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Commodities Focus

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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:
    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:
    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:
    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:
    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