Commodities Focus

S&P Global Energy
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Apr 25, 2018 • 11min

Chinese tariffs: What's it mean for the US biofuels and agriculture markets?

China's proposed 25% tariff on various US goods, including products such as soybeans and corn, and an additional 15% tariff on US ethanol, have left the agriculture and biofuels markets in a state of uncertainty. News of the tariffs has already begun to pressure prices and change trade flows...
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Apr 25, 2018 • 5min

CIF Japan aluminum premium slips as US eases sanctions on Rusal

Spot aluminum premiums have slipped from last week's near three-year high of $180/mt-$195/mt CIF Japan, after the US eased sanctions against leading Russian producer Rusal.In this podcast, S&P Global Platts editors Mayumi Watanabe and YuenCheng Mok examine the market's reaction to the US...
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Apr 19, 2018 • 7min

Australia alumina price hits all-time high as US sanctions, Brazil problems hit

S&P Global Platts alumina price assessment jumped $160/mt overnight to $710/mt FOB Australia on April 18. It also increased $235 in the last week, on supply worries.In this podcast, metals editors Joanna Lim and YuenCheng Mok examine what's driving alumina prices, and talk about market outlook...
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Apr 13, 2018 • 6min

UK coal plant shut down could exacerbate power price spikes on tight supply

Coal is on its way out of the UK power generation mix, yet has remained as a fall-back option on days of peak demand such as when the National Grid warned of a natural gas deficit on March 1. Capacity market auctions are at a record low, which could speed up the closure of exiting UK coal plants...
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Apr 12, 2018 • 9min

A new hope for an E15 waiver?

US President Donald Trump spoke in favor Thursday of an RVP waiver for E15, or gasoline blended with 15% ethanol. The implications and motivations for such a waiver are a hot topic right now as refiners fight mounting biofuels compliance costs.S&P Global Platts editors Josh Pedrick and Wes...
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Apr 10, 2018 • 5min

Widening crude differentials and the Permian Basin

The Permian Basin has attracted more than its fair share of attention due to its high pace of growth even in a low oil price environment.But since late March differentials have widened between the two grades: WTI Midland and MEH. This is a clear sign that the 300,000 b/d cushionin takeaway capacity...
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Mar 16, 2018 • 5min

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...
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Mar 14, 2018 • 7min

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...
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Mar 7, 2018 • 7min

China surprises with weak return to thermal coal market after Lunar New Year holiday

After strong trading in the lead up to Chinese New Year in mid-February, market participants were expecting China to return to the seaborne spot market with gusto. But sellers have been left feeling disappointed as rising domestic coal production, falling Qinhuangdao prices and warmer weather in...
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Mar 5, 2018 • 5min

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...

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