{"podcast":{"title":"The HC Commodities Podcast","slug":"the-hc-commodities-podcast-1242341","podcast_index_feed_id":1242341,"rss_url":"https://feeds.simplecast.com/QXaWSc4o","website_url":"https://www.hcgroup.global/","image_url":"https://image.simplecastcdn.com/images/bc8f2a4b-bd5a-4f0e-ad64-7fa59698e65d/a85833c2-463c-48a7-b364-5972dd671c12/3000x3000/hc_podcast_logo_300th_anniversary_post_event.jpg?aid=rss_feed","author":"Paul Chapman, HC Group","episode_count":340,"summary":"Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector. Visit www.hcgroup.global more information on us and our services. To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/","last_synced_at":"2026-07-15T10:20:01.321788+00:00","page_url":"https://stenobird.com/podcast/the-hc-commodities-podcast-1242341"},"episode":{"title":"US Energy Supply, Bottlenecks and Private Equity with Jason Downie","slug":"us-energy-supply-bottlenecks-and-private-equity-with-jason-downie","published_at":"2026-03-11T12:10:37+00:00","page_url":"https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/us-energy-supply-bottlenecks-and-private-equity-with-jason-downie","show_page_url":"https://stenobird.com/podcast/the-hc-commodities-podcast-1242341","url":"https://www.hcgroup.global/","audio_url":"https://dts.podtrac.com/redirect.mp3/cdn.simplecast.com/media/audio/transcoded/911da7df-97ee-4074-95b8-cb7db4fd953e/f16f4497-1462-46a1-9e27-57c332c5c121/episodes/audio/group/bfbf044b-35a9-4ef2-b9e6-ec09d306ab4e/group-item/c31ed3a5-29dd-4222-a206-b92a2a49d556/128_default_tc.mp3?aid=rss_feed&feed=QXaWSc4o","summary":"Today, we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocking key bottlenecks in infrastructure as the US looks to meet the world’s demand for LNG and domestic AI. Where is shale production today? Are rumors of its demise overstated? Where is demand headed, particularly for natural gas? And how is private equity faring more broadly in a world of higher interest rates and other macro-economic headwinds? And what are the opportunities within energy and its infrastructure? Our guest is Jason Downie, Co-Founder and Managing Partner of Tailwater Capital, a private equity firm with over 6 billion in capital and a core focus on energy infrastructure.","meta_description":"Today, we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocki…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3180,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-hc-commodities-podcast-1242341/episodes/us-energy-supply-bottlenecks-and-private-equity-with-jason-downie/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/us-energy-supply-bottlenecks-and-private-equity-with-jason-downie.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}