Commodities Focus

S&P Global Commodity Insights
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Mar 7, 2018 • 7min

China surprises with weak return to thermal coal market after Lunar New Year holiday

After strong trading in the lead up to Chinese New Year in mid-February, market participants were expecting China to return to the seaborne spot market with gusto. But sellers have been left feeling disappointed as rising domestic coal production, falling Qinhuangdao prices and warmer weather in...
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Mar 5, 2018 • 5min

Could Trump's US steel tariff end a two-year bull run in seaborne prices?

Details of US President Donald Trump's plan to impose a 25% tariff on steel imports and 10% on aluminum imports are expected to emerge this week.In this podcast, S&P Global Platts Regional Content Director for Metals Julien Hall and Senior Managing Editor for Steel and Steel Raw Materials Keith...
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Feb 23, 2018 • 10min

IP Week: Shipping industry outlook

As London's annual International Petroleum week draws to a close, Jason Silber, Global head of Ocean Intelligence -- part of S&P Global Platts -– chatted with Peter Norfolk, S&P Global Platts editorial director, shipping and freight, for a quick yet incisive survey of the shipping...
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Feb 15, 2018 • 6min

Interview: Wim Roels, Borouge, on megatrends, strategies, and 2018 outlook

Borouge chief executive Wim Roels joins S&P Global Platts Senior Editor Heng Hui in this podcast to discuss the competitiveness of Middle East producers, the company's outlook for 2018, as well as megatrends that could disrupt the polymer sector in the long run.We welcome any feedback or...
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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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