Commodities Focus

S&P Global Commodity Insights
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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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Oct 11, 2017 • 7min

Russia-OPEC crown new relationship with Moscow meetings

Russian and OPEC officials last week discussed the progress of their landmark crude oil production deal, and plans to increase bilateral cooperation, during multiple meetings and events held in Moscow.Russia's relationship with Saudi Arabia took center-stage, with the Saudi King’s historic...
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Oct 10, 2017 • 6min

China buyers return to Asia seaborne market amid uncertainty on Beijing’s import policy, port restrictions

The Asian thermal coal market is at an interesting crossroads this week, as Chinese buyers make a cautious return to the Asia seaborne market after their week-long holiday. Meanwhile, buyers in Japan continue to wrestle with Australian coal suppliers over prices for term contracts starting October...
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Sep 19, 2017 • 7min

Annual billet upcharges are still unclear, but demand is strong for 2018

Recent Platts spot billet upcharges are being driven higher by strong extrusion demand and a handful of supply issues, which may continue into next year. Karen McBeth, director of metals pricing and market engagement, speaks with Sarah Baltic Hilliard, Americas aluminum products pricing specialist,...
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Sep 14, 2017 • 4min

Alumina market braces for stormy Q4 as price hits multi-year high

Over the past two weeks, the alumina market has seen high prices, fewer spot cargoes and talks of refinery cuts, sending prices to multi-year highs. In this podcast, S&P Global Platts editors Yuen Cheng Mok and Joanna Lim examine the surge in alumina prices and look at market expectations in...

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