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
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
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
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
COVID-19, weather conditions, market fundamentals leave corn markets in turmoil
S&P Global Platts agriculture specialists Liz Thang, Rafael Savoia, Sergio Alvarado, and Andrei Agapi examine the factors driving corn prices as trading communities in Asia and the Americas try to man...
7 Apr 202017min
'Cheap oil' takes VLCC freight for a bull ride on floating storage play
The tsunami of IMO 2020 turned into a tidal wave of cheap oil as producers flood the crude oil market and refiners cut runs amid the COVID-19 demand destruction. In the meantime crude is heading towar...
3 Apr 202012min
With production cutbacks in autos and aerospace, coronavirus hits aluminum
Metals like aluminum and steel had been relatively unaffected as COVID-19 began to spread in the US, but the shift came as automakers – including The Big 3 and others – announced temporary production ...
31 Mars 202010min
Are there signs of economic recovery in the shipping markets?
The shipping markets are often considered a bellwether of global trade, and the dry bulk and container markets are on their knees due to the coronavirus pandemic. Editors George Griffiths and Sam Ecke...
31 Mars 20207min
