With global container shipping costs coming down, European polymer markets are seeing offers of material from the Far East rise, adding pressure to prices in an already over supplied environment. Platts Petrochemicals editors Abdulaziz Ehtaiba, Hui Heng and Daniel Pelosi, and Containers editor George Griffiths talk about the logistical landscape and the fallout it is causing in the polymer markets. Price assessments relevant to this episode: PP Homo Inj FD NWE Spot Eur/mt - AALUR00 PP Inj CFR FE Asia - PHBIF00 Platts Container Rate 1 North Asia-UK Continent $/FEU - PCR0100 HDPE Film CFR Far East Asia - AATYE00

As gas supply disruptions send shockwaves across the world, the ability and capacity to store energy has come under close scrutiny. Associate Director Paul Hickin discusses with gas and power editors Stuart Elliott and Kira Savcenko whether Europe has enough energy in reserve to get through the winter, the challenges of providing sufficient back-up from both fossil fuels and alternative sources, the knock-on effects to the rest of the world, and whether we might experience déjà vu this time next year. Related price assessments: Dated Brent: PCAAS00  UK baseload front-month (GBP/MWh): AADGP00  TTF front-month (Eur/MWh): GTFTM01 

Used cooking oil (UCO) or vegetable oil unfit for human consumption has found a new life as feedstock for biofuels like Used Cooking Oil Methyl Ester (UCOME). UCO is also used to produce renewable distillates like sustainable aviation fuel and hydrotreated vegetable oil. With governments across the world pledging emission-reduction targets and increased capacity coming online, the demand for UCO is steadily growing.   S&P Global Commodity Insights' experts Elizabeth Thang, Donavan Lim, and Loren Puette discuss how these markets are developing in Asia and the policies that will drive future demand. Subscribe to Platts Dimensions Pro for access to assessments and premium content covering Platts UCO FOB Straits (UCFCC00), UCOME FOB China (UCFCA00), UCOME Singapore (UCFCB00) and many more. Related infographic: As airlines eye SAF for blue skies, used cooking oil in demand  

In this episode of the Commodities Focus podcast, S&P Global Petrochemicals Editor Abdulaziz Ehtaiba talks with Univar Solutions’ Nick Powell, board member at FECC, about events like Russia's war in Ukraine, as well as factors like inflationary pressures in Europe, and how they are impacting the chemicals distribution industry.

US steel and polymer producers rode a wave of soaring prices for their products in 2021 as the economy roared back from the coronavirus pandemic and construction activity boomed. The hot building market brought with it an uptick in demand for steel and polymers. But the fun couldn't last forever. Rising interest rates are tamping down inflation, and the construction industry is feeling the pain. S&P Global Commodity Insights global polymer lead Kristen Hays and US metal news editor Nick Lazzaro dive into recent trends in US construction activity, and how the price swings in polymer and steel markets illustrate that after two red-hot years, the economy might be finally cooling down. Subscribe to Platts Dimensions Pro for access to assessments and premium content covering US hot-rolled coil (STHRI00), US polyvinyl chloride (AAGZR00), and much more.

US summer power markets are just warming up. A heat wave hit the central US in mid-July, leading to multiple alerts and records across two grid footprints, and a late July heat wave brought triple-digit temperatures to the Pacific Northwest, shrinking power exports to neighboring regions in the West. But the summer demand season is far from over, as forecasts for summer-like temperatures now extend into September, which means there’s likely much more on the way before things cool off. US power news editor Kassia Micek, power pricing analyst Karen Rivera, senior power and gas editor Mark Watson, and North American power analytics manager Morris Greenberg discuss what’s happened this season to date, and how things look down the curve. Subscribe to Platts Dimensions Pro for access to assessments and premium content covering ERCOT North Hub day-ahead on-peak (IERNM00), SPP South Hub day-ahead on-peak (ISSOM00), and much more.

Australia’s ban on export of alumina to Russia following the war in Ukraine sent prices on a rollercoaster ride in the first half of 2022. Uncertainties surrounding the supply-demand dynamics and policies continue to loom ahead. In the aluminum markets, Chinese smelters have been ramping up production but are facing operational losses, while elevated energy prices and operational challenges threaten further smelter curtailments in the Atlantic basin. In this podcast, S&P Global Commodity Insights' senior managing editor Mok YuenCheng discusses with pricing specialists Jenson Ong and Germaine Lee, and analyst Lucy Tang on what lies ahead for the alumina and aluminum markets this year.  Subscribe to Platts Dimensions Pro for access to assessments and premium content covering Platts Alumina FOB Australia (MMWAU00), FOB Brazil Atlantic Differential (MMWAD04), China ExWorks (MMXCY00), as well as the Aluminum Premium CIF Japan (MMANA00) and much more.

Amid geopolitical risks threatening the key wheat-growing Black Sea region, Canadian wheat is taking on a bigger role in the global spotlight for this key food crop as recently launched CME futures give additional tools for those looking at FOB Vancouver wheat. Join agriculture managing editor Josh Pedrick and senior pricing specialists Luke Lundgren and Alexandre Bobylov as they talk through the current market dynamics in global wheat, while head of grain analytics Pete Meyer discusses the supply and demand picture. This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

India’s imposition of steep tariffs on steel exports has put global markets in a tizzy, with unanswered questions on the longevity of the policy, immediate benefits to domestic end-users and strategies that local mills could adopt to manage excess inventories. In this podcast, S&P Global Commodity Insights' experts, Senior Editor Ashima Tyagi and Lead Analyst Paul Bartholomew, discuss with Aruna Sharma, Former Secretary, Government of India the immediate and long term implications of this decision. They also weigh in on India’s diminishing role as an exporter of prominence and its future pace of capacity additions. 

As hurricane season 2022 unfolds in the US Gulf of Mexico, the implications for oil and gas infrastructure in the region are wide-ranging. More than ever, the whole world is watching the US Gulf as energy from the United States grow their presence in global markets. Americas gas news manager Joe Fisher sits down with natural gas editor Alan Lammey and oil editor Jordan Blum to discuss what the forecast says and what tropical activity could mean for natural gas, LNG and oil. This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

European and Asian buyers of liquefied natural gas have increasingly been turning to US supplies as Russia’s gas is spurned. This has reinvigorated contracting and LNG terminal development activity in the US, where the midstream and upstream sectors, and regulators in Washington, are keenly aware of the developing market opportunity for global gas. S&P Global Commodity Insights’ Americas gas news manager Joe Fisher speaks with LNG editor Harry Weber, natural gas editor J. Robinson, and government/regulatory editor Maya Weber about how shifting natural gas trade flows caused by the war in Ukraine are affecting the US natural gas industry now, and what industry participants and regulators are saying about growing opportunities in global gas. This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

The lockdowns in Shanghai have caused significant supply chain disruption around the world, but also falling container rates from their all-time highs. In this episode of the Commodities Focus podcast, Americas containers editor David Lademan speaks with Asia containers specialist Ayush Verma and managing editor George Griffiths about how the ongoing lockdowns in China amid their 'zero-COVID' policy have impacted global trade flows, and what to expect once the shutters reopen on Shanghai’s production facilities. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Sulphuric acid prices have been rising strongly since the start of COVID-19. Copper prices are also showing a similar trend. What are the factors behind the strong uptrend in demand? What is the impact on copper and sulphuric acid from the ongoing Russian-Ukraine war and China's "zero-COVID" strategy? S&P Global Commodity Insights' experts--Mok Yuen Cheng and Han Lu from the Platts pricing team and Hui Min Lee from Fertecon-- discuss in this podcast.

Russia’s military invasion of Ukraine has triggered a shift in European power production as gas prices have risen to new heights. With Russian supplies accounting for about 40% of all European gas imports, can natural gas have a future as a key generation fuel in Europe? Can it remain a bridge between high-carbon fuels and green sources of energy as planned to meet ambitious climate targets?   Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

A global dislocation of clean tanker tonnage has driven freight volatility in recent weeks, as charterers scramble for barrels in east and west of Suez markets to satisfy European and South American demand. In this episode of the Commodities Focus podcast, Americas freight senior managing editor Barbara Troner speaks with EMEA middle distillate editor Rowan Staden-Coats and shipping editors Sameer Mohindru in Singapore and Chris To in London about how the Russia-Ukraine conflict has exacerbated the global shortage in diesel markets and to what extent the replacement of Russian-origin diesel barrels has driven recent volatility in the global clean tanker markets. This Commodities Focus podcast was produced by Jennifer Pedrick in Houston and Felix Fernandez in London.

In this special episode of the Commodities Focus podcast from S&P Global Commodity Insights, Vincent Valk, senior editor of Chemical Week, and Luke Milner, managing editor of the EMEA olefins and polymers team, discuss the impact of Russia’s invasion of Ukraine on European polymer markets, whether buyers in Europe are avoiding Russian material and the impact of the recent reduction in demand.

High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul Hickin about the infancy of what he has been calling a new commodity supercycle and the supply challenges ahead.

With 2022's volatile gas prices causing uncertainty across the energy markets, the case for LNG as a marine fuel has been shaken. LNG has previously been called the frontrunner in the race for alternative marine fuels – is that still the case? Editors Sam Eckett and Piers de Wilde are joined by analyst Anastasia Zania to look at the current state of the market, and the future outlook for LNG bunkers. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

US states are ramping up their decarbonization goals in legislation, and corporations are committing to powering their operations with renewables. Enter Renewable Energy Certificates. What role do RECs play in the energy transition, and do they bring more clarity or challenges to the race to decarbonize? Global power manager Amy Gasca leads the discussion with power pricing analyst Nicole Baquerizo and senior manager of North American power analytics Morris Greenberg. This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

Asia’s LNG market has been disrupted by the war in Ukraine at a time when supply was already tight because of outages, low inventories and a rebound in economic activity. Global gas prices continue to flirt with record high levels with every escalation in the Russia-Ukraine conflict. The unwinding from Russian gas supply threatens to further disrupt spot trade and long-term gas dependence for Asian gas importers in 2022. In this podcast, S&P Global Commodity Insights’ Eric Yep, Kenneth Foo and Jeffrey Moore talk about the way ahead for Asia’s LNG market.

The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce higher margin transportation fuels. Tightening sanctions on Russian oil has seen newer trade flows emerge. As Asian markets gear up for peak summer demand, trade flows are poised to undergo further changes. The recent fuel contamination issue at Singapore has further exacerbated product availability concerns. In this podcast, S&P Global Commodity Insights' Rajesh Nair, Atsuko Kawasaki and Zhuwei Wang talk about the outlook for the Asian fuel oil market.

Center-South Brazil's crop officially started on April 1, and although more than 70% of the expected sugar exports are already hedged, there is still flexibility for the allocation of the sugarcane mix to switch between sugar and ethanol. The final mix will largely depend on the relative prices of sugar and ethanol, which are exposed to several factors such as international oil prices, the Brazilian real, weather, fuel demand, and fuel pricing policy. Nicolle Monteiro de Castro, senior price specialist for agriculture, and Luciana Torrezan Soncin, global manager of sugar analytics, discuss the key variables impacting the 2022-23 Center-South Brazil sugarcane crop, and how the local and global geopolitical factors can potentially impact the ultimate sugar and ethanol production figures. This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

The global natural gas market is exhibiting record volatility, with prices at unprecedented levels as Russia’s invasion of Ukraine casts a cloud of uncertainty over the future of Europe’s supply mix. LNG has however emerged as a key source of flexibility for the European market, with active competition with Asia for volumes leading to record deliveries in the first quarter of 2022. In the latest Commodities Focus podcast, pricing manager Allen Reed and analyst Luke Cottell discuss Europe's new role in the global LNG markets, emerging regasification capacity constraints on the continent, as well as the challenges of relying on LNG to diversify away from Russian pipeline gas in the years ahead. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Nickel prices hit an unprecedented $101,365/mt in early trading on March 8 following a historic short squeeze on pure nickel and have been volatile ever since.  China, the world's largest consumer of nickel, has seen trading activity for nickel sulfate, an important component of nickel-cobalt-manganese (NCM) batteries, fall to an all-time low. This comes at a time the China is witnessing booming domestic demand for electric vehicles. S&P Global Commodity Insights' Clement Choo, Lucy Tang and Jesline Tang discuss what the nickel price volatility could mean for battery chemistries and pricing moving forward. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

A constant rush of imports has commanded short supply of equipment needed to move out exports of resins used to make everything from grocery bags and shampoo bottles to vinyl siding and vehicle dashboards. After US resin producers struggled through a year of severe weather that squeezed supply, they entered 2022 with multiple hurdles to restoring those outflows just when more supply is ready to ship out. Global polymer lead Kristen Hays and US container freight editor David Lademan discuss the whys and wherefores of these logjams, and what shipping and resin markets can expect going forward into the year.

As more renewable energy enters the grid, wind and solar generators increasingly compete for the same revenue streams. This results in a price cannibalization risk, in which renewables erode their own value over time. Recent renewable penetration trends in North America with wind and solar capacity additions are already showing signs of eroding prices in regions such as ERCOT and SPP. Managing editor global power pricing Amy Gasca, power pricing analyst Daryna Kotenko, and senior power analyst Giuliano Bordignon discuss these trends in North America for historical capture price indexes, outlook on risks, and other expected technology drivers.

The commercial and financial ramifications of the Russia-Ukraine conflict will be felt for a long time. As the conflict escalates, sanctions have been imposed on Russian banks and shipping companies. This has meant that many companies are reluctant or unable to trade with Russia. In this podcast, S&P Global Commodity Insights' Pradeep Rajan, Sameer C. Mohindru, Zhuwei Wang and Shriram Sivaramakrishnan explain what the latest developments mean for the maritime sector, global trade and shipments and prices of key commodities including crude, refined oil products, grains and coal. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

The natural gas storage situation in North America has fluctuated wildly this winter, quickly moving from a surplus to a growing deficit in the US. Meanwhile, Canada’s inventories have teetered near historical lows all winter. In response, key hubs throughout the US and Canada are maintaining prices not seen since 2008, the early days of the US shale boom, as Henry Hub forwards recently posted record-high daily gains. US natural gas writer Brandon Evans sits down with Platts Analytics’ energy analysts Richard Frey and Eric Brooks to discuss the state of gas storage and exports in Canada and the Lower 48, as well as the outlook for the rest of heating season.

Asia's LPG demand has been growing over the last decade, led by China's mushrooming petrochemical sector. India’s LPG demand has also grown due to large subsidy-driven household consumption. But major Middle Eastern exporters have to grapple with growing competition from other producers, led by the shale-driven US natural gas liquids sector. In a move to win back traditional buyers and entrench themselves in a bullish LPG market, Middle Eastern producers are projected to boost export volumes in 2022. S&P Global Platts Wendy Wells, Ramthan Hussain and Joshua Ong discuss what lies ahead for the LPG markets in 2022. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Copper prices were on a roller-coaster ride in 2021 with demand recovery in US and Europe, logistics issues, COVID-19 disruptions and power cuts in China all contributing to the price fluctuations. Futures backwardation also hit a historical high in 2021.  In 2022, increasing supply from new and existing mines is likely to be one of the key factors to watch out for. On this week's Commodities Focus podcast, S&P Global Platts Yuen Cheng Mok and Han Lu discuss what’s in store for copper markets in 2022.

Enterprise Products Partners co-CEO Jim Teague and Chris D’Anna, senior vice president of petrochemicals, discuss the energy storage and transportation titan’s push into upstream petrochemicals that will feed growing plastics demand over the next decade. The company is a key delivery point for physically settled futures markets, with global hydrocarbon risk management from the wellhead to waterborne markets. Enterprise’s reach includes 50,000 miles of natural gas liquids, crude oil, natural gas and refined products pipelines as well as 260 million barrels of NGLs, crude, refined products and petrochemicals storage. Petrochemicals is not new to Enterprise, but the company is expanding that reach with export growth, storage and olefin production facilities, including serious consideration of a cracker that could serve downstream plastics producers. Kristen Hays, S&P Global Platts’ global market lead for polymers, recently sat down with Teague and D’Anna to discuss the company’s growing focus on petrochemicals.

The World Petroleum Congress in Houston brought back a sense of normalcy to the energy sector as both the industry and the world continue to grapple with the coronavirus pandemic. But the other existential threat for fossil fuels is the burgeoning energy transition and switch to cleaner sources of power and fuels. At the conference, many oil and gas executives pushed back at the notion of a seamless transition, arguing that fossil fuels will be needed for many decades to come, and warning of price shocks and energy shortages if the world shifts too quickly. Americas oil news director Jeff Mower, senior upstream editor Starr Spencer, and senior midstream editor Jordan Blum sat down to recap these themes from WPC and reflect on the slow shift toward in-person events again.

The Nord Stream 2 gas pipeline from Russia to Germany is one of the most controversial energy infrastructure projects in history. Now complete, there remains uncertainty over when the 55 Bcm/year project will begin commercial flows. On this week's Commodities Focus podcast, S&P Global Platts Henry Edwardes-Evans, Stuart Elliott, Gary Hornby and James Huckstepp discuss the project's history, the many obstacles it has faced, its impact on European gas prices and what to expect next.

US natural gas and power markets are strengthening as the heart of winter heating season nears.    In this podcast, editors from S&P Global Platts power and natural gas teams discuss spot and forward pricing, weather outlooks, major trends, and market fundamentals impacting the winter outlook. With power and gas prices rising across the board, we investigate how these markets have evolved from the previous year, what infrastructure has been added, and what to expect as winter forges ahead. 

The price of the global Japonica market’s benchmark, US #1, 4% broken white rice, is reaching highs not seen in ten years at quite an unfortunate time. Freight from California remains incredibly difficult to source, especially at an affordable rate for buyers. Meanwhile, other Japonica origins, such as Australia and China continue to steadily chip away at market share amid pressure to export their increasingly robust stockpiles. In this Commodities Focus podcast, S&P Global Platts agriculture and freight editors discuss California’s situation and what it means for the global Japonica rice trade going into 2022.

Ciaran Roe and Ira Joseph break down the unprecedented price movements in recent LNG and gas markets. The discussion focuses on how we arrived at this point of unusual tightness and whether the conditions that brought us here will persist. Then the discussion turns to the evolving pricing relationship between JKM and TTF, how LNG imports have been trading above Europe’s main gas hub for months, and how the US Henry Hub fits into the mix. The final segment looks ahead to how short-term price volatility may trigger changes in long-term gas and LNG contracts and the types of indexation that will underpin them. Note: Prices discussed as of date of recording 28th October 2021.

While energy prices are moving higher and higher, there's a clear laggard in the commodities space: the tanker freight market. Why are clean and dirty tankers not keeping pace? S&P Global Platts shipping market experts Pradeep Rajan, Vickey Du and Sameer C. Mohindru examine the factors shaping the clean and dirty tanker markets, and their path to recovery.

S&P Global Platts crude editors Maria Eugenia Garcia and Fred Wang discuss with Senior analyst Richard Capuchino, Jr. the latest developments in light, sweet crude production in the Atlantic Coast of South America. These new grades are receiving strong interest globally, but particularly from Asia, as refiners seek to reduce sulfur content in refined products.

Natural gas storage inventories in the US have crept within 5% of the five-year average and Canada is pushing even higher as the injection season winds down. However, key hubs throughout the US and Canada are reporting prices not maintained since the dawn of the shale revolution due to North America’s newfound exposure to global gas market forces. If the US and Canada experience a colder-than-normal winter, and drops inventories below 1 Tcf, pricing analysts expect the benchmark Henry Hub to crack $10/MMBtu, with others across the continent following suit.

In the latest installment of the S&P Global Platts Commodities Focus podcast, Harry Weber, a Platts senior natural gas writer in Houston, is joined by Dania El Saadi and Claudia Carpenter in Dubai. Dania is a Platts senior editor, Middle East news, and Claudia is Platts editorial lead, Middle East crude. They discuss the recently completed Gastech, the biggest in-person gathering of gas market participants since the coronavirus pandemic erupted almost two years ago. While there were nibbles around the edges of the market, the conference did not produce any major firm long-term offtake agreements that might help developers sanction a new liquefaction or regasification project. The attendees shared their outlooks, ideas for controlling fossil fuel emissions, technical innovations for cutting project costs, and thoughts about geopolitical and regulatory opportunities and challenges facing the industry.

As Europe struggles to replenish natural gas inventories, prices reach all-time highs, with Platts Analytics forecasting even more gas-to-oil switching throughout the coming winter. While European gas and power supply and demand hangs in balance, market participants look to controversial Nord Stream 2 for a sign of hope, as the project enters certification proceedings. S&P Global Platts Managing Editor of European Gas Gary Hornby, Platts Analytics Senior Gas Analysts Valentina Bonetti, and UK Power Analyst Shubh Shukla discuss the outlook for gas and power with Felix Fernandez.

Global polyethylene prices and trade flows have been hit by challenge after challenge, from the coronavirus pandemic since early 2020, the deep freeze in the US in February, to the recent container shortage that has driven freight rates to record highs. With the hurricane season still on in the US, new quality standards expected to be implemented in India, logistical issues in Europe, and polyethylene plant startups in the coming months, the question on when prices and trade flows will normalize continue to hound market participants. S&P Global Platts market experts Heng Hui, Ashna Mishra and Sarah Trinder join Kristen Hays to share their insights on what's shaping global polyethylene markets today. For more commodity news and analysis, visit https://www.spglobal.com/platts/en  

A lack of vessel space, high freight costs, port backlogs and a shortage of truck drivers, the logistical challenges facing the plastics industry have multiplied across 2021. Join Platts petrochemical editors Aziz Ehtaiba, Sarah Trinder and Callum Colford as they discuss what this has meant for polymers and ask Platts Analytics Yi-Jeng Huang what’s next for the markets.

Emerging economies and their successful vaccine rollouts will be key to the short-term recovery of the oil tanker market, after the highs of 2020, as it works through a period of low freight rates. International Seaways CEO Lois Zabrocky and Platts EMEA senior writer for transport fuels Tom Washington discuss the state of the market and where it is pointing.

California has one of the most aggressive clean energy goals in the US and the state leads the US in utility-scale solar capacity and battery storage capacity. More recently, discussions have picked up regarding offshore wind in the West. Platts power news editor Kassia Micek discussed with Commissioner Karen Douglas the work the California Energy Commission is doing to develop offshore wind along the West Coast.

Germany goes to the polls on September 26 in the most open contest for years. As Chancellor Angela Merkel prepares to step down, S&P Global Platts’ news and analytics experts discuss the daunting energy challenges facing her successor. The rally in natural gas prices adds uncertainty and may overshadow coalition talks that will set the framework for the coming four years as the new government has to put Europe’s biggest economy on track for the new 2045 net zero target.

Leaders in the public and private sector are faced with the possibility of more frequent and intense weather events -- winter storms, heat waves, cyclones, wildfires -- as anthropogenic climate change continues, and must decide whether they should "price in" the risk of such events in building more robust and sustainable energy infrastructure. Michael Webber, chief technology officer at Energy Impact Partners, discusses the opportunities and challenges to that approach with Mark Watson, S&P Global Platts senior editor for North American electricity and gas, and Kieran Kemmerer, power sector analyst at Platts Analytics.

Tariff uncertainty, high freight rates, labor issues and other dynamics have combined with supply constraints and healthy demand to elevate global aluminum premiums. And all that’s happening as the value chain -- from producers to end-users -- is grappling with decarbonization and other big-picture challenges. Hear from S&P Global Platts senior North America aluminum editors Tina Allagh and Sarah Baltic, along with Christopher Davis, Platts Regional Pricing Director for Metals in the Americas, about how US market participants are navigating these difficult times and more.