Commodities Focus

S&P Global Commodity Insights
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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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Nov 27, 2017 • 6min

Will Australian alumina continue to outperform aluminum prices despite delayed Chinese cuts?

Prices of Australian alumina have ebbed after recently climbing to multi-year highs. In this podcast, S&P Global Platts editors Yuen Cheng Mok and Joanna Lim examine the factors driving alumina prices and the impact of the anticipated smelter output cuts in China. They also talk about the...
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Nov 24, 2017 • 4min

Does Zimbabwe's political turmoil mean boom or bust for its ethanol and sugar industry?

S&P Global Platts senior sugar analyst, Erin Burns, and biofuels editor, George Griffiths, take a look at the delicate political issues in Zimbabwe following Robert Mugabe's resignation, and investigate the potential impacts on sugar and ethanol production within the breadbasket of Africa.How...
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Nov 1, 2017 • 7min

War of words at the IMO over shipping's carbon problem

A working group of the IMO met at the organisation's headquarters in London recently to discuss cutting greenhouse gas emissions, setting off a public dispute about whether the shipping industry has too much influence over the UN body. S&P Global Platts fuel oil managing editor Ned Molloy and...
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Oct 24, 2017 • 4min

Gasoline, ethanol markets wait for clarifications on Mexico's biofuels blending

Mexico's Energy Regulatory Commission has been working for the past couple of years on NOM-016 to update the country's gasoline regulations, including standards around blending ethanol to the fuel supply. But an injunction stopped an increased blend of 10% and moved it back to 5.8%. Editors...
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Oct 18, 2017 • 9min

Interview: From proof-of-concept to market reality for blockchain technology

Ahead of Platts first ever Digital Commodities Summit in London on November 14, 2017, James Rilett, Global Director of Innovation at S&P Global Platts spoke to our premier event sponsor, James Robert ("Bo") Collins, Founder of Matrix Global, on the key conference theme of how blockchain...
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Oct 11, 2017 • 5min

Digitization, supply chain and shale dominate EPCA 2017

Close to 3,000 petrochemical industry representatives attended the recently concluded EPCA annual meeting in Berlin, where digitization dominated discussions.A Platts seminar organized on the sidelines discussed key aspects like the impact of crude on petrochemicals and the polymers and aromatics...

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