The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan
The HC Commodities Podcast22 Heinä 2025

The Electrified Battlefront: energy, critical minerals and defense with Joe Bryan

Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification of defense over the last 20 year. Batteries proliferate the battlefield and the energy transition is impacting national security. We are seeing the shift from capital assets to small, cheap weapons such as drones that can have profound impacts. This poses a particular problem for the US, where energy dominance has been based in hydrocarbons along with their warfare fighting capabilities. Now in an electrified battlefront, supply chains that support them sit in China, threatening the West's defence capabilities. Our guest is Joe Bryan, principal at Muswell Orange, a boutique consulting firm, focused on energy and particularly its intersection with national security. Before his return to the private sector, Joe was a senior advisor to the Secretary of Defense and was the Department sector, of Defense Chief Sustainability Officer. He previously served as Deputy Assistant Secretary for the Navy for Energy, where he was responsible for policies relating to the Department's installation and operational energy programs. Earlier in his career, Joe led investigations for the Senate Armed Services Committee and served on both Senate's Select Committee on Intelligence and the Permanent Subcommittee on Investigations. He has consulted on energy policy around the world and began his Investigations. He has consulted on energy policy around the world and began his career working on electricity restructuring and state level policies to encourage growth of clean energy markets.

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War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the ...

15 Heinä 202545min

HC Group's Q2 Market Review

HC Group's Q2 Market Review

HC Group's Q2 Market Review - our quarterly magazine covering people trends, moves and analysis from within the global energy & commodities sector is available for download.Visit:https://www.hcgroup.g...

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Lithium’s Hard Year with Caspar Rawles

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In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is ...

8 Heinä 202535min

Building Commodity Supply Chains in Trump’s America with Peter Stahley

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Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less...

1 Heinä 202544min

Equity Investing in Commodities with Matt Zabloski

Equity Investing in Commodities with Matt Zabloski

Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer? ...

24 Kesä 202545min

Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh

Energy & AI with the IEA’s Thomas Spencer and Siddarth Singh

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17 Kesä 202552min

The Commodities Trilemma with Clay Seigle

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We discuss the trilemma facing the energy and commodities markets -  between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US admini...

10 Kesä 20251h

Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade

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If uncertainty is the new normal – how can the commodities markets and participants adapt? What does that mean for costs, supply chains and people.  In May we held our latest Live Event in London, in ...

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