Insight Blog

The essential perspective on global commodities

Commodity Tracker: 4 charts to watch this week

OPEC remains optimistic about global consumption after reducing the estimates for oil production for its members. On the other hand, European carbon prices plunge due to recession worries and weak industrial demand. S&P Global Commodity Insights editors analyze the rise in China's cyclamate exports to Southeast Asia and Africa. 1


Commodity Tracker: 5 charts to watch this week

Equatorial Guinea's oil drilling campaign has been canceled after two weeks due to rig failure, the oil ministry confirmed. Amid ongoing low prices and weak demand, lithium producers are reducing their production. S&P Global Commodity Insights editors are focusing on the US natural gas production which reached an all-time high. 1


12 Feb 2024

THERMAL COAL SERIES: China’s strong bargaining stance amid evolving trade pattern keeps prices unaffected

Record-high thermal coal imports by China in 2023, attributed to rebounding demand after the COVID-19 pandemic, did not create a price rally, as the country’s vast and growing energy needs were largely built into market expectations. But what did occur to many was the stark reversal of the long-standing fundamental market belief that seaborne coal prices rise when China buys, and sellers concede when the latter stays away from the buying business


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