

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

Sep 13, 2017 • 8min
Russia, Asia cooperation set to strengthen amid geopolitical risks
Russia's recent focus on diversifying its export markets in Asia dovetails with plans by many countries in the region to expand refining capacities, which is reflected in a growing number of joint projects agreed recently.S&P Global Platts managing editor in Moscow Nadia Rodova discusses how...

Sep 8, 2017 • 4min
Reduction in antidumping duties for Argentinian biodiesel paves way for increased imports into Europe
The future of antidumping duties against Argentinian biodiesel were finally confirmed this week, stipulating duties to be reduced by September 28. S&P Global Platts European biofuels editor, George Griffiths and global editorial director for agriculture, Tim Worledge discuss the potential...

Sep 6, 2017 • 6min
PET supply tightness expected to remain in September following recent price hike
The polyethylene terephthalate market saw prices spike at the beginning of August when Lotte declared FM at one of its two plants in Wilton, UK. S&P Global Platts editor Sarah-Jane Flaws details the current situation and the expectation over the coming months.We welcome any feedback or...

Sep 4, 2017 • 5min
EU T2 ethanol bearish on sugar, antidumping uncertainty: is the hype overdone?
The advent of the new sugar crop and overhaul of the European sugar regime in October are causing a stir in the European ethanol industry, as market participants expect to see some sugar-beet-based ethanol capacity return to the market.Further down the line, concerns around the potential removal of...

Aug 23, 2017 • 7min
Eclipse prompted a balancing act by US markets as it curtailed solar power
Monday's eclipse cut a path across the US, causing concern for power grid operators — especially those with significant amounts of solar power generation. How did prices react, and what else is ahead in 2017? The North American power pricing team of Kassia Micek, Charles Noh and Jeff Zhou...

Aug 18, 2017 • 5min
Container shipping -- Amazon vs Maersk: The clash of titans shaking the container industry
Approximately 90% of the world’s trade travels by sea and one would expect the industry's supply chain to be the height of modernity by adopting disruptive technology and strategies. However, this could not be further from the truth, as S&P Global Platts commodities associate Eleni...

Aug 2, 2017 • 7min
Who, what, when, where and how? US biofuels industry grapples with RINs after waiver decision
A US appeals court rejected the Environmental Protection Agency's use of waiver authority to lower the federal biofuel mandate's blending volumes based on downstream constraints, but the decision leaves a lot of questions about how to find RINs to make up compliance shortfalls. Josh Pedrick and Wes...

Jul 20, 2017 • 6min
Removal of anti-dumping duties in Europe could see Malaysian biodiesel producers priced out of market
With the future of anti-dumping duties against Argentinian and Indonesian biodiesel uncertain, S&P Global Platts editors Tim Worledge, Samar Niazi and George Griffiths take a look at how this could change the global biodiesel market and the emergence of new trade flows stemming from this,...

Jul 14, 2017 • 6min
Asian alumina H2 outlook: Will markets be rocked by demand-supply imbalances?
Alumina prices started the year on a high note, and corrected in the second quarter. What's instore for the Asian alumina market for the rest of the year? Editors Yuen Cheng Mok and Joanna Lim examine the factors that could affect the market in the second half, including China's drive to tackle...

Jul 6, 2017 • 5min
2018 RVOs don't hold surprises for US biofuels markets, but concerns linger
The US Environmental Protection Agency's proposed 2018 renewable volume obligations were released July 5, and responses from biofuels and oil industry players were mixed. Biofuels reporters Josh Pedrick and Wes Swift, as well as policy reporter Brian Scheid, crunch the numbers and consider how...