

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 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...

Aug 15, 2018 • 9min
Ocean arbs expand for gasoline on the high seas
S&P Global Platts editors Seth Clare and Jeffrey Bair talk about gasoline trade flow from the US to Australia and China to Mexico and the short-term supply situations that are driving markets on both sides of the Pacific Ocean. Also, there's a review of some of the bullish indications for US...

Jul 24, 2018 • 23min
Corpus Christi positioning itself to be prime port for US energy exports
The Texas Port of Corpus Christi is positioning itself to be the prime energy export port in the US, despite trade wars and sanctions. In a conversation with S&P Global Platts senior editor Ashok Dutta and managing editor Gary Gentile, the port's CEO Sean Strawbridge outlines his plans to...

Jun 19, 2018 • 6min
Containers: Headwinds in the liner market
The liner carriers, which haul all consumer goods and many bulk commodities around the world, have faced serious challenges over the past few years. Jason Silber of S&P Global Platts Ocean Intelligence talks with Andrew Scorer, Platts senior editor for containers about the headwinds in the...

May 31, 2018 • 13min
How global market fundamentals are impacting North American LNG export developers’ drive toward FID
S&P Global Platts reporter Harry Weber, Managing Editor Scott Ickes and independent LNG analyst Ted Michael discuss the outlook for further LNG export growth from the US and Canada, which country will launch the second wave of liquefaction terminals with a positive final investment decision, what...