S&P Global Platts senior natural gas writer Harry Weber and natural gas managing editor Joe Fisher in Houston talk with LNG editor Luke Stobbart in London about trade-flow trends that have seen Europe become a favored destination for Atlantic Basin LNG export cargoes in recent months. The trend...
US wind generation is expected to continue booming over the coming years, but many see the steel tariffs and end of the tax credit in 2020 as threatening that growth. Mike Fitzgerald, with the Platts North American steel team, and Kassia Micek, with the Platts North American power pricing team,...
Scrap aluminum has gone wild. There are new taxes and financial obligations in China and Vietnam; licenses, regulations and restrictions in Vietnam, Taiwan, Brazil, and other countries, resulting in unpredictable price trends. When the year started, prices were generally expected to fall from...
The tremors of IMO 2020 - The mandated shift to low sulfur marine fuel which officially kicks in January 1, 2020 - will begin to be felt months from now and have already begun to work their way into the fabric of the already complex dynamics of the shipping sector. Jason Silber chats with Pradeep...
China's winter steel production cut agenda seems to have gone quiet. Will this result in even stronger steel output? Meanwhile, Beijing has unleashed some incentives to rekindle buying in the consumer-segments, but will it translate into stronger steel demand? And does the Chinese steel market care...
The PJM Interconnection has several market design changes underway, including adjustments to energy reserve price formation and the way its capacity market is structured that will significantly impact market participants going forward. Andy Ott, president and CEO of PJM Interconnection, talks with...
With the looming shadow of IMO 2020 on the horizon, there is a growing confusion and discord in the container market when it comes to recovery of bunker costs in freight contracts. The Bunker Adjustment Factor (BAF) system is failing and the industry is looking out for new solutions. Jason Silber,...
Increasing trade tensions and expectations of new capacities in Iran, the US and Latin America this year are set to change the complexion of the global methanol market. S&P Global Platts editors Lara Berton, Esther Ng, Luke Milner and Ellie Valencia discuss these developments and more, as they...
Winter storms have battered the US in January and February and caused consumers to crank up their heaters, driving up power demand and prices as temperatures have lingered below freezing for days. S&P Global Platts senior pricing specialists Kelli Ainsworth, Kassia Micek and Jeff Zhou look at...
S&P Global Platts specialists take a look at what developments in the European automobile industry might mean for metals, plastics and fuels.
Brazilian sugar and ethanol price specialists Nicolle Monteiro de Castro and Phillip Herring discuss the primary drivers of supply and demand that will affect Brazilian sugar and ethanol markets in 2019. Topics include the sugar/ethanol mix of the 2018-19 Center-South crop, the price parity between...
S&P Global Platts editor Peter Farrell and senior pricing specialist Arthur Richier discuss the state of the dirty and clean Handysize tanker markets in the Baltic Sea, and how low availability of ice-class tonnage and port restrictions at this time of the year have buoyed rates up to record...
S&P Global Platts analysts think US gasoline demand will take a hit from the subzero weather in much of the country. And then there are the federal employee who just got back in their cars for work. Jeff Bair and Seth Clare look at a topsy-turvy winter for gasoline demand and how the market...
Argentina and Brazil are growing in importance as exporters of corn, with global buyers now having one eye on crop development in Argentina and the other on the second crop planting in Brazil. Join Sophie Byron, senior managing editor for the Americas agriculture pricing team, and Rafael Savoia,...
Aluminum trade had a big year in 2018, and while US tariffs got a lot of media attention, China also took action that has impacted nonferrous scrap trade and prices worldwide. Scrap dealers and secondary aluminum smelters in the US, Mexico and Asia have had to grapple with these changes, and will...
Soybean markets are holding their breath while the US and China discuss a possible resolution of the trade war that shook global trade flows in 2018. As tentative signs of reconciliation begin to emerge, US farmers still hold large stocks of beans while they start planning the coming season....
S&P Global Platts senior natural gas writer Harry Weber and Americas natural gas managing editor Joe Fisher discuss the outlook for the US midstream sector as fourth-quarter 2018 earnings reporting season begins, from the appetite for further major pipeline projects to the markets that will be...
Jason Silber, global head of Platts Ocean Intelligence, is joined by Janet McGurty, senior oil writer at S&P Global Platts, and Richard Joswick, head of oil pricing and trade flow analytics for S&P Global Platts Analytics, to discuss the refining landscape as the marine industry faces an...
The global oil market has seen major price volatility over recent months and the start of 2019 has proved equally rousing with prices on track to post their biggest weekly gain in over two years. With spot Brent trading over $60/b, the oil market remains acutely focused on the complex balancing act...
Russia's controversial Nord Stream 2 and Turk Stream natural gas pipeline projects are still on track to come online at the end of this year, despite risks of EU regulation and US sanctions. The 55 Bcm/year link to Germany and 31.5 Bcm/year link to Turkey could between them cover almost all the 87...
There's a kernel of truth behind President Donald Trump's tweet on cheap gasoline. S&P Global Platts editors Seth Clare and Jeff Bair look at the fundamentals behind Trump's Twitter prediction that gasoline will take a lower budget bite in 2019. Related content S&P Global Platts Analytics:...
The US-China trade war has taken a number of twists and turns since July 6, when the US and China put into place 25% tariffs on $34 billion of each other's goods. Most recently the two sides agreed to a 90-day truce, during which both sides will refrain from increasing or introducing any new...
The number of factors hampering trade of Venezuelan HBI seems unlimited, and its relevance to the global industry is disappearing as it has been working at much-reduced rates for years. Moreover, reduced steel production and raw material demand from its main consumers -- Italy and Turkey -- may...
Trading relationships are top on the minds of many in Europe, especially with the evolving trade tensions between China and the US, and Brexit. In the longer term however, population megatrends, feedstock developments, and innovative technologies underpin growth in the industry, with sustainability...
The recent rise in natural gas prices, combined with lower gas storage and a late November cold snap, has added some uncertainty to the US winter power outlook. S&P Global Platts editors Eric Janssen, Kassia Micek and Tyler Godwin discuss the major issues in a roundtable discussion led by...
The European natural gas market has seen some dramatic changes year on year so far during the final quarter of 2018, with pricing seen volatile after crashing recently with multi-year highs seen at the beginning of the Winter 2018/19 season. In this podcast, S&P Global Platts European gas team...
Why would a refiner keep making gasoline at a loss? That's the situation facing US companies with gasoline cracks dipping into negative numbers against major US and European crude grades. Jeff Bair and Seth Clare of the US gasoline team break down the numbers and take look at what analysts are...
An escalation in tension between Russia and Ukraine following the seizure of three Ukrainian vessels by Russia in the Azov Sea could mean a change to market dynamics. In this podcast S&P Global Platts commodities specialists explore what it could mean for those who use Russian and Ukrainian...
Market expectations for Q4 were sky-high, but has the dry bulk sector delivered on its Q3 promise? S&P Global Platts Sam Eckett and Arthur Richier discuss how geopolitical challenges have affected different commodities around the Atlantic Basin, and how freight rates have been impacted as a...
S&P Global Platts European styrene editor Olu Shaw joins EMEA petrochemicals managing editor Ng Baoying to assess the European styrene market, which has lost close to a third of its value in the two months to mid-November, from $1,422/mt mid-August, to $979.50/mt. While some sources consider...
