Commodities Focus
S&P Global Energy analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture and coal markets.

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FERC's expansion of minimum offer price rule sets off scramble to assess impacts

FERC's expansion of minimum offer price rule sets off scramble to assess impacts

Clean energy resource capacity in PJM Interconnection states has been increasing in recent years, often spurred by state programs that provide financial support. In response, the Federal Energy Regula...

4 Maalis 202020min

Unpacking the impact of COVID-19 on China's thermal coal, LNG markets

Unpacking the impact of COVID-19 on China's thermal coal, LNG markets

S&P Global Platts editor Eric Yep and pricing specialists Fred Wang and Srijan Kanoi examine the impact of the novel coronavirus, COVID-19, on China's coal and LNG markets, and take a look at potentia...

27 Helmi 202011min

Waiting for rain: rice prices rise as Thai drought bites

Waiting for rain: rice prices rise as Thai drought bites

Amid prolonged drought in Thailand, the latest S&P Global Platts Commodities Focus podcast investigates the damage to the country's vital agriculture sector. This has been most keenly-felt in the rice...

27 Helmi 202012min

Costing sustainable hydrogen: prices, pathways and policies

Costing sustainable hydrogen: prices, pathways and policies

Hydrogen is seen across all sectors of the economy, from transportation to industry, power generation and domestic heat, as a potential decarbonisation tool. Huge questions remain about the cost and r...

25 Helmi 202010min

Sparking the transition: finding a home for new gas supply to 2025

Sparking the transition: finding a home for new gas supply to 2025

With natural gas prices bumping down to record lows and supplies set to increase in the coming years, sellers of gas into Europe are keeping everything crossed that coal and nuclear closures will galv...

18 Helmi 202014min

India's steel sector: turning a corner or facing more hurdles ahead?

India's steel sector: turning a corner or facing more hurdles ahead?

With India's domestic steel prices staging a recovery, steelmakers have shifted their focus to their home markets. However, they remain cautious about any repercussions from COVID-19, fundamentally sl...

18 Helmi 20209min

COVID-19 crushing China's steel and iron ore demand

COVID-19 crushing China's steel and iron ore demand

Steel and raw materials markets have been particularly affected by the coronavirus, as two of the key demand sectors – construction and manufacturing – remain in limbo awaiting workers to return. Mean...

13 Helmi 20209min

Geopolitics, coronavirus foul IMO 2020 tanker owner freight negotiations

Geopolitics, coronavirus foul IMO 2020 tanker owner freight negotiations

A little over a month into the IMO 2020 switch from 3.5% to 0.5% sulfur bunker fuels, the lifting of US sanctions on COSCO-owned tankers and dented crude oil and jet fuel demand due to the coronavirus...

12 Helmi 202012min

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