For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tack ...
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Welcome to Green Giants: Titans of Renewable Energy, a podcast dedicated to unveiling the stories, insights, and strategies of the most influential leaders in the renewable energy sector. Our mission is to offer a platform where the voices of innovators, pioneers, and visionaries in renewable energy are amplified, sharing their journey, challenges, and triumphs with a global audience.
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Community Solar 101: Unlocking Renewable Energy for Everyone with Jason Kaplan of PowerMarket
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Send us a Text Message. In this episode of Green Giants: Titans of Renewable Energy, host Wes Ashworth welcomes Jason Kaplan, the Chief Operating Officer and General Counsel at PowerMarket. Jason shares his incredible journey from studying geology and environmental law to becoming a pivotal leader in the renewable energy sector. Under his guidance,…
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Data Centers: engines of change in power markets with Eugene McGrane
42:46
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Data is the new the economic engine of the world. Globally, data centers are proliferating bringing their huge demand for energy – especially clean energy delivered reliably. Markets, policy and regulation are still adapting, often too slowly, to the changing energy mix and decarbonization demand. Could data centers be the engines of change to brin…
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Commodities in Portfolio Construction with Hussein Allidina
38:26
38:26
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In this episode we explore commodities’ role in asset management and portfolio construction? Why should asset managers and investors seek exposure to commodities within their portfolios? What are their historical long-term performance as part of a broader mix of equities and debt? Indeed, are institutional investors currently underweighted, especia…
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How to Revolutionize Solar Energy: Insights from Kai Stephan, CEO of Pegasus Solar
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Send us a Text Message. Discover how Kai Stephan, CEO of Pegasus Solar, is revolutionizing the solar industry with innovative solutions for rooftop installations. Learn about his journey, groundbreaking products, and advice for aspiring entrepreneurs in renewable energy. Show Notes 0:00 - Introduction 1:00 - Kai's Background Kai shares his early in…
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Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile in an age of disruption. What is hedging? What are the costs and benefits and why is it not more exploited up and down the value chain. Our guest is Sa…
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Harnessing Innovation: Adam Knudsen of Dynapower on the Future of Clean Energy
38:57
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Send us a Text Message. Guest: Adam Knudsen, CEO of Dynapower Host: Wes Ashworth In this enlightening episode, Wes Ashworth interviews Adam Knudsen, CEO of Dynapower. Adam discusses his extensive career at Dynapower, emphasizing the company's mission to solve the world's most challenging power and energy problems. He shares insights into Dynapower'…
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Geographic Arbitrage with Michael Ferrari
39:35
39:35
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In commodities, the lowest cost producer or shipper is king.This in turn drives siting assets, determined by human factors such as cost, legal and tax regimes and geographic factors like proximity to rivers, coasts, production and markets. However, today the world is becoming more volatile both in weather events and in policy. And in fact locations…
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The Unstoppable, Exponential Energy Transition with Kingsmill Bond
47:25
47:25
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In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ will be very different than the ‘age of carbon’ and the same forecasting assumptions do not apply. The energy transition is being driven by technology…
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Matt Krayton Reveals the Hidden Power of Clean Energy Communication
42:12
42:12
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Send us a Text Message. Welcome to Green Giants: Titans of Renewable Energy! In this episode, we have an enlightening conversation with Matt Krayton, Founder and Principal of Publitics, a leading consultancy in public affairs, political strategy, and public relations for the digital era. Matt shares his journey from aspiring history teacher to prom…
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In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictions imposed on trade infrastructure, such as finance and shipping. In this episode, we do a deep dive on the suite of Russian sanctions imposed since t…
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Resilience and Innovation: Leading Renewable Energy's Future with Cagen Williams
35:39
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Send us a Text Message. Welcome to another insightful episode of Green Giants: Titans of Renewable Energy. In this episode, host Wes Ashworth sits down with Cagen Williams, President and CEO of Panhandle Power Solutions (PPS), to discuss his remarkable journey in the renewable energy sector. From leading a small family-run business to overseeing si…
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The Japanese Power Market with Xavier Veillard
39:13
39:13
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In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world, attracting a host of domestic and international energy merchants. What is the regulation that underpins the market? How does it function and who are…
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Governmental Relations, Planning and Policy with Peter Stahley
54:53
54:53
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Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity sector participants. However, the reality of implementing these policies, from the power lines needed to the mines for critical metals, requires navigating…
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Special: Enco Insights at 6 months with Bill Read
18:16
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To find our more about Enco Insights visit www.encoinsights.comBy Paul Chapman, Bill Read
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In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, that has traced the trends, participants and individual commodities (some old and some new), through one of the most interesting periods in the sector’s…
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Building Bridges: Kevin Smith, CEO of Arevon, on Enhancing Community Acceptance in Renewable Projects
35:06
35:06
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Send us a Text Message. Summary Kevin Smith, CEO of Arevon Energy, shares his journey in the energy sector and his transition to renewable energy. He emphasizes the importance of community engagement in the success of renewable energy projects and highlights the economic benefits they bring to local communities. He also provides advice for individu…
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Trade Finance in Uncertain Times with Kristofer Tremaine
41:18
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Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and volatility threaten this key resource. How have the banks responded and what of alternative providers? What does this mean for commodity traders and the…
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Dry Freight, FFAs and Technology with Mads Frank Markussen
53:36
53:36
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In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving con…
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The Future of Switzerland as a Commodities Trading Hub: Live Event
47:57
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links to SuisseNegoce commodities review: https://www.suissenegoce.ch/commodities/commodities-2024-en Links to Allassohttps://www.allasso.com/home Linkes to Artis Works https://www.artis.works/By Sarah Hunt, Simon Collins, Ivo Sarjanovic, Florence Schurch, Paul Chapman
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In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russi…
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CEA's Andy Klump, Episode 6, Green Giants: Titans of Renewable Energy
51:01
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Send us a Text Message. Summary Andy Klump, CEO and founder of Clean Energy Associates, shares his journey in the renewable energy sector and the challenges he has faced. He emphasizes the importance of aligning the team with the company's core values and vision. The key challenges in the industry include uncertain regulatory frameworks and supply …
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Notes from the FT Commodities Summit 2024
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To attend our HC Insider Podcast Live Event on the Future of Switzerland as a Commodities Trading Hub on April 16th, please RVSP here: https://www.eventcreate.com/e/hcinsider-podcast-genevaBy Paul Chapman
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AI and Commodities with Felipe Elink Schuurman
40:31
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To sign up for our HC Insider Podcast Live Event in Geneva on the evening of the 16th April please RSVP here:https://www.eventcreate.com/e/hcinsider-podcast-geneva We are discussing the Future of Switzerland as a Commodities Trading hubBy Paul chapman, Felipe Elina Schuurman
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The US Dollar has been the world’s global reserve currency since the Second World War, underpinning global trade and US dominance. However, as our guest argues, its use as a global policy tool such as in sanctions, increasing geopolitical competition and political instability at home is threatening its status. Various countries and blocs are attemp…
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You can request to sign up for Mercury Resources newsletter here: https://www.mercuryresources.com/contact-usBy Paul chapman, Anton Posner
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In this episode we address that very special commodity Uranium, crucial to the energy and defense industry alike. Nuclear’s role is the energy transition is increasingly recognized. But where will the needed Uranium come from in a more fragmented world? How is Uranium mined, processed and delivered to the nuclear energy plants. Where is it produced…
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In this episode, Ilia Bouchouev joins to discuss his new book, ‘Virtual Barrels: Quantitative Trading in the Oil Markets”. What are virtual barrels? How has oil trading been fundamentally changed due to them? What has that meant for flat price, participants and trading strategies? The book is a comprehensive exploration of quantitative trading in t…
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Are the markets forecastable? with Matteo Mazzoni
40:54
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At the core of commodity trading is forecasting. The last decade of low prices and low volatility has transformed into a market of high volatility and higher prices. How has that changed the nature of forecasting? What does it mean for tools, models and skillsets. And are markets still forecastable? Our guest is Matteo Mazzoni, Director of Energy A…
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The Path Forward: Driving Diversity in the Trading Community
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On Tuesday 27th February, HC Group and bp hosted a breakfast and networking event for women in the trading and origination community. The highlight of the morning was a thought-provoking panel discussion featuring industry leaders Carol Howle, EVP Trading & Shipping at bp and Alice Acuña, EVP Trading at CEPSA. Moderated by Laura Berger, Portfolio D…
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Re-release: Energy Transition & Geopolitics with Daniel Yergin
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Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dramatically changed the world. Now, peak demand and the energy transition is set to upend decades of global policy and economics – with a huge impact on …
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The Trading Future of Critical Minerals: HC Insider Podcast Live Event hosted by Benchmark Mineral Intelligence
48:04
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Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from uncertain policies, to supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front o…
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The World in a Grain: Sand with Vince Beiser
46:56
46:56
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Sand has transformed modern civilization. It is the ubiquitous commodity; in our infrastructure, in our industry and even in our personal care products. Yet due to its characteristics, the supply chain is fragmented, disastrous for our environment and often corrupt. And by a tragic quirk of geometry, desert sand is unusable meaning we wreck our riv…
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EDPR NA's Vidha Dixit and Martin Motta, Episode 5, Green Giants: Titans of Renewable Energy
46:53
46:53
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Send us a Text Message. Summary In this episode, Wes Ashworth interviews Vidha Dixit and Martin Motta from EDPR North America. They discuss the innovation themes and programs at EDP Renewables, including internal and external innovation initiatives. They also talk about the importance of ESG goals and efforts at EDPR North America and how they inte…
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The UK's Pumpwatch Scheme with Gideon Carroll
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CEO of Edge Petrol, Gideon Carroll joins Enco to discuss the UK's Pumpwatch Scheme proposed by the government. What is in it? And what will the impact be on consumers, fuel retailers and wholesalers? For more on Edge Petrol visit https://www.edgepetrol.com/ For more on Enco Insights visit www.encoinsights.com…
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Neodymium, Gallium & Hafnium with Ellie Saklatvala
40:19
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In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neodymium, Gallium & Hafnium. Each has a key role in the modern world with demand set to grow but with challenges markets and policy makers are grappling w…
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Private Equity's role in the Energy Transition with John Skrinar
44:38
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The energy transition requires the mobilization of vast amounts of capital. It affords huge opportunity but also risks. The technological pathways, policy support and geopolitics are uncertain and volatile. How can these risks be managed? And opportunities be captured? In this episode, we go into the world of private equity and the thinking and str…
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ESS Inc.'s Eric Dresselhuys, Episode 4, Green Giants: Titans of Renewable Energy
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51:59
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Send us a Text Message. In this episode, Wes Ashworth interviews Eric Dresselhaus, the CEO of ESS Inc., a company focused on long duration energy storage solutions. Eric shares his early inspirations and entry into the renewable energy space, as well as his transition from a large corporation to a startup. He discusses his leadership style and the …
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Data as a Strategic Asset with Jason Vogt
37:07
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Information has always been the lifeblood of commodities trading. Today, the sources of data that provides the information and insight have grown exponentially - as has its value. So much so that companies are viewing data as a strategic asset, transforming how they value, collect, manage, and protect it. And once that mindset is in place, it can b…
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Cheap Peak Oil, Geopolitics and China’s plan with Doomberg
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43:41
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In this episode, Doomberg joins us to discuss their most recent analysis and controversial views of the oil and commodities markets. Why Peak Oil is unlikely to happen and oil will remain cheap and abundant. How US oil production has changed the energy map and the in turn its role in global security – a gap which China is planning to fill. And how …
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Singapore’s Role as a Key Commodities Trading Hub with Lee Pak Sing
34:47
34:47
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Singapore has been a leading commodities trading hub for decades. Its strategic location, strong governance and connectivity have spurred the growth of a rich ecosystem of global trading firms in the city-state. How is Singapore navigating the changing world of commodities? Amidst deglobalization, digitalization and the energy transition, how is Si…
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In this final bonus episode of Enco Insights, CEO Bill Read discusses the history of expert networks, the genesis of Enco Insights and its aims and goals. For future episodes of Enco Insights, please follow the podcast on your preferred platform. For more information on Enco please visit www.encoinsights.com…
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2023 Annual Review: The Centrality of Talent
1:55
1:55
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Our 2023 Annual Review is published and ready for download. The review contains key trend and market moves within the energy & commodities world alongside data driven analysis and editorials. Download here or on our website: https://www.hcgroup.global/hc-insider/market-reviews/access-annual-review-2023…
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VECKTA's Gareth Evans, Episode 3, Green Giants Titans of Renewable Energy
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45:31
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Send us a Text Message. Summary In this episode, Wes Ashworth interviews Gareth Evans, founder and CEO of VECKTA, a platform and marketplace that simplifies the energy transition process for businesses. Gareth shares his journey into the renewable energy industry and discusses the challenges faced by business leaders in understanding and implementi…
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The Future of Food & Ag with Robert Berendes
46:52
46:52
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What does the future hold for the agri sector and the food our plates? And what does it mean for the sector’s participants and investors? Robert Berendes, Executive Partner of Flagship Pioneering and longtime industry executive and investors sets out his views on the paradigm shifts the sector is going through. How has the last four years changed t…
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To start the New Year, in this episode we review the oil markets in 2023 and the likely major themes and trends in 2024. Why were forecasts for 2023 mainly wrong – 100$ oil never materializing? What were the major market, policy and geopolitical events that drove prices and what do these herald for 2024? Will the volatility continue? What are the t…
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This week battery metals expert and CEO of Benchmark Minerals Intelligence joins Enco Insights to provide a quick view on Graphite, the indispensable anode material in the energy transition.By Simon Moores, Paul chapman
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The Hidden Demographic Problem for Commodities with Todd Thurman
46:57
46:57
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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…
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The Natural Gas Markets with Anne-Sophie Corbeau
43:59
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In this episode we review the major themes and events for the Natural Gas markets in 2023 and what that might herald for 2024. The gas markets and LNG are now the crucial global energy balancer. What happened in 2023? What were the key market, regulatory and policy actions and how did countries and participants fare? What are the key factors and mi…
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Enco Insights: Commodity Traders Transacting in Stablecoins
10:38
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Enco Insights is a global expert network dedicated to the energy & resources sector. www.encoinsights.com You can find out about Zodia Markets here: https://zodiamarkets.com/about-us/#our-teamBy Nick Philpott, Paul Chapman
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Building Sustainable Agri Supply Chains with Robert Horster
53:51
53:51
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Global food production faces the twin challenges of meeting growing demand while achieving that both sustainably and lowering carbon emissions. In this episode we dive into what this actually means . What is the impact of agriculture on carbon emissions and how does the sector impact the environment? How are farmers, processors, traders and shipper…
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