

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

Sep 19, 2018 • 18min
US-China tariffs: Uncertainty and chaos in petrochemicals
Join us for a discussion of how US-China trade tensions and tariffs are rocking the US petrochemical industry and markets for chemicals and plastics. Participating are Kristen Hays, senior petrochemicals editor; Chris Ferrell, managing editor of olefins and polymers; and Phillipe Craig, associate...

Sep 18, 2018 • 11min
Hurricane Florence and the hidden hand in gasoline pump pricing
Up in the summer, down in the winter. What is going on with your gasoline? Jeff Bair and Seth Clare of Platts' light ends team discuss the influence of RVP on US gasoline assessments and how they provide a wrinkle into how fuel was priced during Hurricane Florence. Download: S&P Global Platts...

Sep 13, 2018 • 9min
Global LNG market in focus as annual Gastech conference nears
S&P Global Platts senior natural gas writer Harry Weber, LNG Editorial Lead for Asia Pacific and the Middle East Abache Abreu and Managing Editor Gas & Power Joe Fisher preview next week's Gastech conference in Barcelona. They analyze the key themes and what the global gas and LNG...

Sep 7, 2018 • 11min
Center-South Brazil's 2018-19 sugarcane season and the highest ethanol mix in 10 years
A unique season for the 2018-19 sugarcane crop in Center-South Brazil is resulting in the highest ethanol mix in 10 years. What have been the impacts in the supply-and-demand dynamics in the world's largest sugarcane producer and second-biggest ethanol market? Can demand catch up with the...

Sep 7, 2018 • 5min
Russian officials prepare for flagship meeting with Asian investors at Eastern Economic Forum
Russian President Vladimir Putin will host Asian leaders at the Eastern Economic Forum in Vladivostok, September 11-13, 2018, where discussions are likely to be dominated by trade tensions and North Korea peace talks, as well as the most promising areas for future cooperation. S&P Global Platts...

Aug 31, 2018 • 12min
Digging into ACE: How will Trump's Clean Power Plan replacement impact US power markets?
S&P Global Platts Editor Kate Winston and Senior Manager Matthew Eversman discuss the Affordable Clean Energy rule and whether this new legislation will have an impact on the US generation mix.

Aug 29, 2018 • 6min
US power sector coal, gas storage down but prices unmoved
Coal stockpiles at US utilities and natural gas storage are both down this year rather significantly, but prices have yet to react. Andrew Moore, managing editor of Platts Coal Trader, says increasing gas production is one reason prices have stayed low, which is also limiting coal demand. But with...

Aug 23, 2018 • 7min
Brazilian soybean port premiums jump as US and China engage in trade war
Brazil, the world's largest soybean exporter, is bound to be nearly alone in providing the oilseed to China with competitive prices, after the Asian country imposed a 25% tariff on US exports. However, uncertainties around Brazilian domestic freight costs make the scenario for the South...

Aug 22, 2018 • 10min
How a 'perfect storm' pushed Southern California natural gas to a record high
Senior Pricing Specialists Samer Mosis, Arsalan Syed and John DeLapp of the S&P Global Platts North American Natural Gas team discuss the behavior of the often-volatile Southern California gas market this summer. They dissect and analyze the market fundamentals behind a recent price surge and...

Aug 17, 2018 • 10min
How the US-China trade war could reshape the LNG market
S&P Global Platts reporter Harry Weber and Senior Managing Editor Matt Eversman discuss the outlook for further US LNG export growth amid the escalation of international trade disputes. They analyze the impact on projects currently being developed on the Atlantic, Gulf and Pacific coasts and...


