Podcasts by Commodities Focus
S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.
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Brazil’s emergence as a dominant agriculture exporter from 2023-12-13T11:00
Over the past 20 years, Brazil’s growth in the production of feedstuffs like soybeans and corn has been remarkable. In the process, it has become a powerhouse exporter. To accomplish this, it to...
ListenAsian aluminum, alumina markets mixed on demand expectations, cost pressures from 2023-12-06T06:02:15
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Confidence returns to copper markets for now, outlook for 2024 still uncertain from 2023-10-16T05:45:16
Chinese copper markets are showing signs of recovering from the slum...
ListenWinter is coming, with little gas flowing from Russia...can the US meet Europe’s demand? from 2023-10-06T10:00
With bearish fundamentals characterizing the global LNG market, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent de...
ListenBuyers’ choice: Global oversupply of single-use plastics makes recycling uneconomical from 2023-09-21T10:00
High density polyethylene product consumption and market behavior are key indicators for consumer spending. The US and major export outlet Asia are climbing out of a price slump created by HDPE ...
ListenEl Niño spells dire straits for shippers at the Panama Canal from 2023-09-07T10:00
Draft reduction at the Neopanamax locks and limitations on daily transits at the Panamax lock system have resulted in longer wait times to transit the Panama Canal. Shipowners have been raising ...
ListenSummer slump: Global recycled polymer markets wait for western markets to find solid footing from 2023-08-31T10:13:08
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ListenNarrow margins are back for US gas, but will producers slow output? from 2023-08-23T10:00
US Henry Hub natural gas prices have averaged just $2.43/MMBtu this year, pushing many producers close to, or even below, their breakeven price. Mild weather and weak gas demand this past winter...
ListenHow have early drought conditions impacted the US harvest? from 2023-08-11T15:04
It's been a rough couple of years for US corn and soybeans. 2022 brought drought, record-low Mississippi River water levels, and ultimately sky-high grains and oilseeds prices. The 2023 planting...
ListenIs a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on from 2023-07-04T09:47:01
A year after a historic short squeeze sent LME nickel metal prices soaring above $100,000/mt, industry players remain divided over their pricing preferences in the nickel market with some still ...
ListenIt's a bumpy road ahead for North American electric reliability amid energy transition from 2023-06-06T14:56
Up to two-thirds of North America is at an elevated risk of electricity shortfalls this summer in extreme conditions with a high load and high outages, according to the North A...
ListenThe Waiting is the Hardest Part: Global polymer markets awaiting rebound in domestic China demand from 2023-05-18T05:04:05
China was among the last to lift COVID restrictions at the close of 2022, but its polymer exports remain elevated amid continued sluggish domestic demand, creating more global ...
ListenAustralian wheat a likely beacon of hope amid Black Sea uncertainty from 2023-05-10T10:43:47
Australia, one of the world's leading wheat exporters, has produced three bumper wheat harvests in a row, and with the prospect of an extension of the Black Sea grain corridor deal fading by the...
ListenIndia's energy options and the roadmap ahead from 2023-04-19T08:33:05
From a dramatic shift in oil trade flows to a series of clean fuel policy reforms, India's energy sector has been in the spotlight recently. With the country poised for massive growth in energy...
ListenEverything, everywhere, all at once: US power market challenges post-IRA from 2023-04-14T10:00
The issues impacting US power markets seem to be widespread and far-reaching lately. Since the Inflation Reduction Act was passed in August, it’s really taken over discussions at energy conferen...
ListenFood vs fuel security - is agricultural gene editing the solution? from 2023-04-06T10:00
The gene editing system is being used extensively by the private and public sectors to develop new traits of interest in crops. To date, more than 500 products are being developed worldwide usin...
ListenFor global petrochemicals, what went up is coming down…down… from 2023-03-15T10:00
The global petrochemical industry is grappling with the aftermath of COVID-fueled demand. The supply squeeze in 2020 and 2021 that led to soaring prices has been doused by economic uncertainty a...
ListenAlgorithmic trading and power markets: challenges and opportunities in Europe's energy crisis from 2023-03-08T11:38:10
Algorithmic trading is increasingly a mainstay of European electricity and natural gas trade as major players seek to stay on top of fast-moving, volatile markets.
So-called algos, which ...
ListenGlobal oil and gas markets dramatically transformed by a year of conflict in Ukraine from 2023-02-22T09:29:41
Russia’s invasion of Ukraine triggered major supply risks and wide-...
ListenThe return of Freeport LNG from 2023-02-17T11:00
The Freeport LNG terminal in Texas started exporting LNG cargoes in mid-February for the first time since a fire and explosion in June 2022 forced a shutdown of the facility, marking a milestone...
ListenHave LNG and gas markets returned to normality in 2023? from 2023-02-14T09:24:06
Prices are closer to lower, volatility has reduced and inter-product price spreads have come in, so are we seeing gas and LNG markets revert to normality? What are the factors t...
ListenThe Black Sea wheat trade: Navigating political turmoil and supply shortages from 2023-01-19T10:28:54
In this episode of the Commodities Focus podcast, our experts delve into the Black Sea wheat trade situation amid the ongoing Russia-Ukraine War, from the impact of the Black Sea Grain Initiativ...
ListenCopper markets eye easing concentrate supply in 2023, but short-term market is tight from 2023-01-11T05:00
Copper prices reached six-month high in December on a weakening US dollar and news of China relaxing its zero-COVID control policy, but copper cathode end-users reduced term contracts coverage f...
ListenAgriculture in a warming world: How will climate change impact our food? from 2023-01-05T13:12:49
Adverse weather events due to climate change are increasingly impacting agriculture.
In this podcast, S&P Global Commodity Insights reporters Shikha Singh and Mug...
ListenNavigating change in Baltic and Black Sea shipping from 2022-12-22T08:00
As EU sanctions on Russian crude and oil products come into force, the Baltic and Black Sea shipping markets face uncertainty.
In this episode of the Platts Commodities Focus podcast, our...
ListenGovernment subsidies have shifted the refined products landscape in Latin America from 2022-12-20T11:00
Price regulation plays an important political and economic role in emerging countries, and Latin American countries this year have faced oil price volatility that has forced them to look for buf...
ListenWhat’s next for container freight as environmental regulation looms? from 2022-12-06T09:47:31
Demand for moving goods around the world has dramatically fallen as the cost of living rises and consumers start to tighten their belts. However, many shipowners have been left with bumper profi...
ListenAfter Q3 earnings, is the US still in ‘drill baby drill’ mode? from 2022-11-18T11:00
As the oil and gas industry works to find its footing in the wake of the coronavirus pandemic it now faces a world transformed, with new risks stemming from Russia’s war in Ukraine and brewing g...
ListenThe future of Brazilian sugar and biofuels under a new(ish) president from 2022-11-15T11:00
With Luis Inacio Lula de Silva returning to the presidency in Brazil after 12 years, the agriculture industry anticipates its market fundamentals could be impacted by an increasingly progressive...
ListenWhat would a record soybean crop in Brazil this year do to the global market? from 2022-10-20T10:00
Market participants expect a supply glut in 2022-23 amid record Brazilian soybean output forecast by different agencies. If Brazil can produce a huge volume of the oilseed in the upcoming market...
ListenAsian LNG procurement heating up as winter approaches from 2022-10-12T05:36:21
LNG markets are in the spotlight after the Russia-Ukraine war, with Asia and Europe both competing for limited cargoes. A harsher than expected winter may trigger unprecedented changes in LNG t...
ListenAsian polymer exports to Europe tick up as regionalisation ebbs from 2022-10-10T11:29:22
With global container shipping costs coming down, European polymer markets are seeing offers of material from the Far East rise, adding pressure to prices in an already over supplied environment...
ListenEurope’s energy crisis: is storage fit for purpose? from 2022-10-04T08:32:30
As gas supply disruptions send shockwaves across the world, the ability and capacity to store energy has come under close scrutiny.
Associate Director Paul Hickin discusses with gas and p...
ListenUsed cooking oil: Is it the new liquid gold? from 2022-09-14T04:19:56
Used cooking oil (UCO) or vegetable oil unfit for human consumption has found a new life as feedstock for biofuels like Used Cooking Oil Methyl Ester (UCOME).
UCO is also used to produce ...
ListenNew and old challenges facing the chemicals distribution industry, with Univar's Powell from 2022-09-02T11:01:07
In this episode of the Commodities Focus podcast, S&P Global Petrochemicals Editor Abdulaziz Ehtaiba talks with Univar Solutions’ Nick Powell, board member at FECC, about events like Russia's wa...
ListenBurned out: Has a sizzling economy actually fizzled out US metals and polymers? from 2022-08-26T10:00
US steel and polymer producers rode a wave of soaring prices for their products in 2021 as the economy roared back from the coronavirus pandemic and construction activity boomed. The hot buildin...
ListenUS power markets are hot, hot, hot, but summer peak season is far from over from 2022-08-16T10:00
US summer power markets are just warming up. A heat wave hit the central US in Listen
Global alumina, aluminum markets face headwinds from trade flow disruptions, operational challenges from 2022-07-15T07:52:09
Australia’s ban on export of alumina to Russia following the war in Ukraine sent prices on a rollercoaster ride in the first half of 2022. Uncertainties surrounding the supply-demand dynamics an...
ListenCanadian wheat emerges as key supply market amid global turmoil from 2022-07-05T07:00
Amid geopolitical risks threatening the key wheat-growing Black Sea...
ListenIndia’s steel export tariffs: A case of missed opportunities? from 2022-06-23T04:13:13
India’s imposition of steep tariffs on steel exports has put global markets in a tizzy, with unanswered questions on the longevity of the policy, immediate benefits to domestic end-users and str...
ListenUS Gulf of Mexico hurricane season threatens energy trade flows with potential global impact from 2022-06-21T17:23:52
As hurricane season 2022 unfolds in the US Gulf of Mexico, the implications for oil and gas infrastructure in the region are wide-ranging. More than ever, the whole world is watching the US Gulf...
ListenWith war in Europe, focus sharpens on the US as a global natural gas supplier from 2022-06-01T10:00
European and Asian buyers of liquefied natural gas have increasingly been turning to US supplies as Russia’s gas is spurned. This has reinvigorated contracting and LNG terminal development activ...
ListenEasing lockdowns in Shanghai: a boost for container freight or a headache in the making? from 2022-05-26T15:41:14
The lockdowns in Shanghai have caused significant supply chain disruption around the world, but also falling container rates from their all-time highs.
In this episode of the Commodities F...
How has the war in Ukraine, China’s 'zero-COVID' strategy impacted sulphuric acid, copper? from 2022-05-25T09:52:37
Sulphuric acid prices have been rising strongly since the start of COVID-19. Copper prices are also showing a similar trend. What are the factors behind the strong uptrend in demand? What is the...
ListenCan Europe’s gas generation survive a Russian supply phase out? from 2022-05-19T08:33:34
Russia’s military invasion of Ukraine has triggered a shift in European power production as gas prices have risen to new heights. With Russian supplies accounting for about 40% of all European g...
ListenWhat’s been driving recent volatility in global clean tanker freight? from 2022-05-13T10:00
A global dislocation of clean tanker tonnage has driven freight volatility in recent weeks, as charterers scramble for barrels in east and west of Suez markets to satisfy European and South Amer...
ListenHow has the Russia-Ukraine war impacted polymer markets? from 2022-05-10T15:23:52
In this special episode of the Commodities Focus podcast from S&P Global Commodity Insights, Vincent Valk, senior editor of Chemical Week, and Luke Milner, managing editor of the EMEA olefins an...
ListenGoldman’s Currie sees supply constraints extending oil price boom from 2022-05-04T09:00
High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff ...
ListenDead in the Water: Have LNG price spikes killed the case for LNG bunkers? from 2022-04-26T10:13:41
With 2022's volatile gas prices causing uncertainty across the energy markets, the case for LNG as a marine fuel has been shaken. LNG has previously been called the frontrunner in the race for a...
ListenRenewable Energy Certificates play a role in decarbonization, but do they have real economic value? from 2022-04-20T10:00
US states are ramping up their decarbonization goals in legislation, and corporations are committing to powering their operations with renewables. Enter Renewable Energy Certificates. What role ...
ListenNavigating turbulence in Asia’s LNG market from 2022-04-19T07:25:18
Asia’s LNG market has been disrupted by the war in Ukraine at a time when supply was already tight because of outages, low inventories and a rebound in economic activity. Global gas prices conti...
ListenAsian fuel oil prices simmer as peak summer demand looms from 2022-04-14T04:40:59
The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to pr...
ListenSugar vs. ethanol: what will Center-South Brazil mills prioritize in the 2022-23 crop? from 2022-04-13T11:00
Center-South Brazil's crop officially started on April 1, and although more than 70% of the expected sugar exports are already hedged, there is still flexibility for the allocation of the sugarc...
ListenUncharted waters: Europe’s new role in the global LNG market from 2022-04-05T08:27:04
The global natural gas market is exhibiting record volatility, with prices at unprecedented levels as Russia’s invasion of Ukraine casts a cloud of uncertainty over the future of Europe’s supply...
ListenNickel market volatility hits China's battery industry from 2022-03-25T05:35:40
Nickel prices hit an unprecedented $101,365/mt in early trading on March 8 following a historic short squeeze on pure nickel and have been volatile ever since.
China, the world's largest...
ListenUS plastics are all packaged up with nowhere to go from 2022-03-23T11:00
A constant rush of imports has commanded short supply of equipment needed to move out exports of resins used to make everything from grocery bags and shampoo bottles to vinyl siding and vehicle ...
ListenRenewable penetration will drive erosion of North American capture prices from 2022-03-16T11:00
As more renewable energy enters the grid, wind and solar generators increasingly compete for the same revenue streams. This results in a price cannibalization risk, in which renewables erode the...
ListenShipping, commodities hunt for alternatives as sanctions on Russia bite from 2022-03-04T04:59:09
The commercial and financial ramifications of the Russia-Ukraine conflict will be fel...
ListenA winter’s tale: heating season extremes in North American gas from 2022-02-15T12:00
The natural gas storage situation in North America has fluctuated wildly this winter, quickly moving from a surplus to a growing deficit in the US. Meanwhile, Canada’s inventories have teetered ...
ListenMiddle East LPG suppliers eye boosting exports to capture Asian demand from 2022-02-11T05:50:13
Asia's LPG demand has been growing over the last decade, led by China's mushrooming petrochemical sector. India’s LPG demand has also grown due to large subsidy-driven household consumption. But...
ListenCopper markets eye easing concentrate supply in 2022 from 2022-01-19T11:32:47
Copper prices were on a roller-coaster ride in 2021 with demand recovery in US and Europe, logistics issues, COVID-19 disrup...
ListenA conversation with Enterprise: Going all in on upstream petrochemicals from 2022-01-04T14:00
Enterprise Products Partners co-CEO Jim Teague and Chris D’Anna, senior vice president of petrochemicals, discuss the energy storage and transportation titan’s push into upstream petrochemicals ...
ListenOil and gas industry strikes back against energy transition at the World Petroleum Congress from 2021-12-14T13:00
The World Petroleum Congress in Houston brought back a sense of normalcy to the energy sector as both the industry and the world continue to grapple with the coronavirus pandemic. But the other ...
ListenNord Stream 2: No end in sight to long-running saga over controversial gas pipeline from 2021-12-08T11:23:04
The Nord Stream 2 gas pipeline from Russia to Germany is one of the most controversial energy infrastructure projects in history. Now complete, there remains uncertainty over when the 55 Bcm/yea...
ListenUS natural gas, power prices face bullish outlooks into winter heating season from 2021-11-30T15:24
US natural gas and power markets are strengthening as the heart of winter heating season nears. Listen
Freight and drought bite as the Californian Japonica rice market heads into 2022 from 2021-11-24T08:00
The price of the global Japonica market’s benchmark, US #1, 4% broken white rice, is reaching highs not seen in ten years at quite an unfortunate time. Freight from California remains incredibly...
ListenGas pays the price from 2021-11-10T09:36:42
Ciaran Roe and Ira Joseph break down the unprecedented price movements in recent LNG and gas markets. The discussion focuses on how we arrived at this point of unusual tightness and whether the ...
ListenWith energy prices surging, why are clean and dirty tanker markets lagging behind? from 2021-11-05T08:22
While energy prices are moving higher and higher, there's a clear laggard in the commodities space: the tanker freight market...
ListenSouth America’s Atlantic Coast crude producers target Asia, the world from 2021-11-04T14:23:50
S&P Global Platts crude editors Maria Eugenia Garcia and Fred Wang discuss with Senior analyst Richard Capuchino, Jr. the latest developments in light, sweet crude production in the Atlantic Coa...
ListenNorth American exposure to global gas markets trumps ample storage inventory at home from 2021-10-28T13:24:21
Natural gas storage inventories in the US have crept within 5% of the five-year average and Canada is pushing even higher as the injection season winds down. However, key hubs throughout the US ...
ListenFace-to-face gas conference Gastech puts energy transition in focus from 2021-10-05T08:00
In the latest installment of the S&P Global Platts Commodities Focus podcast, Harry Weber, a Platts senior natural gas writer in Houston, is joined by Dania El Saadi and Claudia Carpenter in Dub...
ListenEurope's gas and power face a perfect storm as winter looms from 2021-09-30T09:00
As Europe struggles to replenish natural gas inventories, prices reach all-time highs, with Platts Analytics forecasting even more gas-to-oil switching throughout the coming winter.
While ...
When will global polyethylene markets return to normalcy? from 2021-09-29T07:26:20
Global polyethylene prices and trade flows have been hit by challenge after challenge, from the coronavirus pandemic since early 2020, the deep freeze in the US in February, to the recent contai...
ListenPlastics markets braced for the long haul amid multiple logistical dilemmas from 2021-09-27T14:45:17
A lack of vessel space, high freight costs, port backlogs and a shortage of truck drivers, the logistical challenges facing the plastics industry have multiplied across 2021. Join Platts petroch...
ListenTankers face the hangover from the party: International Seaways CEO from 2021-09-23T08:21:39
Emerging economies and their successful vaccine rollouts will be key to the short-term recovery of the oil tanker market, after the highs of 2020, as it works through a period of low freight rat...
ListenWest Coast offshore wind to help California achieve clean energy goals from 2021-09-22T12:00
California has one of the most aggressive clean energy goals in the US and the state leads the US in utility-scale solar capacity and battery storage capacity. More recently, discussions have pi...
ListenMassive energy transition challenge tops next German government’s in-tray from 2021-09-17T09:45:42
Germany goes to the polls on September 26 in the most open contest for years. As Chancellor Angela Merkel prepares to step down, S&P Global Platts’ news and analytics experts discuss the dauntin...
ListenIncreased risks of more intense weather events pose a challenge for energy infrastructure, markets from 2021-09-15T14:19:28
Leaders in the public and private sector are faced with the possibility of more frequent and intense weather events -- winter storms, heat waves, cyclones, wildfires -- as anthropogenic climate ...
ListenElevated pricing, decarbonization test aluminum market's mettle from 2021-09-01T14:37:20
Tariff uncertainty, high freight rates, labor issues and other dynamics have combined with supply constraints and healthy demand to elevate global aluminum premiums.
And all that’s happen...
ListenMexico remains a destination for upstream investors despite government shift from 2021-08-26T16:08:10
Companies operating in Latin America have set their eyes on nascent opportunities in the region like Guyana and Brazil, as Mexico has put the liberalization of its upstream sector on hold.
<... ListenHydro Québec CEO spells out export plans, challenges of energy transition from 2021-08-24T15:09:02
New York has one of the most aggressive decarbonization plans in the country through its Climate Leadership and Community Protection Act, which sets goals for building several gigawatts of renew...
ListenRecycled metals vs recycled plastics: What will drive Asia closer to meeting its sustainability goals? from 2021-08-11T07:16:06
Sustainability is currently a key theme in the world of commodities. Recycled plastics and recycled metals have garnered considerable attention given how widely plastics and metals are used in d...
ListenRed-hot container markets adopt unorthodox measures from 2021-08-10T14:02:51
Container shipping markets have been tagged as red hot because base box rates have more than quintupled since the market began its steep hike north in May 2020 amid the pandemic's operational an...
ListenWildfire Carbon Reversal and the question of Permanence in Nature-Based Carbon Credits from 2021-08-09T08:18:13
Jonty Rushforth, Senior Director of Markets and Energy Transition, and Paula VanLaningham, Platts Global Head of Carbon, talk about the devastating wildfires sweeping across the globe and the ch...
ListenPlastic vs. aluminum beverage containers: Which will win the global sustainability race? from 2021-08-04T14:24:04
Plastic usage and recycling has become a hot-button topic recently, as the push for sustainable products is forefront in manufacturing goals.
Aluminum has long been touted the beverage pa...
ListenMidstream investors to see if commercial pickup in natural gas, LNG translated to Q2 bottom line from 2021-07-20T16:34:15
S&P Global Platts senior natural gas writer Harry Weber, S&P Global Market Intelligence senior midstream finance reporter Allison Good and Platts managing editor for Americas LNG Luke Stobbart d...
ListenIncreased US refining demand stifling Americas tanker freight amid summer doldrums from 2021-07-09T09:19:03
US refineries have ramped up production in the second quarter as domestic demand for gasoline and diesel grows and global energy markets begin to adjust back to pre-pandemic demand and productio...
ListenFood, fuel and feed: How consumption patterns have affected prices from 2021-07-06T11:25:19
In this episode of the S&P Global Platts Agriculture Focus podcast, the Platts EMEA Agriculture team discusses how the prices of different agricultural commodities, from wheat, corn and rice, to...
ListenCheniere looks to lead on ESG just as it does on US LNG from 2021-07-02T09:20:12
Cheniere, the biggest exporter of LNG in the US, is working to secure sufficient buyer
interest for a proposed mid-scale expansion at its Corpus Christi liquefaction facility
in Texa...
Feedwheat vs corn: The great debate in the minds of Asian feedbuyers from 2021-06-30T03:54:19
Raw feed materials have seen unprecedented growth in prices, putting a dent in the Asian feedmakers’ margins. In this podcast, S&P Global Platts editors Elizabeth Thang,
USGC-Asia naphtha flows spike in Q2 despite tanker owner reticence from 2021-06-29T15:07:37
Flows of naphtha from the US Gulf Coast to Asia have reached record highs in May and June, drawn by fresh demand from Asia’s steam crackers returning from seasonal maintenance and new units comi...
ListenUS Supreme Court sides with refiners, RINs tumble from 2021-06-25T22:22:53
The US Supreme Court's June 25 decision opens the door for further small refinery exemptions.
With bearish-for-RIN prices, Janet McGurty and Josh Pedrick of S&P Global Platts talk about w...
ListenDrought, wildfires among summertime challenges for US power market from 2021-06-24T18:09:08
It's already become clear which areas of the US power market are likely to face challenges this summer, with alerts and price spikes in Texas and California in recent weeks, where drought, wildf...
ListenShipping market faces logistical challenges as India continues fight against COVID-19 pandemic from 2021-06-24T07:04:16
Tanker and dry bulk shipping freight market for inbound and outbound trade from India has become come expensive due to the lingering Listen
Rise Light&Power CEO lays out the challenges of turning New York City into a hub for clean energy from 2021-06-15T15:54:57
New York has one of the most aggressive decarbonization plans in the country through its Climate Leadership and Community Protection Act, which sets goals for building several gigawatts of renew...
ListenDeclaration in the Gulf of Guinea – shipping takes a stand together from 2021-06-08T08:42:07
As piracy attacks grow in the Gulf of Guinea, the industry has banded together to make a statement – enough is enough, and the attack on merchant ships must come to an end.
S&P Global Pla...
ListenMexico's federal elections to have broad impact on energy from 2021-06-01T11:00
The upcoming federal elections in Mexico, the largest in recent history, are expected to have broad implications across many energy sectors.
We spoke with Adrian Duhalt, post-doctorate fe...
ListenUnpacking China's new tax: Implications on crude oil and refined product markets from 2021-05-31T11:29:35
China on May 14 announced that it will implement a consumption tax on mixed aromatics, light cycle oil and bitumen blend from...
ListenStrong demand, supply shortfalls drive steel prices across Europe and Asia from 2021-05-28T00:16:10
Prices have been soaring in most of the major steel markets, driven by high demand and insufficient supply. S&P Global Platt...
ListenUS gasoline demand rising ahead of expected summer travel boom from 2021-05-25T14:43:51
US gasoline demand has been picking up as the country opens up from the coronavirus lockdowns.
Gasoline inventories are tight, especially on the US Atlantic Coast
following the rece...
North American midstream sector stresses need for strengthening infrastructure reliability from 2021-05-18T14:57:43
Operators of pipelines and liquefaction terminals that were able to deliver supplies during the February freeze in Texas were rewarded with strong first-quarter profits, while those that had dif...
ListenCost concerns, policy factors, competition pose challenges for US nuclear fleet from 2021-05-06T16:29:50
The US has the world's largest nuclear generation footprint and has witnessed early retirement of nuclear plants, due in part to low natural gas prices as well as declining costs of wind and sol...
ListenUnrelenting petcoke prices stifle global demand, consumers look elsewhere from 2021-04-29T09:14:15
Petcoke prices out of the US Gulf have doubled since this time last year. Prices continue to rise amid tight supply, and volatile freight markets within the region add fuel to the flames.
...
Are deepening shifts in Atlantic Basin clean tanker trade lanes the new normal? from 2021-04-28T15:16:49
Are recent shifts in Atlantic Basin products arbitrages an unusual pandemic feature or the new normal for clean tanker trade?
And are the 38kt US Gulf Coast-to-Brazil and 37,000 mt UK Con...
ListenFrom boom to superboom: Are Suez Canal misfortunes to blame for impending port delays? from 2021-04-23T15:12:50
Is the recent six-day Suez Canal blockage causing a spike in container box freight?
And are the canal's misfortunes the only culprit for impending port delays, or the tip of the iceberg?<...
ListenNorth American midstream sector looks ahead after Q1 impacted by weather from 2021-04-20T15:14:02
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with senior digital editor Jason Lindquist the upcoming...
ListenNew regulations have broad implications for Mexico's midstream, power sectors from 2021-04-16T15:57:07
The Mexican government has recently issued a spate of regulations in the midstream and power sectors that have had broad implications.
We spoke with Diego Campa of Campa and Mendoza Assoc...
ListenAgricultural commodities reap the whirlwind of container shortages from 2021-04-14T10:57:39
Container shortages and high freight rates have proven to be a major hurdle for international trade in the last six months. Nowhere has this been more so than for various agricultural products.<...
ListenA new chapter for oil, with IEA’s Toril Bosoni from 2021-04-13T14:20:38
The oil market is starting to face a new set of questions as it emerges from the Listen
Canada enters natural gas injection season with low storage levels from 2021-04-08T14:02:03
Canada enters the natural gas injection season with below-average storage levels as demand from resurging activity in the oil sands as well as coal-to-gas switching and higher exports look to bo...
ListenSupply woes drive Mexican steel prices to 13-year highs from 2021-04-07T14:15:48
A long-standing regional supply shortage, aggravated by COVID-19 impacts, has prompted steel prices in Mexico to jump to 13-year highs, while local demand is yet to recover.
Higher raw ma...
ListenBoosting oil production, environmental commitments pose dual challenges for Mexico's Pemex from 2021-04-02T14:08:54
Mexico's Pemex, the state oil company, is facing challenges to increase production, as the government desires, and also internationally to meet its environmental commitments.
We spoke wit...
ListenOil futures turn volatile as market unpacks Suez Canal blockage; Guyana producers stay on target from 2021-03-30T17:19:05
The oil futures market has been volatile on news that a large container ship was blocking the Suez Canal, a key artery for petroleum shipments, but do spot markets give a better indication of th...
ListenCarbon pricing, storage levels, LNG outages: Global links emerge to drive natural gas price movements from 2021-03-25T15:23:50
Recent dynamics driving unseasonably high JKM and TTF pricing, ranging from elevated carbon pricing and LNG outages creating supply disturbance in Asia, have further illustrated the emerging glo...
ListenWill shipping energy efficiency regulations cause more headaches for owners? from 2021-03-24T10:39:53
The International Maritime Organization has approved amendments ...
ListenContainer freight costs climb as priority-loading premiums take centerstage in Asia from 2021-03-24T03:54:29
The cost to ship goods on containers are climbing as additional premiums, such as the priority-loading premium, take hold in the market. The premium, which can be from 50-70% over the freight al...
ListenMexico's Pemex announces large oil discovery, but faces challenges in reaching production goals from 2021-03-19T17:29:59
Mexico's Pemex recently announced it had discovered more than 1.2 billion barrels of oil equivalent in an onshore complex in the state of Tabasco, near the site where the company is planning to ...
ListenBrazil's Center-South readies for 2021-22 sugar, ethanol season from 2021-03-18T14:11:34
Brazil's Center-South region will kick off the 2021-22 sugar and ethanol crop season April 1 and producers are betting again on high international sugar prices and depreciated Brazilian real to ...
ListenLogistics, tight supply pose challenges to China's copper concentrates market from 2021-03-12T10:33:52
China consumes around 50% of world's copper and will continue to play a critical role in the market this year. S&P Global Platts metals experts Keith Tan and Han Lu examine China's appetite for ...
ListenFleet vehicle electrification could be big growth driver for US EVs from 2021-03-04T15:01:48
US plug-in electric vehicles accounted for 2.6% of total sales in December, tied with Nov. 2020 for a record high and year-to-date PEVs account for just shy of 2% of all light duty vehicles sold...
ListenWhat is the future for gas in Europe amid the EU's green push? from 2021-03-03T11:01:36
The current European Commission is the greenest ever as it pushes toward carbon neutrality by 2050. Gas —despite being a fossil fuel— is considered by many as having a key role to play in Europe...
ListenClean tankers face extended weakness amid refinery outages, diesel hike from 2021-02-26T15:30:28
Refinery outages from the cold snap on the US Gulf Coast Feb. 15-19 put even more bearish pressure on the already weak Americas clean tanker market, and heightened diesel prices in the USGC.
... ListenMultitude of factors push global styrene prices higher from 2021-02-25T21:06:14
The global styrene market has risen sharply in February, driven by a number of factors around the world, including production issues in Europe and severe winter storms in Texas.
Matthew C...
ListenJim Rogers on the future of oil, agriculture, and energy transition from 2021-02-25T07:32:13
Commodities have witnessed a broad upturn in prices across the board in recent months. In a discussion with S&P Global Platts Asia Energy Editor Sambit Mohanty, veteran commodit...
ListenHistoric price volatility envelops US, Texas natural gas markets from 2021-02-23T18:59:28
Ira Joseph, head of generating fuels and electricity power pricing for S&P Global Platts, and Ryan Ouwerkerk, manager of Americas natural gas pricing, are joined by Kelsey Hallahan and Arsalan S...
ListenOil, energy transition and commodity supercycles with Jeff Currie, Goldman Sachs from 2021-02-22T12:07:54
Commodity prices, as assessed by S&P Global Platts, are hitting fresh highs, sparking a debate around a potentia...
ListenPirates of the Gulf of Guinea from 2021-02-17T09:55:20
Rising levels of piracy in the Gulf of Guinea are having a direct impact on tanker owners’ preferences, altering both crude and refined trade flows in and out of the West African coast.
A CEO's look at US battery storage development strategies, opportunities and barriers from 2021-02-09T15:29:16
The push to transition away from fossil fuel-fired power generation in the US relies heavily on energy storage projects that facilitate renewable energy growth, with several states mandating ene...
ListenAs RINs reach their highest levels since 2013, where does the market go from here? from 2021-02-04T15:30:53
Josh Pedrick, S&P Global Platts managing editor for Americas biofuels pricing, and Corey Lavinsky, adviser for biofuels analytics, discuss the recent surge in prices for renewable identification...
ListenWhere does the global natural gas market go from its historic highs? from 2021-02-02T17:38:11
Ira Joseph of S&P Global Platts Analytics and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, discuss key market fundamentals following the historic JKM price move...
ListenPart 2: Plunging oil prices, pandemic having dramatic downstream impact from 2021-01-31T22:10:42.023393
With oil prices off roughly 30% in the past week in face of falling demand triggered by the coronavirus pandemic, impacts in the downstream are far-reaching.
Changes in crude flows, refin...
ListenAfter Gastech, a sprint toward 2021 for the LNG sector and decision-making for projects from 2021-01-31T22:10:42.023393
Harry Weber, Platts senior natural gas writer in Houston, and Stuart Elliott, editorial lead, Generating Fuels News, in London, discuss with Platts senior digital editor Jason Lindquist themes f...
ListenSouth of the border heating up: A dive into the long-awaited developments in the Mexican natural gas market from 2021-01-31T22:10:42.023393
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are joined by John Hilfiker, S&P Global Plat...
ListenUS natural gas moves higher in global market turnaround from 2021-01-31T22:10:42.023393
Ira Joseph, head of gas and power for Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, take a look at how US natural gas prices have jumped an...
ListenUS corn prices ride high with bullish acreage report, but for how long? from 2021-01-31T22:10:42.023393
The annual acreage report from the US Department of Agriculture saw a 5 million acre drop in corn planting from the Prospective Plantings report at the end of March.
The resultant rise in...
ListenWhat is causing European olefin prices to soar in 2021? from 2021-01-28T09:00
The European ethylene and propylene markets rallied in January after an unusually strong December. In this episode of the Commodities Focus podcast, Abdulaziz Ehtaiba and Miguel Cambeiro discuss...
ListenPerfect Storms: Container and LNG shipping herald new year with all-time highs from 2021-01-20T10:04:17
2021 has already seen all-time highs for both container and LNG freight rates and this strength appears set to last until firmly into the first quarter. S&P Global Platts Shipping Managing Edito...
ListenNorth American midstream earnings put natural gas volumes, prices and exports in focus from 2021-01-19T16:43:40
In the latest installment of the S&P Global Platts Commodities Focus podcast, Jason Lindquist, S&P Global Platts senior digital editor, and Harry Weber, a Platts senior natural gas writer in Hou...
ListenNatural gas bulls rush into 2021, pushing Asian LNG to record highs from 2021-01-18T03:06:48
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back with their first podcast of 2021 to...
ListenWhat's in store for global coal markets in 2021? from 2021-01-12T07:54:55
S&P Global Platts coal market editors Fred Wang, Sarah Matthews, and Tyler Godwin, and lead coal analyst Matthew Boyle discuss the ...
ListenMexico sees potential as LNG export hub from 2021-01-07T15:21:27
As the world economy begins to recover from the pandemic, Mexico is considering the construction of an LNG export terminal in the port of Salina Cruz to use excess natural gas in the country. Listen
What’s in store for rice supply and demand in the Americas going into 2021 from 2021-01-06T12:03:32
2020 was an unusual year for the global rice market. While much of the coverage focused on Asian markets, the Americas dealt with major production swings, huge influxes in demand and the resulti...
ListenFreight markets and decoding the crew change challenge during a pandemic from 2020-12-23T02:37:14
Seafarers are key to keeping the world's supply chain and maritime trade flowing. However, thousands of seafarers have been stuck on board and unable to get ashore due to coronavirus restriction...
ListenCal-ISO's new leader to focus on resource adequacy, modernizing system from 2020-12-22T18:04:29
Elliot Mainzer took over as president and CEO of the California Independent System Operator in September as has been focused on recovering from the August rotating outages and preparing for next...
ListenUp, up, and away: JKM surges on tighter supply, bringing TTF higher from 2020-12-16T15:45:32
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, dive into the dynamics driving the meteoric ...
ListenAsia challenges ethylene demand outlook for 2021 from 2020-12-03T10:29:59
S&P Global Platts ethylene market experts Chris Liu and Astrid Torres join Vanessa Ronsisvalle in taking a deep dive into the state of the ethy...
ListenA few weeks into winter, how is the global gas market looking? from 2020-12-01T16:06:50
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, take stock of the market a few weeks into wi...
ListenAre high Indian steel prices an outcome of supply shock or is a demand revival a reality? from 2020-11-27T08:46:57
With India’s domestic steel prices touching decade high numbers, steelmakers have exited the export markets for good. However, scarcity of supply remains a concern as demand recovery across sect...
ListenAsia LPG, naphtha to drive light ends strength in 2021, gasoline outlook mixed from 2020-11-24T09:18:53
This year has been a roller-coaster ride for the Asian light ends market, as the corona...
ListenEvolving dynamics in the European natural gas market: A dive into Ukraine from 2020-11-19T15:46:25
Ira Joseph, head of gas and power for Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are joined by Gary Hornby, managing editor for European...
ListenCOVID-19: Fueling the grains market from 2020-11-12T16:52:16
The coronavirus pandemic has had opposing effects on the grains and ethanol markets, despite the strong interlinkages between them. While grains are one of the major feedstocks for ethanol produ...
ListenTanker freight runs aground in Q4 amid demand destruction from 2020-11-11T15:38:34
Tanker freight for clean and dirty ships hit multiyear lows in October, subverting winter seasonality which typically brings year highs for freight for both sides of the market.
Demand fo...
ListenWildfires, pandemic and pipeline maintenance complicate US West Coast natural gas storage outlook from 2020-10-29T16:56:08
The US Pacific and Mountain regions experienced a slate of outside factors affecting storage volumes during the 2020 injection season. The onset of the coronavirus pandemic in March prompted nat...
ListenWinter dynamics and the market: A dive into spot price movements across major global hubs from 2020-10-28T15:56:17
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts pivot away from the extended outlook into the...
ListenUS Northeast gas storage faces questions following volatile injection season from 2020-10-23T15:00:09
Natural gas storage in the US Northeast, which serves as the heart of dry production in the Lower 48, entered the current injection season with volumes towering over normal levels. However, the ...
ListenNorth American gas market eyes spending outlook as Q3 earnings season begins from 2020-10-20T22:19:31
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trend...
ListenBulls vs. bears: What does the upcoming winter hold for global gas prices? from 2020-10-19T18:39:07
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back, this time to lay out the bullish a...
ListenCal-ISO puts focus on resource adequacy, continuing regional collaboration from 2020-10-16T15:11:16
Front of mind to the California Independent System Operator is resource adequacy, as it also works to adapt the market to the energy transition taking place globally.
Outgoing President a...
ListenBuilding a global hydrogen market from Europe from 2020-10-14T10:27:27
To date, there is no integrated strategic vision for trading low carbon hydrogen, but European gas grid operator SNAMs VP of Hydrogen Cosma Panzacchi discusses ways that could happen over time w...
ListenSouthwest Power Pool expects wind to lead 2020 fuel stack, storage to be a game changer from 2020-10-12T16:26:06
Southwest Power Pool expects wind generation to return to the top of the fuel stack and become the No. 1 fuel source for 2020, while keeping an eye on the evolution of energy storage and continu...
ListenStructural oversupply weakens freight recovery prospect from 2020-10-06T10:30:22
While a weak orderbook is seen with enthusiasm by tanker owners, who have suffered from increased competition amid structural overtonnage, floating storage enquiries and weaker scrapping prices ...
ListenBrazilian ethanol trading and pricing dynamics amid COVID-19 from 2020-09-25T16:58:59
In a year of high volatility in the energy basket and more uncertainties than in recent history, S&P Global Platts editors discuss the main aspects that have been supporting Brazilian ethanol pr...
ListenContainerized soybeans, wheat, and corn from the US to Southeast Asia on the rise from 2020-09-24T07:49:18
With trans-Pacific container rates at an all-time high, even more containers are flowing from Asia to the US. The return leg is a different story, however, with empty space frequently seen on bo...
ListenGlobal gas, LNG markets twisted around bullish, bearish elements, awaiting arrival of winter demand from 2020-09-18T16:10:32
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back to discuss key uncertainties in the...
ListenAgriculture Focus: Seeds of the future: veg oils soar while next generation biofuels emerge from 2020-09-15T09:00:38
Amid a rally in the global vegetable oils markets, Robert Beaman talks to vegetable oils editor George Duke and biodiesel editor Huw Shortland about the latest developments in the market for vir...
ListenThe rise of proprietary traders in oil markets: a conversation with Onyx Capital CEO from 2020-09-08T10:16:43
Oil markets have experienced a quiet revolution for over the last decade as proprietary trading houses have gradually replaced the participation of banks.
Andy Critchlow, head of news in ...
ListenDry bulk shipping: Traversing the pandemic times from 2020-09-08T09:27:40
S&P Global Platts dry bulk market experts Shriram Sivaramakrishnan, Carina Li, and Isaac Eio examine how the Capesize, Panamax and Supramax markets have fared in this pandemic-stricken trading e...
ListenChanging trade flows: how China is helping CIS steel bounce back from 2020-09-02T08:18:14
The CIS steel industry has emerged from pandemic demand slumps relatively quickly thanks to Chinese demand and government incentives in Russia. Although further challenges lie ahead, production ...
ListenA region of promise and uncertainty: A dive into Eastern Mediterranean natural gas and LNG markets from 2020-09-01T14:48:07
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are joined by Samer Mosis, Platts team lead,...
ListenTellurian CEO Meg Gentile on the global LNG market, prices and US development from 2020-08-28T19:22:30
Meg Gentle, CEO of Tellurian, joins S&P Global Platts senior natural gas writer Harry Weber to discuss the global LNG market, the trajectory for prices and what lies ahead for US commercial deve...
ListenDrivers and challenges for US East Coast offshore wind development from 2020-08-26T17:42:40
There is a lot going on with offshore wind development -- particularly on the US East Coast, where S&P Global Platts Analytics estimates there could be over 37 GW of capacity installed by 2050 –...
ListenHow Texas' energy policies are working to shape ERCOT's energy transition from 2020-08-21T16:11:26
Amy Gasca, Manan Ahjua and Mark Watson of S&P Global Platts talk with Brett Perlman, CEO of the Center for Houston's Future
and ex-Public Utility Commissioner of Texas, about the state's e...
Project deferrals, spending cuts set the tone during North American midstream sector earnings from 2020-08-19T17:07:20
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good wrap up the recently completed second-quarter earnings reportin...
ListenFull throttle for new European freight benchmark prospects to West Africa from 2020-08-19T10:28:11
Gasoline volumes from Northern Europe to West Africa are expected to continue to grow, and new hedging tools may be needed for medium range clean tankers in the West of Suez market. Platts Shipp...
ListenPrice transparency a key factor in expanding hydrogen trade flows in Asia from 2020-08-14T10:04:57
The outlook for hydrogen Asia-Pacific has become a lot more positive over the last six to 12 months, with companies from Australia to Japan stepping up efforts to formulate policies and plan pro...
ListenOil companies Q2 roundup: Takeaways from the peak lockdown season from 2020-08-12T14:10:28
April was the nadir of the global demand slump from COVID-19 lockdowns while swinging output cuts from OPEC+ and a slump in US drilling hit production volumes across the board. Oil and gas produ...
ListenIs Brazil becoming a net exporter of primary aluminum? from 2020-08-05T14:46:10
Brazil has shifted to become a net importer of primary aluminum since 2014, but the COVID-19 pandemic has changed the market outlook.
Is the increase in Brazilian P1020 exports here to st...
ListenBearish fundamentals in power, natural gas markets to keep US West prices subdued this summer from 2020-07-31T16:25
Amy Gasca, Daryna Kotenko and Veda Chowdhury of S&P Global Platts discuss West power and natural gas markets and how current market fundamentals are shaping spot and forwards pricing for the rem...
ListenOne-two punch: Global natural gas demand in an oversupplied, COVID-19 environment from 2020-07-30T15:55:10
Ira Joseph, head of gas and power for Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, look at the other side of the supply-demand equation, r...
ListenSustainable aviation fuel: Ready for takeoff? from 2020-07-22T15:58:28
Over a decade after the first flight using sustainable aviation fuel took off, SAF has gained prominence in airlines’ sustainability tool boxes as the industry tackles its collective carbon foot...
ListenMetals trade insights as markets emerge from coronavirus lockdowns from 2020-07-22T08:40:45
China appears to be almost singlehandedly supporting global metals prices on the back of a return to high levels of industrial activity. But other Asian markets are still slowly emerging from Co...
ListenNorth American midstream sector eyes outlook for rebound as second-quarter results released from 2020-07-21T17:00
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with senior digital editor Jason Lindquist the upcoming...
ListenThe exit interview: BP’s former CFO Gilvary on how to survive $40/b crude from 2020-07-21T08:49:29
Brian Gilvary spent almost a decade as chief financial officer of supermajor BP until he stepped down in June 2020. In an interview with Andy Critchlow and Robert Perkins from S&P Global Platts,...
ListenGlobal natural gas markets adjust to bulging inventories, oversupply from 2020-07-17T16:58:19
Ira Joseph, head of gas and power for Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, take a look at oversupply in global natural gas markets...
ListenUS shale investor outlook: The new risk-reward equation from 2020-07-16T17:24:54
What might the US shale investor risk-reward equation look like
as the market shows some signs of rebalancing and as lockdowns
begin to ease?
How long will it take the US shal...
ListenAre US power markets pricing in the demand recovery this summer? from 2020-07-15T15:22:50
Jared Anderson, Kassia Micek and Manan Ahuja of S&P Global Platts delve into changing power market dynamics as coronavirus-related lockdowns ease in many areas and look ahead to see where market...
ListenAgriculture Focus: Indian rice exporters' emergence from lockdown from 2020-07-14T10:45:55
Labour shortages have been one of the key problems caused by the coronavirus crisis in the rice market. Robert Beaman talks to senior rice editors Rebecca Li and Peter Storey about how the India...
ListenBrouillette remains optimistic about industry rebound, US leadership in oil, gas from 2020-07-09T12:15:59
US Secretary of Energy Dan Brouillette joins Chris Newkumet, Washington bureau chief for S&P Global Platts, to discuss the state of America's energy markets -- what we know, where we are, and wh...
ListenDownside risk if gas supply rebounds, demand recovery falters from 2020-07-09T10:08:30
S&P Global Platts journalists discuss European gas, power and carbon market trends going into the third quarter of 2020. The markets saw price support in June as economies began to emerge from c...
ListenThe growing importance of ESG in the commodities space from 2020-07-03T06:44:13
The death of George Floyd in the US on May 25 significantly raised global awareness of racial and cultural issues. Within this environment, giant resources company Rio Tinto attracted opprobrium...
ListenIs the slump in European steel demand here to stay? from 2020-07-01T10:01:32
S&P Global Platts managing editor Laura Varriale talks to steel news editor Annalisa Villa and pricing specialists Amanda Flint and Len Griffin about the state of the European steel industry aft...
ListenUK’s Net Zero drive: hydrogen’s potential and challenges from 2020-06-30T10:25:48
In the UK, the drive toward Net Zero 2050 makes hydrogen an attractive investment, but questions remain about how markets will develop and the associated costs. Hydrogen has vast potential to de...
ListenMapping out hydrogen's role in Asia's energy transition from 2020-06-26T05:47:43
As the push towards clean fuels intensifies, many alternate energy sources are figuring in discussions among policy makers in Asia, as they prepare for energy transition. One fuel that has garne...
ListenKey developments driving South Asian thermal coal demand from 2020-06-24T09:16:26
S&P Global Platts global thermal coal experts Deepak Kannan, Fred Wang and Sarah Matthews discuss key developments driving coal demand in the South Asian region, specifically in Bangladesh and P...
ListenA conversation with Total's Philippe Sauquet from 2020-06-18T08:18:03
France’s Total was the first mover among European oil and gas majors to announce its ambition to become a greener company, creating in 2016 a separate division for gas, renewables and power unde...
ListenWho’s the boss? OPEC+ tries to reassert control of oil market from 2020-06-17T08:36:08
After a collapse in oil demand due to both the COVID-19 pandemic and the accord between Saudi Arabia and Russia earlier this year, OPEC+ is now back in the driving seat. It has extended its unpr...
ListenThe road ahead for Northeast and Southeast Asian thermal coal markets from 2020-06-16T08:38:23
S&P Global Platts Asia thermal coal team Deepak Kannan, Fred Wang and Jenny Ma discuss key developments in Northeast and Southeast Asia region amid the coronavirus pandemic, while Platts Analyti...
ListenGlobal demand destruction due to pandemic clouds US natural gas storage outlook from 2020-06-12T19:18:23
US working natural gas in storage started the injection season with levels well above the five-year average. After the onset of the coronavirus pandemic, heavy US demand destruction was anticipa...
ListenAre petrochemicals stepping into a post-pandemic recovery? from 2020-06-10T09:46:02
As lockdowns ease off and upstream markets begin to recover, the petrochemical sector looks carefully at its own end user demand, as well as to Asian export opportunities. Callu...
ListenAviation’s future: Fuelled by hydrogen? from 2020-06-05T08:41:54
Despite challenges in the commercial aviation sector, hydrogen remains a potentially disruptive energy carrier and transportation fuel, particu...
ListenFrom boom to bust: How long can tankers benefit from the floating storage craze? from 2020-06-04T17:59:06
The recent floating storage boom drove tanker freight earnings to levels last seen during the Golden Tanker Era of 2004-2008, but how sustainable are VLCC time charter equivalent revenues in exc...
ListenLibyan oil exports briefly pick up, NOC gears up for cautious return from 2020-06-04T11:55:44
Libya exported some crude and condensate from its storage caverns at the Zawiya terminal this week, a first from this port in almost four months. But with the civil conflict sti...
ListenA conversation with Mercuria Energy Trading's Marco Dunand from 2020-06-04T11:01:09
S&P Global Platts talks to Mercuria CEO and co-founder Marco Dunand about the challenges, implications, and opportunities that the COVID-19 pandemic presents across all the key ...
ListenIndia's steel industry faces tough post-COVID-19 test from 2020-06-04T10:44:41
India has started to wind back its lockdown regime but domestic demand for steel could remain muted until the October-December quarter. This has left Indian mills relying on overseas markets, pa...
ListenIs demand high enough to restart the US ethanol market? from 2020-06-02T17:29:50
The S&P Global Platts benchmark Chicago Argo ethanol assessment has trended upward and ethanol inventories have started to drop after reaching record highs as production has climbed.
Does...
ListenBrazil's sugar and ethanol markets planning a post-pandemic strategy from 2020-05-29T17:15:09
Brazil, the top global sugar producer and second-largest ethanol producer, started its Center-South crop on April 1, targeting to crush 600 million tons, amid a global consumption crisis and hug...
ListenAfter the Storm: The Shipping markets navigate H2 2020 from 2020-05-29T13:27:53
London shipping editors Wyatt Wong, George Griffiths, and Sam Eckett explore the devastated LNG, container, and dry bulk markets post-COVID-19. How can shipping...
ListenChina's Two Sessions provide positives for oil, metals from 2020-05-29T03:51:12
At China's latest "Two Sessions," the government did not provide a GDP target for 2020, but it outlined plans to boost infrastructure investment. The big focus this year was on maintaining emplo...
ListenCoronavirus lockdowns put the spotlight on crude oil storage from 2020-05-28T14:35:36
US crude storage quickly became a major issue at the crux of the coronavirus lockdowns, as global markets struggled to find enough places to stash oil amid the oversupply and decreased demand. Listen
A slow recovery for global petrochemical markets from 2020-05-27T09:22:54
S&P Global Platts market specialists Kevin Allen, Lara Berton, and Eric Su, give a global view on petrochemical markets dealing with the consequences of the recent oil price cra...
ListenUS power sector known for reliability, contingency planning faces challenges from coronavirus from 2020-05-22T15:18:55
The US power sector is known for its high level of reliability and focus on contingency planning and redundancies, but what happens when working next to your colleague suddenly becomes a health ...
ListenUS wind industry has enjoyed rapid growth, but sees disruptions from coronavirus from 2020-05-21T16:58:28
Renewable energy continues to grow at a rapid pace in the power markets. Tom Tiernan, CEO of the American Wind Energy Association, talks with Manan Ajuha, senior director, North America power an...
ListenBack in black: The oil market’s way forward from 2020-05-19T08:41:53
After a historic collapse into negative territory, oil prices have rebounded on the backs of OPEC+ production cuts and the first glimmers of an economic...
ListenMarket stress leads to dim near-term outlook across North American midstream gas sector from 2020-05-18T17:47:23
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good analyze the just-completed release of first-quarter earnings re...
ListenUS power markets expected to rebound as coronavirus orders are phased out from 2020-05-15T17:28:48
As states begin to lift coronavirus pandemic stay-home orders and business start the process of reopening, power load is expected to slowly rebound from the increase in commercial demand. Howeve...
ListenPVC markets feeling the force of pandemic's global impact from 2020-05-14T17:44:01
Demand destruction from shutdowns designed to slow the spread of the coronavirus pandemic has put PVC, a construction staple, through the ringer in recent months.
S&P Global Platts editor...
ListenBattery technology to play an important part of broader energy transition from 2020-05-13T14:41:31
Battery technology for electric vehicles and energy storage will play an important part of the broader energy transition. Key
topics include understanding cost trends and competitivenes of...
There are bright spots for commodities: Jim Rogers from 2020-05-13T10:33:48
Will commodity markets ever be the same again? Global investor Jim Rogers, chairman of Beeland Interests Inc., talks to Sambit Mohanty, S&P Global Platts senior editor, to discuss what lies ahea...
ListenQ1 earnings provide snapshot of pandemic's impact on oil sector, hint at what's to come from 2020-05-08T15:25:07
It's been a chaotic couple of months for the global commodities markets, and the oil sector has been on the firing line of the price and demand collapse resulting from the coronavirus pandemic.<...
ListenLNG market disruption pushes developers to defer decisions on new liquefaction projects from 2020-05-06T16:09:40
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Platts Analytics head of gas and power Ira Joseph
discuss the latest developments in the global LNG market as the wea...
US natural gas market buffeted by global crude oil, LNG market headwinds from 2020-05-01T16:31:36
US natural gas prices have long been primarily determined by domestic supply and demand dynamics; however, with the rise of associated gas production in prolific basins like the Permian and the ...
ListenA conversation with the LME's Matthew Chamberlain from 2020-05-01T09:57:20
S&P Global Platts experts interviewed Matthew Chamberlain, CEO of the London Metal Exchange, and the youngest one in history.
The key topics of discussion revolved around the temporary sw...
ListenEurope's steel industry battles with supply and demand during COVID-19 from 2020-04-29T10:29:12
Europe is slowly coming out of lockdown and steel mills in Southern Europe can gradually ramp up production again.
The steel market is however still far away from a healthy supply and dem...
ListenOut of the frying pan: Global veg oils markets wrestle with COVID-19 disruptions from 2020-04-28T11:45:49
Supply and demand in the global vegetable oils markets have both shifted in response to the coronavirus crisis, resulting in increasingly complex and unpredictable price trends. Robert Beaman ta...
ListenPandemic oil markets have products tankers buzzing from 2020-04-24T15:56:28
Pandemic oil demand destruction has converted clean products tankers into offshore storage containers as onshore storage is approaching tank top. Forced floating storage as a result of discharge...
ListenCoal markets struggle as mines are suspended worldwide from 2020-04-22T09:10:53
Coal markets are giving way to the coronavirus pandemic as cascaded demand and international government regulations left producers presented with the complex decision to slash supply. Sarah Matt...
ListenRenewable curtailments in California increase as demand drops due to coronavirus from 2020-04-21T15:13:31
California is showing significant power price drops as a result oversupply, congestion and decreasing demand, with renewable curtailments increasing.
ListenCoronavirus poses dim near-term outlook for North American midstream sector from 2020-04-17T15:14:14
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview the upcoming release of first-quarter earnings results ...
ListenOversupply, coronavirus put US crude oil storage in the spotlight from 2020-04-15T17:25:41
US crude storage has quickly become an overwhelmingly important issue as the global market continues to grapple with an oversupply of crude and dramatically dwindling demand in light of the coro...
ListenA conversation with Goldman Sachs's Jeff Currie from 2020-04-15T09:32:59
Global demand for commodities has been obliterated. From copper as a barometer of the global economy to oil as a potential inflation hedge, no commodity has escaped the impact of coronavirus.
Coronavirus impacts power fundamentals across the world, with implications for North America from 2020-04-14T16:10:37
US power markets are following similar trends from Asia and Europe following the coronavirus track, which is creating supply and demand challenges. Peakload averages were down more than 10% in M...
ListenNorth American LNG exporters face difficult test as price plunge sets new lows from 2020-04-07T17:34:37
S&P Gloal Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends...
ListenThe impact of COVID-19 on the ethylene and petchems markets from 2020-04-07T09:20:39
With COVID-19 lockdowns in Europe rapidly bringing the petrochemical demand into a lull, pressure on the upstream naphtha market has become two-fold in the recent weeks. Travel restrictions and ...
ListenCOVID-19, weather conditions, market fundamentals leave corn markets in turmoil from 2020-04-07T07:56:28
S&P Global Platts agriculture specialists Liz Thang, Rafael Savoia, Sergio Alvarado, and Andrei Agapi examine the factors driving corn prices as trading communities in Asia and the Americas try ...
Listen'Cheap oil' takes VLCC freight for a bull ride on floating storage play from 2020-04-03T17:09:35
The tsunami of IMO 2020 turned into a tidal wave of cheap oil as producers flood the crude oil market and refiners cut runs amid the COVID-19 demand destruction. In the meantime crude is heading...
ListenWith production cutbacks in autos and aerospace, coronavirus hits aluminum from 2020-03-31T16:55:46
Metals like aluminum and steel had been relatively unaffected as COVID-19 began to spread in the US, but the shift came as automakers – including The Big 3 and others – announced temporary produ...
ListenAre there signs of economic recovery in the shipping markets? from 2020-03-31T09:41:21
The shipping markets are often considered a bellwether of global trade, and the dry bulk and container markets are on their knees due to the coronavirus pandemi...
ListenFalling number: European wheat in a new price environment from 2020-03-27T10:38:26
Global commodity markets have been hit by a combination of the oil price war and the coronavirus pandemic, and European wheat is no exception. Robert Beaman talks to senior grains editor Alexand...
ListenEfforts to combat coronavirus lead to changes for US power markets from 2020-03-26T15:42:40
The coronavirus pandemic has impacted all aspects of daily life and US power markets are not immune.
With the majority of people staying at home, per recommendations to stop the spread of...
ListenUS distillate prices in free fall amid coronavirus outbreak from 2020-03-24T17:37:20
Cash prices for US diesel and jet fuel markets have been under heavy pressure since the coronavirus outbreak hit the US.
Jet fuel has seen the worst impact, with prices falling to multiye...
ListenOil price crash and COVID-19: A two-pronged impact on global petrochemical markets from 2020-03-24T10:14:08
S&P Global Platts market specialists Kirsten Hays, Eric Su, and Simon Price join associate director Vanessa Ronsisvalle to give a global view on how the impact of the coronavirus pandemic and th...
ListenSteel market adapts to rapid changes as coronavirus spreads across US from 2020-03-20T17:13:12
Unlike other commodities sectors, the domestic steel market seemed to be largely immune during the first few weeks of Covid-19’s spread across the US. Prices held relatively steady and mill prod...
ListenChina's tax rebate a welcome relief to domestic producers, but bunkering hub aspirations still far from reality from 2020-03-20T10:50:08
China's long-awaited value-added-tax rebate on fuel oil paved the way for domestic producers to supply bunker fuel to ships plying international routes at Chinese ports. A month after its implem...
ListenSugar in the time of coronavirus from 2020-03-18T16:01:05
With commodities weakening on the back of the coronavirus epidemic and the oil price crash, Robert Beaman of S&P Global Platts talks to sugar specialists Nicolle Monteiro de Castro and Beatriz P...
ListenPessimism spreads in US LNG sector as coronavirus exacerbates market woes from 2020-03-17T16:04:06
US LNG developers face challenges advancing any new export projects this year amid the escalating coronavirus outbreak, which has exacerbated the drop in global demand that has already led to re...
ListenPart 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG from 2020-03-12T22:23:26
The ongoing and extreme volatility in world oil markets has triggered a range of industry dynamics in the US.
Editors from S&P Global Platts and S&P Global Market Intelligence examine the...
ListenAsian naphtha reels from fall in China's petrochemical consumption, import demand from 2020-03-11T04:20:30
S&P Global Platts refined products experts Wendy Cheong and Wanda Wang focus on the impact of lockdown policies in parts of China on petrochemical deliveries, the buildup in stocks, and the effe...
ListenFERC's expansion of minimum offer price rule sets off scramble to assess impacts from 2020-03-04T16:30:53
Clean energy resource capacity in PJM Interconnection states has been increasing in recent years, often spurred by state programs that provide financial support. In response, the Federal Energy ...
ListenUnpacking the impact of COVID-19 on China's thermal coal, LNG markets from 2020-02-27T07:54:40
S&P Global Platts editor Eric Yep and pricing specialists Fred Wang and Srijan Kanoi examine the impact of the novel coronavirus, COVID-19, on China's coal and LNG markets, and take a look at po...
ListenWaiting for rain: rice prices rise as Thai drought bites from 2020-02-27T06:00
Amid prolonged drought in Thailand, the latest S&P Global Platts Commodities Focus podcast investigates the damage to the country’s vital agriculture sector. Th...
ListenCosting sustainable hydrogen: prices, pathways and policies from 2020-02-25T12:50:15
Hydrogen is seen across all sectors of the economy, from transportation to industry, power generation and domestic heat, as a potential decarbonisation tool. Huge questions rema...
ListenSparking the transition: finding a home for new gas supply to 2025 from 2020-02-18T10:05:21
With natural gas prices bumping down to record lows and supplies set to increase in the coming years, sellers of gas into Europe are keeping everything crossed that coal and nuc...
ListenIndia's steel sector: turning a corner or facing more hurdles ahead? from 2020-02-18T08:28:32
With India's domestic steel prices staging a recovery, steelmakers have shifted their focus to their home markets. However, they remain cautious about any repercussions from COVID-19, fundamenta...
ListenCOVID-19 crushing China's steel and iron ore demand from 2020-02-13T09:22:25
Steel and raw materials markets have been particularly affected by the coronavirus, as two of the key demand sectors – construction and manufacturing – remain in limbo awaiting workers to return...
ListenGeopolitics, coronavirus foul IMO 2020 tanker owner freight negotiations from 2020-02-12T17:31:55
A little over a month into the IMO 2020 switch from 3.5% to 0.5% sulfur bunker fuels, the lifting of US sanctions on COSCO-owned tankers and dented crude oil and jet fuel demand due to the coron...
ListenOiling the gears of the vegetable oil complex from 2020-02-11T10:41:22
From the bursting bubble of palm oil prices, to the soybean harvests of South America and the far-reaching impact of the coronavirus, the globa...
ListenDemand dive, price shocks dominate commodity markets hit by coronavirus impact from 2020-02-07T08:41:07
The coronavirus outbreak, which has been declared by the World Health Organization as a global health emergency, is expected to slowdown economic growth in China, the world's largest crude oil, ...
ListenTrading structure, pricing dynamics shift in Brazilian fuel market from 2020-02-06T18:07:45
Brazil, the largest fuel consumer in South America, has been going through many changes in fuel consumption and pricing dynamics. Since state-led oil company Petrobras started to follow
th...
New challenges loom for US power markets from 2020-02-04T16:55:36
A new decade is bringing new challenges for US power markets. The renewables buildout continues to disrupt the market in ways never seen before, mild winter weather and very weak natural gas pri...
ListenGlobal Power Podcast: Signposts of the energy transition and meeting 2-degree targets from 2020-01-31T15:50:09
In light of the proposed Green Deal to make Europe carbon neutral by 2050, it is clear that the energy transition is on the forefront of policymakers’ minds. Roman Kramarchuk and Dan Klein of S&...
ListenThe Wuhan Ban: The coronavirus and IMO 2020 stifle the shipping markets from 2020-01-30T09:33:18
We’re one month into the new IMO 2020 sulphur cap and Container Editor George Griffiths and Dry Bulk Editor Sam Eckett look at how the container and dry...
ListenOne year later, US sanctions on Venezuela's PDVSA have had wide market impact from 2020-01-28T14:31:57
January 28 marks the one-year anniversary of sanctions imposed by the US Department of Treasury on Venezuela's state-run oil producer, PDVSA, which has been translated as a de facto ban on Venez...
ListenUsing RED to go green: ethanol market picks up speed from 2020-01-28T13:02:46
With 2020 bringing increased blending and greenhouse gas saving mandates to the EU biofuels market, the latest S&P Global Platts Commodities Focus podcast looks at why the ethanol market exists ...
ListenUncertainty remains for US LNG project developers following initial China trade deal from 2020-01-24T15:52:18
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts head of Americas gas news Joe Fisher the outlook fo...
ListenWhat's in store for China's steel production in 2020? from 2020-01-24T07:40:20
Chinese crude steel production had a bumper year in 2019, rising 8.3% to just short of 1 billion mt, according to the National Bureau of Statistics. S&P Global Platts steel specialists Paul Bart...
ListenA respite without a resolution for commodity markets after initial US-China trade deal from 2020-01-22T15:52:10
An initial trade agreement between the US and China signed by officials from both countries January 15 could change the landscape for commodities markets that have been roiled by punishing tit-f...
ListenHow caustic soda market fundamentals reflect the global economic uncertainty from 2020-01-21T11:31:07
Caustic soda is considered a major economic indicator for manufacturing, which is why its weaker pricing was among many indicators of economic slowdowns in China and Europe last year. Current ma...
ListenUnpacking the US-China phase 1 trade deal and what it means for Brazil and US soybean exports from 2020-01-17T10:21:12
With details still scarce on the US-China trade deal, markets' initial reaction was underwhelming. This indicates that the highly anticipated deal did not deliver on market expectations. Ivy Li,...
ListenWhat the coal-to-gas switching means for the European energy mix from 2020-01-14T10:46:02
Pressure on plummeting coal prices could cascade throughout 2020 as unprecedented events within the wider energy markets have helped the energy mix to connect like never before. Platts reporters...
ListenWith first oil produced from Guyana's offshore, what does it mean for the markets? from 2019-12-24T16:58:04
The consortium of ExxonMobil, Hess and China's CNOOC recently announced that first oil was being produced from Guyana's offshore. Starr Spencer, S&P Global Platts senior editor for oil news, tal...
ListenUS hydrogen market emerging around calls for decarbonization from 2019-12-18T17:54:36
As more US municipalities set ambitious goals to cut greenhouse gas emissions from power generation, transportation and other sectors, use cases for hydrogen are emerging that include fuel cells...
ListenThe Acceptance Stage: Global shipping markets face up to IMO 2020 from 2019-12-18T17:53:14
In the final Shipping Commodities Focus podcast of 2019, S&P Global Platts editors George Griffiths and Sam Eckett discuss the state of the markets ahead of IMO 2020's January 1 deadline. They r...
ListenWinter pricing insights: The new dynamics of US natural gas markets from 2019-12-18T17:52:06
With record-high production and unprecedented exposure to global markets through exports, US natural gas markets are in many ways heading into uncharted territory this winter.
S&P Global ...
ListenOff beet: where did Europe’s sugar surplus go? from 2019-12-18T17:51:02
Two consecutive campaigns of lower sugar production and trade deficits are forecast in the European sugar market. EMEA agriculture pricing lead Robert Beaman, global market development manager P...
ListenGrowing European ethylene supply is hit by weak derivatives from 2019-12-03T18:00
What's in store for 2020? As 2019's heavy turnaround season at all main European petrochemical cracker units came to an end, ethylene supplies returned to a progressively weakening derivatives m...
ListenSunny side up: rising prices in the Black Sea sunflower oil market from 2019-11-28T18:00
In today's Commodities Focus podcast, join EMEA agriculture pricing lead Robert Beaman, oilseeds editor George Duke and global market development manager Piero Carello as they discuss how the gl...
ListenThe challenges and opportunities of hedging with LME steel futures from 2019-11-26T18:00
In today's Commodities Focus podcast, steel pricing analysts Viral Shah and Pascal Dick speak to Shan Islam, head of ferrous trading at Amalgamated Metals Trading (AMT) about the growing market ...
Listen2020: The shakeout year to come for US LNG development from 2019-11-21T18:00
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts head of Americas gas news Joe Fisher the outlook fo...
ListenGECF gas exporters summit to take place in Equatorial Guinea from 2019-11-20T18:00
The Gas Exporting Countries Forum (GECF) is holding its fifth heads-of-state summit in Malabo, Equatorial Guinea, next week with gas heavyweights such as Russia, Iran and Qatar set to discuss th...
ListenShale shake-up: The IEA’s new oil forecasts and what they mean for the IOCs from 2019-11-19T18:00
The International Energy Agency has released its latest annual long-term energy outlook in which US shale gets a major resource uplift, shifting the oil market dynamic over the coming decades. S...
ListenInterview with Alexis Rodriguez, Environmental Protection Specialist for the Panama Canal from 2019-11-13T18:00
Platts Shipping editors Sam Eckett and George Griffiths interview Alexis Rodriguez on environmental initiatives by the Panama Canal ahead of IMO 2020. In a wide-ranging conversation, they discus...
ListenGlobal and US solar outlook: Uncertainties and market impacts from 2019-11-12T18:00
The energy transition has become an increasingly important driver of energy and commodity markets, as power generation undergoes a profound transformation across the globe.
In this podcas...
ListenRemember, remember the coal of November from 2019-11-05T15:40
London-based editors Jeffrey McDonald, Sarah Matthews and Joseph Clarke discuss the mood of key sectors within the Atlantic basin thermal coal markets amid cheap gas prices and tumbling demand from...
ListenRenovaBio puts ethanol under the spotlight at Sao Paulo Sugar Week from 2019-11-01T21:05
Ethanol has been at the forefront of the discussions at Sugar Week in Sao Paulo. The ethanol story will most probably remain bullish, with the renewable fuel accounting for more than 45% of Brazil’...
ListenEnVision Forum fosters dialogue on fuel transitions from 2019-10-24T22:00
FERC Chairman Neil Chatterjee launched the EnVision Forum in his home state of Kentucky on October 21. The daylong event drew a diverse crowd of power and natural gas stakeholders, including CEOs, ...
ListenIMO 2020, winter demand seen supporting Asian middle distillates markets in Q4 from 2019-10-24T17:30
The middle distillate complex in Asia is expected to maintain a firm footing in the fourth quarter amid looming supply concerns despite Saudi Arabia's full restoration on all of its crude oil produ...
ListenEU steel demand looking bleak in 2019 amid trade tensions and geopolitical uncertainties from 2019-10-22T19:45
In today’s Commodities Focus podcast, steel pricing analysts Len Griffin and Viral Shah speak to lead news editor Annalisa Villa about the European steel market after the World Steel Association re...
ListenGlobal Energy Transition: What are the key drivers and hindrances? from 2019-10-18T15:45
The energy transition has become the key talking point among energy and commodity market participants, marking what seems to be the beginning of a paradigm shift in power generation. And who better...
ListenWill New Delhi's economic support measures help India's steelmakers? from 2019-10-18T12:30
With domestic steel prices at three-year lows, India's steelmakers are hoping the government's efforts to boost liquidity and investment will stimulate demand. If not, will Indian steel exports inc...
ListenOil&Money conference: When fossil fuels become a dirty word from 2019-10-16T15:05
As the annual Oil & Money conference marks its 40th year, the high-profile London event reflects an industry grappling with transition as concerns over the perils of fossil fuels grow more acute. T...
ListenFuels of the Future: Alternative marine fuels, IMO 2020 compliance, and the ASBA Cargo Conference 2019 from 2019-10-09T15:00
S&P Global Platts shipping editors George Griffiths and Sam Eckett look at the alternative marine fuels debate, ahead of IMO 2020’s January 1st deadline. They are joined by Managing Editor for Frei...
ListenReaping gains from grains in Russia and Ukraine from 2019-10-08T15:00
With another year of strong wheat production now hitting the grain silos, the latest S&P Global Platts Commodities Focus podcast discusses developments in two key exporters: Russia and Ukraine. EME...
ListenAsian gasoline market Q4 outlook from 2019-10-03T16:00
The last quarter of the year is seasonally weak for Asian gasoline, but the attacks on Saudi Arabia's oil facilities are proving to be largely supportive of the market. S&P Global Platts editors Ma...
ListenRelationship between natural gas, coal and power prices felt across US Midwest from 2019-10-01T22:00
S&P Global Platts pricing specialists Kelli Ainsworth, Arsalan Syed and Olivia Kalb discuss the interplay between natural gas, coal and power pricing in the US Midwest with Amy Gasca, pricing manag...
ListenEuropean PVC: The evolution of the current market dynamics, interview with Kem One's Yves Heroes from 2019-09-27T17:15
The European PVC industry has gone through many changes in the last few decades regarding technology and assets, as well as marketing mechanism and building resilience against high raw material cos...
ListenPlatts SEAT to cater to growing coal demand in Southeast Asia from 2019-09-23T11:00
Total coal imports to Southeast Asia is expected to hit 127 million mt in 2019, up 27% from 2018, with demand driven by existing and upcoming coal-fired power plants. In this podcast, S&P Global Pl...
ListenLNG developers jockey for relevance at Gastech from 2019-09-19T03:00
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights o...
ListenBusiness models clash as Gastech continues in Houston from 2019-09-18T04:00
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights o...
ListenCommercial activity heats up as Gastech gets underway in Houston from 2019-09-17T02:40
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist the highlights o...
ListenGastech puts LNG at center stage as market presses North American project developers for decisions from 2019-09-12T21:50
S&P Global Platts senior natural gas writers Harry Weber and J. Robinson preview with natural gas managing editor Joe Fisher next week’s Gastech conference, which will bring together in Houston glo...
ListenAPPEC: US ethanol eyes new markets amid increased US-China tensions from 2019-09-12T15:05
With US ethanol still shut out of China, this installment of Commodities Focus podcast looks at the current state of the US ethanol market, the key emerging demand centers in Asia, and the benefits...
ListenAlone on the High Seas: Is the shipping market at the mercy of the volatility in bunker fuels? from 2019-09-11T18:05
S&P Global Platts shipping editors George Griffiths and Sam Eckett probe into the dry bulk and container markets and how bunker fuels are impacting pricing ahead of IMO 2020’s January 1st deadline....
ListenTexas natural gas, power prices diverge during an August for the record books from 2019-09-06T21:45
ERCOT power demand smashed record after record durin August, boosting spot prices to record highs and real-time power prices to $9,000/MWh. Natural gas prices, however, did not see any uplift from ...
ListenCan China absorb this year's steel capacity build-up? from 2019-08-28T15:45
China will bring on another 35 million mt/year of crude steel this year through its capacity replacement mechanism, S&P Global Platts estimates. How will this impact pig iron production growth? And...
ListenMake-or-break time approaching for US LNG developers as trade turmoil escalates from 2019-08-27T22:00
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts natural gas managing editor Joe Fisher the state of pl...
ListenUS power sector faces challenges from lower utility load, global trade uncertainty from 2019-08-22T23:00
A number of major trends are impacting the US power sector, including lower utility load nearly across the board among electric utilities, largely because of milder temperatures this year but also ...
ListenEuropean ethylene: A look down the chain from oversupply towards economic downturn from 2019-08-20T15:00
On today's Commodities Focus podcast with Ora Lazic and Miguel Cambeiro: Although Europe continues to be the most expensive pricing region, it is increasingly becoming an importer of competitively ...
ListenCommodity markets settle in for the long haul in US-China trade tension from 2019-08-16T23:00
With no end to the dispute in sight and a consensus that the real shocks to the markets could be yet to come, the latest installment of the Commodities Focus podcast takes a renewed look at the imp...
ListenStaying alive: the future of the ever-evolving thermal coal market from 2019-08-16T13:00
Today's Commodities Focus podcast looks deeper into the evolving thermal coal trade flows in the Atlantic and what the future holds. Following the recent release of two new Platts assessments that ...
ListenMuddy Waters: US-China trade tensions, petcoke, and the global shipping markets from 2019-08-12T14:00
S&P Global Platts shipping editors Sam Eckett and George Griffiths review the US-China trade tensions, and their effect on global shipping markets ahead of IMO 2020’s January 1st deadline. They are...
ListenShale and LNG shape outlook for IOCs from 2019-08-06T16:00
Oil majors across Europe have struggled in the second quarter largely due to weak gas prices while their counterparts across the pond have held up better thanks to the resilience of US tight oil. ...
ListenRecycled plastics: The future is ‘clear’ for head of Petcore, Christian Crépet from 2019-08-02T05:00
This week’s Commodities Focus podcast looks at the recycled plastics markets in Europe - the current situation and what the future holds in light of new legislation coming into force over the comi...
ListenWhat's in store for Asia Pacific gasoline demand in Q3? from 2019-07-31T14:00
S&P Global Platts editors Wendy Cheong and Mark Tan examine Asia's demand for gasoline in the third quarter following a weak first half, with fundamentals in the region pressured by excess cargoes ...
ListenLoading activities for middle distillates on the rise from 2019-07-30T14:45
S&P Global Platts Editors Cheong Su Yeen and Wanda Wang examine the increasing activity on loading middle distillate, especially gasoil and ultra low sulfur diesel, on newbuilding vessels, such as...
ListenHow are Chinese steel mills responding to surging iron ore prices? from 2019-07-19T12:10
Iron ore prices have risen by around 30% since the start of June, putting intense pressure on steel margins. Are Chinese mills contemplating trimming production? How is the third quarter shaping up...
ListenHighlights from the latest Global Polyolefin Outlook from 2019-07-17T17:00
This Commodities Focus podcast looks at S&P Global Platts Analytics latest Global Polyolefin Outlook, discussing the short, medium and longer term key market dynamics and price outlook for ethylene...
ListenMarket angles for status of delayed projects as US midstream sector prepares results from 2019-07-17T02:40
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with natural gas managing editor Joe Fisher the upcoming s...
ListenBlack&Veatch restructures amid US energy transition to renewables, distributed resources from 2019-07-12T21:20
Amid the US energy transition toward increasing volumes of renewable energy and distributed energy resources like microgrids and demand response, global power sector engineering company Black & Vea...
ListenAsian naphtha rebounds from 11-year low crack but trade concerns remain from 2019-07-03T13:02
Refineries worldwide have been consuming more light sweet crude oil, resulting in an oversupply of light distillates products market. In the second quarter, naphtha was the worst performer across t...
ListenBulls, bugs and beans: dry freight markets in Q2 and Q3 from 2019-07-02T20:00
S&P Global Platts shipping editors George Griffiths and Sam Eckett review recent developments affecting supply and demand in the container and dry bulk freight markets and look ahead to Q3, includi...
ListenCould rain woes sink US corn and ethanol? from 2019-06-25T21:20
US corn futures have been soaring since May, as persistent rains have pummeled the Midwest. Now, the impact of the rains are being felt not just for corn, but for ethanol as well. Platts agricultu...
ListenWet weather delays fieldwork, drops US Midwest diesel prices from 2019-06-13T21:20
Severe weather this year in the US Midwest has kept farmers from planting crops, cutting regional diesel demand. Even with prices at multimonth lows, the market is unlikely to quickly reverse cours...
ListenNovatek’s Mark Gyetvay on LNG, US sanctions and trade tensions from 2019-06-07T17:15
Mark Gyetvay, CFO and deputy chairman of the management board at Novatek, visits S&P Global Platts for an interview with S&P Global Platts senior writer for LNG, Lucie Roux. In it, he discusses how...
ListenMarine Fuel 0.5% cash, derivatives prices surge as markets prepare for IMO 2020 from 2019-06-07T17:00
Markets are now gearing up for the implementation of the International Maritime Organization's new sulfur cap regulation, which takes effect on January 1, 2020. Shipowners are increasingly taking c...
ListenHeading into summer, California power forwards soar, ERCOT reserve margin narrows from 2019-06-07T08:00
Last summer, ERCOT saw record power demand, while California power prices reached an all-time high. With another summer coming up, S&P Global Platts senior pricing specialists Kassia Micek, Kelli A...
ListenGlobal aluminum scrap industry prepares for China’s newest normal from 2019-06-04T03:00
As China will restrict imports of aluminum scrap from July, the global scrap industry is preparing for the material flow change by the world’s biggest scrap-consuming nation. The outlook, whether n...
ListenMiddle East crude: Opportunities in uncertain times from 2019-05-31T16:00
Global crude oil prices have fallen to two-month lows in recent days amid concerns that the ongoing trade dispute between the US and China could slow global demand growth. US President Donald Trump...
ListenWill the reelection of the Modi government ignite India's steel market? from 2019-05-30T09:00
India's steel industry largely views the continuation of Prime Minister Narendra Modi's government as positive for steel demand. Which parts of his economic program may stimulate demand? And how ma...
ListenGermany’s increasing relevance to European gas markets from 2019-05-20T20:00
Germany’s role in European gas is set to grow, with more gas landing directly via Nord Stream 2 and proposed LNG terminals, while the two German hubs, NetConnect Germany and Gaspool, are set to mer...
ListenOffshore Technology Conference at 50 spotlights increasingly robust deepwater from 2019-05-15T23:00
At its 50th year, Houston's Offshore Technology Conference highlighted panels that showed a global deepwater that has become increasingly robust, with several countries tendering for the first time...
ListenWhat's the outlook for global polyolefin markets? from 2019-05-15T22:00
Hetain Mistry, lead analyst, petrochemicals, speaks with senior editor Luke Milner about the latest Global Polyolefin Outlook from S&P Global Platts Analytics, discussing key short, medium and long...
ListenAs US-China trade dispute widens, uncertainty weighs on commodity markets from 2019-05-14T03:00
The US-China trade dispute has widened in recent days, with China announcing increased tariffs on $60 billion of US goods, including LNG, just days after the US raised tariffs on $200 billion worth...
ListenUS refining margins poised for recovery after dismal Q1 from 2019-05-10T22:00
S&P Global Platts editors Seth Clare and Kristian Tialios unpack first-quarter earnings from the US refining sector and discuss the causes for the industry’s lackluster margins. OPEC+ production cu...
ListenOffshore Technology Conference celebrates 50th anniversary, long-awaited revival of offshore sector from 2019-05-03T02:00
The Offshore Technology Conference promises to be a special event this year -- not only is it the 50th anniversary of the well-attended Houston event, but offshore exploration globally is heating u...
ListenUS midstream sector eyes LNG opportunities, Mexico growth and financial overhauls from 2019-04-11T09:20
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with natural gas managing editor Joe Fisher the upcoming f...
ListenUS, Asian zorba prices rise, but impact on other scrap items and alloys minimal from 2019-04-09T22:20
Though aluminum scrap sources in the US and Asia have noticed an uptick in zorba prices in the past month, prices of other scrap items have only inched upwards in the same time frame. Alloy prices,...
ListenIMO 2020: Evolving storage dynamics in Asia in the run up to 2020 from 2019-04-05T09:30
The new sulfur cap set by the International Maritime Organization will be implemented in January 2020. As the sulfur cut is so drastic, from 3.5% to 0.5%, uncertainty continues to grip the industry...
ListenLessons from AFPM 2019: Crude grades, Venezuela, jet fuel, fires from 2019-04-02T22:20
S&P Global Platts oil market editors Seth Clare, Laura Huchzermeyer, Maria Eugenia Garcia and Daron Jones discuss the most talked about themes they heard while attending the American Fuel and Petro...
ListenUS-China trade tensions in focus as the LNG2019 conference in Shanghai takes center stage from 2019-03-30T02:00
S&P Global Platts senior natural gas writer Harry Weber and Platts Analytics team lead for North America natural gas Ross Wyeno preview the upcoming LNG2019 conference in Shanghai with natural gas ...
ListenCalifornia ISO’s Steve Berberich talks renewables, storage and reliability from 2019-03-28T22:00
Increasing renewable integration is poised to transform the California power grid in the coming years. Steve Berberich, CEO and president of the California Independent System Operator, talks with K...
ListenUS Gulf of Mexico Lease Sale 252 bodes well for future exploration in the region from 2019-03-27T22:00
US Gulf of Mexico Lease Sale 252 saw the largest number of total high bids in two years and four auctions. The 30 oil company participants were willing to spend on more acreage to replenish their i...
ListenWeak dry bulk carrier market hits bunker fuel demand from 2019-03-26T16:00
S&P Global Platts editors Su Ling Teo and Andrew Khaw examine how the weakness in the dry bulk market, particularly following the dam collapse at a Vale mine dam in Brazil, which in turn stoked con...
ListenContainer ships create occasional snarls for Houston Ship Channel traffic from 2019-03-20T23:00
Kristen Hays, senior petrochemicals editor, sits down with Josh Pedrick, managing editor for Americas aromatics, to talk about the growing headaches for the Houston Ship Channel. A number of contai...
ListenUS oil and gas production outlook for 2019: Permian, Bakken, Appalachia from 2019-03-19T23:00
S&P Global Platts senior gas writer J. Robinson talks with Platts Analytics senior oil and gas analyst Taylor Cavey about some of the biggest trends in upstream production for 2019, with a look at ...
ListenCERAWeek reflections: Fuel diversity in focus for an energy-hungry world from 2019-03-16T00:00
S&P Global Platts senior natural gas writer Harry Weber, senior power editor Mark Watson, associate markets editor Kassia Micek and coal managing editor Andrew Moore discuss with natural gas managi...
ListenUS Northwest gas and power prices spike amid cold snap from 2019-03-14T23:00
Natural gas prices at the Sumas hub in the Pacific Northwest reached a record high on March 1. On the same day, power prices at Mid-Columbia hub in the Northwest soared to an 18-year high. In this ...
ListenThe shifting map for LNG trade flows and the outlook for prices and new projects from 2019-03-07T21:00
S&P Global Platts senior natural gas writer Harry Weber and natural gas managing editor Joe Fisher in Houston talk with LNG editor Luke Stobbart in London about trade-flow trends that have seen Eur...
ListenA tale of two coals: Thermal and coking coal prices amid China's import curbs from 2019-03-06T10:50
Confusion over China's policy on coal imports has been hounding the Asian coal market since late-January. There have been talks among market participants about an import ban on Australian coal at C...
ListenUS wind generation growth and the threat of steel tariffs, expiring tax credits from 2019-03-05T20:15
US wind generation is expected to continue booming over the coming years, but many see the steel tariffs and end of the tax credit in 2020 as threatening that growth. Mike Fitzgerald, with the Plat...
ListenAluminum scrap market in transformation from 2019-02-28T17:30
Scrap aluminum has gone wild. There are new taxes and financial obligations in China and Vietnam; licenses, regulations and restrictions in Vietnam, Taiwan, Brazil, and other countries, resulting i...
ListenThe rundown on the shipping markets in the run-up to IMO 2020 from 2019-02-28T16:00
The tremors of IMO 2020 - The mandated shift to low sulfur marine fuel which officially kicks in January 1, 2020 - will begin to be felt months from now and have already begun to work their way int...
ListenWhat happened to China's steel output cuts and will government incentives stimulate steel demand? from 2019-02-22T16:30
China's winter steel production cut agenda seems to have gone quiet. Will this result in even stronger steel output? Meanwhile, Beijing has unleashed some incentives to rekindle buying in the consu...
ListenPJM CEO Andy Ott goes in depth on energy and capacity market design changes from 2019-02-21T22:00
The PJM Interconnection has several market design changes underway, including adjustments to energy reserve price formation and the way its capacity market is structured that will significantly imp...
ListenWhy BAF is failing the container industry, the next step in bunker costs recovery from 2019-02-20T16:00
With the looming shadow of IMO 2020 on the horizon, there is a growing confusion and discord in the container market when it comes to recovery of bunker costs in freight contracts. The Bunker Adjus...
ListenGlobal methanol markets: growing capacities and shifting trade flows from 2019-02-18T15:00
Increasing trade tensions and expectations of new capacities in Iran, the US and Latin America this year are set to change the complexion of the global methanol market. S&P Global Platts editors La...
ListenWinter storms batter US power markets, driving up demand and prices from 2019-02-15T21:15
Winter storms have battered the US in January and February and caused consumers to crank up their heaters, driving up power demand and prices as temperatures have lingered below freezing for days. ...
ListenWhat should commodities markets look for in European automotive data? from 2019-02-15T19:45
S&P Global Platts specialists take a look at what developments in the European automobile industry might mean for metals, plastics and fuels.
ListenMajor factors to influence Brazil's sugar and ethanol markets in 2019 from 2019-02-06T22:00
Brazilian sugar and ethanol price specialists Nicolle Monteiro de Castro and Phillip Herring discuss the primary drivers of supply and demand that will affect Brazilian sugar and ethanol markets in...
ListenBaltic Sea Handysize tanker rates at record highs from 2019-02-05T17:30
S&P Global Platts editor Peter Farrell and senior pricing specialist Arthur Richier discuss the state of the dirty and clean Handysize tanker markets in the Baltic Sea, and how low availability of ...
ListenLatest trends from the Global Polyolefin Outlook from 2019-02-05T15:30
Petrochemical editor Lara Berton interviews lead petrochemical analyst Hetain Mistry about the latest S&P Global Platts Analytics Global Polyolefin Outlook, discussing the short, medium and longer ...
ListenPolar vortex, shutdown weigh heavy on US gasoline demand from 2019-02-01T22:00
S&P Global Platts analysts think US gasoline demand will take a hit from the subzero weather in much of the country. And then there are the federal employee who just got back in their cars for work...
ListenS&P Global Platts launches Latin American corn assessment as exports gain global relevance from 2019-01-31T22:00
Argentina and Brazil are growing in importance as exporters of corn, with global buyers now having one eye on crop development in Argentina and the other on the second crop planting in Brazil. Join...
ListenAtlantic dry bulk freight sinks to two-year lows from 2019-01-30T20:30
S&P Global Platts editors George Griffiths, Jamila Al-Ibrahim and Sam Eckett discuss the state of the Atlantic dry bulk market ahead of the Chinese New Year, and what we can expect for the remainde...
ListenChina’s industrial policies shift global aluminum scrap trade, push prices down from 2019-01-25T21:00
Aluminum trade had a big year in 2018, and while US tariffs got a lot of media attention, China also took action that has impacted nonferrous scrap trade and prices worldwide. Scrap dealers and sec...
ListenSoybean export markets hold breath on US-China updates from 2019-01-23T23:20
Soybean markets are holding their breath while the US and China discuss a possible resolution of the trade war that shook global trade flows in 2018. As tentative signs of reconciliation begin to e...
ListenHow fears of a US recession could impact spending in the US natural gas midstream sector from 2019-01-16T20:35
S&P Global Platts senior natural gas writer Harry Weber and Americas natural gas managing editor Joe Fisher discuss the outlook for the US midstream sector as fourth-quarter 2018 earnings reporting...
ListenIMO 2020: Evolution of the refining landscape from 2019-01-15T20:35
Jason Silber, global head of Platts Ocean Intelligence, is joined by Janet McGurty, senior oil writer at S&P Global Platts, and Richard Joswick, head of oil pricing and trade flow analytics for S&P...
ListenOil market fundamentals: What's driving price sentiment in 2019? from 2019-01-11T18:00
The global oil market has seen major price volatility over recent months and the start of 2019 has proved equally rousing with prices on track to post their biggest weekly gain in over two years. W...
ListenRussia's Nord Stream 2 gas link on track despite EU regulation risk from 2019-01-08T22:00
Russia's controversial Nord Stream 2 and Turk Stream natural gas pipeline projects are still on track to come online at the end of this year, despite risks of EU regulation and US sanctions. The 55...
ListenThe numbers behind Trump's talk of cheaper gasoline in 2019 from 2019-01-02T23:15
There's a kernel of truth behind President Donald Trump's tweet on cheap gasoline. S&P Global Platts editors Seth Clare and Jeff Bair look at the fundamentals behind Trump's Twitter prediction that...
ListenAs US-China trade war simmers, impacts felt across many commodities from 2018-12-21T19:00
The US-China trade war has taken a number of twists and turns since July 6, when the US and China put into place 25% tariffs on $34 billion of each other’s goods. Most recently the two sides agreed...
ListenThe fast dismantling of the Venezuelan HBI industry: lack of pellets, credit and confidence from 2018-12-19T19:00
The number of factors hampering trade of Venezuelan HBI seems unlimited, and its relevance to the global industry is disappearing as it has been working at much-reduced rates for years. Moreover, r...
ListenTrade tensions, megatrends, and sustainability in European petrochemicals from 2018-12-18T19:00
Trading relationships are top on the minds of many in Europe, especially with the evolving trade tensions between China and the US, and Brexit. In the longer term however, population megatrends, fe...
ListenRally in natural gas prices, lower storage throws uncertainty into US winter power outlook from 2018-12-13T21:00
The recent rise in natural gas prices, combined with lower gas storage and a late November cold snap, has added some uncertainty to the US winter power outlook. S&P Global Platts editors Eric Janss...
ListenEuropean natural gas market faces key first quarter period from 2018-12-13T19:15
The European natural gas market has seen some dramatic changes year on year so far during the final quarter of 2018, with pricing seen volatile after crashing recently with multi-year highs seen at...
ListenGasoline keeps flowing from US refineries despite a huge cut to profits from 2018-12-11T21:00
Why would a refiner keep making gasoline at a loss? That's the situation facing US companies with gasoline cracks dipping into negative numbers against major US and European crude grades. Jeff Bair...
ListenWhat impact will the escalating tensions between Russia and Ukraine have on Azov Sea ports? from 2018-11-27T20:30
An escalation in tension between Russia and Ukraine following the seizure of three Ukrainian vessels by Russia in the Azov Sea could mean a change to market dynamics. In this podcast S&P Global Pla...
ListenAtlantic dry freight: Have Q4 expectations fallen short? from 2018-11-27T17:00
Market expectations for Q4 were sky-high, but has the dry bulk sector delivered on its Q3 promise? S&P Global Platts Sam Eckett and Arthur Richier discuss how geopolitical challenges have affected ...
ListenEuropean styrene loses close to third of value in 1.5 months amid fractious year from 2018-11-14T15:30
S&P Global Platts European styrene editor Olu Shaw joins EMEA petrochemicals managing editor Ng Baoying to assess the European styrene market, which has lost close to a third of its value in the tw...
ListenUS Gulf Coast crude exports -- a sea change to dirty tanker markets from 2018-11-05T17:00
The US Gulf Coast has become the new crude export hub in the Americas. Brazil and USGC crude exports combined have transformed the VLCC runs from the Americas to the Asia-Pacific region into a fron...
ListenVoters taking on the tax man in US midterm elections from 2018-10-31T17:00
California voters are about to have the chance to ditch a recently passed increase in their gasoline tax. Is there a chance that they will vote against their self-interest and in favor of the great...
ListenSpiking trans-Atlantic freight rates hamper flows of US crude to Europe from 2018-10-30T17:00
US crude exports to Europe have declined in the past few weeks as the cost to move barrels across the Atlantic has risen. US crude editor Laura Huchzermeyer joins Americas crude oil managing editor...
ListenIMO 2020: Challenge and opportunity for shipowners from 2018-10-24T17:00
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 choos...
ListenAn atypical year for Brazilian steel: Price hikes, slow recovery and presidential elections from 2018-10-19T17:00
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. Hi...
ListenEuropean paraxylene market transforms amid global fundamental shifts from 2018-10-19T14:00
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 dow...
ListenUS power markets brace for winter from 2018-10-10T17:00
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,...
ListenIs blending biofuel in the bunker fuel pool a viable alternative to installing scrubbers? from 2018-10-02T17:00
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&...
ListenTrump's steel tariffs and their impact on the US energy sector from 2018-09-27T11:00
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...
ListenNorth-Northeast Brazil's 2018-19 sugarcane season begins with expected emphasis on ethanol from 2018-09-25T11:00
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 produc...
ListenMarket shrugs as natural gas storage lags in US Midwest from 2018-09-21T15:30
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 av...
ListenUS-China tariffs: Uncertainty and chaos in petrochemicals from 2018-09-19T17:00
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 petroche...
ListenHurricane Florence and the hidden hand in gasoline pump pricing from 2018-09-18T17:00
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 p...
ListenGlobal LNG market in focus as annual Gastech conference nears from 2018-09-13T15:00
S&P Global Platts senior natural gas writer Harry Weber, LNG Editorial Lead for Asia Pacific and the Middle East Abache Abreu and Managing Editor Gas & Power Joe Fisher preview next week’s Gastech ...
ListenKey items facing the US soybean market entering 2018 harvest from 2018-09-12T14:00
The landscape of the global soybean trade is changing amid a US-China trade war. Sophie Byron, S&P Global Platts senior managing editor for the Americas Agriculture pricing team, talks with Luke Lu...
ListenCenter-South Brazil's 2018-19 sugarcane season and the highest ethanol mix in 10 years from 2018-09-07T14:00
A unique season for the 2018-19 sugarcane crop in Center-South Brazil is resulting in the highest ethanol mix in 10 years. What have been the impacts in the supply-and-demand dynamics in the world’...
ListenRussian officials prepare for flagship meeting with Asian investors at Eastern Economic Forum from 2018-09-07T05:00
Russian President Vladimir Putin will host Asian leaders at the Eastern Economic Forum in Vladivostok, September 11-13, 2018, where discussions are likely to be dominated by trade tensions and Nort...
ListenDigging into ACE: How will Trump’s Clean Power Plan replacement impact US power markets? from 2018-08-31T11:00
S&P Global Platts Editor Kate Winston and Senior Manager Matthew Eversman discuss the Affordable Clean Energy rule and whether this new legislation will have an impact on the US generation mix.
ListenUS power sector coal, gas storage down but prices unmoved from 2018-08-29T11:00
Coal stockpiles at US utilities and natural gas storage are both down this year rather significantly, but prices have yet to react. Andrew Moore, managing editor of Platts Coal Trader, says increas...
ListenBrazilian soybean port premiums jump as US and China engage in trade war from 2018-08-23T13:00
Brazil, the world’s largest soybean exporter, is bound to be nearly alone in providing the oilseed to China with competitive prices, after the Asian country imposed a 25% tariff on US exports. Howe...
ListenHow a ‘perfect storm’ pushed Southern California natural gas to a record high from 2018-08-22T12:00
Senior Pricing Specialists Samer Mosis, Arsalan Syed and John DeLapp of the S&P Global Platts North American Natural Gas team discuss the behavior of the often-volatile Southern California gas mark...
ListenHow the US-China trade war could reshape the LNG market from 2018-08-17T16:50
S&P Global Platts reporter Harry Weber and Senior Managing Editor Matt Eversman discuss the outlook for further US LNG export growth amid the escalation of international trade disputes. They analyz...
ListenOcean arbs expand for gasoline on the high seas from 2018-08-15T10:00
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 bo...
ListenWhat's driving China's record steel production? from 2018-08-10T13:20
If China is cutting output, why is it producing so much steel? Will new electric arc furnace capacity displace blast furnace output? What could be the resultant impact on iron ore and scrap demand?...
ListenCorpus Christi positioning itself to be prime port for US energy exports from 2018-07-24T11:00
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 D...
ListenContainers: Headwinds in the liner market from 2018-06-19T17:01
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 Intellig...
ListenHow global market fundamentals are impacting North American LNG export developers’ drive toward FID from 2018-05-31T15:20
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 w...
ListenSevere PET supply constraints cast cloud over nearing peak summer demand from 2018-05-30T07:40
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...
ListenWholesale power markets prep for summer heat, demand and possible emergencies from 2018-05-23T17:01
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 Mi...
ListenSt. Petersburg to host OPEC+ deal, sanctions discussions in late May from 2018-05-18T17:01
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 inte...
ListenInterview: Abdulrahman S. Al-Fageeh, SABIC from 2018-05-04T17:00
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 Chi...
Listen2020: The outlook on LNG Bunkering from 2018-05-04T10:01
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...
ListenAdvanced technology, robotics vital to recovering offshore production from 2018-05-03T10:01
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 wi...
ListenCanada's fight over the Trans Mountain pipeline expansion from 2018-05-01T10:01
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,produc...
ListenWhat trends will shape US gas prices this summer? from 2018-04-27T10:01
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 p...
ListenChinese tariffs: What’s it mean for the US biofuels and agriculture markets? from 2018-04-25T11:30
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 ...
ListenCIF Japan aluminum premium slips as US eases sanctions on Rusal from 2018-04-25T10:01
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 Glob...
ListenAustralia alumina price hits all-time high as US sanctions, Brazil problems hit from 2018-04-19T11:20
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 ...
ListenUK coal plant shut down could exacerbate power price spikes on tight supply from 2018-04-13T17:08
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. Capac...
ListenA new hope for an E15 waiver? from 2018-04-12T11:30
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 ref...
ListenWidening crude differentials and the Permian Basin from 2018-04-10T06:45
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 ...
ListenEuropean biodiesel: Is there space for imports from both Asia and South America? from 2018-03-16T07:46
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'...
ListenThe PES-EPA proposal: What’s it mean for US biofuels? from 2018-03-14T09:00
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 P...
ListenChina surprises with weak return to thermal coal market after Lunar New Year holiday from 2018-03-07T10:30
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 feelin...
ListenCould Trump's US steel tariff end a two-year bull run in seaborne prices? from 2018-03-05T09:00
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 ...
ListenIP Week: Shipping industry outlook from 2018-02-23T07:47
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 edito...
ListenInterview: Wim Roels, Borouge, on megatrends, strategies, and 2018 outlook from 2018-02-15T16:20
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 ...
ListenUkrainian corn: Can prices reach $190/mt with the US arb open? from 2018-02-13T08:44
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 b...
ListenAluminum swaps contango on strong US Midwest from 2018-02-09T11:40
Aluminum premium swaps on the Chicago Mercantile Exchange have been in contango. Spot market premiums have been surging this year.In this podcast, S&P Global Platts Regional Manager for Metals Deri...
ListenIMO 2020 countdown: Will refineries meet low sulfur bunker fuel demand? from 2018-02-08T16:26
With 23 months to go, it is still uncertain whether refineries will be able to meet demand for low sulfur bunker fuel. Jason Silber, global head of Ocean Intelligence -- part of S&P Global Platts -...
ListenEU Commission anti-subsidy investigation: a glimmer of hope for EU biodiesel producers? from 2018-02-01T06:12
With a lack of clarity over when biodiesel antidumping duties against Indonesia and Argentina will be removed, and the EU Commission launching an Argentinian biodiesel anti-subsidy investigation, G...
ListenEuropean polyethylene market: torn between the Asian bull and American bear from 2018-01-26T17:01
The surging prices of polyethylene in Asia are keeping Europe's prices flat despite abundant supplies being available in the market. With US exports widely expected to further increase supply avail...
ListenAluminum Analysis: US sees a bullish start to 2018 from 2018-01-26T09:27
The start of 2018 has seen multiple bullish factors hit. In this podcast, S&P Global Platts metals editors Sarah Baltic Hilliard and Tina Allagh discuss causes behind the rise in US aluminum premiu...
ListenAs Indonesian and Argentinian biodiesel antidumping duties end, is there a respite for palm oil biofuel in Europe? from 2018-01-23T17:16
With biodiesel antidumping duties against Indonesia and Argentina to be removed, and palm oil banned as a biodiesel feedstock in Europe post-2020 following the RED II vote, Stephanie Wilson, S&P Gl...
ListenAll eyes on Indonesia in 2018 as thermal coal supply tightness persists from 2018-01-16T11:30
Indonesian thermal coal prices have been on an uptrend since the latter half of 2016 and production may likely see a boost in 2018. What are the demand-supply factors to look out for this year?Plat...
ListenIranian tanker accident: Impact on shipping and oil markets from 2018-01-10T12:15
An Iranian tanker carrying condensate bound for South Korea was involved in a fiery accident in the East China Sea. In this podcast, Shipping associate editor Wanda Wang and Oil analyst Alexander Y...
ListenAluminum analysis: LME stocks, spreads and 2018 outlook from 2017-12-15T11:00
London Metal Exchange aluminum stocks have plunged steeply this year. In this podcast, S&P Global Platts editors Vicky Bakourou and Mayumi Watanabe discuss causes behind the fall, analysis of the m...
ListenWill Australian alumina continue to outperform aluminum prices despite delayed Chinese cuts? from 2017-11-27T11:00
Prices of Australian alumina have ebbed after recently climbing to multi-year highs. In this podcast, S&P Global Platts editors Yuen Cheng Mok and Joanna Lim examine the factors driving alumina pri...
ListenDoes Zimbabwe's political turmoil mean boom or bust for its ethanol and sugar industry? from 2017-11-24T16:34
S&P Global Platts senior sugar analyst, Erin Burns, and biofuels editor, George Griffiths, take a look at the delicate political issues in Zimbabwe following Robert Mugabe's resignation, and invest...
ListenWar of words at the IMO over shipping's carbon problem from 2017-11-01T17:12
A working group of the IMO met at the organisation's headquarters in London recently to discuss cutting greenhouse gas emissions, setting off a public dispute about whether the shipping industry ha...
ListenGasoline, ethanol markets wait for clarifications on Mexico's biofuels blending from 2017-10-24T06:57
Mexico's Energy Regulatory Commission has been working for the past couple of years on NOM-016 to update the country’s gasoline regulations, including standards around blending ethanol to the fuel ...
ListenInterview: From proof-of-concept to market reality for blockchain technology from 2017-10-18T17:21
Ahead of Platts first ever Digital Commodities Summit in London on November 14, 2017, James Rilett, Global Director of Innovation at S&P Global Platts spoke to our premier event sponsor, James Robe...
ListenDigitization, supply chain and shale dominate EPCA 2017 from 2017-10-11T11:00
Close to 3,000 petrochemical industry representatives attended the recently concluded EPCA annual meeting in Berlin, where digitization dominated discussions.A Platts seminar organized on the sidel...
ListenRussia-OPEC crown new relationship with Moscow meetings from 2017-10-11T06:51
Russian and OPEC officials last week discussed the progress of their landmark crude oil production deal, and plans to increase bilateral cooperation, during multiple meetings and events held in Mos...
ListenChina buyers return to Asia seaborne market amid uncertainty on Beijing’s import policy, port restrictions from 2017-10-10T08:00
The Asian thermal coal market is at an interesting crossroads this week, as Chinese buyers make a cautious return to the Asia seaborne market after their week-long holiday. Meanwhile, buyers in Jap...
ListenAnnual billet upcharges are still unclear, but demand is strong for 2018 from 2017-09-19T05:30
Recent Platts spot billet upcharges are being driven higher by strong extrusion demand and a handful of supply issues, which may continue into next year. Karen McBeth, director of metals pricing an...
ListenAlumina market braces for stormy Q4 as price hits multi-year high from 2017-09-14T08:45
Over the past two weeks, the alumina market has seen high prices, fewer spot cargoes and talks of refinery cuts, sending prices to multi-year highs. In this podcast, S&P Global Platts editors Yuen ...
ListenRussia, Asia cooperation set to strengthen amid geopolitical risks from 2017-09-13T07:33
Russia's recent focus on diversifying its export markets in Asia dovetails with plans by many countries in the region to expand refining capacities, which is reflected in a growing number of joint ...
ListenReduction in antidumping duties for Argentinian biodiesel paves way for increased imports into Europe from 2017-09-08T07:34
The future of antidumping duties against Argentinian biodiesel were finally confirmed this week, stipulating duties to be reduced by September 28. S&P Global Platts European biofuels editor, George...
ListenPET supply tightness expected to remain in September following recent price hike from 2017-09-06T17:05
The polyethylene terephthalate market saw prices spike at the beginning of August when Lotte declared FM at one of its two plants in Wilton, UK. S&P Global Platts editor Sarah-Jane Flaws details th...
ListenEU T2 ethanol bearish on sugar, antidumping uncertainty: is the hype overdone? from 2017-09-04T06:50
The advent of the new sugar crop and overhaul of the European sugar regime in October are causing a stir in the European ethanol industry, as market participants expect to see some sugar-beet-based...
ListenEclipse prompted a balancing act by US markets as it curtailed solar power from 2017-08-23T07:01
Monday's eclipse cut a path across the US, causing concern for power grid operators — especially those with significant amounts of solar power generation. How did prices react, and what else is ahe...
ListenContainer shipping -- Amazon vs Maersk: The clash of titans shaking the container industry from 2017-08-18T09:00
Approximately 90% of the world’s trade travels by sea and one would expect the industry's supply chain to be the height of modernity by adopting disruptive technology and strategies. However, this ...
ListenWho, what, when, where and how? US biofuels industry grapples with RINs after waiver decision from 2017-08-02T14:50
A US appeals court rejected the Environmental Protection Agency's use of waiver authority to lower the federal biofuel mandate's blending volumes based on downstream constraints, but the decision l...
ListenRemoval of anti-dumping duties in Europe could see Malaysian biodiesel producers priced out of market from 2017-07-20T08:13
With the future of anti-dumping duties against Argentinian and Indonesian biodiesel uncertain, S&P Global Platts editors Tim Worledge, Samar Niazi and George Griffiths take a look at how this could...
ListenAsian alumina H2 outlook: Will markets be rocked by demand-supply imbalances? from 2017-07-14T10:00
Alumina prices started the year on a high note, and corrected in the second quarter. What's instore for the Asian alumina market for the rest of the year? Editors Yuen Cheng Mok and Joanna Lim exam...
Listen2018 RVOs don't hold surprises for US biofuels markets, but concerns linger from 2017-07-06T06:55
The US Environmental Protection Agency's proposed 2018 renewable volume obligations were released July 5, and responses from biofuels and oil industry players were mixed. Biofuels reporters Josh Pe...
ListenAsia thermal coal prices take off on step-change in China's demand as buyers chase spot cargoes from 2017-06-23T11:00
Asia's seaborne thermal coal market unexpectedly took off in June on a sudden surge in demand from Chinese buyers including large power utilities after a relatively subdued May. In this podcast, se...
ListenPDH, cracker expansions to address olefin shorts in Europe: Ineos from 2017-06-14T06:56
Tom Crotty, director of European petrochemical company Ineos talks about its recent expansion plans underpinned by the need for more ethylene and propylene in Europe. The plans include a new propan...
ListenRussia, Saudi Arabia energy ties heading to new level from 2017-06-06T09:23
Russian and Saudi relations are emerging in the wider energy sphere and how these deepening ties feed into the whole OPEC/non-OPEC cooperation is begging the question as to whether one is a precurs...
ListenUS secondary aluminum market expects greater slowdown in summer 2017 from 2017-06-01T15:11
The US aluminum industry is keeping a close eye on automotive sales forecasts and competition among smelters with the approach of summer — a typical time for maintenance shutdowns. Pricing speciali...
ListenRising lira, high Asian stocks and weak domestic demand hit Turkey's polyethylene markets from 2017-05-23T15:44
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 weste...
ListenSome US power prices higher than last year as summer approaches from 2017-05-23T09:00
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 Interc...
ListenPalm oil biodiesel volumes surge as Europe’s blenders soak up product from 2017-05-22T07:19
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 impo...
ListenInterview: IEA sees oil prices firming if OPEC cuts rollover from 2017-05-11T16:38
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 pric...
ListenNewly optimistic US coal industry focuses on flexibility, federal regulations from 2017-05-10T17:14
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 administr...
ListenCould China tax on mixed aromatics imports alter EU gasoline blending economics? from 2017-05-05T07:02
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 EM...
ListenMet coal market volatility, Q2 benchmark delay in focus among coal, coke traders from 2017-04-28T08:47
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 ...
ListenPetrochemical M&A strategies in a world of political unknowns from 2017-04-18T15:52
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 th...
ListenShipping industry faces seismic shift in 2020 as sulfur cap looms from 2017-04-18T08:40
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 Globa...
ListenTurkish grains imports paradigm shift from 2017-04-12T15:52
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 i...
ListenEthanol tariff sought by Unica may not slow Brazil's imports: market from 2017-04-11T07:42
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 th...
ListenChina First: impact of recent changes in the aluminum market from 2017-04-06T15:01
In the first quarter of 2017, the Chinese aluminum market has been impacted by changes both domestic and international. From trade protectionism to environmental restrictions, pricing specialist He...
ListenCommodities pricing now mostly on path to recovery, execs say from 2017-03-31T09:52
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 F...
ListenPetrochemical expansions, exports dominate conversations at AFPM IPC from 2017-03-30T09:24
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 con...
ListenNortheast US coal burn increased in March even as retirements will impact power gen mix from 2017-03-22T09:15
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...
ListenAsian thermal coal market: Japan April price talks, S Korean consumption tax in focus from 2017-03-20T17:01
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 im...
ListenUK, US sugar: If you cane beet them, join them from 2017-03-10T06:51
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, ...
ListenPolymer volumes poised to pick up on US railroads as resin producers target exports from 2017-02-22T08:25
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. Kriste...
ListenBrexit’s impact on the UK natural gas market from 2017-02-21T12:00
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 sp...
ListenHow will European producers cope without anti-dumping duties on Chinese PET? from 2017-02-17T11:00
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 eleph...
ListenRussian agriculture flourishes against the odds from 2017-02-13T11:00
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...
ListenRussia weighs up January crude output cut, impact of new US administration on oil sector from 2017-02-03T12:58
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 ...
ListenUS coal producers disciplined in the face of higher prices, lower stockpiles from 2017-01-31T06:49
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....
ListenSugar's fortunes delicately poised as supply expectations edge towards surplus from 2017-01-30T10:54
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 ...
ListenBPF outlines UK's plastic industry's Brexit concerns from 2017-01-27T14:40
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 change...
Listen2017 Outlook: European power perks up from 2017-01-24T17:00
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 squee...
ListenContainer shipping: What next for the smaller TEU fleet? from 2017-01-23T08:40
Can the abandoned smaller TEU vessels become the workhorse for the customer focused container market? S&P Global Platts senior editor Andrew Scorer explores some potential options for these vessels...
ListenGas generation squeezed by coal in US winter power markets from 2017-01-18T10:03
Wholesale electric power prices in the US are starting 2017 by ticking upward, lifted by firmer natural gas prices, which overall has caused coal generation to take some of gas generation’s share i...
ListenHeadwinds for US aluminum alloy market likely to continue into 2017 from 2016-12-14T09:13
It's been tough going for the secondary aluminum market over the last few months, and an ample alloy supply is weighing on the US market as the year ends. Sarah Baltic Hilliard, metals market edito...
ListenCoal prices wait on China production and winter severity from 2016-11-25T13:33
S&P Global Platts editors Jacqueline Holman and Cameron Carswell discuss recent moves in European and Asian thermal coal markets, from the rapid increase in prices which saw the Australian market h...
ListenOne month after the implementation of gas balancing schemes in Italy and Spain from 2016-11-14T08:31
In October 2016, new gas balancing schemes were rolled out in Italy and Spain to align the two countries gas hubs with European standards.Market reporters Dalila Ouerghi and Mario Perez discuss the...
ListenThe changing gas and power landscape under Trump from 2016-11-10T08:31
It's a much different picture for American natural gas, coal and power than just a few days ago as the US energy industry eyes a future under President-elect Donald Trump. Not only will key Washing...
ListenTurkey surprises market with $15/mt thermal coal import duty from 2016-08-10T15:07
S&P Global Platts editors Jacqueline Holman and Cameron Carswell discuss the surprise announcement from the Turkish government to levy a $15/mt tax on imported thermal coal for power generation, th...
ListenThermal coal prices surge as Chinese buyers scramble for cargoes in supply-driven market from 2016-08-05T07:50
The seaborne thermal coal market has seen a huge turnaround with an unexpected surge in prices since June. In this podcast, senior editor Michael Cooper joins managing editor Deepak Kannan in exami...
ListenMozambican thermal coal heads to Europe from 2016-07-13T12:00
S&P Global Platts editors Jacqueline Holman and Cameron Carswell discuss European utilities importing high ash thermal coal from Mozambique, the requirement for blending with lower ash coal grades,...
ListenHigher gas demand taking some pressure off well-supplied North American markets from 2015-05-20T17:00
Pipeline maintenance and an uptick in gas-fired power generation are supporting price movements in North American spot and forwards natural gas markets. Curt Mrowiec and Chris Pedersen, senior pric...
ListenBelarus' gasoline supply relationship with Russia; ambitions to boost oil exports to EU from 2015-05-15T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nastassia Astrasheuskaya, Platts editor in Moscow, discuss the current status of Belarus' gasoline supplies to R...
ListenUS coal producers try to keep utilities' attention despite cheap gas from 2015-05-14T17:00
The tension between US coal producers and fuel buyers was evident at the recent Eastern Fuel Buyers Conference, where coal sellers expressed the desire for utilities to work with them to help keep ...
ListenWhat next for the UK oil sector after Conservatives secure surprise victory? from 2015-05-11T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nick Coleman, Platts senior editor in London, discuss the implications for the UK's oil sector of the Conservati...
ListenEnergy supply, financing high on Russia-China agenda from 2015-05-07T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Rosemary Griffin, Platts editor in Moscow, discuss the possible outcome of talks May 8-10 between Russia and Chi...
ListenLackluster Turkish demand for petcoke, scrap maintains soft Supramax freight rates from 2015-05-06T17:00
Konstantinos Tsolakis, freight editor for the Atlantic Supramax market, discusses the impact low Turkish demand for petroleum coke and scrap metal has had this year so far on the freight cost of sh...
ListenInterview: Yamal LNG and Fluxys’ 20-year contract for Zeebrugge LNG transshipment from 2015-04-29T17:00
Lucie Roux, pricing specialist for Platts European gas team, spoke to Laurent Remy, Spokesman and Social Media Manager at Fluxys Belgium, on Belgian Zeebrugge's main assets to support year-round LN...
ListenEU charges Russia's Gazprom with alleged market abuse from 2015-04-29T17:00
Platts EU energy policy specialist Siobhan Hall and International Gas Report senior managing editor William Powell discuss the European Commission's latest charges against Russian gas giant Gazprom...
ListenPRB coal users find flexibility key as power generators pressured from 2015-04-24T17:00
Powder River Basin coal buyers met recently outside Chicago and expressed long-term optimism that the using PRB coal would offer some stability -- including with prices -- despite changes to the US...
ListenOutlook for Russian oil against sanctions backdrop from 2015-04-23T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nadia Rodova, Platts Moscow bureau chief, discuss the outlook for Russia's oil sector against the backdrop of in...
ListenShell-BG Group deal: What does it mean for the LNG market? from 2015-04-15T17:00
The $70-billion takeover deal between Shell and BG Group will make Shell the second largest global oil producer in the world. But both companies are also active on the LNG front. In this podcast, P...
ListenCan N. American gas be saved by coal retirements, power burn? from 2015-04-14T17:00
North American natural gas production is outstripping demand, and increasing power demand due to the forced retirement of coal plants may not be enough to stabilize gas prices going forward. Senior...
ListenTaiwan sees increase in LNG consumption from 2015-03-27T17:00
Taiwan is starting to prepare for its peak summer season and LNG demand fundamentals are about to change. Platts editor for LNG Abache Abreu explains the seasonal increase in the country's downstre...
ListenAs winter demand wanes, US gas markets wait for next driver from 2015-03-26T17:00
The US natural gas markets are transitioning to spring, and now the industry is wondering where the big demand drivers will be as the weather warms. Will power burn come in and "save the market" th...
ListenOil companies vie for prime acreage in US Gulf of Mexico from 2015-03-25T17:00
While winning bids at the 2015 US Central Lease Sale 235 were down from 2014, prices per acre for the ability to potentially produce oil offshore were among the highest of the last 20 years. Starr ...
ListenUS coal producer acquisition could boost confidence in industry from 2015-03-20T17:00
Questions abound after the US' largest privately-held coal producer, Murray Energy, acquired prominent Illinois Basin producer Foresight Energy. Platts Coal Trader managing editor Andrew Moore and ...
ListenOutlook for ExxonMobil's operations in Russia against backdrop of sanctions from 2015-03-19T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Rosemary Griffin, Platts Moscow editor, assess the outlook for ExxonMobil's continuing operations in Russia agai...
ListenImport restrictions drag down coal trade in China from 2015-03-16T17:00
China has been mostly inactive in the spot market after the Lunar New Year holiday. Platts associate editors for thermal coal Arusha Das and Mia Corazon Aureus analyze the impact of China's weak de...
ListenWinter prompts new US electric power demand records from 2015-03-05T17:00
It's the winter that won't stop in the US, where wholesale electric power markets have been battered by record-setting demand and many prices hit peaks in February. Platts power market reporters Er...
ListenProduction and power burn pull on US natural gas markets from 2015-02-18T17:00
More winter storms battering the Northeast US and New England means more natural gas market volatility, but the price movements are more muted than in years past. Senior pricing specialist Curt Mro...
ListenUS coal industry grim in 2015, but hoping for upturn in the long term from 2015-02-12T17:00
One of the US coal industry's biggest meetings, the CoalTrans Conference, recently gave Platts coal editors some further insight into the mood of the markets. While many in the industry foresee a d...
ListenPrice developments in German, Polish power markets from 2015-02-03T17:00
Petra Witowski and Andreas Franke, editors for Platts European Power Daily, analyze recent price trends in the German and Polish power markets and discuss how these trends may have influenced utili...
ListenCurrent North American rig counts serve as barometer of upstream oil sector from 2015-01-26T17:00
As global crude oil prices have plunged, rig counts for the US and Canada have also fallen. Starr Spencer, senior editor for oil news, delves into the specifics of the rig counts and explains how o...
ListenEastern US electric power markets settle into more seasonal norms from 2015-01-23T17:00
Winter in the US is starting to add upward pressure on wholesale power prices, but this winter is markedly different from the last. The ISO-New England has a changing fuel generation mix — includin...
ListenTough market conditions for Australian thermal coal producers in 2015 from 2015-01-19T17:00
Just how bleak is the thermal coal market looking Down Under? In this podcast, Platts senior editor Michael Cooper analyzes how China's new coal importation policies are affecting Australia's therm...
ListenHow will Russia cope with the plummeting oil price, sanctions in 2015? from 2015-01-19T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, Nadia Rodova, Platts Moscow bureau chief, and Moscow editor Rosemary Griffin discuss the outlook for the Russian oil...
ListenLNG, pipelines temper US natural gas price movements from 2015-01-15T17:00
Even as US natural gas price volatility is picking up in spot and forwards markets, the 2014-2015 winter is setting itself apart from last year. Curt Mrowiec and Patrick Badgley of Platts, as well ...
ListenUS coal markets fail to heat up, despite dropping temperatures from 2015-01-09T17:00
The arrival of cold temperatures hasn't translated to higher prices for US coal, one of the primary fuels for keeping the country warm throughout the winter. Andrew Moore, managing editor of Platts...
ListenChina's appetite for imported gas waning amid slowing economic growth from 2015-01-07T17:00
In this podcast, Yen Ling Song, Platts senior writer, and Max Gostelow, Platts associate editor, talk about the slowdown in China’s gas demand growth, the country’s appetite for imported gas, and m...
ListenLiquidity Report: European gas traded volume update for November 2014 from 2014-12-19T17:00
In tandem with the recent launch of the Monthly Liquidity Report in Platts European Gas Daily, market reporters Gary Hornby and Reginald Ajuonuma discuss the November 2014 trading results, commenti...
ListenWeak Asian demand changes global LNG trade dynamics from 2014-12-08T17:00
Liquefied natural gas spot prices are hitting pre-Fukushima levels in North Asia. In this podcast, Abache Abreu, Platts LNG editor, and Max Gostelow, Platts LNG associate editor, talk about the imp...
ListenWhat is Russia's oil production strategy amid global price plunge? from 2014-12-04T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, and Nadia Rodova, Platts' Moscow bureau chief, discuss the impact on Russian oil production of falling oil prices, w...
ListenExcess tonnage leads to sluggish Q4 dry bulk freight market from 2014-12-02T17:00
Pradeep Rajan, senior managing editor for Asia Pacific shipping and freight markets, talks to associate editors Deborah Lee, Shriram Sivaramakrishnan and Su Ling Teo on the lackluster Capesize mark...
ListenEagle Ford forces out crude imports from Africa along USGC from 2014-11-19T17:00
Crude oil production from the Eagle Ford is increasing at the expense of West African crude imports to the US Gulf Coast. Richard Capuchino Jr., Americas crude managing editor, and Jacqueline Puig,...
ListenTension eases on EU gas markets after Russia-Ukraine deal from 2014-11-10T17:00
Beatrice Bedeschi, Platts editor, and Gary Hornby, Platts associate editor, discuss recent developments in the European gas markets after the deal reached by Russia and Ukraine over winter gas supp...
ListenBiomass: Industrial wood pellet market in grip of currency issue from 2014-10-30T17:00
Platts Gareth Carpenter, managing editor, discusses the growing biomass market and how the euro's recent weakness against the US dollar has caused European generators to source their spot wood pell...
ListenHow will the latest tax regime changes affect Russian oil? from 2014-10-27T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news and Rosemary Griffin, associate editor, discuss the likely impact on the Russian oil sector of the so-called "tax man...
ListenTwo months on, how is Russia coping with oil sanctions? from 2014-10-16T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news and Nadia Rodova, Moscow bureau chief, discuss the impact to date of US and EU sanctions against the Russian oil sect...
ListenMore volatility seen in LNG spot prices on increase in flexible supply from 2014-10-07T17:00
Global LNG trade is up, but North Asia is not part of the growth story. Stephanie Wilson, Platts managing editor for LNG, talks about the volatility in LNG spot prices, the key drivers of price mov...
ListenCould international sanctions against Russia affect operations at Sakhalin? from 2014-09-25T17:00
Platts Stuart Elliott, associate editorial director, Europe and Africa oil news, Rosemary Griffin, associate editor, and Beatrice Bedeschi, editor, discuss the possible impact of international sanc...
ListenPolicy changes in China, Indonesia and India, and their impact on Asia-Pacific coal market from 2014-09-05T17:00
China's National Development and Reform Commission recently asked major power utilities to reduce coal imports, while Indonesia is implementing a new export license rule. In India, the Supreme Cour...
ListenWill US coal be left out in the cold this winter? from 2014-08-21T17:00
The cold winter had many in the US coal industry hoping for sustained demand increases and higher prices. But as Andrew Moore, managing editor of Platts Coal Trader, explains, prices for Powder Riv...
ListenJapan power peak season and LNG demand analysis from 2014-08-18T17:00
Japan is facing the summer power demand peak season without nuclear power for the first time. Stephanie Wilson, Platts managing editor for Asia LNG, and Eriko Amaha, Platts associate editor for Asi...
ListenTurkey targets 50% power generating capacity hike by 2023 from 2014-08-11T17:00
Platts Darren Stetzel, power markets editor, discusses the evolving Turkish power generation mix as official energy ministry forecasts predict the need for 100 GW of installed generating capacity i...
ListenTrading appears carefree in US natural gas markets from 2014-08-04T17:00
Natural gas futures and spot traders have little reason to be bullish as colder-than-normal temperatures blanket natural gas burning markets, with one exception: California. Production is still inc...
ListenOil companies increase US acreage swaps, seeking efficiency from 2014-08-01T17:00
Oil companies are swapping acreage in the US to become more efficient and better plan drilling and midstream infrastructure. Starr Spencer, Platts senior editor, oil news, discusses which companies...
ListenBulls flee N. American gas market as temperatures moderate from 2014-07-21T17:00
The bulls are fleeing the North American natural gas market as hopes for a hotter-than-normal summer have disappeared. That leaves the bears in charge with moderate August weather in the forecasts ...
ListenPrices pressured upward for US ethylene, downstream markets from 2014-07-18T17:00
US spot ethylene assessments rose to their highest levels in more than a year earlier in the week, and the tightness in the polyethylene export market hearkens back to the aftermath of Hurricane Ka...
ListenPolar vortex redux weighs on US gas markets from 2014-07-17T17:00
Platts North American natural gas editor Patrick Badgley explains how a mass of arctic air is expected to move across the US this week, and in many places natural gas prices are lower than last yea...
ListenSouth Stream gas pipeline project likely to go ahead from 2014-07-16T17:00
Platts' Stuart Elliott, associate editorial director, Europe and Africa oil news and Rosemary Griffin, associate editor, discuss the potential impact of ongoing tension between Russia and the EU ov...
ListenUS temperatures, but not gas prices, climb from 2014-07-08T17:00
Air conditioners are cranking up across much of the US, but Hurricane Arthur left comfortable temperatures in its wake in other natural gas consuming areas. Platts Gas Daily editors Rodney White, T...
ListenInterview: EU carbon market regulation and reform (part 2) from 2014-06-25T17:00
Ahead of Platts' European Emissions Markets conference in Brussels on September 29, 2014, Frank Watson, Platts Managing Editor for European emissions markets, interviews Jesse Scott, head of the En...
ListenImpact of higher US benzene prices felt in downstream markets from 2014-06-25T17:00
Production hiccups in the US benzene market are pushing prices higher, which is causing ripples in downstream markets. Platts petrochemical editors Colleen Barry-Goodman, John Calton and Jeremy Rak...
ListenGas traders shrug off US storage worries, market limps along on weather from 2014-06-24T17:00
There's no sign that North American traders are worried about refilling natural gas in storage as the gas market limps along with little change in weather. Platts Gas Daily editors Rodney White, TL...
ListenInterview: EU carbon market regulation and reform (part 1) from 2014-06-23T17:00
Ahead of Platts' European Emissions Markets conference in Brussels on September 29, 2014, Frank Watson, Platts Managing Editor for European emissions markets, interviews Jesse Scott, head of the En...
ListenUS gas futures directionless, cash spikes in Boston and McClendon returns from 2014-06-13T17:00
North American natural gas futures contracts are trading sideways while looking for a fundamental change in weather or supplies, but cash prices introduced a lot of volatility in certain cities suc...
ListenNorth American natural gas industry welcomes recent EPA standards from 2014-06-06T17:00
Platts associate editor for natural gas TL Hamilton talks about the Environmental Protection Agency's new power plant emissions standards and how the North American gas industry possibly stands to ...
ListenRecent trends in the propylene market from 2014-06-03T17:00
Hetain Mistry, senior analyst for the Platts Petrochemicals Analytics team and Daved Chohan, Platts petrochemicals editor, discuss the recent trends in the propylene market. The implications of sha...
ListenShenhua coal price discounting speculation triggers CFR China market concerns from 2014-05-30T17:00
Mike Cooper, Platts Asia senior editor for coal, and Eric Zeng, managing editor at Fenwei Energy, Platts' joint venture partner for its CCI thermal coal prices discuss the latest moves in domestic ...
ListenNatural gas bears and bulls wait for a signal in shoulder market from 2014-05-30T17:00
While gas markets in the northeast US swung high and low as temperatures ranged from the 90’s to the 50’s, the futures market stayed range bound as bull and bears stayed locked into their positions...
ListenImpact of $400 bil Russia-China oil-linked gas supply deal on China from 2014-05-30T17:00
After over a decade of prolonged talks, Russia and China have finally inked a historic gas deal, with Gazprom supplying 38 bcm/year of gas to CNPC for 30 years from 2018. Mriganka Jaipuriyar, senio...
ListenUS spreads shift, companies eye processing possibilities as NGLs rise from 2014-05-21T17:00
Increased focus on US shale plays has contributed to an sharp increase of natural gas and NGL production. With more natural gas liquids flooding the market, the price relationship between gas, NGLs...
ListenAsian benzene may still flow to US after record long arbitrage ends from 2014-05-15T17:00
Ng Bao Ying, Platts senior Asian petrochemicals editor and Vernon Lee, Platts petrochemicals editor, provide in-depth analysis on where benzene volumes have been flowing to in recent months, with t...
ListenUS natural gas markets settling down on spring's arrival from 2014-05-14T17:00
Spring finally arrrived and the US natural gas markets have finally settled down. But storage injections are well behind the averages and there is a lot of gas to get into the tank after this winte...
ListenOil, gas production in East Africa includes juggling local, global demands from 2014-05-08T17:00
Bob Fryklund, chief upstream strategist, IHS Energy, spoke with Platts web editor Elizabeth Bassett about challenges the energy industry will face in East Africa on the fourth day of the 45th Offsh...
ListenDOE pursues production R&D in 'ferociously difficult' budget environment: official from 2014-05-06T17:00
Platts web editor Elizabeth Bassett spoke with Christopher Smith, principal deputy assistant secretary for fossil energy with the Department of Energy, at the Offshore Technology Conference. Smith ...
ListenUS natural gas prices up as weatherman blows hot and cold from 2014-04-29T17:00
Warm weather out West and continued below-average temperatures in Chicago and the East bolstered US natural gas prices as the May futures contract held its own to roll off the board at $4.79/MMBtu....
ListenUS ethylene market on edge as prices climb and outages continue from 2014-04-28T17:00
Platts petrochemicals editor Pavel Pavlov talks about what's been driving up the US ethylene market, where spot prices recently hit a 12-week high. Both planned and unplanned outages have been spur...
ListenExpectations for the North American polyethylene market from 2014-04-25T17:00
Platts petrochemical editor Anna Ward talks to Platts petrochemical analyst Chris Ferrell about the current state of polyethylene markets in North America and market expectations that prices could ...
ListenHaynesville Shale suffers as US gas production shifts from 2014-04-23T17:00
Gas Daily editor Jim Magill explains how the Haynesville Shale, once a hot property for natural gas drilling in the US, has fallen out of favor as producers turn their attention elsewhere. Liquids-...
ListenWhat are the long term prospects for gas globally? from 2014-04-15T17:00
Platts' William Powell, managing editor for International Gas Report, recently attended the Gastech conference in South Korea, focusing on the main themes discussed, including the prospects for gas...
ListenCan US get record gas fill at reasonable prices? from 2014-04-15T17:00
Winter left US natural gas stocks at an 11-year low, and now the industry is left with the question of just how full storage will be before next winter and at what cost. Gas Daily editors Rodney Wh...
ListenUS gas producers ask: Will a change of direction do them good? from 2014-04-03T17:00
The Northeast US, traditionally a large consumer of natural gas, is now also a major supplier thanks to the prolific Marcellus and Utica shale plays. T.L. Hamilton, associate editor for gas, discus...
ListenAsian natural rubber prices fall 30% on year on glut in Chinese supply from 2014-04-03T17:00
Anna Ward, Platts associate petrochemical editor discusses the sharp fall in Asian natural rubber prices in the first quarter compared to Q1 2013. Why are prices on a downward trend and what is the...
ListenFuture of US oil and gas industry investments from 2014-04-02T17:00
The S&P Capital IQ Energy Symposium in Houston on April 2 was focused on exploring the future of North American oil and gas industry. One of the panelists, Stewart Glickman, director, equity resear...
ListenUS methanol prices fall as market searches for a direction from 2014-03-27T17:00
US methanol prices were hovering near five-year highs, but March cut them down, in part due to extra supply headed to US shores. Colleen Barry-Goodman, managing editor of Americas petrochemicals, t...
ListenInterview: navigating dramatic change in the German power market from 2014-03-27T17:00
Ahead of Platts' European Power Summit in Berlin on 28-29 April, 2014, Henry Edwardes-Evans spoke to Graham Weale, Chief Economist, RWE AG, on German power market supply, demand and wholesale price...
ListenWill winter ever end? And how will we refill storage? from 2014-03-25T17:00
Another blast of cold this week drove next-day cash gas prices higher by double digits for New England and New York. The weather isn’t expected to linger but the hangover from all the gas withdrawn...
ListenSpotlight: Snappy summer likely for US natural gas markets from 2014-03-21T17:00
Platts associate editor Patrick Badgley takes another look at what's ahead for US natural gas markets this summer, including for flows and storage, and answers questions submitted by participants i...
ListenImpact of shale gas developments on global polyethylene dynamics from 2014-03-21T17:00
Platts petrochemical editor Nandita Lal talks to Platts petrochemical analyst Hetain Mistry about the latest Shale to Polyethylene report highlighting how the shale gas developments in North Americ...
ListenItalian gas storage system inches towards further liberalization from 2014-03-18T17:00
Beatrice Bedeschi, associate editor for European gas and power, examines a recent reform of gas storage rules in Italy that introduces auctions to allocate capacity, against the backdrop of narrowi...
ListenMexico prepares for next phase of Pemex, oil industry evolution from 2014-03-14T17:00
Starr Spencer, senior editor of oil news in the Platts Houston office, takes a look at what kind of decisions are being made in Mexico as state oil company Pemex goes through some radical changes i...
ListenUS Northeast natural gas markets, battered by winter, brace for another storm from 2014-03-12T17:00
Platts US natural gas editors Rodney White, Tiffany Hamilton, Jessica Marron, and Bill Holland discuss how the tired US Northeast gas markets are trying to look past another upcoming winter storm a...
ListenUS PVC demand continues rising domestically as global demand drops from 2014-03-10T17:00
Platts US petrochemicals editors Christopher Ferrell and Pavel Pavlov examine why domestically produced PVC is experiencing rising demand and prices in the US while global markets have more subdued...
ListenInterview: UK wholesale power market reform, the capacity mechanism and market design from 2014-02-28T17:00
Ahead of Platts' European Power Summit in Berlin on 28-29 April, 2014, Henry Edwardes-Evans spoke to Angela Knight, Chief Executive of trade association Energy UK, about regulator Ofgem's wholesale...
Listen'Polar Vortex 3' jangles North America's gas markets again from 2014-02-24T17:00
The Arctic chill is the third wave from the north to push temperatures below frigid in heavy natural gas buying markets such as Chicago, Boston, and New York. Platts editors Valarie Jackson,Chris T...
ListenWinter weather wreaks havoc on US petrochemical business from 2014-02-24T17:00
Platts US petrochemicals editors Jeremy Rakes and Chris Ferrell examine the effects that this year's harsh winter weather has had on the logistical side of the US petrochemical business, including ...
ListenSevere winter weather draws down US coal stocks from 2014-02-21T17:00
Platts editors Andrew Moore and Valarie Jackson discuss the impact of the recent cold weather on US coal stockpiles and the effect of natural gas price volatility on coal as the dominant fuel for e...
ListenIgnore the warm, US natural gas prices will reignite from 2014-02-19T17:00
The NYMEX gas futures market sees cold next week and next-day cash prices retreat only a bit, despite warmer temperatures this week. Plus, a steel company found an unusual way to hedge its gas cost...
ListenA look ahead at natural gas prices for the coming summer from 2014-02-10T17:00
Platts natural gas editors Letitia Vasquez and Patrick Badgley take a step back from the price volatility the US has seen this winter and look ahead to the expectations for natural gas prices this ...
ListenTurkish polymer demand sinks due to currency turmoil from 2014-02-07T17:00
Anna Ward and Daved Chohan, Platts petrochemical editors based in Europe, discuss the impact of the weakness in the Turkish Lira on Turkey's polymer market and the short-term recovery seen in the p...
ListenAtlantic thermal coal supply in 2014 from 2014-02-05T17:00
Platts' associate editors Jacqueline Holman and Jaime Concha discuss how recent Colombian coal supply disruptions have affected European-delivered spot prices and the repercussions on supply-demand...
ListenUS benzene price surge has ripple affect from 2014-02-04T17:00
Bernardo Fallas, managing editor of the Americas, and John Calton, associate editor for aromatics, delve into the factors behind the recent surge in benzene prices on the US Gulf Coast, what the ma...
ListenInterview: Challenges facing carbon capture and storage in Europe from 2014-01-29T17:00
Ahead of Platts' annual CCS conference in Brussels February 18-19, Henry Edwardes-Evans spoke to Dr Graeme Sweeney, Chairman of the Zero Emissions Platform, on the European Commission's energy and ...
ListenUS gas prices soar on Arctic blasts from 2014-01-28T17:00
US natural gas prices -- both future and spot -- are soaring as the nation sees unusual winter cold. Platts’ Bentek unit sees at least 700 Bcf more gas coming out of storage by mid-February, worryi...
ListenInterview: Stephen Bowers, Evonik, on the outlook for European crude C4 market (part 2) from 2014-01-22T17:00
Platts petrochemicals editors, Miguel Cambeiro and Antonios Panagiotopoulos, talk to Stephen Bowers, Global Projects, Advanced Intermediates - Performance Intermediates, Evonik, on the challenges a...
ListenHeating demand boosts natural gas to all-time high from 2014-01-21T17:00
Platts natural gas editors Letitia Vasquez and T.L. Hamilton discuss the record highs reached in Northeast daily and forward natural gas prices brought on by the polar vortex when heating demand wa...
ListenInterview: Stephen Bowers, Evonik, on the outlook for European MTBE, gasoline markets (part 1) from 2014-01-17T17:00
Platts petrochemicals editor, Antonios Panagiotopoulos talks to Stephen Bowers, Global Projects, Advanced Intermediates - Performance Intermediates, Evonik, on the challenges and risks facing the E...
ListenItalian gas, power prices see a bearish start to the year as outlook remains uncertain from 2014-01-17T17:00
Beatrice Bedeschi, associate editor for European gas and power, discusses recent regulatory developments in the Italian markets and price trends at the start of 2014. We welcome any feedback or sug...
ListenInterview: Ineos director Tom Crotty on falling profits from European petrochemical assets from 2014-01-17T17:00
Global petrochemical producer Ineos has seen its profit from European assets halve while those from the US have tripled in the last three years. Tom Crotty, group director, talks to Platts' Nandita...
ListenPolar vortex spins up US natural gas markets from 2014-01-08T17:00
Polar vortex cold ignites cash gas market in New York and New England, futures stay quiet. Natural gas price predictions for 2014 and how did the analysts do in 2013? Platts editors Bill Holland, V...
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