Commodities Focus

S&P Global Commodity Insights
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Feb 21, 2019 • 26min

PJM CEO Andy Ott goes in depth on energy and capacity market design changes

The PJM Interconnection has several market design changes underway, including adjustments to energy reserve price formation and the way its capacity market is structured that will significantly impact market participants going forward. Andy Ott, president and CEO of PJM Interconnection, talks with...
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Feb 20, 2019 • 8min

Why BAF is failing the container industry, the next step in bunker costs recovery

With the looming shadow of IMO 2020 on the horizon, there is a growing confusion and discord in the container market when it comes to recovery of bunker costs in freight contracts. The Bunker Adjustment Factor (BAF) system is failing and the industry is looking out for new solutions. Jason Silber,...
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Feb 18, 2019 • 13min

Global methanol markets: growing capacities and shifting trade flows

Increasing trade tensions and expectations of new capacities in Iran, the US and Latin America this year are set to change the complexion of the global methanol market. S&P Global Platts editors Lara Berton, Esther Ng, Luke Milner and Ellie Valencia discuss these developments and more, as they...
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Feb 15, 2019 • 16min

Winter storms batter US power markets, driving up demand and prices

Winter storms have battered the US in January and February and caused consumers to crank up their heaters, driving up power demand and prices as temperatures have lingered below freezing for days. S&P Global Platts senior pricing specialists Kelli Ainsworth, Kassia Micek and Jeff Zhou look at...
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Feb 15, 2019 • 12min

What should commodities markets look for in European automotive data?

S&P Global Platts specialists take a look at what developments in the European automobile industry might mean for metals, plastics and fuels.
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Feb 6, 2019 • 14min

Major factors to influence Brazil's sugar and ethanol markets in 2019

Brazilian sugar and ethanol price specialists Nicolle Monteiro de Castro and Phillip Herring discuss the primary drivers of supply and demand that will affect Brazilian sugar and ethanol markets in 2019. Topics include the sugar/ethanol mix of the 2018-19 Center-South crop, the price parity between...
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Feb 5, 2019 • 7min

Baltic Sea Handysize tanker rates at record highs

S&P Global Platts editor Peter Farrell and senior pricing specialist Arthur Richier discuss the state of the dirty and clean Handysize tanker markets in the Baltic Sea, and how low availability of ice-class tonnage and port restrictions at this time of the year have buoyed rates up to record...
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Feb 1, 2019 • 8min

Polar vortex, shutdown weigh heavy on US gasoline demand

S&P Global Platts analysts think US gasoline demand will take a hit from the subzero weather in much of the country. And then there are the federal employee who just got back in their cars for work. Jeff Bair and Seth Clare look at a topsy-turvy winter for gasoline demand and how the market...
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Jan 31, 2019 • 6min

S&P Global Platts launches Latin American corn assessment as exports gain global relevance

Argentina and Brazil are growing in importance as exporters of corn, with global buyers now having one eye on crop development in Argentina and the other on the second crop planting in Brazil. Join Sophie Byron, senior managing editor for the Americas agriculture pricing team, and Rafael Savoia,...
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Jan 25, 2019 • 16min

China’s industrial policies shift global aluminum scrap trade, push prices down

Aluminum trade had a big year in 2018, and while US tariffs got a lot of media attention, China also took action that has impacted nonferrous scrap trade and prices worldwide. Scrap dealers and secondary aluminum smelters in the US, Mexico and Asia have had to grapple with these changes, and will...

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