在此列表中
农产品 | 煤炭 | 石油 | 金属

Market Movers Asia, Sept. 12-16: Asian thermal coal prices in focus amid strong demand from China, Europe

金属 | 钢材

Platts World Steel Review

能源 | 石油 | 原油 | 成品油 | 燃料油

欧洲柴油市场面临俄罗斯制裁的影响

能源 | Energy Transition | 金属 | 排放物 | Carbon | 有色金属

访谈:IETA称,第6.4条碳信用计划不能在2024年前准备就绪

观看: Market Movers Asia, Sept. 12-16: Asian thermal coal prices in focus amid strong demand from China, Europe

  • 特色
  • Calvin Yap
  • 大宗商品
  • 农产品 煤炭 石油 金属
  • 长度
  • 01:55

On this week's S&P Global Commodity Insights' Market Movers Asia with Calvin Yap, Associate Editor, Non- ferrous Metals:

*Asian traders expect cargoes of the Sokol crude to be offered for loading in the fourth quarter

*China's key steel output and downstream data for August in focus

*Asian thermal coal prices are expected to rise further

*An above-average rain forecast will exert pressure on Australian higher-protein wheat availability

查看完整文稿

This week, Asian sweet crude traders will be keeping a close watch on the Far East Russian oil market. Trades in the Sokol grade resurfaced recently after a four-month gap.

Traders expect some cargoes of the medium sweet Sokol crude to be offered for loading in the fourth quarter.

The Russian Energy Minister has hinted that Sokol oil output at the Sakhalin 1 project may restart before the end of the year.

In metals, China is set to release key steel output and downstream data for August.

It is expected to show a rebound in crude steel output in August, and the growth is likely to continue in September, supported by seasonal demand.

But property new home starts, the most important driver of steel demand, remain on a downtrend.

Asian thermal coal prices are expected to rise further on the back of strong demand from China for low-calorific value coal and from Europe for high-calorific value coal.

Persistent rain in Indonesia and Australia is expected to keep supplies tight and prices bullish.

In agriculture, an above-average rain forecast will exert pressure on Australian higher-protein wheat availability.

A shortage of mill-quality wheat may dent Australia's global market share -- at a time Ukrainian supplies are available in Asian markets.

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