

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 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...

Jul 17, 2019 • 11min
Highlights from the latest Global Polyolefin Outlook
This Commodities Focus podcast looks at S&P Global Platts Analytics latest Global Polyolefin Outlook, discussing the short, medium and longer term key market dynamics and price outlook for ethylene, propylene, PE and PP. Hetain Mistry and Lara Berton discuss the latest outlook, focusing on the...

Jul 17, 2019 • 15min
Market angles for status of delayed projects as US midstream sector prepares results
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with natural gas managing editor Joe Fisher the upcoming second-quarter earnings season for midstream companies. Investors are eager to know the status of...

Jul 12, 2019 • 16min
Black & Veatch restructures amid US energy transition to renewables, distributed resources
Amid the US energy transition toward increasing volumes of renewable energy and distributed energy resources like microgrids and demand response, global power sector engineering company Black & Veatch recently restructured its power business to focus more on these shifting market...

Jul 3, 2019 • 4min
Asian naphtha rebounds from 11-year low crack but trade concerns remain
Refineries worldwide have been consuming more light sweet crude oil, resulting in an oversupply of light distillates products market. In the second quarter, naphtha was the worst performer across the barrel in Asia. The Asian naphtha crack against ICE Brent crude fell close to an 11-year low to...

Jun 25, 2019 • 15min
Could rain woes sink US corn and ethanol?
US corn futures have been soaring since May, as persistent rains have pummeled the Midwest. Now, the impact of the rains are being felt not just for corn, but for ethanol as well. Platts agriculture editors Sergio Alvarado, Nicolle Monteiro de Castro and Wes Swift discuss how the weather is...

Jun 13, 2019 • 10min
Wet weather delays fieldwork, drops US Midwest diesel prices
Severe weather this year in the US Midwest has kept farmers from planting crops, cutting regional diesel demand. Even with prices at multimonth lows, the market is unlikely to quickly reverse course due not only to high stocks of diesel and jet fuel, but because farmers will be unable to plant as...


