

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

May 30, 2018 • 8min
Severe PET supply constraints cast cloud over nearing peak summer demand
The European polyethylene terephthalate market is set to face a supply drought in the foreseeable future amid lingering scarcity of feedstock purified terephthalic acid in the region. With the peak summer demand season nearing, S&P Global Platts managing editor for EMEA petrochemicals, Ng...

May 23, 2018 • 7min
Wholesale power markets prep for summer heat, demand and possible emergencies
The North American power pricing team takes a coast-to-coast look at summer power prices, as well as forecast demand and generating capacity for ERCOT, Cal-ISO and the PJM Interconnection.Kassia Micek, Jeff Zhou and Meaghan Coleman evaluate how the power markets are shaping up as hot weather and...

May 18, 2018 • 6min
St. Petersburg to host OPEC+ deal, sanctions discussions in late May
Key oil players will gather in the Russian city of St. Petersburg on May 24-26 to discuss key issues including the fate of the OPEC+ crude production cut deal and the impact of US sanctions on international energy markets. High-profile political guests including French President Emmanuel Macron and...

May 4, 2018 • 9min
Interview: Abdulrahman S. Al-Fageeh, SABIC
Abdulrahman S. Al-Fageeh, SABIC Executive Vice President - Petrochemicals, joins S&P Global Platts Editor Frank Zeng in this episode of the Platts Commodities Spotlight podcast, recorded at the ChinaPlas Conference 2018, to talk about company updates, the implications of the trade tension between...

May 4, 2018 • 13min
2020: The outlook on LNG Bunkering
The International Maritime Organization has reduced the maximum amount of sulfur in bunker fuels from 3.5% to 0.5%, effective in 2020. Shipping companies will be paying more for fuel as they switch from high sulfur fuels to blends and distillates, but LNG is also emerging as an option.Jason Silber...

May 3, 2018 • 8min
Advanced technology, robotics vital to recovering offshore production
The recent industry downturn was painful for the oil patch, and especially subdued global offshore exploration. But the sector is emerging more efficient and with sophisticated technologies that will prepare it for the next few decades where more automation, more predictive analysis and more...

May 1, 2018 • 10min
Canada's fight over the Trans Mountain pipeline expansion
Getting new oil pipelines built in Canada has become a problem. Producers are keen on expanding their customer base outside the US, eyeing refiners in Asia and Europe. To reach those markets,producers need pipeline access from Alberta to coastal terminals, but they have faced a lot of pushback. Now...

Apr 27, 2018 • 6min
What trends will shape US gas prices this summer?
S&P Global Platts editors Seth Clare and Jeff Bair discuss summer gasoline trends: what's going on with Mexico-bound exports, what you might pay at the pump and the competition to get fuel up the pipeline to New York. The US government has revised its forecast for pump prices upward.We welcome...

Apr 25, 2018 • 11min
Chinese tariffs: What’s it mean for the US biofuels and agriculture markets?
China’s proposed 25% tariff on various US goods, including products such as soybeans and corn, and an additional 15% tariff on US ethanol, have left the agriculture and biofuels markets in a state of uncertainty. News of the tariffs has already begun to pressure prices and change trade flows...

Apr 25, 2018 • 5min
CIF Japan aluminum premium slips as US eases sanctions on Rusal
Spot aluminum premiums have slipped from last week's near three-year high of $180/mt-$195/mt CIF Japan, after the US eased sanctions against leading Russian producer Rusal.In this podcast, S&P Global Platts editors Mayumi Watanabe and YuenCheng Mok examine the market's reaction to the US...