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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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Hurricane Florence and the hidden hand in gasoline pump pricing
Up in the summer, down in the winter. What is going on with your gasoline? Jeff Bair and Seth Clare of Platts' light ends team discuss the influence of RVP on US gasoline assessments and how they provide a wrinkle into how fuel was priced during Hurricane Florence. Download: S&P Global Platts...
11:26
18/09/2018
Global LNG market in focus as annual Gastech conference nears
S&P Global Platts senior natural gas writer Harry Weber, LNG Editorial Lead for Asia Pacific and the Middle East Abache Abreu and Managing Editor Gas & Power Joe Fisher preview next week’s Gastech conference in Barcelona. They analyze the key themes and what the global gas and LNG...
09:19
13/09/2018
Center-South Brazil's 2018-19 sugarcane season and the highest ethanol mix in 10 years
A unique season for the 2018-19 sugarcane crop in Center-South Brazil is resulting in the highest ethanol mix in 10 years. What have been the impacts in the supply-and-demand dynamics in the world’s largest sugarcane producer and second-biggest ethanol market? Can demand catch up with the...
10:36
07/09/2018
Russian officials prepare for flagship meeting with Asian investors at Eastern Economic Forum
Russian President Vladimir Putin will host Asian leaders at the Eastern Economic Forum in Vladivostok, September 11-13, 2018, where discussions are likely to be dominated by trade tensions and North Korea peace talks, as well as the most promising areas for future cooperation. S&P Global Platts...
05:05
07/09/2018
Digging into ACE: How will Trump’s Clean Power Plan replacement impact US power markets?
S&P Global Platts Editor Kate Winston and Senior Manager Matthew Eversman discuss the Affordable Clean Energy rule and whether this new legislation will have an impact on the US generation mix.
11:57
31/08/2018
US power sector coal, gas storage down but prices unmoved
Coal stockpiles at US utilities and natural gas storage are both down this year rather significantly, but prices have yet to react. Andrew Moore, managing editor of Platts Coal Trader, says increasing gas production is one reason prices have stayed low, which is also limiting coal demand. But with...
05:41
29/08/2018
Brazilian soybean port premiums jump as US and China engage in trade war
Brazil, the world’s largest soybean exporter, is bound to be nearly alone in providing the oilseed to China with competitive prices, after the Asian country imposed a 25% tariff on US exports. However, uncertainties around Brazilian domestic freight costs make the scenario for the South...
06:33
23/08/2018
How a ‘perfect storm’ pushed Southern California natural gas to a record high
Senior Pricing Specialists Samer Mosis, Arsalan Syed and John DeLapp of the S&P Global Platts North American Natural Gas team discuss the behavior of the often-volatile Southern California gas market this summer. They dissect and analyze the market fundamentals behind a recent price surge and...
10:08
22/08/2018
How the US-China trade war could reshape the LNG market
S&P Global Platts reporter Harry Weber and Senior Managing Editor Matt Eversman discuss the outlook for further US LNG export growth amid the escalation of international trade disputes. They analyze the impact on projects currently being developed on the Atlantic, Gulf and Pacific coasts and...
10:20
17/08/2018
Ocean arbs expand for gasoline on the high seas
S&P Global Platts editors Seth Clare and Jeffrey Bair talk about gasoline trade flow from the US to Australia and China to Mexico and the short-term supply situations that are driving markets on both sides of the Pacific Ocean. Also, there's a review of some of the bullish indications for US...
09:29
15/08/2018
Corpus Christi positioning itself to be prime port for US energy exports
The Texas Port of Corpus Christi is positioning itself to be the prime energy export port in the US, despite trade wars and sanctions. In a conversation with S&P Global Platts senior editor Ashok Dutta and managing editor Gary Gentile, the port's CEO Sean Strawbridge outlines his plans to...
22:58
24/07/2018
Containers: Headwinds in the liner market
The liner carriers, which haul all consumer goods and many bulk commodities around the world, have faced serious challenges over the past few years. Jason Silber of S&P Global Platts Ocean Intelligence talks with Andrew Scorer, Platts senior editor for containers about the headwinds in the...
05:53
19/06/2018
How global market fundamentals are impacting North American LNG export developers’ drive toward FID
S&P Global Platts reporter Harry Weber, Managing Editor Scott Ickes and independent LNG analyst Ted Michael discuss the outlook for further LNG export growth from the US and Canada, which country will launch the second wave of liquefaction terminals with a positive final investment decision, what...
12:45
31/05/2018
Severe PET supply constraints cast cloud over nearing peak summer demand
The European polyethylene terephthalate market is set to face a supply drought in the foreseeable future amid lingering scarcity of feedstock purified terephthalic acid in the region. With the peak summer demand season nearing, S&P Global Platts managing editor for EMEA petrochemicals, Ng...
08:13
30/05/2018
Wholesale power markets prep for summer heat, demand and possible emergencies
The North American power pricing team takes a coast-to-coast look at summer power prices, as well as forecast demand and generating capacity for ERCOT, Cal-ISO and the PJM Interconnection.Kassia Micek, Jeff Zhou and Meaghan Coleman evaluate how the power markets are shaping up as hot weather and...
06:45
23/05/2018
St. Petersburg to host OPEC+ deal, sanctions discussions in late May
Key oil players will gather in the Russian city of St. Petersburg on May 24-26 to discuss key issues including the fate of the OPEC+ crude production cut deal and the impact of US sanctions on international energy markets. High-profile political guests including French President Emmanuel Macron and...
05:57
18/05/2018
Interview: Abdulrahman S. Al-Fageeh, SABIC
Abdulrahman S. Al-Fageeh, SABIC Executive Vice President - Petrochemicals, joins S&P Global Platts Editor Frank Zeng in this episode of the Platts Commodities Spotlight podcast, recorded at the ChinaPlas Conference 2018, to talk about company updates, the implications of the trade tension between...
09:17
04/05/2018
2020: The outlook on LNG Bunkering
The International Maritime Organization has reduced the maximum amount of sulfur in bunker fuels from 3.5% to 0.5%, effective in 2020. Shipping companies will be paying more for fuel as they switch from high sulfur fuels to blends and distillates, but LNG is also emerging as an option.Jason Silber...
12:52
04/05/2018
Advanced technology, robotics vital to recovering offshore production
The recent industry downturn was painful for the oil patch, and especially subdued global offshore exploration. But the sector is emerging more efficient and with sophisticated technologies that will prepare it for the next few decades where more automation, more predictive analysis and more...
08:18
03/05/2018
Canada's fight over the Trans Mountain pipeline expansion
Getting new oil pipelines built in Canada has become a problem. Producers are keen on expanding their customer base outside the US, eyeing refiners in Asia and Europe. To reach those markets,producers need pipeline access from Alberta to coastal terminals, but they have faced a lot of pushback. Now...
09:34
01/05/2018
What trends will shape US gas prices this summer?
S&P Global Platts editors Seth Clare and Jeff Bair discuss summer gasoline trends: what's going on with Mexico-bound exports, what you might pay at the pump and the competition to get fuel up the pipeline to New York. The US government has revised its forecast for pump prices upward.We welcome...
06:25
27/04/2018
Chinese tariffs: What’s it mean for the US biofuels and agriculture markets?
China’s proposed 25% tariff on various US goods, including products such as soybeans and corn, and an additional 15% tariff on US ethanol, have left the agriculture and biofuels markets in a state of uncertainty. News of the tariffs has already begun to pressure prices and change trade flows...
10:58
25/04/2018
CIF Japan aluminum premium slips as US eases sanctions on Rusal
Spot aluminum premiums have slipped from last week's near three-year high of $180/mt-$195/mt CIF Japan, after the US eased sanctions against leading Russian producer Rusal.In this podcast, S&P Global Platts editors Mayumi Watanabe and YuenCheng Mok examine the market's reaction to the US...
05:07
25/04/2018
Australia alumina price hits all-time high as US sanctions, Brazil problems hit
S&P Global Platts alumina price assessment jumped $160/mt overnight to $710/mt FOB Australia on April 18. It also increased $235 in the last week, on supply worries.In this podcast, metals editors Joanna Lim and YuenCheng Mok examine what's driving alumina prices, and talk about market outlook...
06:36
19/04/2018
UK coal plant shut down could exacerbate power price spikes on tight supply
Coal is on its way out of the UK power generation mix, yet has remained as a fall-back option on days of peak demand such as when the National Grid warned of a natural gas deficit on March 1. Capacity market auctions are at a record low, which could speed up the closure of exiting UK coal plants...
06:22
13/04/2018
A new hope for an E15 waiver?
US President Donald Trump spoke in favor Thursday of an RVP waiver for E15, or gasoline blended with 15% ethanol. The implications and motivations for such a waiver are a hot topic right now as refiners fight mounting biofuels compliance costs.S&P Global Platts editors Josh Pedrick and Wes...
08:49
12/04/2018
Widening crude differentials and the Permian Basin
The Permian Basin has attracted more than its fair share of attention due to its high pace of growth even in a low oil price environment.But since late March differentials have widened between the two grades: WTI Midland and MEH. This is a clear sign that the 300,000 b/d cushionin takeaway capacity...
05:27
10/04/2018
European biodiesel: Is there space for imports from both Asia and South America?
European biodiesel trade flows have been rocked significantly by the latest policy changes, with uncertainty rife in the marketplace surrounding the future of antidumping duties. S&P Global Platts' George Griffiths, EMEA senior biofuels specialist, and Samar Niazi, APAC biodiesel editor take a...
04:35
16/03/2018
The PES-EPA proposal: What’s it mean for US biofuels?
S&P Global Platts editors Sophie Byron and Wes Swift and Director of Global Biofuels Analysis Corey Lavinsky discuss the impact from the proposed settlement agreement between the US Environmental Protection Agency and Philadelphia Energy Solutions on the biofuels market.The trio review what...
07:29
14/03/2018
China surprises with weak return to thermal coal market after Lunar New Year holiday
After strong trading in the lead up to Chinese New Year in mid-February, market participants were expecting China to return to the seaborne spot market with gusto. But sellers have been left feeling disappointed as rising domestic coal production, falling Qinhuangdao prices and warmer weather in...
07:29
07/03/2018
Could Trump's US steel tariff end a two-year bull run in seaborne prices?
Details of US President Donald Trump's plan to impose a 25% tariff on steel imports and 10% on aluminum imports are expected to emerge this week.In this podcast, S&P Global Platts Regional Content Director for Metals Julien Hall and Senior Managing Editor for Steel and Steel Raw Materials Keith...
04:32
05/03/2018
IP Week: Shipping industry outlook
As London's annual International Petroleum week draws to a close, Jason Silber, Global head of Ocean Intelligence -- part of S&P Global Platts -– chatted with Peter Norfolk, S&P Global Platts editorial director, shipping and freight, for a quick yet incisive survey of the shipping...
09:58
23/02/2018
Interview: Wim Roels, Borouge, on megatrends, strategies, and 2018 outlook
Borouge chief executive Wim Roels joins S&P Global Platts Senior Editor Heng Hui in this podcast to discuss the competitiveness of Middle East producers, the company's outlook for 2018, as well as megatrends that could disrupt the polymer sector in the long run.We welcome any feedback or...
05:43
15/02/2018
Ukrainian corn: Can prices reach $190/mt with the US arb open?
Ukrainian corn prices have risen to a 6-month high, rising sharply since the turn of the year, making it the most expensive origination globally. Driving the surge is demand from China, which has bolstered fundamentals. In contrast, traditional homes for Ukrainian corn are opting for US corn, the...
04:58
13/02/2018
Aluminum swaps contango on strong US Midwest
Aluminum premium swaps on the Chicago Mercantile Exchange have been in contango. Spot market premiums have been surging this year.In this podcast, S&P Global Platts Regional Manager for Metals Derivatives Petter Kolderup and Senior Editor for Physical Metals Market Mayumi Watanabe discuss the...
06:22
09/02/2018
IMO 2020 countdown: Will refineries meet low sulfur bunker fuel demand?
With 23 months to go, it is still uncertain whether refineries will be able to meet demand for low sulfur bunker fuel. Jason Silber, global head of Ocean Intelligence -- part of S&P Global Platts -- sought out Janet McGurty, S&P Global Platts senior oil writer and resident refinery guru,...
10:45
08/02/2018
EU Commission anti-subsidy investigation: a glimmer of hope for EU biodiesel producers?
With a lack of clarity over when biodiesel antidumping duties against Indonesia and Argentina will be removed, and the EU Commission launching an Argentinian biodiesel anti-subsidy investigation, George Griffiths, S&P Global Platts senior biofuels specialist, and Emma Kettley, S&P Global...
04:56
01/02/2018
European polyethylene market: torn between the Asian bull and American bear
The surging prices of polyethylene in Asia are keeping Europe's prices flat despite abundant supplies being available in the market. With US exports widely expected to further increase supply availability in Europe in the coming months, the continents polyethylene prices look set to come under...
06:29
26/01/2018
Aluminum Analysis: US sees a bullish start to 2018
The start of 2018 has seen multiple bullish factors hit. In this podcast, S&P Global Platts metals editors Sarah Baltic Hilliard and Tina Allagh discuss causes behind the rise in US aluminum premium levels and outlook for the coming months.We welcome any feedback or suggestions for topics....
06:40
26/01/2018
As Indonesian and Argentinian biodiesel antidumping duties end, is there a respite for palm oil biofuel in Europe?
With biodiesel antidumping duties against Indonesia and Argentina to be removed, and palm oil banned as a biodiesel feedstock in Europe post-2020 following the RED II vote, Stephanie Wilson, S&P Global Platts agriculture managing editor, and George Griffiths, senior biofuels specialist look at...
03:39
23/01/2018
All eyes on Indonesia in 2018 as thermal coal supply tightness persists
Indonesian thermal coal prices have been on an uptrend since the latter half of 2016 and production may likely see a boost in 2018. What are the demand-supply factors to look out for this year?Platts Asia thermal coal managing editor Deepak Kannan and associate editor Arusha Das examine the key...
05:43
16/01/2018
Iranian tanker accident: Impact on shipping and oil markets
An Iranian tanker carrying condensate bound for South Korea was involved in a fiery accident in the East China Sea. In this podcast, Shipping associate editor Wanda Wang and Oil analyst Alexander Yap examine the incident's impact on tanker, condensate and naphtha markets.Related content:Iran NITC...
06:53
10/01/2018
Aluminum analysis: LME stocks, spreads and 2018 outlook
London Metal Exchange aluminum stocks have plunged steeply this year. In this podcast, S&P Global Platts editors Vicky Bakourou and Mayumi Watanabe discuss causes behind the fall, analysis of the market fundamentals and outlook for 2018.We welcome any feedback or suggestions for topics. Contact...
10:54
15/12/2017
Will Australian alumina continue to outperform aluminum prices despite delayed Chinese cuts?
Prices of Australian alumina have ebbed after recently climbing to multi-year highs. In this podcast, S&P Global Platts editors Yuen Cheng Mok and Joanna Lim examine the factors driving alumina prices and the impact of the anticipated smelter output cuts in China. They also talk about the...
05:35
27/11/2017
Does Zimbabwe's political turmoil mean boom or bust for its ethanol and sugar industry?
S&P Global Platts senior sugar analyst, Erin Burns, and biofuels editor, George Griffiths, take a look at the delicate political issues in Zimbabwe following Robert Mugabe's resignation, and investigate the potential impacts on sugar and ethanol production within the breadbasket of Africa.How...
03:56
24/11/2017
War of words at the IMO over shipping's carbon problem
A working group of the IMO met at the organisation's headquarters in London recently to discuss cutting greenhouse gas emissions, setting off a public dispute about whether the shipping industry has too much influence over the UN body. S&P Global Platts fuel oil managing editor Ned Molloy and...
07:23
01/11/2017
Gasoline, ethanol markets wait for clarifications on Mexico's biofuels blending
Mexico's Energy Regulatory Commission has been working for the past couple of years on NOM-016 to update the country’s gasoline regulations, including standards around blending ethanol to the fuel supply. But an injunction stopped an increased blend of 10% and moved it back to 5.8%. Editors...
04:27
24/10/2017
Interview: From proof-of-concept to market reality for blockchain technology
Ahead of Platts first ever Digital Commodities Summit in London on November 14, 2017, James Rilett, Global Director of Innovation at S&P Global Platts spoke to our premier event sponsor, James Robert ("Bo") Collins, Founder of Matrix Global, on the key conference theme of how blockchain...
08:59
18/10/2017
Digitization, supply chain and shale dominate EPCA 2017
Close to 3,000 petrochemical industry representatives attended the recently concluded EPCA annual meeting in Berlin, where digitization dominated discussions.A Platts seminar organized on the sidelines discussed key aspects like the impact of crude on petrochemicals and the polymers and aromatics...
04:35
11/10/2017
Russia-OPEC crown new relationship with Moscow meetings
Russian and OPEC officials last week discussed the progress of their landmark crude oil production deal, and plans to increase bilateral cooperation, during multiple meetings and events held in Moscow.Russia's relationship with Saudi Arabia took center-stage, with the Saudi King’s historic...
07:14
11/10/2017