S&P Global Energy

Commodities Focus

Business EN ↓ 635 episodes

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

Author

S&P Global Energy

Category

Business

Podcast website

www.spglobal.com

Latest episode

Jun 17, 2026

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Episodes

Rising lira, high Asian stocks and weak domestic demand hit Turkey's polyethylene markets 23.05.2017

The Turkish polyethylene market faces tough times ahead due to the combination of a resurgent lira, high Asian polyethylene stocks, weak domestic demand and rising supplies from both east and western markets. S&P Global Platts North Africa and Turkey petrochemicals editor Daved Chohan and...

Some US power prices higher than last year as summer approaches 23.05.2017

The North American power pricing team takes a coast-to-coast look at the US electric power landscape, including forecast demand, generating capacity and prices for ERCOT, Cal-ISO and the PJM Interconnection. Kassia Micek, Charles Noh and Jeff Zhou evaluate how the power markets are shaping up as...

Palm oil biodiesel volumes surge as Europe's blenders soak up product 22.05.2017

Volumes of palm oil methyl ester from Southeast Asia is heading towards the European biofuels complex, as Europe's blending and production hubs of Spain and Amsterdam-Rotterdam-Antwerp soak up imports to fire FAME 0 production. S&P Global Platts editors Tim Worledge and George Griffiths...

Interview: IEA sees oil prices firming if OPEC cuts rollover 11.05.2017

Neil Atkinson, Head of the IEA Oil Industry & Markets Division, talks to S&P Global Platts senior oil news editor, Robert Perkins, on the outlook for global oil market balances, the recent oil price slip, the implications of potential rollover of output cuts by OPEC and other key oil...

Newly optimistic US coal industry focuses on flexibility, federal regulations 10.05.2017

The Eastern Fuel Buyers Conference draws coal players from all basins and different market segments, and the mood had lifted this year as the industry welcomes an uptick in demand and new administration in the White House. Coal Trader editors Jeff McDonald and Jim Levesque both attended the...

Could China tax on mixed aromatics imports alter EU gasoline blending economics? 05.05.2017

Expectations are rife of an introduction of consumption taxes on mixed aromatics into China. But will this change the face of the European blending components market? Yuriko Kato, petrochemicals EMEA editor, explores this subject with the aromatics senior specialist, Sam Hashmi, and the gasoline...

Met coal market volatility, Q2 benchmark delay in focus among coal, coke traders 28.04.2017

Extremely volatile metallurgical coal and coke prices, and delays in industry reference pricing is pushing uncertainty into the market. There is speculation around the rate of return for shipments from Queensland, and how much further restocking is expected. At the recent Eurocoke conference in...

Petrochemical M&A strategies in a world of political unknowns 18.04.2017

Paul Harnick, head of chemicals and the global chemicals chief operating officer at KPMG, joins Yuriko Kato, reporter in the European petrochemicals team, to discuss the latest trends in M&As in the petrochemicals industry. Despite significant political unknowns, from Brexit negotiations to the...

Shipping industry faces seismic shift in 2020 as sulfur cap looms 18.04.2017

In 2020 the shipping industry is facing its biggest change since the shift away from burning coal a century ago as the IMO is set to impose a new 0.5% sulfur cap on marine fuel emissions. S&P Global Platts associate director Paul Hickin and editorial lead for bunker news Jack Jordan assess the...

Turkish grains imports paradigm shift 12.04.2017

Turkey stopped Russian grain imports following a government decision in mid-March. What impact did the lack of Russian grains imported into Turkey have on the milling and processing industry, how is the decision likely to affect the trading landscape, and will Turkish consumers continue buying...

Ethanol tariff sought by Unica may not slow Brazil's imports: market 11.04.2017

Unica, Brazil's sugar industry group, is seeking the reinstatement of an ethanol import tariff, citing greenhouse gas emissions from other producers and surging ethanol imports — especially from the US. Biofuels analyst Beatriz Pupo talks to US ethanol editor Josh Pedrick about how Brazil's...

Commodities pricing now mostly on path to recovery, execs say 31.03.2017

S&P Global Platts content director for EMEA metals Christopher Davis, and senior writer Robert Perkins -– just back to London from the shores of Lake Geneva -- discuss the outlook from the recent FT Commodities Global Summit in Lausanne, Switzerland. From oil to metals and mining to...

Petrochemical expansions, exports dominate conversations at AFPM IPC 30.03.2017

It was another busy International Petrochemical Conference from the American Fuel & Petrochemical Manufacturers in San Antonio, and our editors and analysts share what they learned from various conversations about olefins, polymers, aromatics and intermediates. John Calton, managing editor for...

Northeast US coal burn increased in March even as retirements will impact power gen mix 22.03.2017

It seems Mother Nature decided to skip most of winter in the Northeast US this year, but a recent cold snap bumped up power and gas prices in March and the region's generation mix is still changing. Charles Noh and Eric Wieser, with the power pricing team, examine how day-ahead power prices were...

Asian thermal coal market: Japan April price talks, S Korean consumption tax in focus 20.03.2017

Senior editor Michael Cooper and associate editor Mia Corazon Aureus give an overview of Asian thermal coal markets, including the latest in Japan's benchmark contract negotiations, South Korean imports and coal consumption tax updates, Indonesian prices, and our newly-launched Northeast Asian...

UK, US sugar: If you cane beet them, join them 10.03.2017

On both sides of the Atlantic, recent political developments are starting to have an impact on what will end up on your plate. Fresh back from the International Sweetener Colloquium, Tim Worledge, editorial director of pricing, sits down with Thomas Houghton, senior pricing specialist, to take a...

Polymer volumes poised to pick up on US railroads as resin producers target exports 22.02.2017

Last year, CSX's chemical segment surpassed coal as the railroad's largest revenue generator as it and other railroads are moving more resin and years of polymer production growth is coming. Kristen Hays, petrochemical analyst, examines how railroads are looking to fill space where coal revenues...

Brexit's impact on the UK natural gas market 21.02.2017

Ahead of the launch of formal Brexit divorce negotiations expected in March, Thierry Bros, senior research fellow at the Oxford Institute for Energy Studies joins Lucie Roux, senior European gas specialist at S&P Global Platts, to discuss the challenges ahead for an import-dependent UK gas...

How will European producers cope without anti-dumping duties on Chinese PET? 17.02.2017

On February 8, the European Commission dropped its anti-dumping duty on imports of PET from China, which were as high as 22.9%. But will the European PET producers now find themselves with an elephant in the room? Shashank Shekhar, petrochemicals EMEA news editor, explores this subject with the PET...

Russian agriculture flourishes against the odds 13.02.2017

It would hardly be an understatement to say Russia has fallen on hard economic times in recent years, although this does not tell the whole story. Tim Worledge, editorial director of pricing, joins Erin Burns, senior analyst, and Thomas Houghton, senior pricing specialist, to discuss some of the...

Russia weighs up January crude output cut, impact of new US administration on oil sector 03.02.2017

Preliminary data for January indicates that Russian oil producers are complying with an OPEC/non-OPEC deal to cut crude output, which alongside Russia's relationship with the new US administration looks set to have a significant impact on Russian oil in 2017. Nadia Rodova, managing editor at...

US coal producers disciplined in the face of higher prices, lower stockpiles 31.01.2017

US thermal coal prices have risen over the past few months, largely lifted by higher gas prices for power generation, and forecasts for a tighter gas market in 2017 is good news for coal producers. Jim Levesque and Jeff McDonald, associate editors for Coal Trader, detail price movements for Central...

Sugar's fortunes delicately poised as supply expectations edge towards surplus 30.01.2017

Tim Worledge and Claudiu Covrig look at the intricate interplay between supply and demand in the global sugar markets, and mull the impact of recovering sugar production in India and Thailand, the return of the EU to the international markets and the effect of prolonged poor monsoons in India which...

BPF outlines UK's plastic industry's Brexit concerns 27.01.2017

Mike Boswell, chair of the Brexit Committee at the British Plastic Federation assesses the challenges for an import dependent UK plastics industry post Brexit. UK converters face legislation changes, currency volatility and uncertainty in demand as the UK moves towards leaving the European Union. We...

2017 Outlook: European power perks up 24.01.2017

After years of steady price declines, European power markets are dancing to a lively tune of nuclear outages, low wind and spiky Winter demand. Will prices rebalance once the current capacity squeeze is over? S&P Global Platts power reporters Henry Edwardes-Evans and Andreas Franke compare...

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