Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu

Techno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu

AI is already changing commodity trading operating models. And unlocking adjacent technologies such as digital assets and DeFI? That itself is changing the competitive landscape and attracting new participants from outside the sector. Where is that investment going? And how profound is this change going to be? And how quickly is it going to be upon us? Our guest is Eren Zekioglu. Eren has spent a career at hedge funds and at trading houses and at the intersection of trading, operations and technology, including at Glencore and Gunvor.

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Peak Gasoline, Fuel Supply and EVs with Doug Haugh

Peak Gasoline, Fuel Supply and EVs with Doug Haugh

Today we return to the fuels industry. What is the latest in global fuel supply and demand? What is the impact of ongoing electrification on fuel demand? Have we seen peak gasoline demand even in the ...

5 Helmi 202553min

Seed Oils, Biofuels, Proteins and Politics with Walter Cronin

Seed Oils, Biofuels, Proteins and Politics with Walter Cronin

How did seed oils and biofuels fair in 2024? Wild price swings dominated as the markets reacted to changing yields and biofuel demand. At the same time, the markets braced for a change in the US admin...

29 Tammi 202544min

Tea with Jem McDowall

Tea with Jem McDowall

Another global commodity, present in our daily lives, without an established price index or futures contract, with a unique supply chain: Tea. How does Tea reach our tables? Where does tea come from? ...

22 Tammi 202545min

Building the now indispensable Trading Platform with Talis Bennett-Verschure

Building the now indispensable Trading Platform with Talis Bennett-Verschure

For producers, refiners, processors & miners building a risk management and trading capability is moving from a value-add to a ‘must have’. However, building such a capability is a challenge, requirin...

15 Tammi 202551min

The Dark Fleet with David Tannenbaum

The Dark Fleet with David Tannenbaum

Ten percent of the global tanker fleet has gone dark and the number is growing. What is the Dark Fleet? Why does it exist and why is it growing? Who is using the fleet and who owns it? What are the ri...

8 Tammi 202545min

2024 Reflections, Thanks and a look forward to 2025

2024 Reflections, Thanks and a look forward to 2025

A brief final episode of 2024. Host Paul Chapman reflects on some of the key themes of the year, offers his deepest thanks to listeners, guests and his colleagues at HC Group (www.hcgroup.global) and ...

31 Joulu 202411min

The Price of Time with Edward Chancellor (Re-Release)

The Price of Time with Edward Chancellor (Re-Release)

A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas r...

25 Joulu 20241h 1min

AI, Coding and Changing Skill-Sets in Commodities with Daf Davies

AI, Coding and Changing Skill-Sets in Commodities with Daf Davies

The skillsets required to be in a commodity trading team have always been evolving. However, that evolution is accelerating in the wake of new technologies and especially AI. In this episode we trace ...

18 Joulu 202453min

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