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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Coal markets struggle as mines are suspended worldwide

Coal markets struggle as mines are suspended worldwide

Coal markets are giving way to the coronavirus pandemic as cascaded demand and international government regulations left producers presented with the complex decision to slash supply. Sarah Matthews d...

22 Apr 202020min

Renewable curtailments in California increase as demand drops due to coronavirus

Renewable curtailments in California increase as demand drops due to coronavirus

California is showing significant power price drops as a result oversupply, congestion and decreasing demand, with renewable curtailments increasing.

21 Apr 20208min

Coronavirus poses dim near-term outlook for North American midstream sector

Coronavirus poses dim near-term outlook for North American midstream sector

S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview the upcoming release of first-quarter earnings results by com...

17 Apr 202012min

Oversupply, coronavirus put US crude oil storage in the spotlight

Oversupply, coronavirus put US crude oil storage in the spotlight

US crude storage has quickly become an overwhelmingly important issue as the global market continues to grapple with an oversupply of crude and dramatically dwindling demand in light of the coronaviru...

15 Apr 202015min

A conversation with Goldman Sachs's Jeff Currie

A conversation with Goldman Sachs's Jeff Currie

Global demand for commodities has been obliterated. From copper as a barometer of the global economy to oil as a potential inflation hedge, no commodity has escaped the impact of coronavirus. Jeff Cur...

15 Apr 202025min

Coronavirus impacts power fundamentals across the world, with implications for North America

Coronavirus impacts power fundamentals across the world, with implications for North America

US power markets are following similar trends from Asia and Europe following the coronavirus track, which is creating supply and demand challenges. Peakload averages were down more than 10% in March c...

14 Apr 202021min

North American LNG exporters face difficult test as price plunge sets new lows

North American LNG exporters face difficult test as price plunge sets new lows

S&P Gloal Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in th...

7 Apr 202019min

The impact of COVID-19 on the ethylene and petchems markets

The impact of COVID-19 on the ethylene and petchems markets

With COVID-19 lockdowns in Europe rapidly bringing the petrochemical demand into a lull, pressure on the upstream naphtha market has become two-fold in the recent weeks. Travel restrictions and the pr...

7 Apr 202012min

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