

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

Mar 26, 2019 • 6min
Weak dry bulk carrier market hits bunker fuel demand
S&P Global Platts editors Su Ling Teo and Andrew Khaw examine how the weakness in the dry bulk market, particularly following the dam collapse at a Vale mine dam in Brazil, which in turn stoked concerns over a severe drop in tonne mile demand, has affected the sentiment and demand in China's...

Mar 20, 2019 • 9min
Container ships create occasional snarls for Houston Ship Channel traffic
Kristen Hays, senior petrochemicals editor, sits down with Josh Pedrick, managing editor for Americas aromatics, to talk about the growing headaches for the Houston Ship Channel. A number of container ships heading to Houston have created delays for liquids ship movements. Hays unpacks the...

Mar 19, 2019 • 11min
US oil and gas production outlook for 2019: Permian, Bakken, Appalachia
S&P Global Platts senior gas writer J. Robinson talks with Platts Analytics senior oil and gas analyst Taylor Cavey about some of the biggest trends in upstream production for 2019, with a look at Permian Basin supply growth and constraints, Bakken flaring, and the looming slowdown in drilling...

Mar 16, 2019 • 33min
CERAWeek reflections: Fuel diversity in focus for an energy-hungry world
S&P Global Platts senior natural gas writer Harry Weber, senior power editor Mark Watson, associate markets editor Kassia Micek and coal managing editor Andrew Moore discuss with natural gas managing editor Joe Fisher key topics across their sectors that were addressed this week at the annual...

Mar 14, 2019 • 6min
US Northwest gas and power prices spike amid cold snap
Natural gas prices at the Sumas hub in the Pacific Northwest reached a record high on March 1. On the same day, power prices at Mid-Columbia hub in the Northwest soared to an 18-year high. In this podcast, senior natural gas pricing specialist Veda Chowdhury and senior power pricing specialist...

Mar 7, 2019 • 20min
The shifting map for LNG trade flows and the outlook for prices and new projects
S&P Global Platts senior natural gas writer Harry Weber and natural gas managing editor Joe Fisher in Houston talk with LNG editor Luke Stobbart in London about trade-flow trends that have seen Europe become a favored destination for Atlantic Basin LNG export cargoes in recent months. The trend...

Mar 5, 2019 • 10min
US wind generation growth and the threat of steel tariffs, expiring tax credits
US wind generation is expected to continue booming over the coming years, but many see the steel tariffs and end of the tax credit in 2020 as threatening that growth. Mike Fitzgerald, with the Platts North American steel team, and Kassia Micek, with the Platts North American power pricing team,...

Feb 28, 2019 • 14min
Aluminum scrap market in transformation
Scrap aluminum has gone wild. There are new taxes and financial obligations in China and Vietnam; licenses, regulations and restrictions in Vietnam, Taiwan, Brazil, and other countries, resulting in unpredictable price trends. When the year started, prices were generally expected to fall from...

Feb 28, 2019 • 16min
The rundown on the shipping markets in the run-up to IMO 2020
The tremors of IMO 2020 - The mandated shift to low sulfur marine fuel which officially kicks in January 1, 2020 - will begin to be felt months from now and have already begun to work their way into the fabric of the already complex dynamics of the shipping sector. Jason Silber chats with Pradeep...

Feb 22, 2019 • 7min
What happened to China's steel output cuts and will government incentives stimulate steel demand?
China's winter steel production cut agenda seems to have gone quiet. Will this result in even stronger steel output? Meanwhile, Beijing has unleashed some incentives to rekindle buying in the consumer-segments, but will it translate into stronger steel demand? And does the Chinese steel market care...