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 Juni 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 Juni 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 Maj 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 Maj 202217min
Can Europe's gas generation survive a Russian supply phase out?
Russia's military invasion of Ukraine has triggered a shift in European power production as gas prices have risen to new heights. With Russian supplies accounting for about 40% of all European gas imp...
19 Maj 202212min
What's been driving recent volatility in global clean tanker freight?
A global dislocation of clean tanker tonnage has driven freight volatility in recent weeks, as charterers scramble for barrels in east and west of Suez markets to satisfy European and South American d...
13 Maj 202223min
How has the Russia-Ukraine war impacted polymer markets?
In this special episode of the Commodities Focus podcast from S&P Global Commodity Insights, Vincent Valk, senior editor of Chemical Week, and Luke Milner, managing editor of the EMEA olefins and poly...
10 Maj 202216min
Goldman's Currie sees supply constraints extending oil price boom
High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie...
4 Maj 202216min
