544 episodes

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.

Commodities Focus S&P Global Commodity Insights

    • Business
    • 3.5 • 11 Ratings

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.

    India’s steel export tariffs: A case of missed opportunities?

    India’s steel export tariffs: A case of missed opportunities?

    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 strategies that local mills could adopt to manage excess inventories.
    In this podcast, S&P Global Commodity Insights' experts, Senior Editor Ashima Tyagi and Lead Analyst Paul Bartholomew, discuss with Aruna Sharma, Former Secretary, Government of India the immediate and long term implications of this decision. They also weigh in on India’s diminishing role as an exporter of prominence and its future pace of capacity additions. 

    • 21 min
    US Gulf of Mexico hurricane season threatens energy trade flows with potential global impact

    US Gulf of Mexico hurricane season threatens energy trade flows with potential global impact

    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 as energy from the United States grow their presence in global markets.
    Americas gas news manager Joe Fisher sits down with natural gas editor Alan Lammey and oil editor Jordan Blum to discuss what the forecast says and what tropical activity could mean for natural gas, LNG and oil.
    This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

    • 20 min
    With war in Europe, focus sharpens on the US as a global natural gas supplier

    With war in Europe, focus sharpens on the US as a global natural gas supplier

    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 activity in the US, where the midstream and upstream sectors, and regulators in Washington, are keenly aware of the developing market opportunity for global gas.
    S&P Global Commodity Insights’ Americas gas news manager Joe Fisher speaks with LNG editor Harry Weber, natural gas editor J. Robinson, and government/regulatory editor Maya Weber about how shifting natural gas trade flows caused by the war in Ukraine are affecting the US natural gas industry now, and what industry participants and regulators are saying about growing opportunities in global gas.
    This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

    • 15 min
    Easing lockdowns in Shanghai: a boost for container freight or a headache in the making?

    Easing lockdowns in Shanghai: a boost for container freight or a headache in the making?

    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 Focus podcast, Americas containers editor David Lademan speaks with Asia containers specialist Ayush Verma and managing editor George Griffiths about how the ongoing lockdowns in China amid their 'zero-COVID' policy have impacted global trade flows, and what to expect once the shutters reopen on Shanghai’s production facilities.
    Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

    • 18 min
    How has the war in Ukraine, China’s 'zero-COVID' strategy impacted sulphuric acid, copper?

    How has the war in Ukraine, China’s 'zero-COVID' strategy impacted sulphuric acid, copper?

    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 impact on copper and sulphuric acid from the ongoing Russian-Ukraine war and China's "zero-COVID" strategy?
    S&P Global Commodity Insights' experts--Mok Yuen Cheng and Han Lu from the Platts pricing team and Hui Min Lee from Fertecon-- discuss in this podcast.

    • 17 min
    Can Europe’s gas generation survive a Russian supply phase out?

    Can Europe’s gas generation survive a Russian supply phase out?

    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 gas imports, can natural gas have a future as a key generation fuel in Europe? Can it remain a bridge between high-carbon fuels and green sources of energy as planned to meet ambitious climate targets?
     
    Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

    • 12 min

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3.5 out of 5
11 Ratings

11 Ratings

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