Equity Investing in Commodities with Matt Zabloski

Over the past 50 years, nuclear’s share of global power generation has consistently failed to meet predictions. Now installed capacity is declining and the fleet is aging. Why? Have we seen “peak nucl...

19 Jan 202259min

PPAs unlocked the power of renewables leading to the sectors incredible rise over the past decade. These long term agreements, primarily selling the power to utilities, provided the foundation for a w...

12 Jan 202251min

Fertilizers sit at the very heart of the commodities world. Their components are both mined and derived from hydrocarbons while their use underpins the agri sector. A truly global commodity but domina...

5 Jan 202250min

In this special end of year episode, host Paul Chapman reviews some of the major themes of 2021 covered in the podcast and comments on the plans for 2022. To find out more about HC and our talent advi...

29 Des 20218min

Ukraine was the breadbasket and the energy engine for the Soviet Union. It was also the main energy transit route connecting the East to Europe. Now, after years of underinvestment in production it fa...

22 Des 202139min

There is a fundamental mismatch between forecasted demand and supply for those metals vital for energy transition and EVs. What are the supply challenges? And what are the solutions, if stated goals a...

15 Des 202147min

Technology is revolutionizing agriculture and its markets. Over the last two decades, rapid strides have been made in the business of farming. Genetics is de-commoditizing crops; in the future, consti...

8 Des 202141min

Emerging technologies, such as blockchain and artificial intelligence are unlocking the capacity to efficiently trace, track and share ownership of physical assets at a granular level. Digitalization ...

1 Des 202152min