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Watch: Market Movers Americas, Oct. 31-Nov. 4: Markets monitor third-quarter earnings, near-term fuel supply

  • Commodity
  • Electric Power Energy Transition Natural Gas Oil Metals
  • Length
  • 01:42

In this week's Market Movers Americas, presented by Connor Triest:

• Major US electric utilities report earnings

• USAC gasoline stocks tighten

• Albemarle details lithium expansion plans in US

• Natural gas market watches low inventories

View Full Transcript

This week,

US power markets will get a look at how some of the country's largest electric utilities performed during the third quarter amid rises in inflation, interest rates and power purchase agreement prices. Public Service Enterprise Group, Edison International, Entergy, Exelon, Dominion Energy and Duke Energy will all report on their earnings and development plans this week.

The arbitrage incentive for moving gasoline from Northwest Europe to New York Harbor has reopened since it closed in the middle of October, which could mean an uptick in near-term imports. US Atlantic Coast gasoline stocks stand 14.5% below the five-year average for this time of year as refiners are maximizing diesel production to capture steep crack spreads.

Lithium producer Albemarle will provide further detail in its Q3 earnings call on its plan to develop lithium spodumene operations in North Carolina. The US does not currently produce spodumene, which is one of the primary hard rock ores that contain lithium. Albemarle first announced its plans earlier in October when it received a grant for the project from the US Department of Energy.

And as the natural gas summer season ends Oct. 31, historically low inventories could boost near-term prices as the colder months approach. Natural gas stocks are in sharp focus, as lower availability of the fuel exposes the market to higher price volatility throughout the winter.

I'm Connor Triest. Thanks for kicking off your Monday with S&P Global Commodity Insights.