Commodities Focus

What's in store for 2020? As 2019's heavy turnaround season at all main European petrochemical cracker units came to an end, ethylene supplies returned to a progressively weakening derivatives market. Styrene monomer in particular has been significantly affected and set to remain bearish for the foreseeable future. On the opposite side, upstream naphtha has kept strong and has recently pushed European cracker margins to the floor. How did this situation develop and what is to expect in H1 2020? Ora Lazic, European ethylene editor, and Olu Shaw, editor for the European styrenics chain, discuss on today's Commodities Focus podcast.

In today's Commodities Focus podcast, join EMEA agriculture pricing lead Robert Beaman, oilseeds editor George Duke and global market development manager Piero Carello as they discuss how the global vegetable oil complex is pressuring sunflower oil prices upwards, despite the bumper sunflower harvests in the Black Sea region.

In today's Commodities Focus podcast, steel pricing analysts Viral Shah and Pascal Dick speak to Shan Islam, head of ferrous trading at Amalgamated Metals Trading (AMT) about the growing market interest in scrap and rebar futures contracts traded on the London Metal Exchange. The team discuss the various scenarios and questions that may arise when a market participant begins hedging, as well as the positive market reaction to the launch of the LME's hot-rolled coil steel futures in the US (Platts) and China in March 2019.

S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts head of Americas gas news Joe Fisher the outlook for US LNG export growth in 2020, which projects will advance, which ones remain on the bubble, and how the ongoing trade dispute between the US and China will impact the landscape.

The Gas Exporting Countries Forum (GECF) is holding its fifth heads-of-state summit in Malabo, Equatorial Guinea, next week with gas heavyweights such as Russia, Iran and Qatar set to discuss the state of the global gas market. With gas prices still low across the world and an oversupplied LNG market adding to the bearish mood, GECF members will have much to discuss against the background of an increasing backlash against gas, especially in Europe. S&P Global Platts editors Henry Edwardes-Evans and Stuart Elliott discuss.

The International Energy Agency has released its latest annual long-term energy outlook in which US shale gets a major resource uplift, shifting the oil market dynamic over the coming decades. S&P Global Platts editor Nick Coleman and Market Intelligence editor Peter Marrin join Robert Perkins to discuss the implications of the IEA's latest forecasts, how producers are meeting the supply challenges and positioning for growth, based on their latest set of corporate results.

Platts Shipping editors Sam Eckett and George Griffiths interview Alexis Rodriguez on environmental initiatives by the Panama Canal ahead of IMO 2020. In a wide-ranging conversation, they discuss new rules prohibiting the use of marine distillate fuels in canal waters; traffic impacts of the US-China trade tensions; and answer the question: Is the Panama Canal turning into an ECA zone?

The energy transition has become an increasingly important driver of energy and commodity markets, as power generation undergoes a profound transformation across the globe. In this podcast, Bruno Brunetti, S&P Global Platts head of global power planning, analytics; and Morris Greenberg, senior manager, North American power, analytics; discuss with Amy Gasca, manager of power pricing, the global and US solar outlook, along with key drivers of solar PV capacity additions and the impact of solar penetration on power markets.

London-based editors Jeffrey McDonald, Sarah Matthews and Joseph Clarke discuss the mood of key sectors within the Atlantic basin thermal coal markets amid cheap gas prices and tumbling demand from Europe and the Mediterranean. The mood is bearish, especially for US and Colombian producers. Russian...

Ethanol has been at the forefront of the discussions at Sugar Week in Sao Paulo. The ethanol story will most probably remain bullish, with the renewable fuel accounting for more than 45% of Brazil’s total gasoline pool since 2018 and the launch of the RenovaBio program in 2020. The...