A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.
The HC Commodities Podcast was invited to host a panel at the excellent Argus Global Markets Conference in London on September 30. We discussed how the commodities world is adapting trading strategie...
7 Loka 202544min
From Systematic Trading to Structural Edge with Hans Balgobin
What actually is systematic trading and the capabilities behind it? How can it generate returns? How can it inform the broader trading desks and organization's decision making? How is it delivering a ...
30 Syys 20251h 14min
Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)
Recorded at the Canadian Crude Oil Conference in the wonderful Lake Louise in Canada on 17th September 2025, Randy Ollenberger of BMO Capital Markets, dives into global oil fundamentals, Canadian crud...
23 Syys 202550min
Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont
In this episode, we tackle disputes, arbitration, and the challenges of navigating a fractious commodities world. Energy and natural resources have always sat at the heart of international transaction...
16 Syys 202549min
Planning for the Unplannable with Savvas Manousos
As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizat...
9 Syys 202555min
Commodities: A View from Wall St with Shaia Hosseinzadeh
Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? H...
2 Syys 20251h
The Rivers of Money with Colin Bryce
Colin Bryce joins us to discuss ‘The Rivers of Money: Social and Economic History of Modern Oil Trading’, which he co-authored with Adi Imsirovic. Both authors participated in oil trading during its p...
26 Elo 202547min
Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala
Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring fut...
19 Elo 202545min
