

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

Jun 7, 2019 • 8min
Marine Fuel 0.5% cash, derivatives prices surge as markets prepare for IMO 2020
Markets are now gearing up for the implementation of the International Maritime Organization's new sulfur cap regulation, which takes effect on January 1, 2020. Shipowners are increasingly taking compliant fuel for sea trials, while traders are lapping up any and all low sulfur components within...

Jun 7, 2019 • 11min
Heading into summer, California power forwards soar, ERCOT reserve margin narrows
Last summer, ERCOT saw record power demand, while California power prices reached an all-time high. With another summer coming up, S&P Global Platts senior pricing specialists Kassia Micek, Kelli Ainsworth and Jeff Zhou discuss ISO summer load and resource expectations and July and August...

Jun 4, 2019 • 11min
Global aluminum scrap industry prepares for China's newest normal
As China will restrict imports of aluminum scrap from July, the global scrap industry is preparing for the material flow change by the world's biggest scrap-consuming nation. The outlook, whether near or longer term, is uncertain as no one is sure yet how much scrap China will be importing...

May 31, 2019 • 6min
Middle East crude: Opportunities in uncertain times
Global crude oil prices have fallen to two-month lows in recent days amid concerns that the ongoing trade dispute between the US and China could slow global demand growth. US President Donald Trump said this week that he was not rushing to reach a trade agreement with China, increasing uncertainty...

May 15, 2019 • 18min
Offshore Technology Conference at 50 spotlights increasingly robust deepwater
At its 50th year, Houston's Offshore Technology Conference highlighted panels that showed a global deepwater that has become increasingly robust, with several countries tendering for the first time in years and oil and gas operators busy planning deep and often remote wells around the world. Some...

May 14, 2019 • 33min
As US-China trade dispute widens, uncertainty weighs on commodity markets
The US-China trade dispute has widened in recent days, with China announcing increased tariffs on $60 billion of US goods, including LNG, just days after the US raised tariffs on $200 billion worth of Chinese goods, with the possibility of tariffs on all other Chinese imports. The trade tensions...

May 10, 2019 • 13min
US refining margins poised for recovery after dismal Q1
S&P Global Platts editors Seth Clare and Kristian Tialios unpack first-quarter earnings from the US refining sector and discuss the causes for the industry's lackluster margins. OPEC+ production cuts, sanctions on Venezuela and Iran, and new supply curtailments in Canada all made the...

May 3, 2019 • 17min
Offshore Technology Conference celebrates 50th anniversary, long-awaited revival of offshore sector
The Offshore Technology Conference promises to be a special event this year -- not only is it the 50th anniversary of the well-attended Houston event, but offshore exploration globally is heating up in a big way. Project tenders are estimated to nearly double this year what they were in 2018, Latin...

Apr 11, 2019 • 13min
US midstream sector eyes LNG opportunities, Mexico growth and financial overhauls
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 first-quarter earnings season for midstream companies, which starts April 17 with Kinder...

Apr 9, 2019 • 7min
US, Asian zorba prices rise, but impact on other scrap items and alloys minimal
Though aluminum scrap sources in the US and Asia have noticed an uptick in zorba prices in the past month, prices of other scrap items have only inched upwards in the same time frame. Alloy prices, meanwhile, have been stagnant if not down slightly. Mayumi Watanabe, senior editor out of Tokyo, and...


