

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

May 5, 2017 • 6min
Could China tax on mixed aromatics imports alter EU gasoline blending economics?
Expectations are rife of an introduction of consumption taxes on mixed aromatics into China. But will this change the face of the European blending components market? Yuriko Kato, petrochemicals EMEA editor, explores this subject with the aromatics senior specialist, Sam Hashmi, and the gasoline...

Apr 28, 2017 • 8min
Met coal market volatility, Q2 benchmark delay in focus among coal, coke traders
Extremely volatile metallurgical coal and coke prices, and delays in industry reference pricing is pushing uncertainty into the market. There is speculation around the rate of return for shipments from Queensland, and how much further restocking is expected.At the recent Eurocoke conference in...

Apr 18, 2017 • 12min
Petrochemical M&A strategies in a world of political unknowns
Paul Harnick, head of chemicals and the global chemicals chief operating officer at KPMG, joins Yuriko Kato, reporter in the European petrochemicals team, to discuss the latest trends in M&As in the petrochemicals industry.Despite significant political unknowns, from Brexit negotiations to the...

Apr 18, 2017 • 6min
Shipping industry faces seismic shift in 2020 as sulfur cap looms
In 2020 the shipping industry is facing its biggest change since the shift away from burning coal a century ago as the IMO is set to impose a new 0.5% sulfur cap on marine fuel emissions. S&P Global Platts associate director Paul Hickin and editorial lead for bunker news Jack Jordan assess the...

Apr 12, 2017 • 11min
Turkish grains imports paradigm shift
Turkey stopped Russian grain imports following a government decision in mid-March. What impact did the lack of Russian grains imported into Turkey have on the milling and processing industry, how is the decision likely to affect the trading landscape, and will Turkish consumers continue buying...

Apr 11, 2017 • 6min
Ethanol tariff sought by Unica may not slow Brazil's imports: market
Unica, Brazil's sugar industry group, is seeking the reinstatement of an ethanol import tariff, citing greenhouse gas emissions from other producers and surging ethanol imports — especially from the US. Biofuels analyst Beatriz Pupo talks to US ethanol editor Josh Pedrick about how Brazil's...

Mar 31, 2017 • 8min
Commodities pricing now mostly on path to recovery, execs say
S&P Global Platts content director for EMEA metals Christopher Davis, and senior writer Robert Perkins -– just back to London from the shores of Lake Geneva -- discuss the outlook from the recent FT Commodities Global Summit in Lausanne, Switzerland. From oil to metals and mining to...

Mar 30, 2017 • 7min
Petrochemical expansions, exports dominate conversations at AFPM IPC
It was another busy International Petrochemical Conference from the American Fuel & Petrochemical Manufacturers in San Antonio, and our editors and analysts share what they learned from various conversations about olefins, polymers, aromatics and intermediates. John Calton, managing editor for...

Mar 22, 2017 • 5min
Northeast US coal burn increased in March even as retirements will impact power gen mix
It seems Mother Nature decided to skip most of winter in the Northeast US this year, but a recent cold snap bumped up power and gas prices in March and the region's generation mix is still changing. Charles Noh and Eric Wieser, with the power pricing team, examine how day-ahead power prices were...

Mar 20, 2017 • 6min
Asian thermal coal market: Japan April price talks, S Korean consumption tax in focus
Senior editor Michael Cooper and associate editor Mia Corazon Aureus give an overview of Asian thermal coal markets, including the latest in Japan's benchmark contract negotiations, South Korean imports and coal consumption tax updates, Indonesian prices, and our newly-launched Northeast Asian...