Podcasts by Brussels to Beijing: Commodity Policy in Europe and Asia Podcast

New policies in India and China could spell oil demand slowdown from 2022-02-22T12:45:01.395546

India and China are putting in place new policies to control pollution, particularly in their major cities. In this podcast, Platts editors Mriganka Jaipuriyar and Sambit Mohanty, and senior writer...

LNG to the rescue - but does the EU need saving? from 2022-02-22T12:45:01.394382

LNG is all set to save the day and secure the EU's gas supplies, but does the EU actually need saving, and is LNG right for the role? Siobhan Hall, Reginald Ajuonuma and Desmond Wong discuss the Eu...

What does China's 'painful adjustment' mean to commodities? from 2022-02-22T12:45:01.393545

China has just laid out its 13th five-year plan, outlining its key themes and targets. Platts editorial director for China Sebastian Lewis says there were no huge surprises in the official announce...

The EU's nuclear option: white elephant or essential low carbon generation? from 2022-02-22T12:45:01.392757

The EU will need to invest up to Eur500 billion in new nuclear by 2050, just to replace much of the old nuclear due to go offline by then, according to the latest European Commission estimates. Wit...

Will China's commodity exchanges be able to create international commodity benchmarks? from 2022-02-22T12:45:01.391909

China's commodity exchanges such as the Dalian Commodity Exchange and the Shanghai Futures Exchange may be closed to international participants, but their influence on global markets is undeniable....

Why are UK power prices higher than the rest of Europe? from 2022-02-22T12:45:01.390806

As the UK votes on whether to leave the EU, we ask if UK or EU policies are more important for UK power prices. Siobhan Hall, Anu Ramanathan and Glenn Rickson look at why UK power prices are consis...

South China Sea ruling keeps oil, commodities trade on tenterhooks from 2022-02-22T12:45:01.389850

On July 12, Hague-based Permanent Court of Arbitration declared that China's nine-dash line and claims to historic rights in the South China Sea have no validity under international law. China, mea...

EU gears up to drive oil out of transport from 2022-02-22T12:45:01.388560

The EU wants to cut its transport emissions and high oil import dependency, but can biofuels or renewable electricity really displace oil on a large scale? Siobhan Hall, Sean Bartlett and Ross McCr...

China's supply-side reforms give steel, coal sectors a boost from 2022-02-22T12:45:01.381059

Sebastian Lewis, S&P Global Platts' head of content for China, and Keith Tan, senior managing editor of metals, discuss China's supply side reforms and what this means for the region's steel and co...

Global aviation emissions accord to push fuel efficiency, not cuts from 2022-02-22T12:45:01.380183

The aviation industry has agreed for the first time to start offsetting its greenhouse gas emissions from 2021 under a voluntary, global market-based system. Siobhan Hall, Caroline Knight and Frank...

What will Trump's presidency mean for Asia? from 2022-02-22T12:45:01.379376

Will US President-elect Donald Trump rip up the Trans-Pacific Partnership? Will he label China a currency manipulator? Will he actually slap a 45% tariff on Chinese imports to the US? At this point...

Proposed EU ban on coal in power capacity schemes to have little impact in NWE from 2022-02-22T12:45:01.378252

European Commission proposals for a 550g CO2/kWh emissions limit on power plants in capacity mechanisms would effectively ban coal plants, if approved. But the impact on northwest Europe's largest ...

Record Russian natural gas flows via Nord Stream 1 fall after OPAL injunction from 2022-02-22T12:45:01.377139

Russia's Gazprom sent record natural gas volumes to Europe in January, making full use of its brief extra access to its OPAL pipeline in Germany to send more gas via Nord Stream 1 to meet higher de...

China aims for bluer skies ahead, but at what cost to commodity demand? from 2022-02-22T12:45:01.376318

Prime Minister Li Keqiang wants to make China's skies blue again. But what does this mean for the country's production and consumption of commodities? S&P Global Platts editorial director for China...

EU antitrust case makes Russia's Gazprom shift on oil-indexed prices from 2022-02-22T12:45:01.375455

Russia's Gazprom is offering more flexible natural gas pricing in its contracts with central and eastern European customers in an attempt to avoid being fined by the EU for anti-competitive practic...

China's One Belt, One Road initiative: Overview and implications from 2022-02-22T12:45:01.374297

The high-profile Belt and Road Forum just concluded in Beijing, with representatives from over 100 countries in attendance. While details for the China's One Belt, One Road or OBOR remain vague, th...

Blockchain pitches EU commodity traders, regulators into new territory from 2022-02-22T12:45:01.373424

Distributed ledger technology called blockchain is set to disrupt commodity markets with new ways of trading and managing physical operations. Europe's biggest utilities have already started workin...

China policy, summer demand send thermal coal prices soaring from 2022-02-22T12:45:01.372568

China’s ban on thermal coal imports at Tier 2 ports in end June have had the initial effect of cooling Asian thermal coal prices. But limited supply availability and the hot summer season have quic...

US sanction threat raises risk for Russia's Nord Stream 2 gas pipeline from 2022-02-22T12:45:01.371672

US President Donald Trump's new powers to put sanctions on companies involved in Russian energy export pipelines could have major consequences for projects like the 55 Bcm/year Nord Stream 2 natura...

ASEAN beyond 50: Commodity demand outlook and how policy can support growth from 2022-02-22T12:45:01.370571

The Association of Southeast Asian Nations is on track to be the world's fourth largest economy by 2030 and beyond. Its oil demand is expected to rise by about 1.2 million b/d in 2025, LNG demand i...

EU acts to protect carbon price from Brexit-induced crash from 2022-02-22T12:45:01.369589

The EU is taking steps to prevent Brexit from inadvertently crashing the EU carbon price next year. Policy-makers fear that UK companies could decide to sell all their EU allowances issued from 201...

LNG bunkering: a small market with big policy-driven potential from 2022-02-22T12:45:01.368716

Global policies to cut shipping emissions could create massive new demand for LNG as a bunker fuel, with Europe in particular planning to invest nearly Eur2 billion ($2.4 billion) in LNG refueling ...

China's 2018 oil sector policies focus on taxation, monitoring from 2022-02-22T12:45:01.367867

The emergence of independent refiners in China over the last few years has not come without a fallout.In this Brussels to Beijing Commodity Policy podcast, Mriganka Jaipuriyar and Oceana Zhou from ...

EU, Russian regulators favor blockchain efficiency in energy projects from 2022-02-22T12:45:01.366704

EU and Russian regulators seem happy to support blockchain, smart contracts and other digital technologies that can make existing energy sector processes cheaper and more efficient, but are more ca...

Revisiting China's environmental protection policy and its impact on steel production from 2022-02-22T12:45:01.365822

In this podcast, S&P Global Platts Senior Managing Editor Paul Bartholomew and Senior Analyst Zhang Jing examine the current state of China's steel market in relation to supply-side reforms and env...

EU war on truck emissions to boost LNG but oil demand impact limited from 2022-02-22T12:45:01.364901

Tackling growing road transport emissions is one of the EU's biggest challenges in meeting its long-term climate change commitments. The European Commission's recent proposals to set CO2 emissions ...

China-US trade war: Impact on key commodities from 2022-02-22T12:45:01.364

On July 6, 2018, the United States is expected to put tariffs on an estimated $34 billion worth of Chinese imports - the first shot in what many are describing as a trade war between the two econom...

Russia mulls sending extra EU natural gas demand from 2020 via Ukraine from 2022-02-22T12:45:01.362824

Russia sees EU demand for its natural gas growing 10% to 15% in the next five to 10 years, and is considering delivering these extra volumes via Ukraine. The extra volumes needed could even reach a...

Is China's deleveraging on hold, and what does it mean for commodities? from 2022-02-22T12:45:01.361910

Sebastian Lewis, S&P Global Platts head of Content for Greater China, talks to Paul Gruenwald, Chief Economist S&P Global, about the impact of the Chinese government’s deleveraging programme on the...

EU carbon prices surge on policy changes, but coal burn continues from 2022-02-22T12:45:01.360944

EU carbon prices have surged to 10-year highs of nearly Eur26/mt in recent weeks, boosted by policy changes to tackle oversupply as part of the EU's wider efforts to combat climate change by cuttin...

Uncertainties over China's port restrictions hound thermal, metallurgical coal markets from 2022-02-22T12:45:01.359178

The recent decision by China's National Development and Reform Commission to impose restrictions on seaborne coal imports entering the country has left the thermal and metallurgical coal market par...

Tighter EU carbon market set to prompt more power fuel switching in Europe from 2022-02-22T12:45:01.357366

2019 is set to be the year that coal-to-gas switching in power generation takes off in continental Europe. Carbon prices supported by the new market stability reserve cutting supplies, coupled with...

VAT cut take center stage in China's policy program from 2022-02-22T12:45:01.339959

Russia's Nord Stream 2 gas link set to face EU regulated tariffs from 2021-01-31T22:10:42.023393

Russia's Nord Stream 2 natural gas link to Germany is set to have to reveal data on its costs and tariffs under a draft accord to apply EU market rules to it. This could help Ukraine price its alte...