Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence

The commodity trading world is adjusting to greater volatility and higher capital costs. Individual companies are needing to increase their market and commodity footprints to navigate the energy transition while many are building trading capabilities for the first time. Commodity Trading Risk Management software, the backbone of any trading platform, needs to keep up. The wrong choice can be very costly. How have CTRM’s evolved over the last 5 years in capability, price and implementation? Sameer Soleja, CEO of Molecule, one of the most modern, cloud based CTRM, joins us to discuss.You can visit Molecule at: www.moledule.ioand HC Group at www.hcgroup.globalFor more episodes on CTRM listen to https://podcasts.apple.com/us/podcast/the-hc-insider-podcast-conversations-in-energy/id1512721188?i=1000515160695

15 Marras 202339min

The Dark Cloud: The hidden costs of a digital world with Guillaume PitronWhat is the energetic consequence of a simple ‘like’ on social media? Or a zoom call? Modern technology is underpinned by a very real material and energetic infrastructure that is putting immense strain on energy production and the world’s natural resources. 5G and AI have supercharged this consumption. Yet, technology companies have been successful in creating a “dematerialized” perception. The energy transition and sustainability emphasis has focused largely on the energy & commodities world while tech is seen by many as clean and green. It is not. This is the story our guest,  investigative journalist and author, Guillaume Pitron has told in his book “The Dark Cloud” published in English this year by Scribe.

8 Marras 202347min

In 2023, Renewables have struggled with rising costs and higher interest rates. Alongside, there is a growing palpable shift in the perceptions, and expectations of nuclear power’s role in the energy transition. Is this a structural shift? Natural gas remains the bridge fuel but can shale production keep up with growing US exports and if not, what will that mean? in this episode, Adam Rozencwajg, Managing Partner of Natural Resource investor Goehring and Rozencwajg rejoins us to discuss the structural shifts and shifting sentiments in energy in 2023 and what 2024 may hold in store.You can view Goehring & Rozencwajg's research here:https://www.gorozen.comYou can visit HC Group here: www.hcgroup.global

1 Marras 202346min

In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, its not just quality of deposit that matters but type, geography and the political and social environment in which it sits. In this episode, we review the Lithium Triangle, the rich swath of brines that cover Bolivia, Chile and Argentina. How and why has the Lithium Triangle acquired its name? What role will it play in the energy transition and which of those three countries provide the best opportunities? Our guests are Gabriel Rubacha and Taj Singh. Gabriel is now the CEO and Chairman of NOA Lithium Brines, a Lithium exploration company focused on the Triangle. Gabriel was previously on the board of directors at Lithium Americas Corp. Taj is the former CEO of NOA and now President & CEO at Gold Line Resources Ltd. Visit NOA Lithium Brines https://www.noalithium.com//Visit HC Group www.hcgroup.global

24 Loka 202349min

Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applications. More broadly industry accounts for some 10% of emission. Switching industry to green hydrogen would make a huge difference. Yet, green hydrogen remains rare. The costs in both the operating expenses and capital expenditure means implementation is extraordinarily difficult, especially in a high interest rate environment. What are the challenges, what does the future hold and how could the costs be lowered? Our guest is Chad Mason, CEO and founder of Advanced Ionics,  a company focused on the  clean future of industrial hydrogen.Visit Advanced Ionics here: https://advanced-ionics.com/For HC Group visit www.hcgroup.global

17 Loka 202335min

Download here: https://www.flipsnack.com/hcinsider/q3-2023-market-review/full-view.htmlTo sign up to receive the review in future quarters, along side our other thought pieces, interviews and analysis in the sector visit:https://www.hcgroup.global/hc-insiderYou can also email me at pchapman@hcgroup.global with any specific questions and I can direct you internally to best contact.

17 Loka 20232min

Cotton is a commodity that is familiar to all of us. However, the market for cotton is not. How and where is it produced and traded? How is the cotton market being impacted by de-globalization, digitization and the energy transition? Who are the players and what can the cotton market tell us about the broader economic cycle? Our guest is Crawford Tatum, veteran cotton trader at some of the largest houses and now Director of Economic Research and Market Risk at the Staple Cotton Cooperative Association. HC Group is a search firm dedicated to the energy & commodities commodities sector with 8 offices around the world. For more information visit www.hcgroup.global

10 Loka 202344min

Combining energy storage and renewables tackles intermittency and synchronicity  (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. The technical and engineering challenges around which battery and the transformers required to connect to the grid (currently on extended back log). The contracts and commercials are challenging? How will manage and profit from the trade? And both of these depend on location and regulatory environment. Joining us to discuss the complexities and opportunities around combining energy storage and renewables is Brian Knowles, Director of Energy Storage and Flexibility at Pexapark, the PPA pricing and consulting firm. Brian has a unique background pioneering the deployment and commercialization of energy storage with wind and solar projects in Europe and the US.HC Group is a global search firm dedicated to energy & commodities markets. Visit www.hcgroup.global for more information and contacts for Paul Chapman

3 Loka 202352min