Commodities Focus

S&P Global Commodity Insights
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Commodities Focus

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.

  1. Nickel markets look ahead at battery, steel sector stimulus, Indonesian growth

    30.12.2024

    Nickel markets look ahead at battery, steel sector stimulus, Indonesian growth

    Amid sustained supply growth out of Indonesia while higher-cost production shuts down, will the focal point of nickel markets continues to be shifted to the country? Markets looks ahead at China’s stimulus for support to nickel demand from the steel and battery sectors, but will it be sufficient to underpin prices? In this podcast, Asia nonferrous metals team lead Jenson Ong is joined by Wang Litian, associate price reporter for Asia nonferrous metals, and Lucy Tang, market news specialist for Asia metals to discuss the latest developments in the nickel space.

    17 мин.

  2. 17.12.2024

    Navigating a new era of shipping environmental regulations

    As the maritime industry faces a crucial turning point, the adoption of stringent environmental regulations is reshaping fuel consumption and market dynamics. In this episode of Commodities Focus, our Platts experts discuss the implications of the European Union’s Emissions Trading System (ETS) on shipping operations and the transition to alternative fuels. With the upcoming FuelEU regulations and the establishment of a new Emissions Control Area in the Mediterranean, we delve into how these changes are influencing supply chain strategies and the demand for traditional versus alternative fuels. Join us as we explore the challenges and opportunities presented by these regulatory shifts, and gain insights into the future of freight markets amidst an evolving landscape. Links: GSI 10 Dirty Tanker Global Index Suezmax (Non-Scrubber Fitted Non-Eco) - GSTDA00 GSI 10S Dirty Tanker Global Index Suezmax (Scrubber-Fitted Eco) - GSTDB00 Dirty Tanker Basis Global Index VLCC (Non-Scrubber Fitted Non-Eco) - VGIBS00 Dirty Tanker Basis Global Index VLCC (Scrubber-Fitted Eco) - VGIBR00 Interactive: Platts global bunker fuel cost calculator Platts to include EU ETS carbon costs in tanker freight assessments, launching carbon-exclusive rates for two benchmark routes Jan. 2, 2025 - Read more

    30 мин.

  3. 11.12.2024

    How India's ethanol boom is transforming the country's corn trade flow

    India is at the crossroads of transitioning from Asia's primary corn exporter to a net importer amidst growing ethanol production within the country. Is this trend of corn imports going to continue, and why is the Indian ethanol market a crucial factor? What challenges stand in the way of this transition? In this podcast, grains and oilseeds price reporter Edward Low is joined by Namarita Kathait, associate editor for Asia agriculture and senior editor for biofuels, Rishab Joshi, and global biofuel news editor Samyak Pandey to discuss the latest developments in India's corn and ethanol markets.

    12 мин.
  4. After export ban removal, Indian rice enters global markets amid shipping uncertainties

    13.11.2024

    After export ban removal, Indian rice enters global markets amid shipping uncertainties

    The world’s top rice exporter India recently lifted most of the restrictions on its rice exports, which the country placed in July 2023 to control soaring domestic food prices. Price-sensitive rice importers, such as the West African countries, are likely to look towards India as a competitive supplier. However, shipping concerns that impacted the country’s rice exporters recently may continue to add to the trade uncertainties in the coming days as well. In this podcast, Asim Anand, managing editor, agriculture and food and pricing is joined by Tanya Rana, associate editor, agriculture and food pricing, Pranay Shukla, director, head of dry bulk freight & commodities research, and Tanya Kalra, associate editor, Asia container markets, to discuss the factors impacting global rice markets as well as the freight and container outlooks in 2025, and their possible impact on Indian rice trade.

    21 мин.

  5. 16.10.2024

    The global ripple effects of the 2024 US elections on energy

    The outcome of the US presidential election in November will have ripple effects for the international energy picture. In the weeks before the election, Donald Trump and Kamala Harris are trying to draw contrasts with each other, including on energy and foreign policy. Kate Winston, oil news editor for S&P Global Commodity Insights, discusses oil sanctions, LNG exports and solar tariffs with reporters Chris Vanmoessner, Corey Paul and Kirsten Errick. They discuss the foreign policy and economic policies of the candidates and how they may impact supplies and prices for oil, gas and solar components across the globe. Links: How the 2024 elections could reshape US domestic energy policy

    15 мин.

  6. 14.10.2024

    How the 2024 elections could reshape US domestic energy policy

    Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whether Republicans or Democrats control Congress, the energy sector faces major potential shifts. There will be implications for supply chains, energy infrastructure, and the overall direction of US energy markets.  Jasmin Melvin, senior editor and team lead for The Energy Daily, leads a discussion on what’s at stake in the oil, gas, power and metals arenas with Commodity Insights reporters and analysts Zack Hale, Taylor Kuykendall, Starr Spencer and Anna Mosby. They examine the polarizing energy positions from the presidential candidates and how a potentially divided Congress could reshape energy policy.  Links:  Platts Connect - S&P Global Commodity Insights news coverage, pricing and analysis CapIQ - Commodity Insights Americas news

    26 мин.

  7. 25.09.2024

    Direct-reduced iron: India carving its path to meet 'green' steel ambitions

    India has maintained its position as the world's largest producer of direct-reduced iron (DRI) for several years. As the global race to accelerate energy transition efforts intensifies, DRI has gained prominence due to its potential for reducing carbon emissions in energy-intensive sectors like steel. Recognized as a key pathway to 'green steel,' DRI offers various low-carbon steelmaking alternatives. Walking the DRI path is expected to help India's steel industry to lower its emissions. Capturing this evolving and dynamic market in India, S&P Global Commodity Insights' Platts has launched a daily pellet-based Indian domestic direct reduced iron spot price assessment on an ex-works Raipur, Chhattisgarh basis. Related: Indian domestic direct reduced iron price assessment

    14 мин.
  8. Of improving weather and slow demand – are wheat prices headed for a further fall?

    03.07.2024

    Of improving weather and slow demand – are wheat prices headed for a further fall?

    In the global wheat markets, recent concerns over a major production cut in Russia, a key exporter, have sparked attention on the supply and demand dynamics. Neighbouring European producers are also facing similar concerns. Meanwhile, in Canada and Australia, weather developments in recent months have played a significant role in shaping production prospects. While, on the demand side, key importing regions such as the Middle East and North Africa (MENA) and Asia are experiencing challenges as well. In this podcast, Lalita AVD, editor, agriculture news, talks to Vivien Tang, senior editor, APAC agriculture and food Pricing, Vivian Iroanya, editor, EMEA agriculture and food pricing, and Ashya Kaderabek-vela, associate editor, Americas agriculture pricing about the potential implications of the production cut in Russia and analyze how other key wheat exporters, such as Canada and Australia, could step up to fill in the supply gap. Russian Wheat 12.5% FOB Black Sea Deep Water (WRBSD00)  CWRS Wheat 13.5% FOB Vancouver (30-45 days forward) (AWHCD00)  APW Wheat FOB Australia (WAUSA00)

    18 мин.
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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.

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    S&P Global Commodity Insights
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    2016 - 2024
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