Commodities Focus

S&P Global Commodity Insights
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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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May 22, 2017 • 6min

Palm oil biodiesel volumes surge as Europe’s blenders soak up product

Volumes of palm oil methyl ester from Southeast Asia is heading towards the European biofuels complex, as Europe's blending and production hubs of Spain and Amsterdam-Rotterdam-Antwerp soak up imports to fire FAME 0 production. S&P Global Platts editors Tim Worledge and George Griffiths...
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May 11, 2017 • 11min

Interview: IEA sees oil prices firming if OPEC cuts rollover

Neil Atkinson, Head of the IEA Oil Industry & Markets Division, talks to S&P Global Platts senior oil news editor, Robert Perkins, on the outlook for global oil market balances, the recent oil price slip, the implications of potential rollover of output cuts by OPEC and other key oil...
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May 10, 2017 • 4min

Newly optimistic US coal industry focuses on flexibility, federal regulations

The Eastern Fuel Buyers Conference draws coal players from all basins and different market segments, and the mood had lifted this year as the industry welcomes an uptick in demand and new administration in the White House. Coal Trader editors Jeff McDonald and Jim Levesque both attended the...

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