Jul 29, 2026 · 58 min · 11 segments
We return in a special episode to the Iranian-US war to discuss how "Real-Eknomik" is shaping realpolitik. Nick Kumleben, Director at Greenmantle, the geopolitical risk and strategy consultancy…
Nick KumlebenGuestPaul ChapmanHost[upbeat music] Welcome to the HC Commodities Podcast, a podcast dedicated to the commodities sector and the people within it.
This podcast is produced by HC Group, a global search firm dedicated to the commodities sector.
[upbeat music] Today we return to the subject of the Iranian-US war, and joined by Nick Kumleben, director at Greenmantle, the geopolitical risk and strategy consultancy, where Nick handles the energy and commodities portfolio.
We're using commodities, and more broadly economics, to try and understand the positioning of the various participants, as well as broader proxies as to whether we can see peace in the future, a continuing of the status quo, or an outbreak of an all-out war, and what might be some of the tail risks that could upend all of these calculations.
As always, you can really support the show by leaving us a positive review on the platform you're listening on.
We will be getting back to a regular schedule in the next week or two after taking some time out for the summer and releasing some of our greatest hits.
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[upbeat music] Welcome to the HC Commodities Podcast, a podcast dedicated to the commodities sector and the people within it.
This podcast is produced by HC Group, a global search firm dedicated to the commodities sector.
[upbeat music] Today we return to the subject of the Iranian-US war, and joined by Nick Kumleben, director at Greenmantle, the geopolitical risk and strategy consultancy, where Nick handles the energy and commodities portfolio.
We're using commodities, and more broadly economics, to try and understand the positioning of the various participants, as well as broader proxies as to whether we can see peace in the future, a continuing of the status quo, or an outbreak of an all-out war, and what might be some of the tail risks that could upend all of these calculations.
As always, you can really support the show by leaving us a positive review on the platform you're listening on.
We will be getting back to a regular schedule in the next week or two after taking some time out for the summer and releasing some of our greatest hits.
