539 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.

    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?
     
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    • 12 min
    What’s been driving recent volatility in global clean tanker freight?

    What’s been driving recent volatility in global clean tanker freight?

    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 American demand.
    In this episode of the Commodities Focus podcast, Americas freight senior managing editor Barbara Troner speaks with EMEA middle distillate editor Rowan Staden-Coats and shipping editors Sameer Mohindru in Singapore and Chris To in London about how the Russia-Ukraine conflict has exacerbated the global shortage in diesel markets and to what extent the replacement of Russian-origin diesel barrels has driven recent volatility in the global clean tanker markets.
    This Commodities Focus podcast was produced by Jennifer Pedrick in Houston and Felix Fernandez in London.

    • 23 min
    How has the Russia-Ukraine war impacted polymer markets?

    How has the Russia-Ukraine war impacted polymer markets?

    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 and polymers team, discuss the impact of Russia’s invasion of Ukraine on European polymer markets, whether buyers in Europe are avoiding Russian material and the impact of the recent reduction in demand.

    • 16 min
    Goldman’s Currie sees supply constraints extending oil price boom

    Goldman’s Currie sees supply constraints extending oil price boom

    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 Currie, head of commodity research at Goldman Sachs talks to associate director Paul Hickin about the infancy of what he has been calling a new commodity supercycle and the supply challenges ahead.

    • 16 min
    Dead in the Water: Have LNG price spikes killed the case for LNG bunkers?

    Dead in the Water: Have LNG price spikes killed the case for LNG bunkers?

    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 alternative marine fuels – is that still the case? Editors Sam Eckett and Piers de Wilde are joined by analyst Anastasia Zania to look at the current state of the market, and the future outlook for LNG bunkers.
    Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

    • 11 min
    Renewable Energy Certificates play a role in decarbonization, but do they have real economic value?

    Renewable Energy Certificates play a role in decarbonization, but do they have real economic value?

    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 do RECs play in the energy transition, and do they bring more clarity or challenges to the race to decarbonize?
    Global power manager Amy Gasca leads the discussion with power pricing analyst Nicole Baquerizo and senior manager of North American power analytics Morris Greenberg.
    This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

    • 10 min

Customer Reviews

3.5 out of 5
11 Ratings

11 Ratings

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