Commodities Focus

S&P Global Commodity Insights
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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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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...
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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...
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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...
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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...
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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...
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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...

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