

Commodities Focus
S&P Global Energy
S&P Global Energy analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture and coal markets.
Episodes
Mentioned books

Jan 31, 2019 • 6min
S&P Global Platts launches Latin American corn assessment as exports gain global relevance
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,...

Jan 25, 2019 • 16min
China's industrial policies shift global aluminum scrap trade, push prices down
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...

Jan 23, 2019 • 17min
Soybean export markets hold breath on US-China updates
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....

Jan 16, 2019 • 12min
How fears of a US recession could impact spending in the US natural gas midstream sector
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...

Jan 15, 2019 • 27min
IMO 2020: Evolution of the refining landscape
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...

Jan 11, 2019 • 16min
Oil market fundamentals: What's driving price sentiment in 2019?
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...

Jan 8, 2019 • 8min
Russia's Nord Stream 2 gas link on track despite EU regulation risk
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...

Jan 2, 2019 • 10min
The numbers behind Trump's talk of cheaper gasoline in 2019
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:...

Dec 21, 2018 • 31min
As US-China trade war simmers, impacts felt across many commodities
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...

Dec 19, 2018 • 10min
The fast dismantling of the Venezuelan HBI industry: lack of pellets, credit and confidence
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...


