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
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 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
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
Renewable penetration will drive erosion of North American capture prices
As more renewable energy enters the grid, wind and solar generators increasingly compete for the same revenue streams. This results in a price cannibalization risk, in which renewables erode their own...
16 Mars 202212min
Shipping, commodities hunt for alternatives as sanctions on Russia bite
The commercial and financial ramifications of the Russia-Ukraine conflict will be felt for a long time. As the conflict escalates, sanctions have been imposed on Russian banks and shipping companies. ...
4 Mars 202216min
A winter's tale: heating season extremes in North American gas
The natural gas storage situation in North America has fluctuated wildly this winter, quickly moving from a surplus to a growing deficit in the US. Meanwhile, Canada's inventories have teetered near h...
15 Feb 202216min
Middle East LPG suppliers eye boosting exports to capture Asian demand
Asia's LPG demand has been growing over the last decade, led by China's mushrooming petrochemical sector. India's LPG demand has also grown due to large subsidy-driven household consumption. But major...
11 Feb 20229min
