The International Energy Agency has released its latest annual long-term energy outlook in which US shale gets a major resource uplift, shifting the oil market dynamic over the coming decades. S&P Global Platts editor Nick Coleman and Market Intelligence editor Peter Marrin join Robert Perkins to discuss the implications of the IEA's latest forecasts, how producers are meeting the supply challenges and positioning for growth, based on their latest set of corporate results.
Nov 19, 2019•15 min
Platts Shipping editors Sam Eckett and George Griffiths interview Alexis Rodriguez on environmental initiatives by the Panama Canal ahead of IMO 2020. In a wide-ranging conversation, they discuss new rules prohibiting the use of marine distillate fuels in canal waters; traffic impacts of the US-China trade tensions; and answer the question: Is the Panama Canal turning into an ECA zone?
Nov 13, 2019•20 min
The energy transition has become an increasingly important driver of energy and commodity markets, as power generation undergoes a profound transformation across the globe. In this podcast, Bruno Brunetti, S&P Global Platts head of global power planning, analytics; and Morris Greenberg, senior manager, North American power, analytics; discuss with Amy Gasca, manager of power pricing, the global and US solar outlook, along with key drivers of solar PV capacity additions and the impact of sola...
Nov 12, 2019•10 min
London-based editors Jeffrey McDonald, Sarah Matthews and Joseph Clarke discuss the mood of key sectors within the Atlantic basin thermal coal markets amid cheap gas prices and tumbling demand from Europe and the Mediterranean. The mood is bearish, especially for US and Colombian producers. Russian...
Nov 05, 2019•7 min
Ethanol has been at the forefront of the discussions at Sugar Week in Sao Paulo. The ethanol story will most probably remain bullish, with the renewable fuel accounting for more than 45% of Brazil's total gasoline pool since 2018 and the launch of the RenovaBio program in 2020. The...
Nov 01, 2019•19 min
FERC Chairman Neil Chatterjee launched the EnVision Forum in his home state of Kentucky on October 21. The daylong event drew a diverse crowd of power and natural gas stakeholders, including CEOs, utility regulators, consumer advocates and landowners, to discuss challenges posed by the changing...
Oct 24, 2019•16 min
The middle distillate complex in Asia is expected to maintain a firm footing in the fourth quarter amid looming supply concerns despite Saudi Arabia's full restoration on all of its crude oil production following the September 14 attacks. Industry sources in the bull camp also anticipate rising...
Oct 24, 2019•4 min
In today's Commodities Focus podcast, steel pricing analysts Len Griffin and Viral Shah speak to lead news editor Annalisa Villa about the European steel market after the World Steel Association released its outlook for 2019, which revises global steel growth significantly upwards, with...
Oct 22, 2019•8 min
The energy transition has become the key talking point among energy and commodity market participants, marking what seems to be the beginning of a paradigm shift in power generation. And who better than S&P Global Platts experts in Global Power to analyse key drivers such as policy, the...
Oct 18, 2019•9 min
With domestic steel prices at three-year lows, India's steelmakers are hoping the government's efforts to boost liquidity and investment will stimulate demand. If not, will Indian steel exports increase and how will they fare in an overcrowded Asian market? S&P Global Platts Asian Steel Markets...
Oct 18, 2019•9 min
S&P Global Platts shipping editors George Griffiths and Sam Eckett look at the alternative marine fuels debate, ahead of IMO 2020's January 1st deadline. They are joined by Managing Editor for Freight Alex Younevitch, and discuss the ASBA Cargo Conference in Miami, nuclear power's...
Oct 09, 2019•10 min
With another year of strong wheat production now hitting the grain silos, the latest S&P Global Platts Commodities Focus podcast discusses developments in two key exporters: Russia and Ukraine. EMEA agriculture pricing lead Robert Beaman discusses the latest production trends with grains...
Oct 08, 2019•10 min
The last quarter of the year is seasonally weak for Asian gasoline, but the attacks on Saudi Arabia's oil facilities are proving to be largely supportive of the market. S&P Global Platts editors Mark Tan and Wendy Cheong share insights on the region's gasoline supply and the factors that could...
Oct 03, 2019•5 min
S&P Global Platts pricing specialists Kelli Ainsworth, Arsalan Syed and Olivia Kalb discuss the interplay between natural gas, coal and power pricing in the US Midwest with Amy Gasca, pricing manager, North American power.
Oct 01, 2019•8 min
The European PVC industry has gone through many changes in the last few decades regarding technology and assets, as well as marketing mechanism and building resilience against high raw material costs, but it has also experienced limited margins in sales. This year's political and economic...
Sep 27, 2019•21 min
Total coal imports to Southeast Asia is expected to hit 127 million mt in 2019, up 27% from 2018, with demand driven by existing and upcoming coal-fired power plants. In this podcast, S&P Global Platts Asia thermal coal editors Fred Wang, Jenny Ma, and Huimin Lee explain the rationale behind...
Sep 23, 2019•6 min
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights of the third day of the Gastech conference in Houston. Blackstone's potential sale of its...
Sep 19, 2019•9 min
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights of the second day of the Gastech conference in Houston. There was a healthy tension between...
Sep 18, 2019•9 min
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights of the first day of the Gastech conference in Houston. Offtake deals involving LNG...
Sep 17, 2019•12 min
S&P Global Platts senior natural gas writers Harry Weber and J. Robinson preview with natural gas managing editor Joe Fisher next week's Gastech conference, which will bring together in Houston global market participants in the midstream, upstream and LNG sectors. The annual confab comes...
Sep 12, 2019•14 min
With US ethanol still shut out of China, this installment of Commodities Focus podcast looks at the current state of the US ethanol market, the key emerging demand centers in Asia, and the benefits of ethanol as a gasoline blending component from a sustainability perspective. Andrei Agapi, Platts...
Sep 12, 2019•12 min
S&P Global Platts shipping editors George Griffiths and Sam Eckett probe into the dry bulk and container markets and how bunker fuels are impacting pricing ahead of IMO 2020's January 1st deadline. They are joined by EMEA Associate Editor for Bunker Fuel Tom Washington. As rates are...
Sep 11, 2019•7 min
ERCOT power demand smashed record after record durin August, boosting spot prices to record highs and real-time power prices to $9,000/MWh. Natural gas prices, however, did not see any uplift from record power demand. Amy Gasca, manager of the Platts power pricing team; Kelsey Hallahan, senior...
Sep 06, 2019•9 min
China will bring on another 35 million mt/year of crude steel this year through its capacity replacement mechanism, S&P Global Platts estimates. How will this impact pig iron production growth? And is there enough downstream demand to absorb all of this steel? S&P Global Platts senior...
Aug 28, 2019•6 min
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts natural gas managing editor Joe Fisher the state of play in the US LNG industry, with competition for commercial deals heating up, final investment...
Aug 27, 2019•23 min
A number of major trends are impacting the US power sector, including lower utility load nearly across the board among electric utilities, largely because of milder temperatures this year but also in some cases because of lower industrial load. Some electric utility CEOs have also...
Aug 22, 2019•9 min
On today's Commodities Focus podcast with Ora Lazic and Miguel Cambeiro: Although Europe continues to be the most expensive pricing region, it is increasingly becoming an importer of competitively priced ethylene and main derivatives from the US —with its new shale-based capacity—, but...
Aug 20, 2019•10 min
With no end to the dispute in sight and a consensus that the real shocks to the markets could be yet to come, the latest installment of the Commodities Focus podcast takes a renewed look at the impact on trade flows that the ongoing tariffs dispute between the US and China is having on the LNG,...
Aug 16, 2019•42 min
Today's Commodities Focus podcast looks deeper into the evolving thermal coal trade flows in the Atlantic and what the future holds. Following the recent release of two new Platts assessments that capture these new dynamics, managing editor Jeffrey McDonald is joined by thermal coal pricing...
Aug 16, 2019•6 min
S&P Global Platts shipping editors Sam Eckett and George Griffiths review the US-China trade tensions, and their effect on global shipping markets ahead of IMO 2020's January 1st deadline. They are joined by EMEA Coal managing editor Jeff McDonald. As escalating tariffs between the two...
Aug 12, 2019•6 min
