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
Apr 15, 2014 • 6min
Can US get record gas fill at reasonable prices?
Winter left US natural gas stocks at an 11-year low, and now the industry is left with the question of just how full storage will be before next winter and at what cost. Gas Daily editors Rodney White, Jessica Marron, Patrick Badgley, and Bill Holland discuss what could influence summer prices and...
Apr 3, 2014 • 4min
US gas producers ask: Will a change of direction do them good?
The Northeast US, traditionally a large consumer of natural gas, is now also a major supplier thanks to the prolific Marcellus and Utica shale plays. T.L. Hamilton, associate editor for gas, discusses how three pipeline projects intended to move gas toward the Southeast could herald a growing focus...
Apr 3, 2014 • 6min
Asian natural rubber prices fall 30% on year on glut in Chinese supply
Anna Ward, Platts associate petrochemical editor discusses the sharp fall in Asian natural rubber prices in the first quarter compared to Q1 2013. Why are prices on a downward trend and what is the market outlook going forward? We welcome any feedback or suggestions for topics. Contact us at...
Apr 2, 2014 • 4min
Future of US oil and gas industry investments
The S&P Capital IQ Energy Symposium in Houston on April 2 was focused on exploring the future of North American oil and gas industry. One of the panelists, Stewart Glickman, director, equity research, S&P Capital IQ, explains how there are still questions about whether technology can...
Mar 27, 2014 • 6min
US methanol prices fall as market searches for a direction
US methanol prices were hovering near five-year highs, but March cut them down, in part due to extra supply headed to US shores. Colleen Barry-Goodman, managing editor of Americas petrochemicals, talks with John Calton, associate editor of petrochemical markets, about how global prices, including...
Mar 27, 2014 • 13min
Interview: navigating dramatic change in the German power market
Ahead of Platts' European Power Summit in Berlin on 28-29 April, 2014, Henry Edwardes-Evans spoke to Graham Weale, Chief Economist, RWE AG, on German power market supply, demand and wholesale price dynamics, market design and the prospects for a German capacity mechanism. We welcome any feedback or...
Mar 25, 2014 • 6min
Will winter ever end? And how will we refill storage?
Another blast of cold this week drove next-day cash gas prices higher by double digits for New England and New York. The weather isn’t expected to linger but the hangover from all the gas withdrawn from storage to heat a 20-year winter may linger into the summer. Or not. Gas Daily Editors...
Mar 21, 2014 • 8min
Spotlight: Snappy summer likely for US natural gas markets
Platts associate editor Patrick Badgley takes another look at what's ahead for US natural gas markets this summer, including for flows and storage, and answers questions submitted by participants in the March 18 "Cruel Summer?" webinar. Will gas drawdowns be replaced by summer, what's the future of...
Mar 21, 2014 • 7min
Impact of shale gas developments on global polyethylene dynamics
Platts petrochemical editor Nandita Lal talks to Platts petrochemical analyst Hetain Mistry about the latest Shale to Polyethylene report highlighting how the shale gas developments in North America and the conversion of coal to olefins in China are impacting global PE dynamics We welcome any...
Mar 18, 2014 • 8min
Italian gas storage system inches towards further liberalization
Beatrice Bedeschi, associate editor for European gas and power, examines a recent reform of gas storage rules in Italy that introduces auctions to allocate capacity, against the backdrop of narrowing summer-winter spreads and an uncertain outlook as the Ukraine crisis escalates. We welcome any...
