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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

Eclipse prompted a balancing act by US markets as it curtailed solar power

Monday's eclipse cut a path across the US, causing concern for power grid operators — especially those with significant amounts of solar power generation. How did prices react, and what else is ahead in 2017? The North American power pricing team of Kassia Micek, Charles Noh and Jeff Zhou...

Aug 23, 20177 min

Asian alumina H2 outlook: Will markets be rocked by demand-supply imbalances?

Alumina prices started the year on a high note, and corrected in the second quarter. What's instore for the Asian alumina market for the rest of the year? Editors Yuen Cheng Mok and Joanna Lim examine the factors that could affect the market in the second half, including China's drive to tackle...

Jul 14, 20176 min

2018 RVOs don't hold surprises for US biofuels markets, but concerns linger

The US Environmental Protection Agency's proposed 2018 renewable volume obligations were released July 5, and responses from biofuels and oil industry players were mixed. Biofuels reporters Josh Pedrick and Wes Swift, as well as policy reporter Brian Scheid, crunch the numbers and consider how...

Jul 06, 20175 min

PDH, cracker expansions to address olefin shorts in Europe: Ineos

Tom Crotty, director of European petrochemical company Ineos talks about its recent expansion plans underpinned by the need for more ethylene and propylene in Europe. The plans include a new propane dehydrogenation unit in Europe and expansion of ethylene capacity in Rafnes, Norway and Grangemouth,...

Jun 14, 201711 min

Russia, Saudi Arabia energy ties heading to new level

Russian and Saudi relations are emerging in the wider energy sphere and how these deepening ties feed into the whole OPEC/non-OPEC cooperation is begging the question as to whether one is a precursor to the other, according to associate editorial director Paul Hickin and managing editor Nadia...

Jun 06, 20177 min

US secondary aluminum market expects greater slowdown in summer 2017

The US aluminum industry is keeping a close eye on automotive sales forecasts and competition among smelters with the approach of summer — a typical time for maintenance shutdowns. Pricing specialists Sarah Baltic Hilliard and Alex Ifkovits delve into secondary aluminum trends and the current...

Jun 01, 20176 min

Some US power prices higher than last year as summer approaches

The North American power pricing team takes a coast-to-coast look at the US electric power landscape, including forecast demand, generating capacity and prices for ERCOT, Cal-ISO and the PJM Interconnection. Kassia Micek, Charles Noh and Jeff Zhou evaluate how the power markets are shaping up as...

May 23, 20176 min

Palm oil biodiesel volumes surge as Europe's blenders soak up product

Volumes of palm oil methyl ester from Southeast Asia is heading towards the European biofuels complex, as Europe's blending and production hubs of Spain and Amsterdam-Rotterdam-Antwerp soak up imports to fire FAME 0 production. S&P Global Platts editors Tim Worledge and George Griffiths...

May 22, 20176 min

Interview: IEA sees oil prices firming if OPEC cuts rollover

Neil Atkinson, Head of the IEA Oil Industry & Markets Division, talks to S&P Global Platts senior oil news editor, Robert Perkins, on the outlook for global oil market balances, the recent oil price slip, the implications of potential rollover of output cuts by OPEC and other key oil...

May 11, 201711 min

Newly optimistic US coal industry focuses on flexibility, federal regulations

The Eastern Fuel Buyers Conference draws coal players from all basins and different market segments, and the mood had lifted this year as the industry welcomes an uptick in demand and new administration in the White House. Coal Trader editors Jeff McDonald and Jim Levesque both attended the...

May 10, 20174 min

Petrochemical M&A strategies in a world of political unknowns

Paul Harnick, head of chemicals and the global chemicals chief operating officer at KPMG, joins Yuriko Kato, reporter in the European petrochemicals team, to discuss the latest trends in M&As in the petrochemicals industry.Despite significant political unknowns, from Brexit negotiations to the...

Apr 18, 201712 min

Shipping industry faces seismic shift in 2020 as sulfur cap looms

In 2020 the shipping industry is facing its biggest change since the shift away from burning coal a century ago as the IMO is set to impose a new 0.5% sulfur cap on marine fuel emissions. S&P Global Platts associate director Paul Hickin and editorial lead for bunker news Jack Jordan assess the...

Apr 18, 20176 min

Turkish grains imports paradigm shift

Turkey stopped Russian grain imports following a government decision in mid-March. What impact did the lack of Russian grains imported into Turkey have on the milling and processing industry, how is the decision likely to affect the trading landscape, and will Turkish consumers continue buying...

Apr 12, 201711 min

Ethanol tariff sought by Unica may not slow Brazil's imports: market

Unica, Brazil's sugar industry group, is seeking the reinstatement of an ethanol import tariff, citing greenhouse gas emissions from other producers and surging ethanol imports — especially from the US. Biofuels analyst Beatriz Pupo talks to US ethanol editor Josh Pedrick about how Brazil's...

Apr 11, 20176 min

Commodities pricing now mostly on path to recovery, execs say

S&P Global Platts content director for EMEA metals Christopher Davis, and senior writer Robert Perkins -– just back to London from the shores of Lake Geneva -- discuss the outlook from the recent FT Commodities Global Summit in Lausanne, Switzerland. From oil to metals and mining to...

Mar 31, 20178 min

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
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