

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

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...

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...

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,...

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...

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...

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...

Aug 2, 2019 • 13min
Recycled plastics: The future is ‘clear’ for head of Petcore, Christian Crépet
This week’s Commodities Focus podcast looks at the recycled plastics markets in Europe - the current situation and what the future holds in light of new legislation coming into force over the coming years. Join Luke Milner and Ben Brooks from the European petrochemicals team...

Jul 31, 2019 • 5min
What's in store for Asia Pacific gasoline demand in Q3?
S&P Global Platts editors Wendy Cheong and Mark Tan examine Asia's demand for gasoline in the third quarter following a weak first half, with fundamentals in the region pressured by excess cargoes from North Asia.

Jul 30, 2019 • 9min
Loading activities for middle distillates on the rise
S&P Global Platts Editors Cheong Su Yeen and Wanda Wang examine the increasing activity on loading middle distillate, especially gasoil and ultra low sulfur diesel, on newbuilding vessels, such as Very Large Crude Carriers, SuezMax tankers or Long Range 3 tankers, from Asia and the Middle...

Jul 19, 2019 • 6min
How are Chinese steel mills responding to surging iron ore prices?
Iron ore prices have risen by around 30% since the start of June, putting intense pressure on steel margins. Are Chinese mills contemplating trimming production? How is the third quarter shaping up? And after the recent Baowu-Manshan tie-up announcement, is more Chinese steel consolidation on the...