US power markets are hot, hot, hot, but summer peak season is far from over
US summer power markets are just warming up. A heat wave hit the central US in mid-July, leading to multiple alerts and records across two grid footprints, and a late July heat wave brought triple-dig...
16 Aug 202215min
Global alumina, aluminum markets face headwinds from trade flow disruptions, operational challenges
Australia's ban on export of alumina to Russia following the war in Ukraine sent prices on a rollercoaster ride in the first half of 2022. Uncertainties surrounding the supply-demand dynamics and poli...
15 Jul 202215min
Canadian wheat emerges as key supply market amid global turmoil
Amid geopolitical risks threatening the key wheat-growing Black Sea region, Canadian wheat is taking on a bigger role in the global spotlight for this key food crop as recently launched CME futures gi...
5 Jul 202216min
India's steel export tariffs: A case of missed opportunities?
India's imposition of steep tariffs on steel exports has put global markets in a tizzy, with unanswered questions on the longevity of the policy, immediate benefits to domestic end-users and strategie...
23 Jun 202221min
US Gulf of Mexico hurricane season threatens energy trade flows with potential global impact
As hurricane season 2022 unfolds in the US Gulf of Mexico, the implications for oil and gas infrastructure in the region are wide-ranging. More than ever, the whole world is watching the US Gulf as en...
21 Jun 202220min
With war in Europe, focus sharpens on the US as a global natural gas supplier
European and Asian buyers of liquefied natural gas have increasingly been turning to US supplies as Russia's gas is spurned. This has reinvigorated contracting and LNG terminal development activity in...
1 Jun 202215min
Easing lockdowns in Shanghai: a boost for container freight or a headache in the making?
The lockdowns in Shanghai have caused significant supply chain disruption around the world, but also falling container rates from their all-time highs. In this episode of the Commodities Focus podcast...
26 Mai 202218min
How has the war in Ukraine, China's 'zero-COVID' strategy impacted sulphuric acid, copper?
Sulphuric acid prices have been rising strongly since the start of COVID-19. Copper prices are also showing a similar trend. What are the factors behind the strong uptrend in demand? What is the impac...
25 Mai 202217min
