In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritise security over economics and sustainability? How to manage the inherent internal conflicts between co-existing policies and statements, and what the trading opportunities might be for the energy & commodities sector.
Our host, Paul Chapman, welcomes back Nick Kumleben, the Energy and Commodities Director at Greenmantle, the geopolitical and macro advisory firm that weaves in historical context to help organisations understand the current markets and opportunities within them.

Key Talent Takeaways
Geopolitical Awareness is Essential
Professionals must now integrate geopolitical developments into core decision-making. Understanding the impact of tariffs, sanctions, and shifting global alliances is critical for navigating today’s commodities landscape.
Public-Private Fluency is in Demand
With growing government intervention, talent must be able to work across both public and private spheres. The ability to manage regulatory complexity and engage with agencies is becoming a key differentiator.
Intelligence-Led Strategy is Key
Success increasingly hinges on strategic foresight. The best talent will offer insight into government policy and market shifts, beyond traditional supply-demand models.
Evolving Priorities Require Adaptive Skills
Cost efficiency is being replaced by priorities like energy security and supply chain resilience. Leaders must adapt to new success metrics tied to national and strategic interests.
Talent Mobility Faces New Barriers
With rising trade barriers and geopolitical tensions, global mobility is no longer a given. Talent strategies must now account for regional risks and reduced international stability.
HC Group is a global search firm dedicated to the energy and commodities markets.
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