Insight Blog

The essential perspective on global commodities


Insight from Moscow: Russia aiming to take major role in global hydrogen markets

Russia plans to leverage its large natural gas reserves, existing infrastructure, and cooperation with foreign partners to take a major stake in the global hydrogen market. Targeting 20% of market share by 2030, Russia is set to ramp up production over the next five years. S&P Global Platts Analytics forecasts Russian hydrogen production at 3.4 million mt in ammonia and 2.7 million mt in refining in 2021. It expects these volumes to increase to 3.8 million mt and 3

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19 Jan 2022

High natural gas prices could lead to spike in food costs through fertilizer link

Global fertilizer prices soared to multi-year highs in the past few months following surge in prices of key feedstocks natural gas and coal, and certain export restrictions put in place by supplying countries. Around the globe, natural gas is used as a raw material as well as fuel for nitrogen fertilizer production. In some countries such as China, coal is gasified into ammonia and used for manufacturing fertilizers

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18 Jan 2022

Fuel for Thought: Alaska officials hit the road to make the case for oil, gas investment

Alaska worries that climate activists, major banks and possibly the federal government are rushing to make funeral arrangements for the state’s major industry, oil and gas. State officials last year brought the issue directly to investors, holding meetings in New York and Houston to press the case that investing in Alaska oil and gas exploration does not necessarily contradict an emphasis on environmental, social and governance criteria, or ESG

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