Commodities Focus

S&P Global Commodity Insights
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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...
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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,...
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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...
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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...
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Jun 23, 2017 • 7min

Asia thermal coal prices take off on step-change in China's demand as buyers chase spot cargoes

Asia's seaborne thermal coal market unexpectedly took off in June on a sudden surge in demand from Chinese buyers including large power utilities after a relatively subdued May. In this podcast, senior editor Michael Cooper joins editor Michelle Zhao in examining what's driving coal buyers in China...
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Jun 14, 2017 • 11min

PDH, cracker expansions to address olefin shorts in Europe: Ineos

Tom Crotty, director of European petrochemical company Ineos talks about its recent expansion plans underpinned by the need for more ethylene and propylene in Europe. The plans include a new propane dehydrogenation unit in Europe and expansion of ethylene capacity in Rafnes, Norway and Grangemouth,...
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Jun 6, 2017 • 7min

Russia, Saudi Arabia energy ties heading to new level

Russian and Saudi relations are emerging in the wider energy sphere and how these deepening ties feed into the whole OPEC/non-OPEC cooperation is begging the question as to whether one is a precursor to the other, according to associate editorial director Paul Hickin and managing editor Nadia...
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Jun 1, 2017 • 6min

US secondary aluminum market expects greater slowdown in summer 2017

The US aluminum industry is keeping a close eye on automotive sales forecasts and competition among smelters with the approach of summer — a typical time for maintenance shutdowns. Pricing specialists Sarah Baltic Hilliard and Alex Ifkovits delve into secondary aluminum trends and the current...
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May 23, 2017 • 4min

Rising lira, high Asian stocks and weak domestic demand hit Turkey's polyethylene markets

The Turkish polyethylene market faces tough times ahead due to the combination of a resurgent lira, high Asian polyethylene stocks, weak domestic demand and rising supplies from both east and western markets. S&P Global Platts North Africa and Turkey petrochemicals editor Daved Chohan and...
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May 23, 2017 • 6min

Some US power prices higher than last year as summer approaches

The North American power pricing team takes a coast-to-coast look at the US electric power landscape, including forecast demand, generating capacity and prices for ERCOT, Cal-ISO and the PJM Interconnection. Kassia Micek, Charles Noh and Jeff Zhou evaluate how the power markets are shaping up as...

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