Commodities Focus

S&P Global Commodity Insights
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Apr 5, 2019 • 7min

IMO 2020: Evolving storage dynamics in Asia in the run up to 2020

The new sulfur cap set by the International Maritime Organization will be implemented in January 2020. As the sulfur cut is so drastic, from 3.5% to 0.5%, uncertainty continues to grip the industry, which does not seem to have a clear picture on how the market will become after 2020. In this...
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Apr 2, 2019 • 9min

Lessons from AFPM 2019: Crude grades, Venezuela, jet fuel, fires

S&P Global Platts oil market editors Seth Clare, Laura Huchzermeyer, Maria Eugenia Garcia and Daron Jones discuss the most talked about themes they heard while attending the American Fuel and Petrochemical Manufacturers' Annual Meeting in San Antonio, one of the largest energy industry events...
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Mar 28, 2019 • 20min

California ISO's Steve Berberich talks renewables, storage and reliability

Increasing renewable integration is poised to transform the California power grid in the coming years. Steve Berberich, CEO and president of the California Independent System Operator, talks with Kassia Micek and Kelli Ainsworth, senior pricing specialists on the S&P Global Platts' North...
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Mar 27, 2019 • 5min

US Gulf of Mexico Lease Sale 252 bodes well for future exploration in the region

US Gulf of Mexico Lease Sale 252 saw the largest number of total high bids in two years and four auctions. The 30 oil company participants were willing to spend on more acreage to replenish their inventories and prop up production, although mostly around existing fields. Does this mean that more...
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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...
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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...
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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...
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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...
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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...
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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...

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