Commodities Focus

S&P Global Commodity Insights
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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...
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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...
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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...
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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...
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Aug 22, 2019 • 9min

US power sector faces challenges from lower utility load, global trade uncertainty

A number of major trends are impacting the US power sector, including lower utility load nearly across the board among electric utilities, largely because of milder temperatures this year but also in some cases because of lower industrial load. Some electric utility CEOs have also...
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Aug 20, 2019 • 10min

European ethylene: A look down the chain from oversupply towards economic downturn

On today's Commodities Focus podcast with Ora Lazic and Miguel Cambeiro: Although Europe continues to be the most expensive pricing region, it is increasingly becoming an importer of competitively priced ethylene and main derivatives from the US —with its new shale-based capacity—, but...
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Aug 16, 2019 • 42min

Commodity markets settle in for the long haul in US-China trade tension

With no end to the dispute in sight and a consensus that the real shocks to the markets could be yet to come, the latest installment of the Commodities Focus podcast takes a renewed look at the impact on trade flows that the ongoing tariffs dispute between the US and China is having on the LNG,...
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Aug 16, 2019 • 6min

Staying alive: the future of the ever-evolving thermal coal market

Today's Commodities Focus podcast looks deeper into the evolving thermal coal trade flows in the Atlantic and what the future holds. Following the recent release of two new Platts assessments that capture these new dynamics, managing editor Jeffrey McDonald is joined by thermal coal pricing...
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Aug 12, 2019 • 6min

Muddy Waters: US-China trade tensions, petcoke, and the global shipping markets

S&P Global Platts shipping editors Sam Eckett and George Griffiths review the US-China trade tensions, and their effect on global shipping markets ahead of IMO 2020's January 1st deadline. They are joined by EMEA Coal managing editor Jeff McDonald. As escalating tariffs between the two...
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Aug 6, 2019 • 19min

Shale and LNG shape outlook for IOCs

Oil majors across Europe have struggled in the second quarter largely due to weak gas prices while their counterparts across the pond have held up better thanks to the resilience of US tight oil. S&P Global Platts' senior oil writer Robert Perkins and head of oil news in London Paul...

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