The HC Commodities Podcast

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.org
or 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-2026
For more on Enco Insights and the advsiors we can connect you with for short or long term projects visit www.encoinsights.com
For 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

Today, we return for part two on the predictability premium - how trading organizations can boost valuations of the asset-backed organizations they're within. One of the major challenges in creating a commercial organization is translating that value to the board and addressing their questions. That's what we're tackling in part two today - how to win the mandate to build a commercial organization and how to maintain it. Our guest is Christian Lins, Partner at Oliver Wyman in their risk and trading practice, which he leads in North America, and Christian's based in Houston.

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

For commodity trading professionals, it now seems obvious that large global asset-backed producers, refiners, miners and processors should have some form of trading capability.
The risks alone of having a stranded product, an unfulfilled short or being exposed to wild price swings justify it, let alone the profits, market access and intelligence these capabilities can generate.
This view rarely translates to other divisions within the group, let alone to the board or shareholders. Commercial teams are seen as risky, consumers of cash and culturally suspect, while investors supposedly discount them.
In this two-part series, host Paul Chapman tackles this disconnect with Christian Lins, Partner at Oliver Wyman, a global management consulting firm. Together, they explore whether investors assign real value to these capabilities and how senior commercial leaders can bridge the gap.
To read Christian's paper on the subject (available on October 7th) visit: https://www.oliverwyman.com/our-culture/our-people/christian-lins.html
For more on Enco Insights - our senior advisor network visit www.encoinsights.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