Commodities Focus

S&P Global Commodity Insights
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Nov 13, 2019 • 20min

Interview with Alexis Rodriguez, Environmental Protection Specialist for the Panama Canal

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?
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Nov 12, 2019 • 10min

Global and US solar outlook: Uncertainties and market impacts

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.
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Nov 5, 2019 • 7min

Remember, remember the coal of November

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...
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Nov 1, 2019 • 19min

RenovaBio puts ethanol under the spotlight at Sao Paulo Sugar Week

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...
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Oct 24, 2019 • 16min

EnVision Forum fosters dialogue on fuel transitions

FERC Chairman Neil Chatterjee launched the EnVision Forum in his home state of Kentucky on October 21. The daylong event drew a diverse crowd of power and natural gas stakeholders, including CEOs, utility regulators, consumer advocates and landowners, to discuss challenges posed by the changing...
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Oct 24, 2019 • 4min

IMO 2020, winter demand seen supporting Asian middle distillates markets in Q4

The middle distillate complex in Asia is expected to maintain a firm footing in the fourth quarter amid looming supply concerns despite Saudi Arabia's full restoration on all of its crude oil production following the September 14 attacks. Industry sources in the bull camp also anticipate rising...
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Oct 22, 2019 • 8min

EU steel demand looking bleak in 2019 amid trade tensions and geopolitical uncertainties

In today's Commodities Focus podcast, steel pricing analysts Len Griffin and Viral Shah speak to lead news editor Annalisa Villa about the European steel market after the World Steel Association released its outlook for 2019, which revises global steel growth significantly upwards, with...
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Oct 18, 2019 • 9min

Global Energy Transition: What are the key drivers and hindrances?

The energy transition has become the key talking point among energy and commodity market participants, marking what seems to be the beginning of a paradigm shift in power generation. And who better than S&P Global Platts experts in Global Power to analyse key drivers such as policy, the...
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Oct 18, 2019 • 9min

Will New Delhi's economic support measures help India's steelmakers?

With domestic steel prices at three-year lows, India's steelmakers are hoping the government's efforts to boost liquidity and investment will stimulate demand. If not, will Indian steel exports increase and how will they fare in an overcrowded Asian market? S&P Global Platts Asian Steel Markets...
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Oct 9, 2019 • 10min

Fuels of the Future: Alternative marine fuels, IMO 2020 compliance, and the ASBA Cargo Conference 2019

S&P Global Platts shipping editors George Griffiths and Sam Eckett look at the alternative marine fuels debate, ahead of IMO 2020's January 1st deadline. They are joined by Managing Editor for Freight Alex Younevitch, and discuss the ASBA Cargo Conference in Miami, nuclear power's...

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