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.

Episoder(641)

Mexico's federal elections to have broad impact on energy

Mexico's federal elections to have broad impact on energy

The upcoming federal elections in Mexico, the largest in recent history, are expected to have broad implications across many energy sectors. We spoke with Adrian Duhalt, post-doctorate fellow in energ...

1 Jun 202113min

Unpacking China's new tax: Implications on crude oil and refined product markets

Unpacking China's new tax: Implications on crude oil and refined product markets

China on May 14 announced that it will implement a consumption tax on mixed aromatics, light cycle oil and bitumen blend from June 12 in an effort to close a loophole in its tax system. This tax is ex...

31 Mai 202119min

Strong demand, supply shortfalls drive steel prices across Europe and Asia

Strong demand, supply shortfalls drive steel prices across Europe and Asia

Prices have been soaring in most of the major steel markets, driven by high demand and insufficient supply. S&P Global Platts Lead Steel Analyst Paul Bartholomew, Associate Pricing Director for Metals...

28 Mai 202115min

US gasoline demand rising ahead of expected summer travel boom

US gasoline demand rising ahead of expected summer travel boom

US gasoline demand has been picking up as the country opens up from the coronavirus lockdowns. Gasoline inventories are tight, especially on the US Atlantic Coast following the recent Colonial Pipelin...

25 Mai 202115min

North American midstream sector stresses need for strengthening infrastructure reliability

North American midstream sector stresses need for strengthening infrastructure reliability

Operators of pipelines and liquefaction terminals that were able to deliver supplies during the February freeze in Texas were rewarded with strong first-quarter profits, while those that had difficult...

18 Mai 202110min

Cost concerns, policy factors, competition pose challenges for US nuclear fleet

Cost concerns, policy factors, competition pose challenges for US nuclear fleet

The US has the world's largest nuclear generation footprint and has witnessed early retirement of nuclear plants, due in part to low natural gas prices as well as declining costs of wind and solar tec...

6 Mai 202115min

Unrelenting petcoke prices stifle global demand, consumers look elsewhere

Unrelenting petcoke prices stifle global demand, consumers look elsewhere

Petcoke prices out of the US Gulf have doubled since this time last year. Prices continue to rise amid tight supply, and volatile freight markets within the region add fuel to the flames. S&P Global P...

29 Apr 202110min

Are deepening shifts in Atlantic Basin clean tanker trade lanes the new normal?

Are deepening shifts in Atlantic Basin clean tanker trade lanes the new normal?

Are recent shifts in Atlantic Basin products arbitrages an unusual pandemic feature or the new normal for clean tanker trade? And are the 38kt US Gulf Coast-to-Brazil and 37,000 mt UK Continent-West A...

28 Apr 202119min

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