

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

Jan 23, 2017 • 16min
Container shipping: What next for the smaller TEU fleet?
Can the abandoned smaller TEU vessels become the workhorse for the customer focused container market? S&P Global Platts senior editor Andrew Scorer explores some potential options for these vessels to become a key player and provide a competitive advantage.RELATED CONTENTBlog post -- Container...

Jan 18, 2017 • 4min
Gas generation squeezed by coal in US winter power markets
Wholesale electric power prices in the US are starting 2017 by ticking upward, lifted by firmer natural gas prices, which overall has caused coal generation to take some of gas generation’s share in the overall fuel mix. Kassia Micek and Eric Wieser of the North American power pricing team...

Dec 14, 2016 • 9min
Headwinds for US aluminum alloy market likely to continue into 2017
It's been tough going for the secondary aluminum market over the last few months, and an ample alloy supply is weighing on the US market as the year ends. Sarah Baltic Hilliard, metals market editor in Pittsburgh, assesses the current market level for the A380 aluminum benchmark and what is...

Nov 25, 2016 • 6min
Coal prices wait on China production and winter severity
S&P Global Platts editors Jacqueline Holman and Cameron Carswell discuss recent moves in European and Asian thermal coal markets, from the rapid increase in prices which saw the Australian market hit $115.50/mt FOB for 6,000 NAR kcal/kg cargoes, to the more recent price retreat and where the...

Nov 14, 2016 • 5min
One month after the implementation of gas balancing schemes in Italy and Spain
In October 2016, new gas balancing schemes were rolled out in Italy and Spain to align the two countries gas hubs with European standards.Market reporters Dalila Ouerghi and Mario Perez discuss the implementation of these new gas balancing regimes, their effect on liquidity and the feedback from...

Nov 10, 2016 • 8min
The changing gas and power landscape under Trump
It's a much different picture for American natural gas, coal and power than just a few days ago as the US energy industry eyes a future under President-elect Donald Trump. Not only will key Washington appointees shift the tone of agencies like the Federal Energy Regulatory Commission and the...

Aug 10, 2016 • 6min
Turkey surprises market with $15/mt thermal coal import duty
S&P Global Platts editors Jacqueline Holman and Cameron Carswell discuss the surprise announcement from the Turkish government to levy a $15/mt tax on imported thermal coal for power generation, the short term impact of the tax, the potential beneficiaries and the ways in which market players...

Aug 5, 2016 • 4min
Thermal coal prices surge as Chinese buyers scramble for cargoes in supply-driven market
The seaborne thermal coal market has seen a huge turnaround with an unexpected surge in prices since June. In this podcast, senior editor Michael Cooper joins managing editor Deepak Kannan in examining what's driving coal buyers in China to bid higher for cargoes from Australia and Indonesia, the...

Jul 13, 2016 • 4min
Mozambican thermal coal heads to Europe
S&P Global Platts editors Jacqueline Holman and Cameron Carswell discuss European utilities importing high ash thermal coal from Mozambique, the requirement for blending with lower ash coal grades, the range of prices for Mozambican coal and whether demand is likely to rise in the coming...

May 20, 2015 • 10min
Higher gas demand taking some pressure off well-supplied North American markets
Pipeline maintenance and an uptick in gas-fired power generation are supporting price movements in North American spot and forwards natural gas markets. Curt Mrowiec and Chris Pedersen, senior pricing specialists at Platts, and Thad Walker, energy analyst with Bentek Energy, detail the current...