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Insight Blog

The essential perspective on global commodities


24 Nov 2020

Fuel for Thought: Argentina puts fresh focus on developing Vaca Muerta, but concerns abound

After a bout of financial turmoil in Argentina last month, the government has restored calm in the markets and turned its attention once again to the development of Vaca Muerta, a shale play with global oil and natural gas export potential. Is it time to step up investment in the play in northern Patagonia? Chevron, ExxonMobil, Shell and other international companies have reported that Vaca Muerta is as good or even better than Permian Basin, the most productive shale play in...

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23 Nov 2020

Commodity Tracker: 5 charts to watch this week

In this week's pick of big themes in energy and commodity markets, solar power shows resilience in the face of coronavirus headwinds, steel price gains in the US outpace other regions, and butadiene, a key raw material for tire manufacture, stages a recovery. Plus, US gas market fundamentals and Vietnamese crude trade. 1

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18 Nov 2020

Methanol industry weighs impact of US-Iran relations, global decarbonization in 2021 and beyond

The methanol industry is watching for changes in US foreign policy under the incoming Biden administration, as well as decarbonization policies that could create new opportunities for the product as a fuel. Methanol trade flows have been altered in recent years owing to sanctions on Iran, but a potential shift in the US stance on the country could spur increased Iranian production

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