The HC Commodities Podcast

Today, we are discussing China's export controls and bans on the critical minerals and the minor metals. Why are these controls in place? What do they tell us about Chinese strategy? And is it truly anti-West or just China exercising soft power in much the way that other great powers have done? What can we divine from the export controls about China's strategy, and what does it all mean for the merchants and traders in the sector and broader industry. And what opportunities does it present? Our guest lives these questions: David Sher, CEO of AMC Group. Nearly 150 years old, the group spans merchant trading, the oldest continuous category one ring member of the LME, financial and risk management services, industrial services and operations, and increasingly providing investors access to this critical sector. 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, in the shadow of the US midterm elections, we discuss crude and its products. Where is crude flowing? Is there still a dieselpocalypse in our horizon? And what do traders and their trades tell us about the duration and risk of not only the conflict in Iran, but also in Ukraine and the general fragility of our supply chains? Returning to the show and in my office in person, hence the slightly different audio quality, is Emily Kyne. After her recent episode on natural gas, we return to discuss oil. She's Vice President of Commodity Strategy and Trade Analytics at ARM Energy, a leader in oil and natural gas transportation and energy management in North America 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're discussing power demand, the US natural gas markets, satellites for commodity trading intelligence and the “momentification" of everything. Our guest is Bill Perkins, founder of a variety of companies including Skylar, the commodities hedge fund, Synmax, a satellite intelligence company, author of Die With Zero and well-known commodities personality. Skylar Capital Management have recently launched MWHS, the Skylar Electricity Futures ETF, listed on NYSE Arca. The fund seeks to provide investors with direct exposure to the U.S. electricity futures markets in ERCOT and PJM.For more on the fund visit: https://www.skylaretfs.com/mwhs. 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 subject of renewables and the associated electric ecosystem - electrotech - particularly in the developing world. What is the prevalence and relevance of these technologies in power generation and consumption in the world shortly leading the Iran War? And what has that attack itself done to those trend lines? Our guest is Daan Walter, principal and energy strategist at Ember, the global think tank dedicated to the energy transition.For more on Ember visit: https://ember-energy.orgor subscribe to their substack here:https://www.electrotech-revolution.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

HC Group's Q3 Market Review is ready for download - talent trends and moves from across the commodities sector.Download for free here: https://www.hcgroup.global/insights/market-reviews/access-q3-market-review-2026For more on Enco Insights and the advsiors we can connect you with for short or long term projects visit www.encoinsights.comFor Hyperion Search our renewables and electrotech search firm visit www.HyperionSearch.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