287 episodes

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

Commodities Focus S&P Global

    • Investing

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

    Falling number: European wheat in a new price environment

    Falling number: European wheat in a new price environment

    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 Alexandre Bobylov about how the French and Black Sea Wheat markets are reacting, while Piero Carello looks at how the pandemic and fluctuating exchange rates are affecting the agriculture logistics chain.

    • 11 min
    Efforts to combat coronavirus lead to changes for US power markets

    Efforts to combat coronavirus lead to changes for US power markets

    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 the disease, grid operators are keeping a close eye on changes in power demand and how to respond.

    • 19 min
    US distillate prices in free fall amid coronavirus outbreak

    US distillate prices in free fall amid coronavirus outbreak

    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 multiyear lows. Diesel prices have mostly avoided any large drops, but it’s unclear how long that will last.
    Ellie Valencia, senior pricing specialist for US jet fuel; and Margaret Rogers, senior pricing specialist, US diesel; discuss the markets
    with Joshua Brown, manager, US distillates and Latin products.

    • 14 min
    Oil price crash and COVID-19: A two-pronged impact on global petrochemical markets

    Oil price crash and COVID-19: A two-pronged impact on global petrochemical markets

    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 the recent oil price crash are affecting petrochemical markets, with particular focus on blendstocks, olefins, and aromatics.

    • 16 min
    Steel market adapts to rapid changes as coronavirus spreads across US

    Steel market adapts to rapid changes as coronavirus spreads across US

    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 production was fairly constant, with most participants basically
    in wait-and-see mode, but concern was limited.
    The scenario has shifted dramatically in recent days. The Big 3 automakers of GM, Ford and Fiat-Chrysler, as well as Honda and Toyota, announced temporary production stoppages in North America. That got the attention of flat-rolled steel producers, distributors, and even scrap processors.
    Christopher Davis, S&P Global Platts regional pricing director for metals in the Americas, examines the market with Mike Fitzgerald, US ferrous metals managing editor, and and Nick Ruggiero, regional metals derivatives manager.

    • 12 min
    China's tax rebate a welcome relief to domestic producers, but bunkering hub aspirations still far from reality

    China's tax rebate a welcome relief to domestic producers, but bunkering hub aspirations still far from reality

    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 implementation, S&P Global Platts fuel oil experts Su Ling Teo and Rajesh Nair examine what has changed and what the road ahead looks like for China's bunker market, and whether it the country is getting closer to its dream of being a bunkering hub in Asia.

    • 8 min

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