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Date:
    24 Nov 2022
Series:
    Oil Markets
Podcast Title:

Soaring crude tanker rates dent long-haul crude differentials

With longer-haul voyages and the 'dark fleet' growing, tight freight availability is pushing shipping rates to fresh highs. What does strong shipping market mean for the crude competing to replace Russian flows? S&P Global Commodity...

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Length:
13:56
Date:
    21 Nov 2022
Series:
    Capitol Crude
Podcast Title:

Oil policy frustrations, a new premier add fuel to the fire for Alberta, Canada’s feds

As Canada’s main oil-producing province, Alberta has rarely let go an opportunity to defend its constitutional rights and pick a fight with the federal government when it comes to developing its abundant natural resources

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Length:
20:14
Date:
    18 Nov 2022
Series:
    Commodities Focus
Podcast Title:

After Q3 earnings, is the US still in ‘drill baby drill’ mode?

As the oil and gas industry works to find its footing in the wake of the coronavirus pandemic it now faces a world transformed, with new risks stemming from Russia’s war in Ukraine and brewing global economic headwinds

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Length:
20:42
Date:
    17 Nov 2022
Series:
    Oil Markets
Podcast Title:

Asia, Europe rush to secure supplies as oil markets brace for sleepless nights

The tug-of-war between Asia and Europe for sourcing oil is set to intensify as the European Union's ban on Russian seaborne crude inches closer

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Length:
29:15
Date:
    15 Nov 2022
Series:
    Commodities Focus
Podcast Title:

The future of Brazilian sugar and biofuels under a new(ish) president

With Luis Inacio Lula de Silva returning to the presidency in Brazil after 12 years, the agriculture industry anticipates its market fundamentals could be impacted by an increasingly progressive agenda

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Length:
19:54
Date:
    15 Nov 2022
Series:
    Platts Future Energy
Podcast Title:

Middle East promotes compatibility of energy security and energy transition

Gulf countries attending the ADIPEC conference in October made it clear that oil and gas will be needed for decades to come, and the region has the least carbon-intensive barrels to fuel a global economy seeking to lower its emissions

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Length:
19:19
Date:
    14 Nov 2022
Series:
    Capitol Crude
Podcast Title:

After party-line clashes on energy, can a bipartisan agenda emerge after US midterms?

The 2022 US midterm elections featured partisan clashes over energy policy, with accusations traded over whether the Biden administration’s climate policies or what some saw as profit-hungry oil companies were to blame for high prices

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Length:
21:34
Date:
    10 Nov 2022
Series:
    Oil Markets
Podcast Title:

What is happening to Russian oil flows ahead of EU sanctions?

How has the Ukraine war already impacted Russian crude oil and refined products flows? What will happen once EU and UK sanctions fully kick in? How will European countries replace the missing supply from Russia? In this episode of the...

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Length:
16:39
Date:
    08 Nov 2022
Series:
    Platts Future Energy
Podcast Title:

Will the Inflation Reduction Act help US low-carbon hydrogen outpace the EU?

Plug Power, one of the leading green hydrogen companies in the US, has put a lot of investment and attention in the European green hydrogen market over the years

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Length:
20:55
Date:
    07 Nov 2022
Series:
    Capitol Crude
Podcast Title:

Midterms could bring early wave of Republican energy policy signaling

High energy prices and inflation have played a front-stage role in US election politics this season, with control of the US House and Senate at stake in the Nov. 8 voting

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Length:
17:22
Date:
    03 Nov 2022
Series:
    Oil Markets
Podcast Title:

Surging crude export volumes confront record freight rates

The US Gulf Coast crude market is exporting record volumes while also seeing sky-high freight rates. This dynamic has been playing out consistently for the past few months, but how are these exports continuing to move in such great...

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Length:
13:03
Date:
    31 Oct 2022
Series:
    Capitol Crude
Podcast Title:

With frac crews and equipment tight, is smooth sailing still an option for upstream oil in 2023?

The pace of drilling and well completions activity in US oil and gas fields has slowed in late 2022 from the ramp up seen earlier in the year as premium equipment and crews to run it have become increasingly tight

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Length:
22:42
Date:
    27 Oct 2022
Series:
    Oil Markets
Podcast Title:

LPG vs gasoil: what’s the best alternative to natural gas?

What role will oil play in mitigating Europe's natural gas problem this winter? With energy costs skyrocketing since the start of the Russian-Ukraine war, industries and households across the continent have been looking across the...

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Length:
11:55
Date:
    25 Oct 2022
Series:
    Platts Future Energy
Podcast Title:

COP27: A critical year for global climate talks

With geopolitical and economic pressures altering the context dramatically since the last meeting in Glasgow, S&P Global Commodity Insights tackles the most pressing questions ahead of this global climate gathering

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Length:
21:13
Date:
    24 Oct 2022
Series:
    Capitol Crude
Podcast Title:

SCOTUS takes on WOTUS as oil, gas industry clamors for regulatory clarity

The US Supreme Court recently held oral arguments in a case that the oil and gas industry is hoping will end some of the back-and-forth regulatory scramble over whether certain wetlands and water sources fall under federal jurisdiction

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Length:
16:27
Date:
    20 Oct 2022
Series:
    Commodities Focus
Podcast Title:

What would a record soybean crop in Brazil this year do to the global market?

Market participants expect a supply glut in 2022-23 amid record Brazilian soybean output forecast by different agencies. If Brazil can produce a huge volume of the oilseed in the upcoming marketing year, that could have major...

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Length:
23:05
Date:
    20 Oct 2022
Series:
    Oil Markets
Podcast Title:

China's Q4 oil product export quota signals a change in market dynamics

Oil product market sentiment in Asia has been volatile due to the larger-than-expected Q4 exports from China. The uncertainty saw the region’s best-performing product crack for the year -- ULSD -- falling by a record 30% in just two...

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Length:
18:33
Date:
    17 Oct 2022
Series:
    Capitol Crude
Podcast Title:

US-Saudi spat heats up as it’s not ‘your Daddy’s OPEC’ anymore

There has been a lot of back and forth lately over whether political factors motivated the recent OPEC decision to cut crude oil production

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Length:
24:01
Date:
    14 Oct 2022
Series:
    Oil Markets
Podcast Title:

French strikes cause Europe's gasoline, diesel prices to rise as markets tighten

The gasoline and diesel markets in Northwest Europe have tightened as France seeks alternative sources of supply due to strike at five of the country’s six refineries

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Length:
15:04
Date:
    13 Oct 2022
Series:
    Oil Markets
Podcast Title:

It's been a perfect storm for Midwest gasoline supply

Though summer driving season is already in the rearview mirror, gasoline differentials in the US Midwest and West Coast apparently haven't gotten the memo

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Length:
22:02
Date:
    12 Oct 2022
Series:
    Commodities Focus
Podcast Title:

Asian LNG procurement heating up as winter approaches

LNG markets are in the spotlight after the Russia-Ukraine war, with Asia and Europe competing for limited cargoes. A harsher than expected winter may trigger unprecedented changes in LNG trade flows and force many Asian governments to...

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Length:
14:32
Date:
    10 Oct 2022
Series:
    Capitol Crude
Podcast Title:

Oil market fundamentals could make E&P companies a good equity investment

OPEC and its allies slashed production targets for the next 14 months by 2 million b/d, signaling that the bloc is set on managing global production in a way that maintains a higher oil price, according to market analysts

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Length:
12:58
Date:
    10 Oct 2022
Series:
    Commodities Focus
Podcast Title:

Asian polymer exports to Europe tick up as regionalisation ebbs

With global container shipping costs coming down, European polymer markets are seeing offers of material from the Far East rise, adding pressure to prices in an already oversupplied environment

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Length:
12:21
Date:
    06 Oct 2022
Series:
    Oil Markets
Podcast Title:

APPEC buzz reflects volatility and changing flows

S&P Global Commodity Insights senior leaders Richard Swann and Dave Ernsberger discuss with Joel Hanley the issues highlighted by Singapore’s APPEC event , the first fully in-person edition of Asia’s leading oil forum in two years

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Length:
16:51
Date:
    04 Oct 2022
Series:
    Commodities Focus
Podcast Title:

Europe’s energy crisis: is storage fit for purpose?

As gas supply disruptions send shockwaves across the world, the ability and capacity to store energy has come under close scrutiny

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Length:
26:54
Date:
    03 Oct 2022
Series:
    Capitol Crude
Podcast Title:

By ‘turning waste into value,’ Danish biogas producer looks to make mark in the US

Rotting food, farm waste and sewage don’t sound all that appealing, but they’re the bread and butter of the biogas industry – an industry that believes it has a pivotal role to play in providing green solutions to address the energy...

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Length:
17:33
Date:
    29 Sep 2022
Series:
    Oil Markets
Podcast Title:

European and African crude oil markets learning to live with reduced supply

The strength seen across European and African crude oil markets in the spring and summer has largely been eroded as focus shifts to the potential demand reduction caused by economic slowdowns

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Length:
15:27
Date:
    26 Sep 2022
Series:
    Capitol Crude
Podcast Title:

Timor Gap CEO says only one option for Greater Sunrise gas: pump it to Timor-Leste

Development of the Greater Sunrise gas and condensate fields, first discovered in the Timor Sea in 1974, has been stalled for decades

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Length:
22:58
Date:
    22 Sep 2022
Series:
    Oil Markets
Podcast Title:

Has the mood turned somber for Asian oil markets?

The path to recovery for Asian oil demand has not been free of challenges. With a worse than expected consumption outlook in China due to pandemic-induced lockdowns, markets are looking for answers on whether gains in Asia, excluding...

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Length:
21:05
Date:
    21 Sep 2022
Series:
    Platts Future Energy
Podcast Title:

Climate wars and common ground: Australia's decarbonization and hydrogen journey

Australia has accelerated its climate ambitions with a new commitment to cut emissions by 43% by 2030, which translates into having about 82% renewable power in its energy mix

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Length:
32:31
Date:
    19 Sep 2022
Series:
    Capitol Crude
Podcast Title:

Texas wants to be a leader in CCUS, but there's an ownership question to resolve first

Texas is one of the largest emitting states in the US and stands to become ground zero of the carbon management industry. But unlike other states, Texas law provides no clarity on ownership rights of pore space -- the empty underground...

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Length:
19:54
Date:
    15 Sep 2022
Series:
    Oil Markets
Podcast Title:

Mixed fortunes for European feedstocks

With the energy crisis looming over Europe, many industries fear they will have to reduce production, including petrochemical crackers

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Length:
12:08
Date:
    14 Sep 2022
Series:
    Commodities Focus
Podcast Title:

Used cooking oil: Is it the new liquid gold?

Used cooking oil (UCO) or vegetable oil unfit for human consumption has found a new life as feedstock for biofuels like Used Cooking Oil Methyl Ester (UCOME)

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Length:
18:21
Date:
    12 Sep 2022
Series:
    Capitol Crude
Podcast Title:

Biden energy agenda at stake as parties vie for control in federal, state races

Voters will head to the polls November 8 where control of the US House and Senate are at stake along with the potential to flip the leadership in several states

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Length:
16:57
Date:
    08 Sep 2022
Series:
    Oil Markets
Podcast Title:

US diesel stocks are starting off harvest season at historic lows

Record-low stock levels in US diesel markets could signal problems for the highly liquid product. Dry weather has dampened crop projections, and long-term backwardation has stifled diesel storage and movement between regions in the US

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Length:
13:46
Date:
    02 Sep 2022
Series:
    Commodities Focus
Podcast Title:

New and old challenges facing the chemicals distribution industry, with Univar's Powell

In this episode of the Commodities Focus podcast, S&P Global Petrochemicals Editor Abdulaziz Ehtaiba talks with Univar Solutions’ Nick Powell, board member at FECC , about events like Russia's war in Ukraine, as well as factors like...

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Length:
18:03
Date:
    01 Sep 2022
Series:
    Oil Markets
Podcast Title:

EU Russian oil ban: How are fuel oil supply and demand fundamentals shifting

EU sanctions on Russian fuel oil have dramatically altered supply flows for high sulfur material within Europe, and while there is some trading activity still in the Mediterranean basin, most Russian fuel oil is heading to Singapore...

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Length:
13:42
Date:
    29 Aug 2022
Series:
    Capitol Crude
Podcast Title:

Oil majors come out ahead on Inflation Reduction Act; outlook for independents ‘not as rosy’

Oil and natural gas industry groups were not pleased with the Inflation Reduction Act, signed into law Aug. 16, despite some positive elements for the sector, including provisions to ensure more oil and gas lease sales and expand...

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Length:
11:57
Date:
    26 Aug 2022
Series:
    Commodities Focus
Podcast Title:

Burned out: Has a sizzling economy actually fizzled out US metals and polymers?

US steel and polymer producers rode a wave of soaring prices for their products in 2021 as the economy roared back from the coronavirus pandemic and construction activity boomed

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Length:
20:25
Date:
    25 Aug 2022
Series:
    Oil Markets
Podcast Title:

China’s private refiners on tenterhooks as Beijing kicks off fresh round of inspection

Beijing has been stepping up efforts to tighten supervision and standardize operations of its refining sector. It launched a series of investigations on refineries beginning April 2021

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Length:
16:11
Date:
    22 Aug 2022
Series:
    Capitol Crude
Podcast Title:

Permian smog in EPA’s crosshairs -- what will it mean for crude output?

The oil and gas sector and policymakers in Texas and New Mexico are on high alert over a notice posted to the Environmental Protection Agency’s regulatory agenda that they fear could have a crippling impact on domestic oil production

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Length:
21:05
Date:
    18 Aug 2022
Series:
    Oil Markets
Podcast Title:

Oil products trickle along the Rhine as low water levels bite

Record low water levels are hindering the transportation of naphtha, LPG, gasoline blending components and diesel, amongst other commodities, along the Rhine into regions of Germany, France and Switzerland leading to critically low...

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Length:
14:33
Date:
    16 Aug 2022
Series:
    Commodities Focus
Podcast Title:

US power markets are hot, hot, hot, but summer peak season is far from over

US summer power markets are just warming up. A heat wave hit the central US in mid-July , leading to multiple alerts and records across two grid footprints, and a late July heat wave brought triple-digit temperatures to the Pacific...

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Length:
15:05
Date:
    15 Aug 2022
Series:
    Capitol Crude
Podcast Title:

Can Texas overcome a regulation ‘allergy’ in order to reform the market and keep the lights on?

So far this summer, power demand in the Electric Reliability Council of Texas market has set 11 new all-time records as the grid has faced weeks of 100-plus degree temperatures

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Length:
25:55
Date:
    11 Aug 2022
Series:
    Oil Markets
Podcast Title:

Gasoline shipments on Colonial Pipeline are in high demand as imports decline

Even after US gasoline prices reached historic highs during the coronavirus pandemic, they somehow found more room to rise in 2022 after Russia invaded Ukraine

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Length:
13:31
Date:
    08 Aug 2022
Series:
    Capitol Crude
Podcast Title:

Who’s ‘happy’ with the surprise budget deal? Ethanol producers, that’s who

The Inflation Reduction Act of 2022 would make available $369 billion in energy security and climate change spending over the next decade. The bill offers a mixed bag of wins and losses for an array of stakeholders

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Length:
18:54
Date:
    04 Aug 2022
Series:
    Oil Markets
Podcast Title:

Supply-driven jet fuel market drops from record high despite summer boost

The days of vaccine certificates and COVID-19 tests for travel are long gone for most, and yet jet fuel demand doesn’t seem to have fully recovered from the pandemic

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Length:
12:47
Date:
    01 Aug 2022
Series:
    Capitol Crude
Podcast Title:

To declare, or not to declare, a climate emergency, that is the question

So, what exactly would a climate emergency declaration free the Biden administration to do? Senior editor Jasmin Melvin posed that question to Liz Craddock , a partner at the Holland & Knight law firm

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Length:
16:59
Date:
    28 Jul 2022
Series:
    Oil Markets
Podcast Title:

What's in store for Asian oil markets in H2?

Based on early consumption trends in Asia, market participants believe that the second half of 2022 may turn out to be one of the strongest six-month periods of oil demand growth seen over the past three years

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Length:
19:56
Date:
    25 Jul 2022
Series:
    Capitol Crude
Podcast Title:

Can the West enforce a global price cap on Russian oil?

As Russia continues its invasion of Ukraine , the Biden administration is contemplating ways to starve the Russian economy of revenues, the bulk of which come from Russian oil and energy exports

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Length:
19:54
Date:
    21 Jul 2022
Series:
    Oil Markets
Podcast Title:

Can Europe avert an energy crisis?

In Europe, with a hot summer ongoing and a cold winter expected, re-establishing secure sources of energy in light of Russia’s war in Ukraine is a top priority

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Length:
12:19
Date:
    18 Jul 2022
Series:
    Capitol Crude
Podcast Title:

Will Biden return from Saudi Arabia empty-handed?

US President Joe Biden just wrapped up a trip to the Middle East with a closely watched visit to Saudi Arabia. His national security director signaled that the success of his oil diplomacy will be judged in the coming weeks, not...

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Length:
16:50
Date:
    15 Jul 2022
Series:
    Commodities Focus
Podcast Title:

Global alumina, aluminum markets face headwinds from trade flow disruptions, operational challenges

Australia’s ban on export of alumina to Russia following the war in Ukraine sent prices on a rollercoaster ride in the first half of 2022. Uncertainties surrounding the supply-demand dynamics and policies continue to loom ahead

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Length:
15:19
Date:
    14 Jul 2022
Series:
    Oil Markets
Podcast Title:

Reflecting Midland: Discussing SPGCI's evolving Dated Brent complex

S&P Global Commodity Insights recently made the decision to reflect WTI Midland barrels in the daily Platts Dated Brent global crude benchmark. See the note here

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Length:
13:20
Date:
    12 Jul 2022
Series:
    Platts Future Energy
Podcast Title:

Are the nickel and cobalt chemical markets shifting away from traditional pricing mechanisms?

Nickel and cobalt chemical prices have traditionally been determined by their respective finished metal prices, but lately they have shifted towards each being priced independently

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Length:
16:39
Date:
    11 Jul 2022
Series:
    Capitol Crude
Podcast Title:

Can the DOE spur carbon capture innovation in time to aid climate crisis?

The International Energy Agency, in its road map for achieving net-zero emissions by 2050 , set a near-term target for the deployment of carbon capture capacity at 1

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Length:
21:55
Date:
    07 Jul 2022
Series:
    Oil Markets
Podcast Title:

Russia’s fuel riddle, wrapped in a mystery, inside an enigma

Russia has long supplied European and US markets with fuel oil. In light of the war in Ukraine, where is this fuel going and how can the usual buyers make up the shortfall? S&P Global Commodity Insights reporters David Petutschnig and...

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Length:
14:47
Date:
    05 Jul 2022
Series:
    Commodities Focus
Podcast Title:

Canadian wheat emerges as key supply market amid global turmoil

Amid geopolitical risks threatening the key wheat-growing Black Sea region, Canadian wheat is taking on a bigger role in the global spotlight for this key food crop as recently launched CME futures give additional tools for those...

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Length:
16:43
Date:
    30 Jun 2022
Series:
    Oil Markets
Podcast Title:

Asia gasoil, jet/kerosene and gasoline cracks may stay elevated on limited exports from China

Demand for transportation fuels has been picking up in Asia, as higher vaccination rates and improved mobility push regional economies to open up to near pre-pandemic levels

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Length:
22:25
Date:
    28 Jun 2022
Series:
    Platts Future Energy
Podcast Title:

Emissions benchmarking in crude markets

In this episode of the Platts Future Energy podcast, Varaleka Pant and Arsalan Syed discuss with Deb Ryan the importance of evaluating the carbon intensity for crude and some of the major global crude grades, and explain the need for...

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Length:
24:18
Date:
    27 Jun 2022
Series:
    Capitol Crude
Podcast Title:

Under pressure: Utilities turn to coal, FERC eyes interconnection overhaul

Consulting firm ScottMadden’s latest energy industry update , fittingly titled “Under Pressure,” outlines how rising post-pandemic energy demand, ambitious decarbonization targets, soaring commodity prices, and geopolitical tensions...

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Length:
23:26
Date:
    23 Jun 2022
Series:
    Oil Markets
Podcast Title:

How is Europe replacing Russian crude and why have Urals exports increased?

In this episode of the Oil Markets Podcast, senior editor Emma Kettley and associate editor David Lewis discuss with Paul Hickin the recent changes in crude flows and how Russian crude finds its way in new markets

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Length:
12:52
Date:
    23 Jun 2022
Series:
    Commodities Focus
Podcast Title:

India’s steel export tariffs: A case of missed opportunities?

India’s imposition of steep tariffs on steel exports has put global markets in a tizzy, with unanswered questions on the longevity of the policy, immediate benefits to domestic end-users and strategies that local mills could adopt to...

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Length:
21:24
Date:
    21 Jun 2022
Series:
    Commodities Focus
Podcast Title:

US Gulf of Mexico hurricane season threatens energy trade flows with potential global impact

As hurricane season 2022 unfolds in the US Gulf of Mexico, the implications for oil and gas infrastructure in the region are wide-ranging

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Length:
20:11
Date:
    16 Jun 2022
Series:
    Oil Markets
Podcast Title:

Premium gasoline comes at a cost

In this episode of the Oil Markets Podcast, light ends pricing editors Sarah Hernandez and Jordan Daniel and US clean products manager Matthew Kohlman discuss the record-high gasoline prices that are impacting drivers across the US

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Length:
11:43
Date:
    15 Jun 2022
Series:
    Platts Future Energy
Podcast Title:

Crunch time for EU carbon market reform as legislators finalise negotiating positions

Attempts to overhaul the EU Emissions Trading System have entered a crunch period as the European Parliament and European Council aim to finalise their negotiating positions by the end of June

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Length:
30:42
Date:
    13 Jun 2022
Series:
    Capitol Crude
Podcast Title:

It'll be a long, hot summer as energy prices supercharge inflation

Global energy markets have gone through dramatic shifts since Russia's invasion of Ukraine, and the risks around high prices and tight supply are not expected to ease anytime soon

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Length:
18:15
Date:
    06 Jun 2022
Series:
    Capitol Crude
Podcast Title:

Will the lights stay big and bright, deep in the heart of Texas?

The Texas Railroad Commission -- which regulates the state's oil and gas industry, not railroads -- just went through perhaps its highest profile election

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Length:
15:50
Date:
    01 Jun 2022
Series:
    Commodities Focus
Podcast Title:

With war in Europe, focus sharpens on the US as a global natural gas supplier

European and Asian buyers of liquefied natural gas have increasingly been turning to US supplies as Russia’s gas is spurned. This has reinvigorated contracting and LNG terminal development activity in the US, where the midstream and...

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Length:
15:02
Date:
    31 May 2022
Series:
    Capitol Crude
Podcast Title:

Political will is a wild card for LNG, but AG&P bets on growth

The new geopolitical scene is shaking up the outlook for LNG globally. The club of LNG suppliers has greatly expanded, with the US and others looking to increase their export capacity

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Length:
21:10
Date:
    31 May 2022
Series:
    Platts Future Energy
Podcast Title:

US ethanol industry eyes CCS to boost long-term demand

As the US ethanol industry pursues carbon capture and sequestration projects, producers are looking at the effects of lower carbon intensities in markets with low carbon fuel standards and in future industries like sustainable aviation...

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Length:
21:08
Date:
    30 May 2022
Series:
    Oil Markets
Podcast Title:

How is the Russia-Ukraine war impacting fuel oil markets?

In this episode of the Oil Markets Podcast, associate editors Stepan Lavrouk, Lawrence Toye and Kelly Norways discuss with John Morley the impact of the Russia-Ukraine conflict on the fuel oil and bunker markets

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Length:
21:19
Tags:
  • Length:
  • 21:19
  • Tags
Date:
    27 May 2022
Series:
    Commodities Focus
Podcast Title:

Easing lockdowns in Shanghai: a boost for container freight or a headache in the making?

The lockdowns in Shanghai have caused significant supply chain disruption around the world, but also falling container rates from their all-time highs

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Length:
18:27
Date:
    26 May 2022
Series:
    Oil Markets
Podcast Title:

Asian gasoil, gasoline cracks at record highs in May: Can margins climb higher?

Asian gasoil and gasoline cracks have surged in May, amid the war between Russia and Ukraine that started in late February. Asian refineries are looking to raise run rates or delay their planned maintenance this spring to meet the...

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Length:
11:36
Date:
    25 May 2022
Series:
    Commodities Focus
Podcast Title:

How has the war in Ukraine, China’s 'zero-COVID' strategy impacted sulphuric acid, copper?

Sulphuric acid prices have been rising strongly since the start of COVID-19. Copper prices are also showing a similar trend. What are the factors behind the strong uptrend in demand? What is the impact on copper and sulphuric acid from...

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Length:
17:15
Date:
    24 May 2022
Series:
    Platts Future Energy
Podcast Title:

How has China's 'zero-COVID' strategy impacted battery supply chains?

China's "zero-COVID" strategy saw the country entering multiple provincial lockdowns. While this has hit electric vehicle production, the impact on battery materials production has been limited

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Length:
17:11
Date:
    23 May 2022
Series:
    Capitol Crude
Podcast Title:

Looks like the US has forgotten about Canadian oil, eh?

Alberta Premier Jason Kenney recently made the rounds in Washington, talking to lawmakers and State Department officials about the role Canada, and specifically Alberta’s oil sands, can play in ensuring North American energy security...

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Length:
18:38
Date:
    19 May 2022
Series:
    Oil Markets
Podcast Title:

Up, up, up: US upstream producers and refiners are highly optimistic after Q1

The recent round of Q1 earnings calls for US refiners and upstream producers were almost unanimously upbeat. Crude prices of $100+/b oil and unusually high natural gas prices, coupled with changing oil flows from the war in Ukraine,...

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Length:
16:09
Date:
    19 May 2022
Series:
    Commodities Focus
Podcast Title:

Can Europe’s gas generation survive a Russian supply phase out?

Russia’s military invasion of Ukraine has triggered a shift in European power production as gas prices have risen to new heights

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Length:
12:55
Date:
    17 May 2022
Series:
    Platts Future Energy
Podcast Title:

How Putin’s war in Ukraine is accelerating hydrogen in Europe

When Putin invaded Ukraine in February, the industry wondered whether it would set back Europe’s ambition to develop a low-carbon hydrogen market. Already, we have seen quite the opposite

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Length:
22:26
Date:
    16 May 2022
Series:
    Capitol Crude
Podcast Title:

Evolving LNG trade: Will demand for cleaner gas spread to Asia?

As the US and Europe move to cut methane emissions, will the demand pull for cleaner LNG spread to price-sensitive Asia? Ben Cahill, a senior fellow at the Center for Strategic and International Studies, published a report this month...

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Length:
18:10
Date:
    13 May 2022
Series:
    Commodities Focus
Podcast Title:

What’s been driving recent volatility in global clean tanker freight?

A global dislocation of clean tanker tonnage has driven freight volatility in recent weeks, as charterers scramble for barrels in east and west of Suez markets to satisfy European and South American demand

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Length:
23:20
Date:
    12 May 2022
Series:
    Oil Markets
Podcast Title:

The evolution of HSFO markets and USGC 0.5%S blending and trading

In the background of the pandemic, IMO 2020 was reshaping the landscape of traditional marine fuels. Now, more than two years since the pandemic began, the US Gulf Coast 0

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Length:
16:15
Date:
    10 May 2022
Series:
    Commodities Focus
Podcast Title:

How has the Russia-Ukraine war impacted polymer markets?

In this special episode of the Commodities Focus podcast from S&P Global Commodity Insights, Vincent Valk, senior editor of Chemical Week, and Luke Milner, managing editor of the EMEA olefins and polymers team, discuss the impact of...

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Length:
15:59
Date:
    09 May 2022
Series:
    Capitol Crude
Podcast Title:

How to squeeze Russia's oil revenue without threatening a supply shock

As Europe aims to phase out Russian oil imports within months, attention is starting to shift to whether the US will impose secondary sanctions on Russian oil customers

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Length:
20:32
Date:
    05 May 2022
Series:
    Oil Markets
Podcast Title:

With the mogas-naphtha spread at a record high, what's next for Europe's gasoline blenders?

From the maximization of middle distillates yields by refiners to the impact of Chinese lockdowns on the Asia petrochemical sector, our editors explore the implication for European gasoline's blending margins

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Length:
11:00
Date:
    04 May 2022
Series:
    Commodities Focus
Podcast Title:

Goldman’s Currie sees supply constraints extending oil price boom

High and volatile oil prices exacerbated by the Russia-Ukraine crisis are raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector

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Length:
16:49
Date:
    03 May 2022
Series:
    Platts Future Energy
Podcast Title:

Understanding methane one commodity at a time

Methane is everywhere, but it poses a particular problem in natural gas production. Head of Low Carbon Commodities Deb Ryan is joined by Emmanuel Corral and Paula VanLaningham to discuss the unique problems posed by methane emissions...

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Length:
12:54
Date:
    02 May 2022
Series:
    Capitol Crude
Podcast Title:

Can the Los Angeles-Shanghai green shipping corridor save the sector and the planet?

The shipping sector faces a massive challenge in decarbonizing to meet global climate goals. To accelerate those efforts, leaders at the COP26 climate change conference in Glasgow last year agreed to develop at least six green shipping...

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Length:
27:49
Date:
    28 Apr 2022
Series:
    Oil Markets
Podcast Title:

Asia fuel oil market outlook may hinge on severity of China demand loss

The global fuel oil supply chain has in the recent past been impacted by tight product availability due to the war in Ukraine and the subsequent restrictions on Russian oil purchases

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Length:
22:11
Date:
    26 Apr 2022
Series:
    Commodities Focus
Podcast Title:

Dead in the Water: Have LNG price spikes killed the case for LNG bunkers?

With 2022's volatile gas prices causing uncertainty across the energy markets, the case for LNG as a marine fuel has been shaken

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Length:
11:14
Date:
    25 Apr 2022
Series:
    Capitol Crude
Podcast Title:

Drop more SBOMs: how the energy industry can tighten up cybersecurity

The energy sector has found itself in the crosshairs of what’s been called a rare and dangerous state-sponsored malware threat capable of disruption, sabotage, and potentially physical destruction of energy assets, with LNG and...

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Length:
21:48
Date:
    21 Apr 2022
Series:
    Oil Markets
Podcast Title:

How has the Russia-Ukraine war impacted diesel and gasoil markets?

What exactly defines the origin of an oil product? How is self-sanctioning affecting Russian diesel and gasoil exports? And how is Russian-origin diesel being treated in the spot market? In this episode of the Oil Markets Podcast,...

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Length:
12:22
Date:
    20 Apr 2022
Series:
    Commodities Focus
Podcast Title:

Renewable Energy Certificates play a role in decarbonization, but do they have real economic value?

US states are ramping up their decarbonization goals in legislation, and corporations are committing to powering their operations with renewables. Enter Renewable Energy Certificates

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Length:
10:00
Date:
    19 Apr 2022
Series:
    Commodities Focus
Podcast Title:

Navigating turbulence in Asia’s LNG market

Asia’s LNG market has been disrupted by the war in Ukraine at a time when supply was already tight because of outages, low inventories and a rebound in economic activity as COVID-19 receded

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Length:
19:58
Date:
    14 Apr 2022
Series:
    Oil Markets
Podcast Title:

Heavy hunting: The search for alternative heavy sour crudes in the global market

In the ever-evolving crude market, the dearth of crude from Iran, Venezuela and, most recently, Russia, has led Asian refiners to buy up tight supplies of heavy Latin grades as a replacement

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Length:
09:59
Date:
    14 Apr 2022
Series:
    Commodities Focus
Podcast Title:

Asian fuel oil prices simmer as peak summer demand looms

The global fuel oil market is in turmoil on account of a lower amount of Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce higher-margin transportation fuels

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Length:
22:37
Date:
    13 Apr 2022
Series:
    Commodities Focus
Podcast Title:

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 mix to switch between sugar and...

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Length:
14:10
Date:
    12 Apr 2022
Series:
    Platts Future Energy
Podcast Title:

EnergyX aims to improve lithium extraction and battery technology to fuel the energy transition

Global demand for lithium and other materials used in electric vehicle batteries, consumer electronics and myriad other applications is rapidly increasing. And as demand for those commodities grows, so do prices

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Length:
24:52
Date:
    11 Apr 2022
Series:
    Capitol Crude
Podcast Title:

Groups sue Interior for documents behind federal oil, gas leasing report

President Joe Biden’s executive order on tackling the climate crisis, among other things, launched a review of existing fossil fuel leasing and permitting practices

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Length:
21:14
Date:
    07 Apr 2022
Series:
    Oil Markets
Podcast Title:

Are high prices and strong structure here to stay for light sweet crude, or have OPEC+ and the US relieved the tension?

In this episode of the Oil Markets Podcast, S&P Global Commodity Insights editors Paul Hickin, Emma Kettley, and Sam Angell discuss with Joel Hanley the possible return of balance in the oil markets

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Length:
14:57
Date:
    06 Apr 2022
Series:
    Platts Future Energy
Podcast Title:

The rise of Asia’s carbon trading hubs

Asia’s carbon markets are on a trajectory of rapid growth as demand for carbon offsets rises and regional governments work towards net-zero commitments

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Length:
27:00
Date:
    05 Apr 2022
Series:
    Commodities Focus
Podcast Title:

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

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Length:
21:07
Date:
    04 Apr 2022
Series:
    Capitol Crude
Podcast Title:

Consumer advocate wants CFTC to reject trader bailouts, pursue position limits revamp

The US Commodity Futures Trading Commission will soon get an infusion of four new voices, as the Senate voted March 28 on nominations that will bring the derivatives regulator back to a full complement of five members

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Length:
21:35
Date:
    31 Mar 2022
Series:
    Oil Markets
Podcast Title:

Resurgence of COVID-19 threatens oil demand revival in Asia

Asia’s sustained oil demand revival over the last few months may face a fresh setback following COVID-19 outbreaks in China and other countries in the region

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Length:
12:18
Date:
    28 Mar 2022
Series:
    Capitol Crude
Podcast Title:

Global food security at stake as Russian war shakes up agriculture markets

Global food security, just like energy security, has emerged as a major risk from Russia's war in Ukraine. Today we're looking at the shakeup in agriculture markets with Peter Meyer, S&P Global's head of grain, oilseed and feedstock...

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Length:
23:53
Date:
    25 Mar 2022
Series:
    Commodities Focus
Podcast Title:

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

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Length:
12:58
Date:
    24 Mar 2022
Series:
    Oil Markets
Podcast Title:

Americas shipping, bunkers hit rough waters on crude volatility

As global oil markets continue to react in real time to the ongoing conflict in Europe, downstream sectors and interconnected industries are also beginning to see marked impacts on trade flows, fundamentals and most notably spot...

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Length:
21:56
Date:
    23 Mar 2022
Series:
    Commodities Focus
Podcast Title:

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 dashboards

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Length:
08:36
Date:
    21 Mar 2022
Series:
    Capitol Crude
Podcast Title:

Tracking upstream emissions with US oil supply on the rise

US oil supply is expected to increase this year, and new tools tracking upstream emissions will bring interesting new insights. Deb Ryan, head of low-carbon market analytics for S&P Global Commodity Insights, explains her team's...

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Length:
14:28
Date:
    17 Mar 2022
Series:
    Oil Markets
Podcast Title:

Fuelling the Russian shortfall

Europe's high sulfur fuel oil requirements largely depend on exports from Russia. In this episode of the Oil Markets Podcast, S&P Global Commodity Insights reporters Stepan Lavrouk, Mary Tiernan and David Petutschnig discuss with Joel...

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Length:
19:46
Date:
    16 Mar 2022
Series:
    Commodities Focus
Podcast Title:

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 value over time

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Length:
12:38
Date:
    15 Mar 2022
Series:
    Platts Future Energy
Podcast Title:

Battery metals pricing evolves as EV transition accelerates

Battery metal prices have been escalating, placing price pressure on battery pack costs and overall EV adoption. Furthermore, buying practices and the make up of long term contracts have experienced radical changes in the past 18...

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Length:
20:37
Date:
    14 Mar 2022
Series:
    Capitol Crude
Podcast Title:

Sanctions on Russia create high stakes for global economy, fuel prices

The oil markets’ reaction to Russia’s invasion of Ukraine has been dramatic to say the least as global oil and gas supplies, already struggling to keep up with the strong post-pandemic recovery in fuel demand, were further tightened as...

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Length:
17:20
Date:
    10 Mar 2022
Series:
    Oil Markets
Podcast Title:

Russia-Ukraine conflict pushes European commodities to new highs

Oil markets – and others – are seeing record prices and intense volatility as Russia’s invasion of its neighbor continues. S&P Global Commodity Insights reporters Rosemary Griffin, Elza Turner, and Rowan Staden-Coats discuss with Joel...

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Length:
18:06
Date:
    07 Mar 2022
Series:
    Capitol Crude
Podcast Title:

IEF chief says Russia crisis exacerbates risks from insufficient upstream investment

The Russia crisis has upended the energy world in significant ways, posing massive new risks for supply, demand and prices. Joe McMonigle, secretary-general of the International Energy Forum, joined us to discuss some of those...

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Length:
23:09
Date:
    04 Mar 2022
Series:
    Commodities Focus
Podcast Title:

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

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Length:
16:19
Date:
    03 Mar 2022
Series:
    Capitol Crude
Podcast Title:

Top Permian driller Pioneer rethinks slow growth plans with oil prices above $100/b

Will US oil drillers respond to triple-digit oil prices after months of restraint? Scott Sheffield, CEO of top Permian driller Pioneer Natural Resources, tells Capitol Crude that his commitment to slow growth could soon shift as a...

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Length:
15:35
Date:
    03 Mar 2022
Series:
    Oil Markets
Podcast Title:

Russia-Ukraine conflict aggravates oil supply worries for Asian buyers

Russia’s invasion of Ukraine has stalled oil supplies to refiners in Asia as buyers remain wary of the fallout of the widespread sanctions imposed on Moscow

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Length:
15:44
Date:
    01 Mar 2022
Series:
    Platts Future Energy
Podcast Title:

Sustainable gas and nuclear investment: unpacking the EU’s taxonomy guidance

The addition of nuclear and natural gas to the EU’s sustainable finance taxonomy provoked a furious response from dissenting quarters

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Length:
18:29
Date:
    28 Feb 2022
Series:
    Capitol Crude
Podcast Title:

Methane ‘ultra-emitters’ offer oil, gas industry quick, significant way to reduce climate footprint

Using satellite data from 2019 and 2020, a team of French and US researchers created the first systematic estimate of large methane leaks that can only be seen from space

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Length:
22:18
Date:
    23 Feb 2022
Series:
    Oil Markets