509 episodes

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

Commodities Focus S&P Global

    • Business

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

    Tankers face the hangover from the party: International Seaways CEO

    Tankers face the hangover from the party: International Seaways CEO

    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 rates. International Seaways CEO Lois Zabrocky and Platts EMEA senior writer for transport fuels Tom Washington discuss the state of the market and where it is pointing.

    • 15 min
    West Coast offshore wind to help California achieve clean energy goals

    West Coast offshore wind to help California achieve clean energy goals

    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 picked up regarding offshore wind in the West.
    Platts power news editor Kassia Micek discussed with Commissioner Karen Douglas the work the California Energy Commission is doing to develop offshore wind along the West Coast.

    • 20 min
    Massive energy transition challenge tops next German government’s in-tray

    Massive energy transition challenge tops next German government’s in-tray

    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 daunting energy challenges facing her successor. The rally in natural gas prices adds uncertainty and may overshadow coalition talks that will set the framework for the coming four years as the new government has to put Europe’s biggest economy on track for the new 2045 net zero target.

    • 25 min
    Increased risks of more intense weather events pose a challenge for energy infrastructure, markets

    Increased risks of more intense weather events pose a challenge for energy infrastructure, markets

    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 change continues, and must decide whether they should "price in" the risk of such events in building more robust and sustainable energy infrastructure.
    Michael Webber, chief technology officer at Energy Impact Partners, discusses the opportunities and challenges to that approach with Mark Watson, S&P Global Platts senior editor for North American electricity and gas, and Kieran Kemmerer, power sector analyst at Platts Analytics.

    • 20 min
    Elevated pricing, decarbonization test aluminum market's mettle

    Elevated pricing, decarbonization test aluminum market's mettle

    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 happening as the value chain -- from producers to end-users -- is grappling with decarbonization and other big-picture challenges.
    Hear from S&P Global Platts senior North America aluminum editors Tina Allagh and Sarah Baltic, along with Christopher Davis, Platts Regional Pricing Director for Metals in the Americas, about how US market participants are navigating these difficult times and more.

    • 9 min
    Mexico remains a destination for upstream investors despite government shift

    Mexico remains a destination for upstream investors despite government shift

    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.
    But the attractiveness of the 25 billion barrels of oil equivalent found in the deepwater Gulf of Mexico has not been lost because of politics.
    We talked with Sergio Pimentel, a partner at Mexico City consultancy Agon and a former official at CNH, Mexico's energy regulator, about the country's regulations and how they can still be used to bring investment into the country.
    We also talked with Bill Fuller of S&P Global Platts Analytics about the potential for Mexico's reserves and how private companies who have production contacts have performed in recent years.

    • 23 min

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