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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How have early drought conditions impacted the US harvest?

How have early drought conditions impacted the US harvest?

It's been a rough couple of years for US corn and soybeans. 2022 brought drought, record-low Mississippi River water levels, and ultimately sky-high grains and oilseeds prices. The 2023 planting seaso...

11 Aug 202323min

Is a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on

Is a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on

A year after a historic short squeeze sent LME nickel metal prices soaring above $100,000/mt, industry players remain divided over their pricing preferences in the nickel market with some still refere...

4 Juli 202319min

It's a bumpy road ahead for North American electric reliability amid energy transition

It's a bumpy road ahead for North American electric reliability amid energy transition

Up to two-thirds of North America is at an elevated risk of electricity shortfalls this summer in extreme conditions with a high load and high outages, according to the North American Electric Reliabi...

6 Juni 202324min

The Waiting is the Hardest Part: Global polymer markets awaiting rebound in domestic China demand

The Waiting is the Hardest Part: Global polymer markets awaiting rebound in domestic China demand

China was among the last to lift COVID restrictions at the close of 2022, but its polymer exports remain elevated amid continued sluggish domestic demand, creating more global competition for limited ...

18 Maj 202315min

Australian wheat a likely beacon of hope amid Black Sea uncertainty

Australian wheat a likely beacon of hope amid Black Sea uncertainty

Australia, one of the world's leading wheat exporters, has produced three bumper wheat harvests in a row, and with the prospect of an extension of the Black Sea grain corridor deal fading by the day, ...

10 Maj 202318min

India's energy options and the roadmap ahead

India's energy options and the roadmap ahead

From a dramatic shift in oil trade flows to a series of clean fuel policy reforms, India's energy sector has been in the spotlight recently. With the country poised for massive growth in energy consu...

19 Apr 202319min

Everything, everywhere, all at once: US power market challenges post-IRA

Everything, everywhere, all at once: US power market challenges post-IRA

The issues impacting US power markets seem to be widespread and far-reaching lately. Since the Inflation Reduction Act was passed in August, it's really taken over discussions at energy conferences du...

14 Apr 202316min

Food vs fuel security - is agricultural gene editing the solution?

Food vs fuel security - is agricultural gene editing the solution?

The gene editing system is being used extensively by the private and public sectors to develop new traits of interest in crops. To date, more than 500 products are being developed worldwide using the ...

6 Apr 202318min

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