The Cotton Market with Crawford Tatum

The Cotton Market with Crawford Tatum

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

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Credit Risk in Uncertain Times with Jan-Peter Onstwedder

Credit Risk in Uncertain Times with Jan-Peter Onstwedder

Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how b...

27 Touko 202550min

Renewable Natural Gas Now with Ben Kruger & Warren Feather

Renewable Natural Gas Now with Ben Kruger & Warren Feather

Today, we return to the subject of Renewable Natural Gas, which could be as much as 15 % of global natural gas supply by 2050, offering significant advantages both in its carbon intensity as well as d...

20 Touko 202551min

The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment and...

13 Touko 202552min

America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes

America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes

Since 2017, the West’s awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered...

6 Touko 202551min

The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston

The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston

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 part...

29 Huhti 202556min

Tariffs, Metals and Force Majeure with Guy Winter

Tariffs, Metals and Force Majeure with Guy Winter

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 part...

24 Huhti 202542min

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

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 o...

22 Huhti 202548min

Navigating Trump 2.0:  Part 1 - Signal vs Noise  with Nick Kumleben

Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben

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, pa...

15 Huhti 202546min

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