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Commodities Focus

S&P Global Energywww.spglobal.com
S&P Global Energy analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture and coal markets.
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Episodes

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 30, 20177 min

UK, US sugar: If you cane beet them, join them

On both sides of the Atlantic, recent political developments are starting to have an impact on what will end up on your plate. Fresh back from the International Sweetener Colloquium, Tim Worledge, editorial director of pricing, sits down with Thomas Houghton, senior pricing specialist, to take a...

Mar 10, 20176 min

Brexit's impact on the UK natural gas market

Ahead of the launch of formal Brexit divorce negotiations expected in March, Thierry Bros, senior research fellow at the Oxford Institute for Energy Studies joins Lucie Roux, senior European gas specialist at S&P Global Platts, to discuss the challenges ahead for an import-dependent UK gas...

Feb 21, 20178 min

How will European producers cope without anti-dumping duties on Chinese PET?

On February 8, the European Commission dropped its anti-dumping duty on imports of PET from China, which were as high as 22.9%. But will the European PET producers now find themselves with an elephant in the room? Shashank Shekhar, petrochemicals EMEA news editor, explores this subject with the PET...

Feb 17, 20176 min

Russian agriculture flourishes against the odds

It would hardly be an understatement to say Russia has fallen on hard economic times in recent years, although this does not tell the whole story. Tim Worledge, editorial director of pricing, joins Erin Burns, senior analyst, and Thomas Houghton, senior pricing specialist, to discuss some of the...

Feb 13, 20176 min

US coal producers disciplined in the face of higher prices, lower stockpiles

US thermal coal prices have risen over the past few months, largely lifted by higher gas prices for power generation, and forecasts for a tighter gas market in 2017 is good news for coal producers. Jim Levesque and Jeff McDonald, associate editors for Coal Trader, detail price movements for Central...

Jan 31, 20175 min

Sugar's fortunes delicately poised as supply expectations edge towards surplus

Tim Worledge and Claudiu Covrig look at the intricate interplay between supply and demand in the global sugar markets, and mull the impact of recovering sugar production in India and Thailand, the return of the EU to the international markets and the effect of prolonged poor monsoons in India which...

Jan 30, 20176 min

BPF outlines UK's plastic industry's Brexit concerns

Mike Boswell, chair of the Brexit Committee at the British Plastic Federation assesses the challenges for an import dependent UK plastics industry post Brexit. UK converters face legislation changes, currency volatility and uncertainty in demand as the UK moves towards leaving the European Union.We...

Jan 27, 201713 min

2017 Outlook: European power perks up

After years of steady price declines, European power markets are dancing to a lively tune of nuclear outages, low wind and spiky Winter demand. Will prices rebalance once the current capacity squeeze is over? S&P Global Platts power reporters Henry Edwardes-Evans and Andreas Franke compare...

Jan 24, 20177 min

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 23, 201716 min

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...

Jan 18, 20174 min

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...

Dec 14, 20169 min

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 25, 20166 min

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 14, 20165 min

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...

Nov 10, 20168 min

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 10, 20166 min

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...

Jul 13, 20164 min

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...

May 20, 201510 min

US coal producers try to keep utilities' attention despite cheap gas

The tension between US coal producers and fuel buyers was evident at the recent Eastern Fuel Buyers Conference, where coal sellers expressed the desire for utilities to work with them to help keep the coal industry afloat. But continued low natural gas prices means the US EIA expects gas generation...

May 14, 20156 min

What next for the UK oil sector after Conservatives secure surprise victory?

Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nick Coleman, Platts senior editor in London, discuss the implications for the UK's oil sector of the Conservative Party victory in the May 7 UK general election, the rise of the Scottish Nationalist Party and what...

May 11, 201510 min

Energy supply, financing high on Russia-China agenda

Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Rosemary Griffin, Platts editor in Moscow, discuss the possible outcome of talks May 8-10 between Russia and China in the areas of oil and gas supply and financing, as well as the continued rise in Russian oil...

May 07, 20158 min

EU charges Russia's Gazprom with alleged market abuse

Platts EU energy policy specialist Siobhan Hall and International Gas Report senior managing editor William Powell discuss the European Commission's latest charges against Russian gas giant Gazprom for alleged market abuse in central and eastern Europe, looking at the legal precedents and the...

Apr 29, 20157 min
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