S&P Global Platts' analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.
Unrelenting petcoke prices stifle global demand, consumers look elsewhere
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.
S&P Global Platts coal and shipping editors discuss the impetus behind this price rally, in what has been one of the most notable commodity bull-runs of 2020/2021.
Are deepening shifts in Atlantic Basin clean tanker trade lanes the new normal?
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 Continent-West Africa freight runs the new pacesetters of the Americas and European freight markets?
S&P Global Platts Americas managing editor Barbara Troner examines the southward shift in Atlantic Basin clean tanker trade flows to Latin America- and West Africa-bound voyages with Platts experts Marieke Alsguth in Houston and Chris To in London.
For free access to information on the dynamics and assessment methodology of the MR USGC-Brazil, please click here or send us an email at email@example.com.
From boom to superboom: Are Suez Canal misfortunes to blame for impending port delays?
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?
It may be all too easy to blame the Ever Given incident for the latest logistical issues, rate hikes and arbitrage impacts on agricultural, metals and petrochemical commodity markets.
S&P Global Platts Americas shipping managing editor Barbara Troner examines the container market with Platts experts Greg Holt in Houston and George Griffiths in London.
North American midstream sector looks ahead after Q1 impacted by weather
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 release of first-quarter earnings results by companies in the North American midstream sector.
While weather negatively affected operations in the most recent quarter and seasonal maintenance is expected to be a factor heading into the summer, fundamentals are relatively strong. With vaccines rolling out, the economic recovery driving midstream volumes should continue.
New regulations have broad implications for Mexico's midstream, power sectors
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 Associates, a law firm in Mexico City, about the most relevant moves, how companies are able to use the courts to halt regulations, and how the recent regulations might fare in the legal system.
Agricultural commodities reap the whirlwind of container shortages
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.
S&P Global Platts shipping and agricultural editors come together to discuss the fallout from global container freight shortages and how they have affected the rice, sugar and used cooking oil markets.