Commodities Focus

S&P Global Commodity Insights
undefined
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...
undefined
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...
undefined
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...
undefined
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...
undefined
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...
undefined
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...
undefined
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,...
undefined
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...
undefined
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...
undefined
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...

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app