286 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
    • 4.0, 2 Ratings

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

    Bearish fundamentals in power, natural gas markets to keep US West prices subdued this summer

    Bearish fundamentals in power, natural gas markets to keep US West prices subdued this summer

    Amy Gasca, Daryna Kotenko and Veda Chowdhury of S&P Global Platts discuss West power and natural gas markets and how current market fundamentals are shaping spot and forwards pricing for the remainder of the summer.

    • 12 min
    One-two punch: Global natural gas demand in an oversupplied, COVID-19 environment

    One-two punch: Global natural gas demand in an oversupplied, COVID-19 environment

    Ira Joseph, head of gas and power for Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, look at the other side of the supply-demand equation, ranging from LNG cargoes pricing out pipeline deliveries to the prospects for further demand growth in the oversupplied and depressed pricing environment.

    • 16 min
    Sustainable aviation fuel: Ready for takeoff?

    Sustainable aviation fuel: Ready for takeoff?

    Over a decade after the first flight using sustainable aviation fuel took off, SAF has gained prominence in airlines’ sustainability tool boxes as the industry tackles its collective carbon footprint.
    Growing consumer awareness around the environmental impact of the transportation industry has added to this global dialogue. SAF has made inroads into the US via California however producers and airlines alike must navigate fragmented environmental policies that this nascent market.
    Sophie Byron, associate pricing director for agriculture in the Americas, and Ellie Valencia, senior pricing specialist for jet fuel, are joined by Chris Cooper, Neste’s vice president for renewable aviation in North America, to discuss the future growth of the SAF market.

    • 19 min
    Metals trade insights as markets emerge from coronavirus lockdowns

    Metals trade insights as markets emerge from coronavirus lockdowns

    China appears to be almost singlehandedly supporting global metals prices on the back of a return to high levels of industrial activity. But other Asian markets are still slowly emerging from Covid-19 related lockdowns. How is this impacting iron ore, steel, coking coal, scrap and alumina demand and prices?
    Julien Hall, director of Metals for APAC, S&P Global Platts, and Paul Bartholomew, head of metals news and insight, APAC, Platts, discuss key findings from the latest quarterly spot market trade reviews, and ponder the implications of these on the current quarter.

    • 9 min
    North American midstream sector eyes outlook for rebound as second-quarter results released

    North American midstream sector eyes outlook for rebound as second-quarter results released

    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 second-quarter earnings results by companies in the North American midstream sector.
    The April-June period covered the peak of the impact on demand from the coronavirus pandemic, so this will be an opportunity for the market to see how deeply that impact was felt and what the outlook is for a rebound heading into next year. Many operators have cut their growth spending budgets.

    • 14 min
    The exit interview: BP’s former CFO Gilvary on how to survive $40/b crude

    The exit interview: BP’s former CFO Gilvary on how to survive $40/b crude

    Brian Gilvary spent almost a decade as chief financial officer of supermajor BP until he stepped down in June 2020. In an interview with Andy Critchlow and Robert Perkins from S&P Global Platts, Gilvary discusses a broad range of subjects including his career at BP; the challenges of reducing carbon emissions for hydrocarbons producers; living with $40/b crude and how hydrogen can transform the energy system.

    • 26 min

Customer Reviews

4.0 out of 5
2 Ratings

2 Ratings

Top Podcasts In Investing

Listeners Also Subscribed To