The Super Charged Capex Cycle with Jeff Currie

The Super Charged Capex Cycle with Jeff Currie

Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics and dollar weaponization changed the landscape? If there is a global run up in prices will energy keep pace with metals? What does all this mean for the trading sector and investors? Returning to the HC Commodities Podcast to give his analysis of the commodities markets over the last year, and what the outlook is, is Jeff Currie, now Chief Strategy Officer of Energy Pathways at The Carlyle Group. He is the former Global Head of Commodities Research in the Global Investment Research Division at Goldman Sachs.

For more on HC Group visit www.hcgroup.global

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The Big Picture with David Fyfe

The Big Picture with David Fyfe

As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we d...

17 Dec 20251h 2min

The State of Oil with Homayoun Falakshahi

The State of Oil with Homayoun Falakshahi

As we begin to wrap up the year, we return to the crude markets. What has been oil’s journey in the latter half of 2025? What has all this meant for trader performances after a challenging first half?...

10 Dec 202553min

Trading in Asia with Iain Lawson

Trading in Asia with Iain Lawson

In this episode we return to Singapore and commodity trading in Asia. Is Singapore still a must -have hub as part of a global commodity footprint? What are the key commodities traded there? How do tho...

3 Dec 202551min

Wine with Nick Brewer

Wine with Nick Brewer

Today, in time for the US Thanksgiving, we discuss wine. From rare Burgundies to commodity wine that is shipped in containers and blended. What is wine? How is it made? What is the market structure an...

26 Nov 202558min

Will Ags Save Your Portfolio? With Jake Hanley

Will Ags Save Your Portfolio? With Jake Hanley

Today, we are talking agricultural markets and the case for investing in agricultural commodities, particularly in ETFS. And why that case is enhanced in the volatile world of today and the perhaps mu...

19 Nov 202549min

Trading: the hidden $3trillion dollar opportunity with Antti Belt

Trading: the hidden $3trillion dollar opportunity with Antti Belt

Why don’t more energy & resource companies have trading arms? For that matter, why don’t more sectors trade? Chips, drugs even real estate? Why are CEOs reticent to set up trading platforms and what a...

12 Nov 202555min

Schism & Domination: Founding Trafigura & Glencore:  Mark Crandall Part 2

Schism & Domination: Founding Trafigura & Glencore: Mark Crandall Part 2

In Part 2, Mark Crandall relives the events that led to the founding of Glencore and Trafigura. Why did Claude Dauphin go his separate way and what was the founding vision for Trafigura? How had Marc...

5 Nov 20251h 2min

AVAILABLE NOW: Global Middle and Back Office Salary Report 2025

AVAILABLE NOW: Global Middle and Back Office Salary Report 2025

Our Global Our Middle & Back Office Salary Report 2025 is now available for purchase. Published by HC Group's Talent Intelligence team. the report covers salary benchmarks for Risk, Legal & Complianc...

31 Okt 20252min

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