S&P Global Energy

Commodities Focus

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

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.spglobal.com

Autor

S&P Global Energy

Kategoria

Business

Strona podcastu

www.spglobal.com

Ostatni odcinek

21 paź 2026

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Odcinki

Ocean arbs expand for gasoline on the high seas 15.08.2018

S&P Global Platts editors Seth Clare and Jeffrey Bair talk about gasoline trade flow from the US to Australia and China to Mexico and the short-term supply situations that are driving markets on both sides of the Pacific Ocean. Also, there's a review of some of the bullish indications for US...

Corpus Christi positioning itself to be prime port for US energy exports 24.07.2018

The Texas Port of Corpus Christi is positioning itself to be the prime energy export port in the US, despite trade wars and sanctions. In a conversation with S&P Global Platts senior editor Ashok Dutta and managing editor Gary Gentile, the port's CEO Sean Strawbridge outlines his plans to...

Containers: Headwinds in the liner market 19.06.2018

The liner carriers, which haul all consumer goods and many bulk commodities around the world, have faced serious challenges over the past few years. Jason Silber of S&P Global Platts Ocean Intelligence talks with Andrew Scorer, Platts senior editor for containers about the headwinds in the...

How global market fundamentals are impacting North American LNG export developers' drive toward FID 31.05.2018

S&P Global Platts reporter Harry Weber, Managing Editor Scott Ickes and independent LNG analyst Ted Michael discuss the outlook for further LNG export growth from the US and Canada, which country will launch the second wave of liquefaction terminals with a positive final investment decision, what...

Severe PET supply constraints cast cloud over nearing peak summer demand 30.05.2018

The European polyethylene terephthalate market is set to face a supply drought in the foreseeable future amid lingering scarcity of feedstock purified terephthalic acid in the region. With the peak summer demand season nearing, S&P Global Platts managing editor for EMEA petrochemicals, Ng...

Wholesale power markets prep for summer heat, demand and possible emergencies 23.05.2018

The North American power pricing team takes a coast-to-coast look at summer power prices, as well as forecast demand and generating capacity for ERCOT, Cal-ISO and the PJM Interconnection. Kassia Micek, Jeff Zhou and Meaghan Coleman evaluate how the power markets are shaping up as hot weather and...

St. Petersburg to host OPEC+ deal, sanctions discussions in late May 18.05.2018

Key oil players will gather in the Russian city of St. Petersburg on May 24-26 to discuss key issues including the fate of the OPEC+ crude production cut deal and the impact of US sanctions on international energy markets. High-profile political guests including French President Emmanuel Macron and...

Interview: Abdulrahman S. Al-Fageeh, SABIC 04.05.2018

Abdulrahman S. Al-Fageeh, SABIC Executive Vice President - Petrochemicals, joins S&P Global Platts Editor Frank Zeng in this episode of the Platts Commodities Spotlight podcast, recorded at the ChinaPlas Conference 2018, to talk about company updates, the implications of the trade tension between...

2020: The outlook on LNG Bunkering 04.05.2018

The International Maritime Organization has reduced the maximum amount of sulfur in bunker fuels from 3.5% to 0.5%, effective in 2020. Shipping companies will be paying more for fuel as they switch from high sulfur fuels to blends and distillates, but LNG is also emerging as an option. Jason Silber...

Advanced technology, robotics vital to recovering offshore production 03.05.2018

The recent industry downturn was painful for the oil patch, and especially subdued global offshore exploration. But the sector is emerging more efficient and with sophisticated technologies that will prepare it for the next few decades where more automation, more predictive analysis and more...

Canada's fight over the Trans Mountain pipeline expansion 01.05.2018

Getting new oil pipelines built in Canada has become a problem. Producers are keen on expanding their customer base outside the US, eyeing refiners in Asia and Europe. To reach those markets,producers need pipeline access from Alberta to coastal terminals, but they have faced a lot of pushback. Now...

What trends will shape US gas prices this summer? 27.04.2018

S&P Global Platts editors Seth Clare and Jeff Bair discuss summer gasoline trends: what's going on with Mexico-bound exports, what you might pay at the pump and the competition to get fuel up the pipeline to New York. The US government has revised its forecast for pump prices upward. We welcome...

Chinese tariffs: What's it mean for the US biofuels and agriculture markets? 25.04.2018

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...

CIF Japan aluminum premium slips as US eases sanctions on Rusal 25.04.2018

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...

Australia alumina price hits all-time high as US sanctions, Brazil problems hit 19.04.2018

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...

UK coal plant shut down could exacerbate power price spikes on tight supply 13.04.2018

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...

A new hope for an E15 waiver? 12.04.2018

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...

Widening crude differentials and the Permian Basin 10.04.2018

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...

European biodiesel: Is there space for imports from both Asia and South America? 16.03.2018

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...

The PES-EPA proposal: What's it mean for US biofuels? 14.03.2018

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...

China surprises with weak return to thermal coal market after Lunar New Year holiday 07.03.2018

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...

Could Trump's US steel tariff end a two-year bull run in seaborne prices? 05.03.2018

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...

IP Week: Shipping industry outlook 23.02.2018

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...

Interview: Wim Roels, Borouge, on megatrends, strategies, and 2018 outlook 15.02.2018

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...

Ukrainian corn: Can prices reach $190/mt with the US arb open? 13.02.2018

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...

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