

Commodities Focus
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.
Episodes
Mentioned books

Sep 23, 2019 • 6min
Platts SEAT to cater to growing coal demand in Southeast Asia
Total coal imports to Southeast Asia is expected to hit 127 million mt in 2019, up 27% from 2018, with demand driven by existing and upcoming coal-fired power plants. In this podcast, S&P Global Platts Asia thermal coal editors Fred Wang, Jenny Ma, and Huimin Lee explain the rationale behind...

Sep 19, 2019 • 9min
LNG developers jockey for relevance at Gastech
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights of the third day of the Gastech conference in Houston. Blackstone’s potential sale of its...

Sep 18, 2019 • 9min
Business models clash as Gastech continues in Houston
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights of the second day of the Gastech conference in Houston. There was a healthy tension between...

Sep 17, 2019 • 12min
Commercial activity heats up as Gastech gets underway in Houston
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights of the first day of the Gastech conference in Houston. Offtake deals involving LNG...

Sep 12, 2019 • 14min
Gastech puts LNG at center stage as market presses North American project developers for decisions
S&P Global Platts senior natural gas writers Harry Weber and J. Robinson preview with natural gas managing editor Joe Fisher next week’s Gastech conference, which will bring together in Houston global market participants in the midstream, upstream and LNG sectors. The annual confab comes...

Sep 12, 2019 • 12min
APPEC: US ethanol eyes new markets amid increased US-China tensions
With US ethanol still shut out of China, this installment of Commodities Focus podcast looks at the current state of the US ethanol market, the key emerging demand centers in Asia, and the benefits of ethanol as a gasoline blending component from a sustainability perspective. Andrei Agapi, Platts...

Sep 11, 2019 • 7min
Alone on the High Seas: Is the shipping market at the mercy of the volatility in bunker fuels?
S&P Global Platts shipping editors George Griffiths and Sam Eckett probe into the dry bulk and container markets and how bunker fuels are impacting pricing ahead of IMO 2020’s January 1st deadline. They are joined by EMEA Associate Editor for Bunker Fuel Tom Washington. As rates are...

Sep 6, 2019 • 9min
Texas natural gas, power prices diverge during an August for the record books
ERCOT power demand smashed record after record durin August, boosting spot prices to record highs and real-time power prices to $9,000/MWh. Natural gas prices, however, did not see any uplift from record power demand. Amy Gasca, manager of the Platts power pricing team; Kelsey Hallahan, senior...

Aug 28, 2019 • 6min
Can China absorb this year's steel capacity build-up?
China will bring on another 35 million mt/year of crude steel this year through its capacity replacement mechanism, S&P Global Platts estimates. How will this impact pig iron production growth? And is there enough downstream demand to absorb all of this steel? S&P Global Platts senior...

Aug 27, 2019 • 23min
Make-or-break time approaching for US LNG developers as trade turmoil escalates
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts natural gas managing editor Joe Fisher the state of play in the US LNG industry, with competition for commercial deals heating up, final investment...