Commodities Focus

S&P Global Commodity Insights
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Feb 13, 2018 • 5min

Ukrainian corn: Can prices reach $190/mt with the US arb open?

Ukrainian corn prices have risen to a 6-month high, rising sharply since the turn of the year, making it the most expensive origination globally. Driving the surge is demand from China, which has bolstered fundamentals. In contrast, traditional homes for Ukrainian corn are opting for US corn, the...
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Feb 9, 2018 • 6min

Aluminum swaps contango on strong US Midwest

Aluminum premium swaps on the Chicago Mercantile Exchange have been in contango. Spot market premiums have been surging this year.In this podcast, S&P Global Platts Regional Manager for Metals Derivatives Petter Kolderup and Senior Editor for Physical Metals Market Mayumi Watanabe discuss the...
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Feb 8, 2018 • 11min

IMO 2020 countdown: Will refineries meet low sulfur bunker fuel demand?

With 23 months to go, it is still uncertain whether refineries will be able to meet demand for low sulfur bunker fuel. Jason Silber, global head of Ocean Intelligence -- part of S&P Global Platts -- sought out Janet McGurty, S&P Global Platts senior oil writer and resident refinery guru,...
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Feb 1, 2018 • 5min

EU Commission anti-subsidy investigation: a glimmer of hope for EU biodiesel producers?

With a lack of clarity over when biodiesel antidumping duties against Indonesia and Argentina will be removed, and the EU Commission launching an Argentinian biodiesel anti-subsidy investigation, George Griffiths, S&P Global Platts senior biofuels specialist, and Emma Kettley, S&P Global...
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Jan 26, 2018 • 6min

European polyethylene market: torn between the Asian bull and American bear

The surging prices of polyethylene in Asia are keeping Europe's prices flat despite abundant supplies being available in the market. With US exports widely expected to further increase supply availability in Europe in the coming months, the continents polyethylene prices look set to come under...
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Jan 26, 2018 • 7min

Aluminum Analysis: US sees a bullish start to 2018

The start of 2018 has seen multiple bullish factors hit. In this podcast, S&P Global Platts metals editors Sarah Baltic Hilliard and Tina Allagh discuss causes behind the rise in US aluminum premium levels and outlook for the coming months.We welcome any feedback or suggestions for topics....
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Jan 23, 2018 • 4min

As Indonesian and Argentinian biodiesel antidumping duties end, is there a respite for palm oil biofuel in Europe?

With biodiesel antidumping duties against Indonesia and Argentina to be removed, and palm oil banned as a biodiesel feedstock in Europe post-2020 following the RED II vote, Stephanie Wilson, S&P Global Platts agriculture managing editor, and George Griffiths, senior biofuels specialist look at...
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Jan 16, 2018 • 6min

All eyes on Indonesia in 2018 as thermal coal supply tightness persists

Indonesian thermal coal prices have been on an uptrend since the latter half of 2016 and production may likely see a boost in 2018. What are the demand-supply factors to look out for this year?Platts Asia thermal coal managing editor Deepak Kannan and associate editor Arusha Das examine the key...
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Jan 10, 2018 • 7min

Iranian tanker accident: Impact on shipping and oil markets

An Iranian tanker carrying condensate bound for South Korea was involved in a fiery accident in the East China Sea. In this podcast, Shipping associate editor Wanda Wang and Oil analyst Alexander Yap examine the incident's impact on tanker, condensate and naphtha markets.Related content:Iran NITC...
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Dec 15, 2017 • 11min

Aluminum analysis: LME stocks, spreads and 2018 outlook

London Metal Exchange aluminum stocks have plunged steeply this year. In this podcast, S&P Global Platts editors Vicky Bakourou and Mayumi Watanabe discuss causes behind the fall, analysis of the market fundamentals and outlook for 2018.We welcome any feedback or suggestions for topics. Contact...

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