Commodities: A View from Wall St with Shaia Hosseinzadeh

Is the commodities world lagging behind in AI adoption? And if so, how should the sector’s leadership think about applications and use? What even is it and how is it being used by other sectors? Our guest is Seth Dobrin, CEO of QuantmA1, an AI consultancy and General Partner at 1Infinity Ventures, a VC fund. Seth was former Global Chief AI Officer at IBM and Head of Digital Strategies at Monsanto.

10 Sep 202449min

As we head toward the end of the year and into 2025 where are oil prices headed? In this episode we recap the major events and decisions since COVID and the key drivers of oil prices. Then we turn to the outlook for the next two years. What is the supply and demand picture? What could OPEC’s upcoming decision mean – could a new price war start? And what are the potential disrupters in a more volatile geopolitical landscape. Returning to the show is Aldo Spanjer, Senior Commodity Strategist at BNP Paribas.To attend our upcoming HC Commodities Podcast Live Event please RSVP here: https://www.eventcreate.com/e/hc-commodities-podcast-houston

3 Sep 202445min

Brazil has been steadily deregulating its power market over the last two decades. This combined with one of the largest share of renewables in the generation mix of any advanced economy, alongside hydrocarbon production in the ‘Pre-salt’ off the coast, has made it a hugely dynamic market with lots of opportunity for participants, both domestic and international. What is Brazil’s generation mix and power market structure? How volatile is the market and why? What pressures do participants face? How liberalization survived multiple political changes and what might the future hold? Our guest is Adriana Waltrick, CEO of SPIC, the fifth largest power generation company in the country. To attend our upcoming HC Commodities Podcast Live Event on September 19 in Houston please visit: https://www.eventcreate.com/e/hc-commodities-podcast-houston

27 Aug 202436min

Are we seeing a regime change in Europeangas and power markets? Is Europe now entering a period of structurally lower energy prices and economic advantage as its decades long investment in renewables starts to pay off? Will other countries have to go through this journey? What does this mean for power trading opportunities? As we approach winter, is the European Energy Crisis in the rearview mirror? What of natural gas? Huge amounts of LNG are forecasted to arrive on European shores in the coming years. What will this mean for Europe’s gas markets and what’s the impact on the US, the main exporter, as well as other parties along the gas value chain? Our guests are Senior Commodities Strategists, Aldo Spanjer and James Huckstepp from BNP Paribas. To attend our upcoming HC Commodities Podcast Live Event in Houston on September 19 please RSVP here (in person event only):https://www.eventcreate.com/e/hc-commodities-podcast-houston

20 Aug 202452min

The UN predicts global population will peak sometime in 2080s around 10 billion people. Companies, countries (think global social security schemes) and the commodities sector predicates forecasts on these assumptions. Yet, there is a growing body of evidence that these assumptions are far too optimistic and that not only will global population peak earlier but will subsequently decline much more rapidly. Already much of the West and Asia is in decline and replacement rates of falling at an accelerated pace. Is this a long-range risk no board rooms are talking about? Our guest is analyst, futurist and swine consultant Todd Thurman who has become a global authority on the subject on how it will impact the commodities world.  We also have an upcoming HC Commodities Live Event in Houston on September 19th. To RSVP (for free) please click here:https://www.eventcreate.com/e/hc-commodities-podcast-houston

13 Aug 202446min

Global regulators are narrowing their focus on the commodities sector and billions of dollars have been paid in fines. The world has become both more transparent and more risky in the wake of deglobalization, sanctions and the energy transition bringing its increased public scrutiny. The risks are enormous both the companies and individuals. And as such, compliance is an ever more important topic. To discuss compliance, enforcement and best practice is Gerben Schreurs, Partner at the Forensic Risk Alliance, or FRA, an independent forensics firm that conducts investigations, monitorships and compliance reviews, as well as Barry Vitou, Partner at HFW, the global law firm, where he is Head of Investigations, White Collar and Compliance. As always, you can really support the show by leaving us a positive review on the platform you're listening on.

6 Aug 20241h 7min

show. Jonathan’s new book - Commodity Professionals: The people behind the trade – is a collection of interviews spanning all the professions that create the commodity supply chains. How have these roles evolved in a more volatile world? How are the trading houses fairing since we last caught up with Jonathan?For more on HC Group visit: www.hcgroup.global

30 Juli 202444min

The energy transition is complex. That complexity tends to be papered over with simplifications and beliefs, even myths, both within the sector and the broader public on both sides of the debate. Yet, to make the right investments and decisions as companies and societies, it requires careful analysis and ultimately managing the inherent trade-offs. In this episode, we zoom in on the reality of the energy transition, the science required and the competing philosophies. Our guest is Marco Raugei, Senior Lecturer and Researcher at Oxford Brooks University. He is an Environmental Scientist with a PhD in Chemical Sciences and lectures on energy systems and Life Cycle Assessments. Marco has spent his career researching the very energy systems, particularly in transportation, that drive our economies today and in those of the future.

23 Juli 202457min