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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Episoder(645)

Part 2: Plunging oil prices, pandemic having dramatic downstream impact

Part 2: Plunging oil prices, pandemic having dramatic downstream impact

With oil prices off roughly 30% in the past week in face of falling demand triggered by the coronavirus pandemic, impacts in the downstream are far-reaching. Changes in crude flows, refinery operation...

13 Mar 202020min

Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG

Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG

The ongoing and extreme volatility in world oil markets has triggered a range of industry dynamics in the US. Editors from S&P Global Platts and S&P Global Market Intelligence examine the latest marke...

12 Mar 202011min

Asian naphtha reels from fall in China's petrochemical consumption, import demand

Asian naphtha reels from fall in China's petrochemical consumption, import demand

S&P Global Platts refined products experts Wendy Cheong and Wanda Wang focus on the impact of lockdown policies in parts of China on petrochemical deliveries, the buildup in stocks, and the effect on ...

11 Mar 20206min

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 Mar 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 Feb 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 Feb 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 Feb 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 Feb 202014min

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