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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

European biodiesel: Is there space for imports from both Asia and South America?

European biodiesel trade flows have been rocked significantly by the latest policy changes, with uncertainty rife in the marketplace surrounding the future of antidumping duties. S&P Global Platts' George Griffiths, EMEA senior biofuels specialist, and Samar Niazi, APAC biodiesel editor take a...

Mar 16, 20185 min

The PES-EPA proposal: What's it mean for US biofuels?

S&P Global Platts editors Sophie Byron and Wes Swift and Director of Global Biofuels Analysis Corey Lavinsky discuss the impact from the proposed settlement agreement between the US Environmental Protection Agency and Philadelphia Energy Solutions on the biofuels market.The trio review what...

Mar 14, 20187 min

Could Trump's US steel tariff end a two-year bull run in seaborne prices?

Details of US President Donald Trump's plan to impose a 25% tariff on steel imports and 10% on aluminum imports are expected to emerge this week.In this podcast, S&P Global Platts Regional Content Director for Metals Julien Hall and Senior Managing Editor for Steel and Steel Raw Materials Keith...

Mar 05, 20185 min

IP Week: Shipping industry outlook

As London's annual International Petroleum week draws to a close, Jason Silber, Global head of Ocean Intelligence -- part of S&P Global Platts -– chatted with Peter Norfolk, S&P Global Platts editorial director, shipping and freight, for a quick yet incisive survey of the shipping...

Feb 23, 201810 min

Interview: Wim Roels, Borouge, on megatrends, strategies, and 2018 outlook

Borouge chief executive Wim Roels joins S&P Global Platts Senior Editor Heng Hui in this podcast to discuss the competitiveness of Middle East producers, the company's outlook for 2018, as well as megatrends that could disrupt the polymer sector in the long run.We welcome any feedback or...

Feb 15, 20186 min

Ukrainian corn: Can prices reach $190/mt with the US arb open?

Ukrainian corn prices have risen to a 6-month high, rising sharply since the turn of the year, making it the most expensive origination globally. Driving the surge is demand from China, which has bolstered fundamentals. In contrast, traditional homes for Ukrainian corn are opting for US corn, the...

Feb 13, 20185 min

Aluminum swaps contango on strong US Midwest

Aluminum premium swaps on the Chicago Mercantile Exchange have been in contango. Spot market premiums have been surging this year.In this podcast, S&P Global Platts Regional Manager for Metals Derivatives Petter Kolderup and Senior Editor for Physical Metals Market Mayumi Watanabe discuss the...

Feb 09, 20186 min

IMO 2020 countdown: Will refineries meet low sulfur bunker fuel demand?

With 23 months to go, it is still uncertain whether refineries will be able to meet demand for low sulfur bunker fuel. Jason Silber, global head of Ocean Intelligence -- part of S&P Global Platts -- sought out Janet McGurty, S&P Global Platts senior oil writer and resident refinery guru,...

Feb 08, 201811 min

European polyethylene market: torn between the Asian bull and American bear

The surging prices of polyethylene in Asia are keeping Europe's prices flat despite abundant supplies being available in the market. With US exports widely expected to further increase supply availability in Europe in the coming months, the continents polyethylene prices look set to come under...

Jan 26, 20186 min

Aluminum Analysis: US sees a bullish start to 2018

The start of 2018 has seen multiple bullish factors hit. In this podcast, S&P Global Platts metals editors Sarah Baltic Hilliard and Tina Allagh discuss causes behind the rise in US aluminum premium levels and outlook for the coming months.We welcome any feedback or suggestions for topics....

Jan 26, 20187 min

All eyes on Indonesia in 2018 as thermal coal supply tightness persists

Indonesian thermal coal prices have been on an uptrend since the latter half of 2016 and production may likely see a boost in 2018. What are the demand-supply factors to look out for this year?Platts Asia thermal coal managing editor Deepak Kannan and associate editor Arusha Das examine the key...

Jan 16, 20186 min

Iranian tanker accident: Impact on shipping and oil markets

An Iranian tanker carrying condensate bound for South Korea was involved in a fiery accident in the East China Sea. In this podcast, Shipping associate editor Wanda Wang and Oil analyst Alexander Yap examine the incident's impact on tanker, condensate and naphtha markets.Related content:Iran NITC...

Jan 10, 20187 min

Aluminum analysis: LME stocks, spreads and 2018 outlook

London Metal Exchange aluminum stocks have plunged steeply this year. In this podcast, S&P Global Platts editors Vicky Bakourou and Mayumi Watanabe discuss causes behind the fall, analysis of the market fundamentals and outlook for 2018.We welcome any feedback or suggestions for topics. Contact...

Dec 15, 201711 min

War of words at the IMO over shipping's carbon problem

A working group of the IMO met at the organisation's headquarters in London recently to discuss cutting greenhouse gas emissions, setting off a public dispute about whether the shipping industry has too much influence over the UN body. S&P Global Platts fuel oil managing editor Ned Molloy and...

Nov 01, 20177 min

Interview: From proof-of-concept to market reality for blockchain technology

Ahead of Platts first ever Digital Commodities Summit in London on November 14, 2017, James Rilett, Global Director of Innovation at S&P Global Platts spoke to our premier event sponsor, James Robert ("Bo") Collins, Founder of Matrix Global, on the key conference theme of how blockchain...

Oct 18, 20179 min

Digitization, supply chain and shale dominate EPCA 2017

Close to 3,000 petrochemical industry representatives attended the recently concluded EPCA annual meeting in Berlin, where digitization dominated discussions.A Platts seminar organized on the sidelines discussed key aspects like the impact of crude on petrochemicals and the polymers and aromatics...

Oct 11, 20175 min

Russia-OPEC crown new relationship with Moscow meetings

Russian and OPEC officials last week discussed the progress of their landmark crude oil production deal, and plans to increase bilateral cooperation, during multiple meetings and events held in Moscow.Russia's relationship with Saudi Arabia took center-stage, with the Saudi King's historic...

Oct 11, 20177 min

Annual billet upcharges are still unclear, but demand is strong for 2018

Recent Platts spot billet upcharges are being driven higher by strong extrusion demand and a handful of supply issues, which may continue into next year. Karen McBeth, director of metals pricing and market engagement, speaks with Sarah Baltic Hilliard, Americas aluminum products pricing specialist,...

Sep 19, 20177 min

Alumina market braces for stormy Q4 as price hits multi-year high

Over the past two weeks, the alumina market has seen high prices, fewer spot cargoes and talks of refinery cuts, sending prices to multi-year highs. In this podcast, S&P Global Platts editors Yuen Cheng Mok and Joanna Lim examine the surge in alumina prices and look at market expectations in...

Sep 14, 20174 min

Russia, Asia cooperation set to strengthen amid geopolitical risks

Russia's recent focus on diversifying its export markets in Asia dovetails with plans by many countries in the region to expand refining capacities, which is reflected in a growing number of joint projects agreed recently.S&P Global Platts managing editor in Moscow Nadia Rodova discusses how...

Sep 13, 20178 min

EU T2 ethanol bearish on sugar, antidumping uncertainty: is the hype overdone?

The advent of the new sugar crop and overhaul of the European sugar regime in October are causing a stir in the European ethanol industry, as market participants expect to see some sugar-beet-based ethanol capacity return to the market.Further down the line, concerns around the potential removal of...

Sep 04, 20175 min
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