the independent research and energy intelligence company, providing clients with data, insights, and education that better empowers decision making.

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 are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, sanctions and the EV revolution? How consequential is China now to global crude pricing and market dynamics? Our guest is Tom Reed, Vice President of China Crude at Argus Media, the independent price reporting agency. Tom has spent a career watching China, understanding the details from this very opaque but consequential market.

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

Once again, we attended (Www.hcgroup.global) the Financial Times Commodities Global Summit in Lausanne. Leaders in the commodities sector gather for this excellent event to share their views on the state of the sector. Host Paul Chapman provides his reflections on the key topics that drove conversations and presentations. 

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're talking about data centers and the global arms race to develop them. What is driving that demand? What are the demands of the AI sector and how is technology changing to meet it? And what does that mean for the twin imperatives of both providing the energy to run the data centers as well as to cool them? How is the energy sector going to meet those demands and what opportunities does it generate? Our guest is Adam Mirick. Adam is head of strategy for Prometheus Hyperscale, who are developing the next generation of data centers here in the US, as well as globally. Adam has had a stellar career in the energy markets and  latterly head of U .S. power trading at BP. 

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 return to the subject of ESG and sustainability. In the wake of COVID, organizations globally made huge commitments around ESG goals. Sustainability teams were hired and grew rapidly. Today, we face a global vibe shift in the wake of economic realities, political change and shifting policy. What does that mean for ESG? What does that mean for sustainability? The reality is, in part, it's not going away, but it's certainly more focused on organizational goals and driving customer value. Our guest who helps clients with just these types of issues is Anastasia Kuskova, co-founder and CEO of Sirius, a sustainability intelligence platform for metals and mining, working with ArcelorMittal, Freeport, and other majors. She spent 8 years at the European Resources Group as Head of Sustainability and started her career in strategy consulting.

www.besirius.io

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