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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Dead in the Water: Have LNG price spikes killed the case for LNG bunkers?

Dead in the Water: Have LNG price spikes killed the case for LNG bunkers?

With 2022's volatile gas prices causing uncertainty across the energy markets, the case for LNG as a marine fuel has been shaken. LNG has previously been called the frontrunner in the race for alterna...

26 Apr 202211min

Renewable Energy Certificates play a role in decarbonization, but do they have real economic value?

Renewable Energy Certificates play a role in decarbonization, but do they have real economic value?

US states are ramping up their decarbonization goals in legislation, and corporations are committing to powering their operations with renewables. Enter Renewable Energy Certificates. What role do REC...

20 Apr 202210min

Navigating turbulence in Asia's LNG market

Navigating turbulence in Asia's LNG market

Asia's LNG market has been disrupted by the war in Ukraine at a time when supply was already tight because of outages, low inventories and a rebound in economic activity. Global gas prices continue to...

19 Apr 202219min

Asian fuel oil prices simmer as peak summer demand looms

Asian fuel oil prices simmer as peak summer demand looms

The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce ...

14 Apr 202222min

Sugar vs. ethanol: what will Center-South Brazil mills prioritize in the 2022-23 crop?

Sugar vs. ethanol: what will Center-South Brazil mills prioritize in the 2022-23 crop?

Center-South Brazil's crop officially started on April 1, and although more than 70% of the expected sugar exports are already hedged, there is still flexibility for the allocation of the sugarcane mi...

13 Apr 202214min

Uncharted waters: Europe's new role in the global LNG market

Uncharted waters: Europe's new role in the global LNG market

The global natural gas market is exhibiting record volatility, with prices at unprecedented levels as Russia's invasion of Ukraine casts a cloud of uncertainty over the future of Europe's supply mix. ...

5 Apr 202221min

Nickel market volatility hits China's battery industry

Nickel market volatility hits China's battery industry

Nickel prices hit an unprecedented $101,365/mt in early trading on March 8 following a historic short squeeze on pure nickel and have been volatile ever since.  China, the world's largest consumer of ...

25 Mars 202212min

US plastics are all packaged up with nowhere to go

US plastics are all packaged up with nowhere to go

A constant rush of imports has commanded short supply of equipment needed to move out exports of resins used to make everything from grocery bags and shampoo bottles to vinyl siding and vehicle dashbo...

23 Mars 20228min

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