Commodities: A View from Wall St with Shaia Hosseinzadeh

In February, the SEC released proposed rules for reporting climate risk and Green House Gas emissions, including Scope 1, 2 and 3. What exactly are in the proposed rules? How likely are they to be enacted?  How will they affect the energy and commodities sector both in the US and globally? How should leadership respond? Now that these risks have been highlighted, will investors drive change through the supply chain? And do they herald more stringent reporting and remediation in the future? Julie McLaughlin, Managing Director with Alvarez & Marsal’s Energy Practice, sheds light on how to think about these rules and the answers to these questions. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

4 Maj 202244min

Jeff Currie, Global Head of Commodities Research at Goldman Sachs, returns to update us on the commodities super-cycle. Redistributive policies, energy transition and deglobalization are driving commodity prices higher and higher. However, investment is not flowing into the sector – kept away by the risk and the optics. This sets the stage for a volatility trap that could lead to huge market disruption. What has led us to the state and what could the future hold? How will investment return to the sector and will the government intervention already seen in German power markets be just the start.  To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

27 Apr 202245min

The container shipping market, the lynchpin of global commerce, is in turmoil. Shipping rates have increased 1000%. Over the last decade, commodities have been increasingly containerized, as low prices have supported efforts for shipping lines to build market share. Why the turmoil? What is causing the bottlenecks? What is its role in inflation? What does this mean for commodities and when will things get back to normal...? Our guest to navigate these choppy waters is Peter Sand, Chief Analyst at Xeneta, the shipping data and analytics company. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

20 Apr 202259min

The commodities markets and its traders face great challenges. Russia’s invasion of Ukraine may tip an already stressed markets into turmoil. The LME’s recent challenges with Nickel has exposed serious cracks in both how markets function and are funded. It has sent a shock wave through the sector, signaling that commodity price risk may have been seriously undervalued. Margins requirements have spiraled and recent requests for support by the sector’s main traders may have invited a future reckoning with regulation. It's challenging times and may get a whole lot worse. Our guest is Javier Blas, co-author of The World for Sale , the best seller on the commodities trading world and Energy Columnist at Bloomberg Opinion. Javier deftly walks us through the major challenges facing the sector and what the future may hold. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

13 Apr 202255min

In this episode, Daniel Yergin, Vice Chairman of S&P Global, Pulitzer Prize winner and author of The New Map: Energy, Climate and the Clash of Nations, returns to the podcast to discuss the unfolding energy crisis and the consequences of Russia’s invasion of Ukraine. What does the energy crisis (and the broader commodity super-cycle) mean for geopolitics and how does it shape the trends we discussed in our previous episode? Was Russia’s invasion of Ukraine triggered by  the changing energy map? What does it mean for Europe? Will it accelerate or derail the Energy Transition? Why is India on the fence and  what does it mean for relations between the geo-strategic competitors China and the US? The best seller, The New Map is now available in a revised edition and in paperback. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

6 Apr 202254min

Digitization is transforming commodities trading, creating new opportunities and introducing new risks as markets become faster and transparent. What does this all mean for how and who makes trading decisions? How trades are settled and financiers connected? Can this tackle the liquidity challenges the industry faces? What does this mean for organizational design and talent? All these questions and more are tackled by the panelists who participated in this Reuters Event Webinar recorded in March which host Paul Chapman moderated. The panelists represent a spectrum of users, creators and financiers: Scott Wellcome, Director of Grains Risk Management at Good Mills Group, Carl Wegner, CEO of Contour, Christine McWilliams, Global Head of Energy & Commodity Trade at Citi and Carl Larry, Director of Sales at Genscape. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

30 Mars 202255min

In this episode, we do a deep dive in to the world of voluntary carbon credits, which dominate the carbon world  in the absence of widespread global compliance markets. To date the categories, case law and regulation around these credits is complex and fragmented. However, with vast amounts of money flowing into them as companies respond to consumer demand the space is rapidly evolving and expanding.  What are they? How are they generated, verified, tracked, financed and traded? Who is active in the space and what is its future? Our guest is Deanna Reitman, head of the commodities subsector at the law firm DLA Piper, whose team is spearheading their carbon offering. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

23 Mars 202236min

To date, carbon markets cover only a few geographies and select categories. Yet, they are already impacting how commodities are produced and traded.  Over the next decade, carbon credits will expand to cover all manner of reduction and avoidance technologies,  dramatically changing the commodities world. Low carbon alternatives to existing commodities will flourish and so will the circular economy. Carbon will become a truly global commodity and every trader will need to know the market.  How can commodities firms plan for and capture these future opportunities? Will every trader, from power, to ags, to oil, need to become a carbon trader? In this episode, Eric Rubenstein, Managing Partner of New Climate Ventures, sets forth his thesis on carbon’s future and impact on the commodities world. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

16 Mars 202244min