The HC Commodities Podcast

Today we have Archie Hunter, journalist at Bloomberg who covers commodities, joining the show to get his take on current events, as well as the recent FT Global Commodities Summit, and compare notes on the key trends that we're seeing. How the current volatility is driving trading house earnings and how too much volatility might cause some challenges but certainly is driving continued consolidation in the sector and why good times for them is not good times for our wallets.

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

Doomberg returns. The US is mired in a war that it, nor its allies, can afford to escalate. Exposing the fragility of the global economic order, underpinned by delicate energy infrastructure. China, long planning for that fragility, is strengthened and Russia is looking cornered and more dangerous as Ukraine attacks its energy infrastructure. OPEC is shattering. For Doomberg, World War 3 is very much under way and we are in an era of profound change. And maybe AI, the savior of the SP500, wont choose to save us. Doomberg is the largest dedicated energy & finance Substack powered https://newsletter.doomberg.com/

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

In this episode, host of the HC Commodities Podcast, Paul Chapman, shares his notes and reflections from the FT Global Commodities Summit, which he just attended in Lausanne, Switzerland.

Drawing on panel discussions, on‑stage debates and informal conversations across the event, Paul explores the themes shaping today’s commodities markets across energy, metals and agriculture. From shifting supply‑chain models to rising geopolitical risk and the growing role of data and technology, the episode reflects on how market participants are adapting to a more fragmented and uncertain global landscape.

HC Group was proud to be a Silver Sponsor of the summit, which brought together senior leaders from across the global commodities sector for debate, insight and exchange.

AI in Commodity Trading is HC Group's latest report, produced in collaboration with FT Longitude. It explores where AI is having the greatest impact today, and what will determine competitive advantage tomorrow.

Download the report here: https://www.hcgroup.global/insights/talent-trends/report-ai-in-commodity-trading-why-data-will-define-the-winners

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

Register your interest for Bloomberg and HC Group's metals trading event: https://go.bloomberg.com/join/invite/metals-pricing-the-narrative-vs-pricing-the-physical/

Access HC Group’s Q1 Market Review: https://www.hcgroup.global/insights/market-reviews/access-q1-market-review-2026

Register for HC Talent Intelligence's Energy Trading Salary Report: https://www.hcgroup.global/reports

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

Today, we return to the European energy markets, in particular, power. How has European power demand fared since COVID and Russia's invasion of Ukraine? What has that done to power markets themselves and the energy mix? Just as European power demand was starting to pick back up, has Israel and the US's attack on Iran upended it? And what has all this volatility meant for power traders and European energy traders more broadly? Our guest is Xavier Veillard, Partner at McKinsey & Company and global lead for power trading, to unpack how market volatility is reshaping power trading strategies and the skills traders now require.

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