Insight Blog
The essential perspective on global commodities
- Commodity
- Agriculture, Electric Power, Emissions, Energy Transition, Oil
- Tags
- Technology
Five commodity themes for 2021
After a turbulent 2020 for all commodities, what can we expect in the coming year? S&P Global Platts president Martin Fraenkel shares his view. This year has been unlike any other in recent history. The coronavirus pandemic has left the commodities industry reeling, disrupting supply chains and slashing demand
- Commodity
- Agriculture, Electric Power, Emissions, Energy Transition, Oil
- Tags
- Technology
- Commodity
- Capital Markets, Commodities, Oil, Coronavirus, Corporates, Credit Analysis
- Tags
- India, Global
Fuel for Thought: An overenthusiastic market may be detrimental to oil’s recovery
Oil market optimism risks derailing its own recovery, with the recent rise in crude prices above $50/b possibly harming demand and incentivizing additional supply. Hopes that vaccines will revive the global economy, coupled with the OPEC+ decision to delay bringing back much of the extra 2 million b/d of oil planned for January, are supporting prices. Demand in key hubs India and China have also given the bulls something to latch on to
- Commodity
- Capital Markets, Commodities, Oil, Coronavirus, Corporates, Credit Analysis
- Tags
- India, Global
- Commodity
- Natural Gas
- Tags
- China
Insight from Shanghai: China’s grand plan for gas market competition at odds with dominance of NOCs
China's recently announced goal to achieve a peak in CO2 emissions before 2030 and a carbon-neutral economy by 2060 has brought renewed focus on the role natural gas might play in the country's energy transition. Natural gas has seen rapid growth in the last few years, as government polices to eliminate air pollution and reduce the use of coal supported switching to cleaner fuels
- Commodity
- Natural Gas
- Tags
- China
-
Americas
-
APAC
-
Europe, Middle East, & Africa