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Commodities Focus

S&P Global Commodity Insightswww.spglobal.com
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.
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Episodes

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 The weather isn't expected to linger but the hangover from all the gas withdrawn from storage to heat a 20-year winter may linger into the summer.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 25, 20146 min

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, 20148 min

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 21, 20147 min

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...

Mar 18, 20148 min

Mexico prepares for next phase of Pemex, oil industry evolution

Starr Spencer, senior editor of oil news in the Platts Houston office, takes a look at what kind of decisions are being made in Mexico as state oil company Pemex goes through some radical changes in 2014. What will this year hold for onshore and offshore projects, and what kind of roles could...

Mar 14, 20145 min

US Northeast natural gas markets, battered by winter, brace for another storm

Platts US natural gas editors Rodney White, Tiffany Hamilton, Jessica Marron, and Bill Holland discuss how the tired US Northeast gas markets are trying to look past another upcoming winter storm and prepare for the spring and summer. We welcome any feedback or suggestions for topics. Contact us...

Mar 12, 20147 min

US PVC demand continues rising domestically as global demand drops

Platts US petrochemicals editors Christopher Ferrell and Pavel Pavlov examine why domestically produced PVC is experiencing rising demand and prices in the US while global markets have more subdued trading activity, in part due to a cold winter, a stronger US dollar, and turbulence in other...

Mar 10, 20146 min

Winter weather wreaks havoc on US petrochemical business

Platts US petrochemicals editors Jeremy Rakes and Chris Ferrell examine the effects that this year's harsh winter weather has had on the logistical side of the US petrochemical business, including an impact on propane prices, barge traffic issues, and delays impacting polymer buyers. We welcome...

Feb 24, 20146 min

'Polar Vortex 3' jangles North America's gas markets again

The Arctic chill is the third wave from the north to push temperatures below frigid in heavy natural gas buying markets such as Chicago, Boston, and New York. Platts editors Valarie Jackson,Chris Tremulis, Rodney White and Patrick Badgely discuss the action in the futures, cash, and forward markets...

Feb 24, 20147 min

Severe winter weather draws down US coal stocks

Platts editors Andrew Moore and Valarie Jackson discuss the impact of the recent cold weather on US coal stockpiles and the effect of natural gas price volatility on coal as the dominant fuel for electricity generation. We welcome any feedback or suggestions for topics. Contact us at...

Feb 21, 20145 min

Ignore the warm, US natural gas prices will reignite

The NYMEX gas futures market sees cold next week and next-day cash prices retreat only a bit, despite warmer temperatures this week. Plus, a steel company found an unusual way to hedge its gas costs – pair up with a driller. Platts editors Valarie Jackson,Chris Tremulis, and Rodney White...

Feb 19, 20146 min

A look ahead at natural gas prices for the coming summer

Platts natural gas editors Letitia Vasquez and Patrick Badgley take a step back from the price volatility the US has seen this winter and look ahead to the expectations for natural gas prices this summer. We welcome any feedback or suggestions for topics. Contact us at webeditor@platts.com.

Feb 10, 20146 min

Turkish polymer demand sinks due to currency turmoil

Anna Ward and Daved Chohan, Platts petrochemical editors based in Europe, discuss the impact of the weakness in the Turkish Lira on Turkey's polymer market and the short-term recovery seen in the polypropylene market. We welcome any feedback or suggestions for topics. Contact us at...

Feb 07, 20143 min

Atlantic thermal coal supply in 2014

Platts' associate editors Jacqueline Holman and Jaime Concha discuss how recent Colombian coal supply disruptions have affected European-delivered spot prices and the repercussions on supply-demand fundamentals in 2014. We welcome any feedback or suggestions for topics. Contact us at...

Feb 05, 20146 min

US benzene price surge has ripple affect

Bernardo Fallas, managing editor of the Americas, and John Calton, associate editor for aromatics, delve into the factors behind the recent surge in benzene prices on the US Gulf Coast, what the market expects in the near term, and the impact on downstream markets. We welcome any feedback or...

Feb 04, 20147 min

Interview: Challenges facing carbon capture and storage in Europe

Ahead of Platts' annual CCS conference in Brussels February 18-19, Henry Edwardes-Evans spoke to Dr Graeme Sweeney, Chairman of the Zero Emissions Platform, on the European Commission's energy and climate goals to 2030, and the challenges facing carbon capture and storage as it seeks to secure a...

Jan 29, 201413 min

US gas prices soar on Arctic blasts

US natural gas prices -- both future and spot -- are soaring as the nation sees unusual winter cold. Platts' Bentek unit sees at least 700 Bcf more gas coming out of storage by mid-February, worrying some analysts about end-of-winter levels. Gas Daily editors Rodney White and Bill Holland...

Jan 28, 20146 min

Heating demand boosts natural gas to all-time high

Platts natural gas editors Letitia Vasquez and T.L. Hamilton discuss the record highs reached in Northeast daily and forward natural gas prices brought on by the polar vortex when heating demand was way up. We welcome any feedback or suggestions for topics. Contact us at webeditor@platts.com.

Jan 21, 20145 min

Polar vortex spins up US natural gas markets

Polar vortex cold ignites cash gas market in New York and New England, futures stay quiet. Natural gas price predictions for 2014 and how did the analysts do in 2013? Platts editors Bill Holland, Valarie Jackson, and Chris Tremulis report. We welcome any feedback or suggestions for topics....

Jan 08, 20146 min
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