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S&P Global Commodity Insights
S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.
Total 602 episodes
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Mozambican thermal coal heads to Europe
S&P Global Platts editors Jacqueline Holman and Cameron Carswell discuss European utilities importing high ash thermal coal from Mozambique, the requirement for blending with lower ash coal grades, the range of prices for Mozambican coal and whether demand is likely to rise in the coming...
03:37
13/07/2016
Higher gas demand taking some pressure off well-supplied North American markets
Pipeline maintenance and an uptick in gas-fired power generation are supporting price movements in North American spot and forwards natural gas markets. Curt Mrowiec and Chris Pedersen, senior pricing specialists at Platts, and Thad Walker, energy analyst with Bentek Energy, detail the current...
09:49
20/05/2015
Belarus' gasoline supply relationship with Russia; ambitions to boost oil exports to EU
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nastassia Astrasheuskaya, Platts editor in Moscow, discuss the current status of Belarus' gasoline supplies to Russia, its refinery modernization program and Minsk's ambitions to boost oil product exports to...
08:50
15/05/2015
US coal producers try to keep utilities' attention despite cheap gas
The tension between US coal producers and fuel buyers was evident at the recent Eastern Fuel Buyers Conference, where coal sellers expressed the desire for utilities to work with them to help keep the coal industry afloat. But continued low natural gas prices means the US EIA expects gas generation...
05:45
14/05/2015
What next for the UK oil sector after Conservatives secure surprise victory?
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nick Coleman, Platts senior editor in London, discuss the implications for the UK's oil sector of the Conservative Party victory in the May 7 UK general election, the rise of the Scottish Nationalist Party and what...
10:06
11/05/2015
Energy supply, financing high on Russia-China agenda
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Rosemary Griffin, Platts editor in Moscow, discuss the possible outcome of talks May 8-10 between Russia and China in the areas of oil and gas supply and financing, as well as the continued rise in Russian oil...
08:18
07/05/2015
Lackluster Turkish demand for petcoke, scrap maintains soft Supramax freight rates
Konstantinos Tsolakis, freight editor for the Atlantic Supramax market, discusses the impact low Turkish demand for petroleum coke and scrap metal has had this year so far on the freight cost of shipping both commodities to Turkey, with Aleksandrs Juhnevics, managing editor for West of Suez freight...
05:48
06/05/2015
EU charges Russia's Gazprom with alleged market abuse
Platts EU energy policy specialist Siobhan Hall and International Gas Report senior managing editor William Powell discuss the European Commission's latest charges against Russian gas giant Gazprom for alleged market abuse in central and eastern Europe, looking at the legal precedents and the...
07:02
29/04/2015
Interview: Yamal LNG and Fluxys’ 20-year contract for Zeebrugge LNG transshipment
Lucie Roux, pricing specialist for Platts European gas team, spoke to Laurent Remy, Spokesman and Social Media Manager at Fluxys Belgium, on Belgian Zeebrugge's main assets to support year-round LNG deliveries from the Yamal Peninsula to Asian-Pacific markets. We welcome any feedback or...
04:31
29/04/2015
PRB coal users find flexibility key as power generators pressured
Powder River Basin coal buyers met recently outside Chicago and expressed long-term optimism that the using PRB coal would offer some stability -- including with prices -- despite changes to the US power generation landscape. Jeff McDonald, associate coal editor, talks with Andrew Moore, managing...
06:31
24/04/2015
Outlook for Russian oil against sanctions backdrop
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nadia Rodova, Platts Moscow bureau chief, discuss the outlook for Russia's oil sector against the backdrop of international sanctions against Moscow, including the opening up of Russia's offshore, expected crude...
10:57
23/04/2015
Shell-BG Group deal: What does it mean for the LNG market?
The $70-billion takeover deal between Shell and BG Group will make Shell the second largest global oil producer in the world. But both companies are also active on the LNG front. In this podcast, Platts pricing analyst Max Gostelow and editor Abache Abreu look at the implications of the deal on the...
05:23
15/04/2015
Can N. American gas be saved by coal retirements, power burn?
North American natural gas production is outstripping demand, and increasing power demand due to the forced retirement of coal plants may not be enough to stabilize gas prices going forward. Senior pricing specialists Curt Mrowiec and Chris Pedersen and Bentek Energy senior analyst Bob Yu analyze...
09:05
14/04/2015
Taiwan sees increase in LNG consumption
Taiwan is starting to prepare for its peak summer season and LNG demand fundamentals are about to change. Platts editor for LNG Abache Abreu explains the seasonal increase in the country's downstream consumption and state-owned buyer CPC's demand for spot cargoes to offset an expected shortfall in...
01:58
27/03/2015
As winter demand wanes, US gas markets wait for next driver
The US natural gas markets are transitioning to spring, and now the industry is wondering where the big demand drivers will be as the weather warms. Will power burn come in and "save the market" this year? Senior pricing specialist Curt Mrowiec, associate editor Patrick Badgley, and Bentek Energy...
09:54
26/03/2015
Oil companies vie for prime acreage in US Gulf of Mexico
While winning bids at the 2015 US Central Lease Sale 235 were down from 2014, prices per acre for the ability to potentially produce oil offshore were among the highest of the last 20 years. Starr Spencer, senior editor for oil news, evaluates how the US Bureau of Ocean Energy Management's annual...
07:53
25/03/2015
US coal producer acquisition could boost confidence in industry
Questions abound after the US' largest privately-held coal producer, Murray Energy, acquired prominent Illinois Basin producer Foresight Energy. Platts Coal Trader managing editor Andrew Moore and associate editor Jim Levesque contemplate whether Foresight's longwall mining production will continue...
04:27
20/03/2015
Outlook for ExxonMobil's operations in Russia against backdrop of sanctions
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Rosemary Griffin, Platts Moscow editor, assess the outlook for ExxonMobil's continuing operations in Russia against the backdrop of international sanctions against the country. We welcome any feedback or...
08:24
19/03/2015
Import restrictions drag down coal trade in China
China has been mostly inactive in the spot market after the Lunar New Year holiday. Platts associate editors for thermal coal Arusha Das and Mia Corazon Aureus analyze the impact of China's weak demand on the Asian coal trade, Indonesia's plan to ramp up production this year, and the buying pattern...
06:56
16/03/2015
Winter prompts new US electric power demand records
It's the winter that won't stop in the US, where wholesale electric power markets have been battered by record-setting demand and many prices hit peaks in February. Platts power market reporters Eric Wieser and Kassia Micek walk through the demand peaks of the winter and the impacts on prices. Hear...
07:58
05/03/2015
Production and power burn pull on US natural gas markets
More winter storms battering the Northeast US and New England means more natural gas market volatility, but the price movements are more muted than in years past. Senior pricing specialist Curt Mrowiec, associate editor Patrick Badgley, and Bentek Energy senior energy analyst Bob Yu detail spot and...
07:19
18/02/2015
US coal industry grim in 2015, but hoping for upturn in the long term
One of the US coal industry's biggest meetings, the CoalTrans Conference, recently gave Platts coal editors some further insight into the mood of the markets. While many in the industry foresee a drop in coal production, increased export opportunities to Asia and shifting trends in the Northeast US...
05:37
12/02/2015
Price developments in German, Polish power markets
Petra Witowski and Andreas Franke, editors for Platts European Power Daily, analyze recent price trends in the German and Polish power markets and discuss how these trends may have influenced utilities. We welcome any feedback or suggestions for topics. Contact us at
[email protected]
.
05:48
03/02/2015
Current North American rig counts serve as barometer of upstream oil sector
As global crude oil prices have plunged, rig counts for the US and Canada have also fallen. Starr Spencer, senior editor for oil news, delves into the specifics of the rig counts and explains how oil producers seek to continue being economic — even when prices are low and capex has been cut...
05:53
26/01/2015
Eastern US electric power markets settle into more seasonal norms
Winter in the US is starting to add upward pressure on wholesale power prices, but this winter is markedly different from the last. The ISO-New England has a changing fuel generation mix — including lost nuclear generation — that could present an opportunity for fuels like natural gas....
07:16
23/01/2015
Tough market conditions for Australian thermal coal producers in 2015
Just how bleak is the thermal coal market looking Down Under? In this podcast, Platts senior editor Michael Cooper analyzes how China's new coal importation policies are affecting Australia's thermal coal exports, as well as the silver lining in Australia's free trade agreement with Japan and South...
07:52
19/01/2015
How will Russia cope with the plummeting oil price, sanctions in 2015?
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, Nadia Rodova, Platts Moscow bureau chief, and Moscow editor Rosemary Griffin discuss the outlook for the Russian oil sector in 2015 in the face of the plunging oil price, continued international sanctions and tax...
09:02
19/01/2015
LNG, pipelines temper US natural gas price movements
Even as US natural gas price volatility is picking up in spot and forwards markets, the 2014-2015 winter is setting itself apart from last year. Curt Mrowiec and Patrick Badgley of Platts, as well as Thad Walker of Bentek Energy, detail the gas price movements, the most recent storage report,...
09:58
15/01/2015
US coal markets fail to heat up, despite dropping temperatures
The arrival of cold temperatures hasn't translated to higher prices for US coal, one of the primary fuels for keeping the country warm throughout the winter. Andrew Moore, managing editor of Platts Coal Trader, and Jeff McDonald, associate editor, evaluate why the markets for Powder River Basin and...
04:28
09/01/2015
China's appetite for imported gas waning amid slowing economic growth
In this podcast, Yen Ling Song, Platts senior writer, and Max Gostelow, Platts associate editor, talk about the slowdown in China’s gas demand growth, the country’s appetite for imported gas, and market expectations on gas price movement given the recent decline in oil prices. The...
06:35
07/01/2015
Liquidity Report: European gas traded volume update for November 2014
In tandem with the recent launch of the Monthly Liquidity Report in Platts European Gas Daily, market reporters Gary Hornby and Reginald Ajuonuma discuss the November 2014 trading results, commenting on recent trends in gas trading across Europe and explain the reasons behind the continuing larger...
05:08
19/12/2014
Weak Asian demand changes global LNG trade dynamics
Liquefied natural gas spot prices are hitting pre-Fukushima levels in North Asia. In this podcast, Abache Abreu, Platts LNG editor, and Max Gostelow, Platts LNG associate editor, talk about the impact of South Korea's return to the spot market, the effect of falling crude oil prices on the LNG...
05:55
08/12/2014
What is Russia's oil production strategy amid global price plunge?
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nadia Rodova, Platts' Moscow bureau chief, discuss the impact on Russian oil production of falling oil prices, whether Russia could still reduce its output and how companies and the government are coping with lower...
09:11
04/12/2014
Excess tonnage leads to sluggish Q4 dry bulk freight market
Pradeep Rajan, senior managing editor for Asia Pacific shipping and freight markets, talks to associate editors Deborah Lee, Shriram Sivaramakrishnan and Su Ling Teo on the lackluster Capesize market in the seasonally strong fourth quarter; the trend building up in the Panamax and Supramax segments...
05:14
02/12/2014
Eagle Ford forces out crude imports from Africa along USGC
Crude oil production from the Eagle Ford is increasing at the expense of West African crude imports to the US Gulf Coast. Richard Capuchino Jr., Americas crude managing editor, and Jacqueline Puig, associate editor for shale crude, explore how the domestic light sweet crude is finding more ways to...
06:42
19/11/2014
Tension eases on EU gas markets after Russia-Ukraine deal
Beatrice Bedeschi, Platts editor, and Gary Hornby, Platts associate editor, discuss recent developments in the European gas markets after the deal reached by Russia and Ukraine over winter gas supplies. We welcome any feedback or suggestions for topics. Contact us at
[email protected]
.
08:25
10/11/2014
Biomass: Industrial wood pellet market in grip of currency issue
Platts Gareth Carpenter, managing editor, discusses the growing biomass market and how the euro's recent weakness against the US dollar has caused European generators to source their spot wood pellets from local suppliers rather than the larger volumes available from the US. We welcome any feedback...
06:37
30/10/2014
How will the latest tax regime changes affect Russian oil?
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news and Rosemary Griffin, associate editor, discuss the likely impact on the Russian oil sector of the so-called "tax maneuver", a new taxation regime due to come into force in 2015. We welcome any feedback or suggestions...
07:05
27/10/2014
Two months on, how is Russia coping with oil sanctions?
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news and Nadia Rodova, Moscow bureau chief, discuss the impact to date of US and EU sanctions against the Russian oil sector and whether the recent oil price fall is also hampering oil developments in the country. We...
09:01
16/10/2014
More volatility seen in LNG spot prices on increase in flexible supply
Global LNG trade is up, but North Asia is not part of the growth story. Stephanie Wilson, Platts managing editor for LNG, talks about the volatility in LNG spot prices, the key drivers of price movements, and the potential impact of upcoming availability of flexible LNG supply.This is the latest in...
05:24
07/10/2014
Could international sanctions against Russia affect operations at Sakhalin?
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, Rosemary Griffin, associate editor, and Beatrice Bedeschi, editor, discuss the possible impact of international sanctions against Russia on oil and gas projects -- both current and future -- at Sakhalin Island. We...
07:07
25/09/2014
Policy changes in China, Indonesia and India, and their impact on Asia-Pacific coal market
China's National Development and Reform Commission recently asked major power utilities to reduce coal imports, while Indonesia is implementing a new export license rule. In India, the Supreme Court has ruled that coal blocks allocated between 1993 and 2010 are illegal. Deepak Kannan, Platts...
06:08
05/09/2014
Will US coal be left out in the cold this winter?
The cold winter had many in the US coal industry hoping for sustained demand increases and higher prices. But as Andrew Moore, managing editor of Platts Coal Trader, explains, prices for Powder River Basin and Central Appalachian coal didn't react quite as expected, and now transportation issues...
05:06
21/08/2014
Japan power peak season and LNG demand analysis
Japan is facing the summer power demand peak season without nuclear power for the first time. Stephanie Wilson, Platts managing editor for Asia LNG, and Eriko Amaha, Platts associate editor for Asia LNG, discuss how the Japanese power market is coping with the season's demand; the possibility of...
04:14
18/08/2014
Turkey targets 50% power generating capacity hike by 2023
Platts Darren Stetzel, power markets editor, discusses the evolving Turkish power generation mix as official energy ministry forecasts predict the need for 100 GW of installed generating capacity in Turkey by 2023, up from today's 66.6 GW. Demand is forecast to more than double through to 2023. We...
08:53
11/08/2014
Trading appears carefree in US natural gas markets
Natural gas futures and spot traders have little reason to be bullish as colder-than-normal temperatures blanket natural gas burning markets, with one exception: California. Production is still increasing, easing storage woes, and municipally owned utilities are taking advantage of current markets...
06:36
04/08/2014
Oil companies increase US acreage swaps, seeking efficiency
Oil companies are swapping acreage in the US to become more efficient and better plan drilling and midstream infrastructure. Starr Spencer, Platts senior editor, oil news, discusses which companies have been swapping land recently, including Chesapeake Energy, which did a swap in Wyoming's Powder...
06:58
01/08/2014
Bulls flee N. American gas market as temperatures moderate
The bulls are fleeing the North American natural gas market as hopes for a hotter-than-normal summer have disappeared. That leaves the bears in charge with moderate August weather in the forecasts and predictions of five more weeks of above-average storage injections. Also: Appointing a former...
05:09
21/07/2014
Prices pressured upward for US ethylene, downstream markets
US spot ethylene assessments rose to their highest levels in more than a year earlier in the week, and the tightness in the polyethylene export market hearkens back to the aftermath of Hurricane Katrina. US petrochemical editors Chris Ferrell and Pavel Pavlov discuss how prices are moving, attempts...
06:08
18/07/2014
Polar vortex redux weighs on US gas markets
Platts North American natural gas editor Patrick Badgley explains how a mass of arctic air is expected to move across the US this week, and in many places natural gas prices are lower than last year. A surge of production in the Northeast and a slew of pipeline projects could keep prices in these...
06:43
17/07/2014