

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

Oct 24, 2018 • 9min
IMO 2020: Challenge and opportunity for shipowners
The International Maritime Organization has mandated bunker sulfur limits to drop to 0.5% sulfur on January 1, 2020, from 3.5% sulfur currently. Regardless of the compliance option shipowners choose, the global sulfur mandate will increase freight cost tremendously. Noteworthy is a huge uptick in...

Oct 19, 2018 • 6min
An atypical year for Brazilian steel: Price hikes, slow recovery and presidential elections
The pricing power of domestic mills in Brazil was built on strengthening Chinese steel prices over the past few months, putting Brazilian steel products near discounts against imported material. Historically, sustainable import parity premiums for domestic flats and longs over imported goods were...

Oct 19, 2018 • 8min
European paraxylene market transforms amid global fundamental shifts
The European paraxylene market is seeing significant changes this year as fundamental shifts in global demand and supply yield opportunities and challenges for the region. The start-up of a new downstream PTA plant in Portugal has placed the region in a net short position, and Europe will now have...

Oct 10, 2018 • 9min
US power markets brace for winter
North American power pricing specialists Kelli Ainsworth, Kassia Micek and Jeff Zhou, all based in Houston, look back on how US power markets fared over the summer, where ERCOT markets sizzled out, but California markets reached decade high prices. Kelli, Kassia and Jeff also turn their attention...

Oct 2, 2018 • 6min
Is blending biofuel in the bunker fuel pool a viable alternative to installing scrubbers?
As the bunkering industry gears up for the International Maritime Organization's tighter sulfur emission standards from 2020 onward, is the blending of biofuels a viable way to reduce emissions? S&P Global Platts senior biofuel specialist George Griffiths and fuel oil associate editor Emma...

Sep 27, 2018 • 36min
Trump's steel tariffs and their impact on the US energy sector
When US President Donald Trump imposed tariffs on steel imports earlier this year, the impacts went far beyond that industry, with ripple effects for crude oil, natural gas, LNG export projects and petrochemicals. S&P Global Platts editors Michael Fitzgerald, Kristen Hays, Starr Spencer and...

Sep 25, 2018 • 12min
North-Northeast Brazil's 2018-19 sugarcane season begins with expected emphasis on ethanol
A unique season for the 2018-19 sugarcane crop in North-Northeast Brazil is starting to shape up, with producers expected to maximize ethanol production. And for the first time since 2010-11 producers are expected to focus on hydrous production, which is already is triggering higher anhydrous...

Sep 21, 2018 • 5min
Market shrugs as natural gas storage lags in US Midwest
S&P Global Platts senior pricing specialists John DeLapp and Veda Chowdhury discuss the changing natural gas storage picture in the Midwest. Although stocks are running well behind the five-year average build, market participants do not seem to be concerned. John and Veda explain why. Related...

Sep 19, 2018 • 18min
US-China tariffs: Uncertainty and chaos in petrochemicals
Join us for a discussion of how US-China trade tensions and tariffs are rocking the US petrochemical industry and markets for chemicals and plastics. Participating are Kristen Hays, senior petrochemicals editor; Chris Ferrell, managing editor of olefins and polymers; and Phillipe Craig, associate...

Sep 18, 2018 • 11min
Hurricane Florence and the hidden hand in gasoline pump pricing
Up in the summer, down in the winter. What is going on with your gasoline? Jeff Bair and Seth Clare of Platts' light ends team discuss the influence of RVP on US gasoline assessments and how they provide a wrinkle into how fuel was priced during Hurricane Florence. Download: S&P Global Platts...


