S&P Global

•

Canal • 23 emisiuni

Investiții

Investiții

Actualizată săptămânal
Știri de afaceri

Știri de afaceri

Actualizată bisăptămânal
Afaceri

Afaceri

Actualizată bisăptămânal
Știri de afaceri

Știri de afaceri

Actualizată săptămânal
Afaceri

Afaceri

Actualizată săptămânal
Afaceri

Afaceri

Actualizată săptămânal
Investiții

Investiții

Actualizată bilunar

25 iun.

Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors

Asia's energy security has always rested on a difficult bargain -- deep reliance on Middle Eastern crude in exchange for scale, proximity and established commercial relationships. The recent conflict tested that bargain in real time, forcing refiners, traders and governments to reroute supply, reassess risk and confront the true cost of dependence. As risk premiums fade and markets move from crisis response to post-war recalibration, the bigger question is no longer just where the next cargo comes from -- it is whether Asia can build a more resilient energy supply system. In this episode of Platts Oil Markets podcast by S&P Global Energy, Asia Energy Editor Sambit Mohanty discusses with Calvin Lee, head of Asia content at Platts, and Nick Sharma, head of global upstream insights at CERA, how the supply shock is reshaping Asia's crude sourcing and refining economics, as well as building a case for more investment in domestic oil and gas production.

25 iun.

•

24 min
23 iun.

Cameco makes the case for large nuclear reactors

Much of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the development of various designs for small, modular reactors. But if we ask what new nuclear reactors have been built recently in North America and are up and running? The answer is the two reactors at the Vogtle plant in Georgia, which use Westinghouse Electric's AP1000 design. In this episode, Dan Testa interviews Grant Isaac, president and COO of Cameco Corp., a uranium mining and production company that is co-owner of Westinghouse Electric. Isaac says the global nuclear industry is making significant improvements in cost and execution when it comes to building new projects and refurbishing existing reactors – and that the pieces are lining up in the US for utilities to invest in new, large nuclear reactors using Westinghouse's AP1000 design.

23 iun.

•

24 min
23 iun.

Which countries are most attractive for chemicals investment?

Mark Lustig, partner at consultancy PwC, joins the podcast to discuss the firm's chemicals manufacturing investment attractiveness index. Key points of discussion include which countries are the most attractive investment destinations now and in the future, the impact of industrial policy on the competitive landscape, and how supply chains and growth can figure into investment decisions. Check out the full index here.

23 iun.

•

24 min
16 apr.

Atlantic physical crude dynamics following Dated Brent's all-time high

Dated Brent's record high assessment by Platts of $144.42/barrel stole the headlines on April 7, but physical market fundamentals in the Atlantic basin have similarly brought cash differentials for individual crude oil grades across the North Sea, West Africa and the Mediterranean upwards to levels that, in some cases, have never been seen before. In this episode, Associate Director Emma Kettley is joined by frontline reporters Ernest Puey and George Delaney to explore the impact the war in the Middle East is having on the physical crude oil markets in the European and African region.

16 apr.

•

15 min
11 iun.

Hormuz Headwinds an Opportunity for Latin American Oil Producers

With Strait of Hormuz constraints reshaping global supply routes, Latin America is stepping into the spotlight. In this episode, Jeff Mower, Kate Winston, Sheky Espejo and Charles Newbery unpack how producers across the region are positioned for upstream expansion. What are producers learning from Argentina's drive to boost Vaca Muerta oil output and exports? What does Colombia's upcoming election mean for oil growth? What will it take for investors to spend in Venezuela? Let's dive into what could drive the next wave of growth.

11 iun.

•

27 min
18 iun.

How is Europe dealing with its seasonal uptick in road fuel appetite?

As summer travel is getting into its stride, European supply chains for diesel and gasoline are geared to meet the seasonal uptick in road fuel demand. However, with production operating near capacity, demand may outpace available supply, possibly altering consumption patterns and prompting end-users to switch to alternative modes of transport. In this episode, Gary Clark, Friedrich Gutsche, Sophia Aung, and Elza Turner uncover how recent price developments in European road fuel markets amid easing supply tightness have been providing relief for end-consumers. Tune in to find out how the World Cup, government policy, and the Middle Eastern conflict are shaping local fuel prices.

18 iun.

•

22 min
28 mai

Tighter routes: How Hormuz disruption is reshaping Asian jet fuel markets

The disruption to flows through the Strait of Hormuz is rapidly reshaping the Asian jet fuel market at a critical juncture, just as seasonal demand accelerates ahead of the peak summer travel period. As one of the world's most important energy chokepoints, the Strait has long facilitated the movement of significant volumes of Middle Eastern jet fuel. The loss of these flows is now forcing market participants to reassess supply security, trade routes, and pricing dynamics across the region. In this episode of the Platts Oil Markets Podcast, Jonathan Nonis, associate editorial director, is joined by members of the global editorial team — Lee Shu Ling and Aruni Sunil — to examine how the disruption is translating into the physical market. They explore the extent to which supply dislocations are tightening regional balances, the adjustments in trade flows and inventory strategies, and the emergence of demand destruction. They also look at how key benchmarks — including FOB Arab Gulf and FOB Singapore jet fuel, as well as the East-West arbitrage — are responding to tighter supply conditions.

28 mai

•

11 min
23 apr.

From Hormuz to Asia: the ripple effects on oil trade, prices, and economies

The conflict in the Middle East has sent ripples across the global energy landscape, with the spotlight on the Strait of Hormuz -- the critical artery for Asia-Pacific's energy imports. Amid trade flow disruptions, the path to recovery, the resilience of physical oil markets, and the broader economic consequences are under intense scrutiny. While the return to normalcy, the evolving dynamics of oil storage, the transmission of supply shocks to Asian economies, and the policy responses shaping the region's future energy strategy are some of the key themes that are dominating the discussions, the market is also looking for answers on transparency in pricing, benchmark adjustments, and market adaptation during turbulent times. In this episode of Platts Oil Markets Podcast by S&P Global Energy, Asia Energy Editor Sambit Mohanty discusses some of the key themes with Atul Arya, chief energy strategist; Daniel Colover, global head of oil and chemicals market engagement; and Vishrut Rana, Asia-Pacific senior economist at S&P Global Ratings.

23 apr.

•

21 min
15 ian.

Venezuela Reopened? Trump, Sanctions, and the Heavy Crude Shock

A sudden shift in US policy has put Venezuela back at the center of global oil markets. US and international oil executives are striking different tones on Venezuela after President Donald Trump said the White House will decide which companies are allowed back into the country's oil sector following the US seizure of Venezuelan President Nicolas Maduro on Jan. 3. Heavy oil price discounts are already reacting to expectations of increased Venezuelan supply. Can Venezuela meaningfully boost production after years of underinvestment? Who benefits from cheaper heavy crude? Join Jeff Mower, Director of Americas Oil News, as he discusses these issues and more with S&P Global Energy oil policy reporters Kate Winston and Eamonn Brennan, and Patrick Harrington, Americas oil markets manager.

15 ian.

•

23 min
9 iun.

How are data centers, cooling and nuclear shaping advanced materials?

Solstice Advanced Materials CEO, David Sewell, joins host Jameson Croteau for a discussion on the company's spin-off from Honeywell and the high-growth sectors of semiconductor chip and data center cooling, US nuclear energy and the ongoing transition from legacy HFCs to lower-global-warming-potential HFOs. The Chemical Week podcast is the industry's premier platform for wide-ranging discussion of issues impacting the global chemicals sector, hosted by the editors of Chemical Week and S&P Global Energy. Subscribe to the Chemical Week podcast on your favorite platform, or visit chemweek.com/podcast to view our episode archive.

9 iun.

•

22 min

S&P Global provides Essential Intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and Accelerate Progress for the world.

Site