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Featured Podcasts
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21 Jan 2021
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Oil Markets
Naphtha rallies on petchem strength
As most refined products struggle to find demand through the pandemic’s destruction, naphtha has found itself riding on a three-year high crack spread, supported by petrochemical demand
Listen To PodcastLength:
12:04- Length:
- 12:04
- Tags
- Commodities , Energy, Oil, Refined Products, Gasoline, Naphtha, Petrochemicals, Global
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20 Jan 2021
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Commodities Focus
Perfect Storms: Container and LNG shipping herald new year with all-time highs
2021 has already seen all-time highs for both container and LNG freight rates and this strength appears set to last until firmly into the first quarter
Listen To PodcastLength:
10:10- Length:
- 10:10
- Tags
- Commodities , Energy, LNG, Natural Gas, Shipping, Containers, Tankers, Global
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19 Jan 2021
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Commodities Focus
North American midstream earnings put natural gas volumes, prices and exports in focus
In the latest installment of the S&P Global Platts Commodities Focus podcast, Jason Lindquist, S&P Global Platts senior digital editor, and Harry Weber , a Platts senior natural gas writer in Houston, discuss current trends in the...
Listen To PodcastLength:
11:21- Length:
- 11:21
- Tags
- Capital Markets, Commodities , LNG, Natural Gas, Natural Gas (North American), Coronavirus, Americas, Global
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19 Jan 2021
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Platts Future Energy
Spain’s Repsol taking the front seat in transition drive
Spain’s Repsol was the first oil major to set net-zero emissions to target in December 2019, and the company has pivoted fast to grow its low-carbon energy business launching a raft of wind, solar, biofuels, and green-hydrogen projects
Listen To PodcastLength:
22:01-
18 Jan 2021
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Commodities Focus
Natural gas bulls rush into 2021, pushing Asian LNG to record highs
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back with their first podcast of 2021 to discuss the remarkable price and market...
Listen To PodcastLength:
21:11- Length:
- 21:11
- Tags
- LNG, Natural Gas, Natural Gas (European), Natural Gas (North American), Americas, APAC, EMEA, Global
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18 Jan 2021
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Capitol Crude
Tested by plummeting demand, storage sits at the heart of oil pricing
Today we are looking at oil storage trends. Oil storage sits at the heart of oil pricing, and a lot has happened in this arena over the last year, mirroring crude and product markets
Listen To PodcastLength:
25:38- Length:
- 25:38
- Tags
- Oil, Crude Oil, Refined Products, Storage, Coronavirus, Americas, Global
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14 Jan 2021
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Oil Markets
Gains in WTI, robust petrochemical demand add strength to US NGLs
US NGLs have strengthened across the board early in 2021, with some of those gains tied to increases in West Texas Intermediate and others linked in robust demand from the petrochemical sector and other global markets
Listen To PodcastLength:
15:20- Length:
- 15:20
- Tags
- LNG, NGL, Oil, Crude Oil, Petrochemicals, Shipping, Americas, Global
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12 Jan 2021
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Commodities Focus
What's in store for global coal markets in 2021?
S&P Global Platts coal market editors Fred Wang , Sarah Matthews , and Tyler Godwin , and lead coal analyst Matthew Boyle discuss global thermal coal market dynamics, the fundamentals driving demand and supply, and the changes in...
Listen To PodcastLength:
16:27- Length:
- 16:27
- Tags
- Electricity, Coal , Thermal Coal, Coronavirus, Americas, APAC, EMEA
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11 Jan 2021
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Capitol Crude
A look at North American LNG with Tellurian's Charif Souki
Today we are examining the outlook for new North American liquefaction projects to be sanctioned in 2021 amid a virtual standstill in 2020. The recent runup in the Platts JKM has buoyed developers, but challenges remain
Listen To PodcastLength:
31:00- Length:
- 31:00
- Tags
- Energy, LNG, Natural Gas, Natural Gas (North American), Oil, Americas, APAC, EMEA, Global
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07 Jan 2021
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Commodities Focus
Mexico sees potential as LNG export hub
As the world economy begins to recover from the pandemic, Mexico is considering the construction of an LNG export terminal in the port of Salina Cruz to use excess natural gas in the country
Listen To PodcastLength:
15:07- Length:
- 15:07
- Tags
- LNG, Natural Gas, Shipping, Tankers, Americas
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07 Jan 2021
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Oil Markets
Diesel faces up to the challenges of 2021
As the major road freight fuel for Europe and beyond, how has diesel coped with the global pandemic and what are its prospects heading into the new year? Platts reporters Virginie Malicier and Rowan Staden-Coats discuss the diesel...
Listen To PodcastLength:
08:46- Length:
- 08:46
- Tags
- Commodities , Energy, Oil, Crude Oil, Refined Products, Fuel Oil, Gasoline, Coronavirus, Americas, EMEA, Global
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06 Jan 2021
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Commodities Focus
What’s in store for rice supply and demand in the Americas going into 2021
2020 was an unusual year for the global rice market. While much of the coverage focused on Asian markets, the Americas dealt with major production swings, huge influxes in demand and the resulting price volatility
Listen To PodcastLength:
12:23- Length:
- 12:23
- Tags
- Commodities , Agriculture, Grains, Americas, APAC, EMEA
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05 Jan 2021
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Platts Future Energy
How electric vehicles and battery metals survived the pandemic
The COVID-19 pandemic hit many industries hard in 2020, including automotives. Electric vehicles’ sales, however, grew substantially from 2019 -- and the trend should continue in 2021, supporting the demand for battery metals such as...
Listen To PodcastLength:
23:17- Length:
- 23:17
- Tags
- Commodities , Electricity, Energy, Electric Power, Renewables, Energy Transition, Coronavirus, Americas, EMEA, Global
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04 Jan 2021
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Platts Future Energy
Exploring Distro: Rotterdam Port’s new high-frequency trading platform
In the latest Platts Future Energy podcast, Janjoost Jullens, Energy Lead at the at the Blocklab innovation lab in the Netherlands, and James Rilett, Senior Director of Innovation at S&P Global Platts, tell Henry Edwardes-Evans about...
Listen To PodcastLength:
21:43- Length:
- 21:43
- Tags
- Commodities , Electricity, Energy, Electric Power, Emissions, Renewables, Energy Transition, Shipping, ESG, EMEA
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22 Dec 2020
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Commodities Focus
Cal-ISO's new leader to focus on resource adequacy, modernizing system
Elliot Mainzer took over as president and CEO of the California Independent System Operator in September as has been focused on recovering from the August rotating outages and preparing for next summer, while also looking ahead to...
Listen To PodcastLength:
15:59- Length:
- 15:59
- Tags
- Electric Power, Renewables, Energy Transition, Americas
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22 Dec 2020
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Commodities Focus
Freight markets and decoding the crew change challenge during a pandemic
Seafarers are key to keeping the world's supply chain and maritime trade flowing. However, thousands of seafarers have been stuck on board and unable to get ashore due to coronavirus restrictions
Listen To PodcastLength:
21:03- Length:
- 21:03
- Tags
- Energy Transition, Shipping, Dry Freight, Marine Fuels, Tankers, Coronavirus, Americas, APAC, EMEA
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21 Dec 2020
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Capitol Crude
Energy policy poses challenges, opportunities for Biden's first 100 days
The 2020 US elections were arguably the most consequential of our time. Among the many issues that drove voters to choose one candidate over another was energy
Listen To PodcastLength:
22:05- Length:
- 22:05
- Tags
- Capital Markets, Oil, Crude Oil, Coronavirus, Financial Services, Americas, EMEA, Global
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17 Dec 2020
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Oil Markets
2020 in Review: The year that changed everything
As 2020 finally draws to a close, Oil Markets Podcast hosts from around the world – Mriganka Jaipuriyar, Joel Hanley and Richard Swann – gather to discuss the year in detail, and try to chart a path to recovery in 2021
Listen To PodcastLength:
25:44- Length:
- 25:44
- Tags
- Commodities , Energy, Energy Transition, Oil, Crude Oil, Refined Products, Coronavirus
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16 Dec 2020
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Commodities Focus
Up, up, and away: JKM surges on tighter supply, bringing TTF higher
Ira Joseph , head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk , manager of Americas natural gas pricing for S&P Global Platts, dive into the dynamics driving the meteoric rise of JKM in December, stretching...
Listen To PodcastLength:
21:55- Length:
- 21:55
- Tags
- Natural Gas, Natural Gas (European), Natural Gas (North American), Americas, APAC, EMEA, Global
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16 Dec 2020
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Platts Future Energy
The future of cobalt in Electric Vehicles - with Robin Tisserand, SCB Group
Cobalt is a pivotal metal for the batteries that underpin electric vehicles. Recent long-term supply commitments signed by battery makers suggest that cobalt is set to remain a crucial component for many years, as such understanding...
Listen To PodcastLength:
17:13- Length:
- 17:13
- Tags
- Commodities , Electricity, Energy Transition, Metals, Non-Ferrous, ESG
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14 Dec 2020
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Capitol Crude
What the OPEC+ deal means for market volatility, US crude production
Earlier this year the oil market suffered a historic price collapse as pandemic -blunted demand left the world awash in crude. Against this background, the OPEC+ group in April agreed to is deepest-ever production cuts
Listen To PodcastLength:
23:13- Length:
- 23:13
- Tags
- Capital Markets, Oil, Crude Oil, Coronavirus, Financial Services, Americas, EMEA, Global
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10 Dec 2020
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Oil Markets
For flagship US crude, 2020 has been a year of challenges, changes
It has been a big year for the US flagship crude, West Texas Intermediate, and in particular the way that grade is priced. Following significant growth of US crude exports before the pandemic and then the April 20 price collapse of the...
Listen To PodcastLength:
19:32- Length:
- 19:32
- Tags
- Oil, Crude Oil, Americas, Global
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07 Dec 2020
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Capitol Crude
As production falls, the bearish case for US oil
US crude output fell this year in response to low demand stemming from the coronavirus pandemic . Production has held at around 10
Listen To PodcastLength:
26:08- Length:
- 26:08
- Tags
- Oil, Crude Oil, Coronavirus, Americas
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03 Dec 2020
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Oil Markets
Platts proposes WTI Midland’s inclusion into Dated Brent
With so much US crude now coming to Europe, Platts has announced a proposal to include US WTI Midland into the North Sea benchmark of Dated Brent
Listen To PodcastLength:
15:11- Length:
- 15:11
- Tags
- Commodities , Energy, Oil, Crude Oil, Refined Products, Shipping, Tankers, Americas, EMEA
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03 Dec 2020
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Commodities Focus
Asia challenges ethylene demand outlook for 2021
S&P Global Platts ethylene market experts Chris Liu and Astrid Torres join Vanessa Ronsisvalle in taking a deep dive into the state of the ethylene market as the world continues the fight against the coronavirus pandemic, Asia's...
Listen To PodcastLength:
11:06- Length:
- 11:06
- Tags
- Petrochemicals, Polymers, Americas, APAC
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01 Dec 2020
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Commodities Focus
A few weeks into winter, how is the global gas market looking?
Ira Joseph , head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk , manager of Americas natural gas pricing for S&P Global Platts, take stock of the market a few weeks into winter, revisiting several topics from...
Listen To PodcastLength:
16:29- Length:
- 16:29
- Tags
- Natural Gas, Americas, Global
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30 Nov 2020
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Oil Markets
The road ahead for Japan’s crude and refined product imports
The pandemic has pummeled Japan’s oil demand and led to some dramatic drops in its crude imports and refinery runs. The onset of winter and subsequent rise in demand for heating oil has offset some of that collapse, but the road ahead...
Listen To PodcastLength:
11:19- Length:
- 11:19
- Tags
- Oil, Crude Oil, Refined Products, Fuel Oil, Gasoline, Jet Fuel, Coronavirus, APAC, Global
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30 Nov 2020
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Capitol Crude
US midstream faces challenges from politics, pandemic
The presidential election is over, and the results are being certified. President Donald Trump may keep contesting votes in court, but we’re expecting the beginning of the Biden administration come January
Listen To PodcastLength:
29:18- Length:
- 29:18
- Tags
- Oil, Crude Oil, Gasoline, Coronavirus, Americas
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27 Nov 2020
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Commodities Focus
Are high Indian steel prices an outcome of supply shock or is a demand revival a reality?
With India’s domestic steel prices touching decade high numbers, steelmakers have exited the export markets for good. However, scarcity of supply remains a concern as demand recovery across sectors resurfaces after a long period of...
Listen To PodcastLength:
09:07- Length:
- 09:07
- Tags
- Metals, Steel, Raw Materials, Coronavirus, APAC
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24 Nov 2020
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Platts Future Energy
Greening steel production and hydrogen’s potential
The global steel sector accounts for roughly 7% of the world’s CO2 emissions . Blast furnaces, which process iron ore and coking coal, and produce most of the world’s steel, have a higher emissions intensity compared with mini-mills...
Listen To PodcastLength:
14:53-
24 Nov 2020
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Commodities Focus
Asia LPG, naphtha to drive light ends strength in 2021, gasoline outlook mixed
This year has been a roller-coaster ride for the Asian light ends market, as the coronavirus pandemic gripped the world, slashed demand for refined oil products and forced the closure of several refineries across the region in its wake
Listen To PodcastLength:
13:15-
23 Nov 2020
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Capitol Crude
California's clean car ambitions clear first roadblock with Biden win
California and its clean car ambitions had a lot riding on the US presidential election. The state's Air Resources Board spent the Trump presidency fighting with the US Environmental Protection Agency about its rollback of Obama-era...
Listen To PodcastLength:
22:13- Length:
- 22:13
- Tags
- Electric Power, Energy Transition, Oil, Gasoline, Americas
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19 Nov 2020
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Commodities Focus
Evolving dynamics in the European natural gas market: A dive into Ukraine
Ira Joseph, head of gas and power for Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are joined by Gary Hornby, managing editor for European gas, to discuss global gas movements as...
Listen To PodcastLength:
23:05- Length:
- 23:05
- Tags
- Natural Gas, Natural Gas (European), Natural Gas (North American), Americas, EMEA
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19 Nov 2020
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Oil Markets
Aviation looks to vaccine for boost in demand
Jet fuel took center stage at the recent International Air Transport Association Fuel Forum, as the industry grapples with the demand destruction due to air travel restrictions, but also paves the way for a clear decarbonisation agenda
Listen To PodcastLength:
08:34- Length:
- 08:34
- Tags
- Commodities , Energy, Emissions, Energy Transition, Oil, Refined Products, Jet Fuel, Coronavirus, EMEA, Global
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16 Nov 2020
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Capitol Crude
Pandemic increases urgency of oil and gas workforce's digital skills gap
The US oil and gas sector is facing several huge transitions all at once: the immediate crisis brought on by the pandemic and a longer-term energy transition away from fossil fuels
Listen To PodcastLength:
18:49- Length:
- 18:49
- Tags
- Energy Transition, Natural Gas, Oil, Coronavirus, Corporates, Technology, Media & Telecom, Americas
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12 Nov 2020
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Commodities Focus
COVID-19: Fueling the grains market
The coronavirus pandemic has had opposing effects on the grains and ethanol markets, despite the strong interlinkages between them
Listen To PodcastLength:
13:33- Length:
- 13:33
- Tags
- Commodities , Agriculture, Biofuels, Grains, Energy, Renewables, Coronavirus, Global
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12 Nov 2020
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Oil Markets
US diesel markets soar amid hurricanes' aftermath
Diesel prices across the US soared last week, reaching multiyear highs in nearly every region. The aftermath of several hurricanes this year curtailed production, and perhaps shut some refineries for good
Listen To PodcastLength:
10:34- Length:
- 10:34
- Tags
- Oil, Crude Oil, Refined Products, Americas, Global
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11 Nov 2020
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Commodities Focus
Tanker freight runs aground in Q4 amid demand destruction
Tanker freight for clean and dirty ships hit multiyear lows in October, subverting winter seasonality which typically brings year highs for freight for both sides of the market
Listen To PodcastLength:
15:17- Length:
- 15:17
- Tags
- Oil, Crude Oil, Refined Products, Shipping, Tankers, Americas, EMEA, Global
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07 Nov 2020
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Capitol Crude
US energy outlook under Biden White House as Senate control still undecided
Joe Biden is now officially president-elect after securing a win in natural gas-rich Pennsylvania despite the fight over fracking we've heard so much about these last long weeks
Listen To PodcastLength:
20:39- Length:
- 20:39
- Tags
- Energy, Coal , Electric Power, LNG, Natural Gas, Oil, Coronavirus, Americas, EMEA
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06 Nov 2020
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Oil Markets
Lockdown 2.0: Products vs Pandemic
As coronavirus cases rise sharply in Europe, many countries are entering into second lockdowns to curb the spread of the virus – but are the markets prepared for a potential second round of curtailed demand? S&P Global Platts reporters...
Listen To PodcastLength:
14:07-
03 Nov 2020
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Capitol Crude
Oil market stakes in US election: Middle East, Venezuela, climate policy
It's Election Day in the US, and at a lot is at stake in the energy sector for the next four years. We're revisiting three key policy areas that could shift direction depending on today's vote: * US policy in the Middle East and...
Listen To PodcastLength:
24:25- Length:
- 24:25
- Tags
- Energy, Electric Power, Oil, Crude Oil, Americas, EMEA, Global
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02 Nov 2020
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Capitol Crude
Key changes for energy markets in US elections, but economy looms over all
Dozens of highly consequential energy issues are at play in this week’s US elections, ranging from who will occupy the Oval Office for the next four years, to who will fill the last open seat on the Texas Railroad Commission
Listen To PodcastLength:
18:38- Length:
- 18:38
- Tags
- Energy, Electric Power, Natural Gas, Natural Gas (North American), Oil, Americas
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29 Oct 2020
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Commodities Focus
Wildfires, pandemic and pipeline maintenance complicate US West Coast storage outlook
The US Pacific and Mountain regions experienced a slate of outside factors affecting storage volumes during the 2020 injection season
Listen To PodcastLength:
13:01- Length:
- 13:01
- Tags
- Natural Gas, Natural Gas (North American), Americas
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29 Oct 2020
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Oil Markets
China in focus: Demand recovery, import outlook and peak oil scenarios
China's GDP grew by 4.9% the third quarter, putting the country's economy back on an expansionary track. China is one of the very few countries to register a positive growth amid the COVID-19 pandemic
Listen To PodcastLength:
16:39- Length:
- 16:39
- Tags
- Oil, Crude Oil, Gasoline, Jet Fuel, Naphtha, Coronavirus, APAC
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28 Oct 2020
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Commodities Focus
Winter dynamics and the market: A dive into spot price movements across major global hubs
Ira Joseph , head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk , manager of Americas natural gas pricing for S&P Global Platts pivot away from the extended outlook into the winter and dive into more immediate...
Listen To PodcastLength:
17:04-
27 Oct 2020
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Platts Future Energy
Energy Transition in the time of COVID-19
In this first Platts Future Energy podcast (in video form too this time!), representatives from Analytics, News and Pricing discuss the impact of COVID-19 on the Energy Transition , with a focus on: energy demand and carbon emissions,...
Listen To PodcastLength:
22:12- Length:
- 22:12
- Tags
- Commodities , Biofuels, Electricity, Energy, Coal , Emissions, Electric Power, Emissions, Nuclear, Renewables, Energy Transition, LNG, Natural Gas, Oil, Crude Oil, Refined Products, Fuel Oil, Gasoline, Jet Fuel, Metals, Shipping, Marine Fuels, Storage, Tankers, Coronavirus, ESG, Global
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26 Oct 2020
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Capitol Crude
A Biden victory could have big impact on US-Mexico relationship
A victory by Joe Biden in the US presidential election could have a big impact on the US-Mexico relationship and might even force the Mexican administration to change course on its energy goals
Listen To PodcastLength:
17:02- Length:
- 17:02
- Tags
- Energy, Electric Power, Renewables, Natural Gas, Oil, Americas
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23 Oct 2020
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Commodities Focus
US Northeast gas storage faces questions following volatile injection season
Natural gas storage in the US Northeast, which serves as the heart of dry production in the Lower 48, entered the current injection season with volumes towering over normal levels
Listen To PodcastLength:
21:33- Length:
- 21:33
- Tags
- Natural Gas, Natural Gas (North American), Americas
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22 Oct 2020
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Oil Markets
Crude throughput hindered on reduced refinery runs
Despite demand for some refined products returning to pre-COVID levels, refinery margins in Europe have remained at all-time lows, leading to a bottleneck in the upstream market
Listen To PodcastLength:
11:32- Length:
- 11:32
- Tags
- Commodities , Energy, Oil, Crude Oil, Refined Products, Coronavirus, EMEA
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21 Oct 2020
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Commodities Focus
North American gas market eyes spending outlook as Q3 earnings season begins
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in the North American gas midstream...
Listen To PodcastLength:
11:30- Length:
- 11:30
- Tags
- LNG, Natural Gas, Natural Gas (North American), Americas
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19 Oct 2020
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Commodities Focus
Bulls vs. bears: What does the upcoming winter hold for global gas prices?
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back, this time to lay out the bullish and bearish cases for Henry Hub, TTF and...
Listen To PodcastLength:
26:17- Length:
- 26:17
- Tags
- LNG, Natural Gas, Americas, Global
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19 Oct 2020
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Platts Future Energy
Is nickel the world's most sought-after commodity?
With an annual traded value of around $35 billion, nickel would probably be categorized by most as a medium-sized commodity. For the past few decades it has really had quite a low profile, perhaps due to its mainly industrial use as an...
Listen To PodcastLength:
14:47- Length:
- 14:47
- Tags
- Metals, Non-Ferrous, Coronavirus
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19 Oct 2020
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Capitol Crude
How CFTC climate risk warnings could impact US energy sector
US oil and gas producers were already facing a tough investment climate by the time this spring's price crash and demand plunge decimated capital spending plans
Listen To PodcastLength:
19:01- Length:
- 19:01
- Tags
- Energy, Electric Power, Natural Gas, Oil, Americas
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16 Oct 2020
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Commodities Focus
Cal-ISO puts focus on resource adequacy, continuing regional collaboration
Front of mind to the California Independent System Operator is resource adequacy, as it also works to adapt the market to the energy transition taking place globally
Listen To PodcastLength:
14:21- Length:
- 14:21
- Tags
- Electricity, Electric Power, Renewables, Americas
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15 Oct 2020
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Oil Markets
Signs of resilience in the African downstream markets
For the first time, the African Refiners and Distributors Week was held virtually in the week commencing Oct. 5, discussing the challenges of the downstream sector in the region, but also the strong signs of resilience in the continent...
Listen To PodcastLength:
14:07- Length:
- 14:07
- Tags
- Commodities , Energy, Oil, Crude Oil, Refined Products, Coronavirus, EMEA
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14 Oct 2020
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Commodities Focus
Building a global hydrogen market from Europe
To date, there is no integrated strategic vision for trading low carbon hydrogen, but European gas grid operator SNAM's VP of Hydrogen Cosma Panzacchi discusses ways that could happen over time with S&P Global Platts Hydrogen Content...
Listen To PodcastLength:
19:46- Length:
- 19:46
- Tags
- Commodities , Electricity, Energy, Electric Power, Emissions, Renewables, Natural Gas, EMEA
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12 Oct 2020
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Commodities Focus
Southwest Power Pool expects wind to lead 2020 fuel stack, storage to be a game changer
Southwest Power Pool expects wind generation to return to the top of the fuel stack and become the No. 1 fuel source for 2020, while keeping an eye on the evolution of energy storage and continuing its expansion of the Western Energy...
Listen To PodcastLength:
32:40- Length:
- 32:40
- Tags
- Electricity, Electric Power, Renewables, Coronavirus, Americas
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12 Oct 2020
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Capitol Crude
Iran oil sanctions relief scenarios under a Biden White House
For the global oil market, one of the biggest wildcards of the US presidential election is Iran sanctions relief under a Biden administration. This would return more than 2 million b/d to an already very oversupplied oil market
Listen To PodcastLength:
21:05- Length:
- 21:05
- Tags
- Oil, Crude Oil, Americas, EMEA
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08 Oct 2020
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Oil Markets
US crude exports face reversal of fortune amid COVID-19 pandemic
With global demand destruction and COVID-19 continuing to impact US production, the expected trajectory of US crude exports is vastly different than just a few months ago
Listen To PodcastLength:
22:06- Length:
- 22:06
- Tags
- Commodities , Oil, Crude Oil, Shipping, Tankers, Coronavirus, Americas, Global
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07 Oct 2020
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Commodities Focus
South of the border heating up: A dive into the long-awaited developments in the Mexican natural gas market
Ira Joseph , head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk , manager of Americas natural gas pricing for S&P Global Platts, are joined by John Hilfiker , S&P Global Platts Analytics in-house Mexico natural...
Listen To PodcastLength:
23:34- Length:
- 23:34
- Tags
- LNG, Natural Gas, Americas, Global
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06 Oct 2020
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Commodities Focus
Structural oversupply weakens freight recovery prospect
While a weak orderbook is seen with enthusiasm by tanker owners, who have suffered from increased competition amid structural overtonnage, floating storage enquiries and weaker scrapping prices have caused owners to refrain from...
Listen To PodcastLength:
09:28- Length:
- 09:28
- Tags
- Commodities , Bunker Fuel, Oil, Shipping, Containers, Dry Freight, Marine Fuels, Storage, Tankers, Global
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05 Oct 2020
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Capitol Crude
Broader threat forces US energy sector to look harder at cyber defenses
The coronavirus pandemic has rapidly accelerated the digitization of US energy companies, moving operational technology and corporate networks into workers' homes
Listen To PodcastLength:
15:33- Length:
- 15:33
- Tags
- Energy, Coronavirus, Americas
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02 Oct 2020
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Platts Future Energy
The key to electric vehicle uptake: subsidies
Overall global electric vehicle sales have been weaker in 2020, mostly due to the COVID-19 pandemic hitting sales in Asia, although European sales are notably up year on year, with European governments employing a number of incentives...
Listen To PodcastLength:
13:53- Length:
- 13:53
- Tags
- Commodities , Electricity, Electric Power, Emissions, Metals, Non-Ferrous, Coronavirus
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01 Oct 2020
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Oil Markets
Kerosene powering ships
The COVID-19 pandemic continues to create interesting opportunities; one of the more surprising is seeing kerosene finding its way into marine fuel
Listen To PodcastLength:
09:35- Length:
- 09:35
- Tags
- Bunker Fuel, Oil, Crude Oil, Refined Products, Jet Fuel, Shipping, Marine Fuels, Coronavirus, Global
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29 Sep 2020
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Oil Markets
Flexibility, adaptability and efficiency are keys in surviving fragile oil demand environment
Fresh from the recent Asia Pacific Petroleum Conference or Platts APPEC , Gawoon Phil Vahn and Surabhi Sahu join Mriganka Jaipuriyar to share key themes and insights discussed at the event, which brought together - virtually - the...
Listen To PodcastLength:
15:45-
28 Sep 2020
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Capitol Crude
Global oil market dynamics at stake in Trump-Biden race
The US presidential election could have far-reaching implications for the global oil market. Chris Midgley , global head of analytics for S&P Global Platts, takes us through the biggest potential impacts for supply, demand and price
Listen To PodcastLength:
19:16- Length:
- 19:16
- Tags
- Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas, Global
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25 Sep 2020
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Commodities Focus
Brazilian ethanol trading and pricing dynamics amid COVID-19
In a year of high volatility in the energy basket and more uncertainties than in recent history, S&P Global Platts editors discuss the main aspects that have been supporting Brazilian ethanol prices, despite the turmoil at the...
Listen To PodcastLength:
15:44- Length:
- 15:44
- Tags
- Agriculture, Biofuels, Sugar, Coronavirus, Americas
-
24 Sep 2020
-
Commodities Focus
Containerized soybeans, wheat, and corn from the US to Southeast Asia on the rise
With trans-Pacific container rates at an all-time high, even more containers are flowing from Asia to the US. The return leg is a different story, however, with empty space frequently seen on board
Listen To PodcastLength:
14:58- Length:
- 14:58
- Tags
- Agriculture, Grains, Shipping, Containers, Coronavirus, Americas, APAC
-
23 Sep 2020
-
Commodities Focus
After Gastech, a sprint toward 2021 for the LNG sector and decision-making for projects
In the latest installment of the S&P Global Platts Commodities Focus podcast, Harry Weber , Platts senior natural gas writer in Houston, and Stuart Elliott, editorial lead, Generating Fuels News, in London, discuss with Platts senior...
Listen To PodcastLength:
18:37- Length:
- 18:37
- Tags
- Energy, LNG, Natural Gas, Natural Gas (European), Natural Gas (North American), Americas, EMEA, Global
-
22 Sep 2020
-
Capitol Crude
Biden's shift on energy, climate issues ahead of November vote (Part 2 of 2)
In Part 2 of our look at the US presidential candidates' evolving energy platforms, we examine how progressive Democrats have pushed former Vice President Joe Biden further left on climate and environmental policies
Listen To PodcastLength:
6:31- Length:
- 6:31
- Tags
- Energy, Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas
-
21 Sep 2020
-
Capitol Crude
Trump's shifts on offshore drilling, biofuels ahead of November (Part 1 of 2)
In this two-part episode, we look at how both US presidential candidates' energy platforms have evolved since the start of campaigning
Listen To PodcastLength:
15:27- Length:
- 15:27
- Tags
- Agriculture, Biofuels, Energy, Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas
-
18 Sep 2020
-
Commodities Focus
Global gas, LNG markets twisted around bullish, bearish elements, awaiting arrival of winter demand
Ira Joseph , head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk , manager of Americas natural gas pricing for S&P Global Platts, are back to discuss key uncertainties in the global natural gas and LNG market as...
Listen To PodcastLength:
15:34- Length:
- 15:34
- Tags
- LNG, Natural Gas, Natural Gas (European), Natural Gas (North American), Americas, EMEA, Global
-
17 Sep 2020
-
Oil Markets
US Gulf Coast naphtha sets sail to satisfy Asia's appetite
US Gulf Coast market players looking to get light naphtha barrels off their hands, a hungry Asian market and weakened freight is the perfect arbitrage recipe
Listen To PodcastLength:
12:34-
15 Sep 2020
-
Commodities Focus
Agriculture Focus: Seeds of the future: veg oils soar while next generation biofuels emerge
Amid a rally in the global vegetable oils markets, Robert Beaman talks to vegetable oils editor George Duke and biodiesel editor Huw Shortland about the latest developments in the market for virgin and used vegetable oils
Listen To PodcastLength:
18:07- Length:
- 18:07
- Tags
- Commodities , Agriculture, Biofuels, Energy, Electric Power, Renewables
-
14 Sep 2020
-
Capitol Crude
Will the White House vote move the US oil production outlook?
How much will November's presidential election actually influence the outlook for US oil and gas production? Artem Abramov , head of shale research for Rystad Energy, makes the somewhat contrarian case that whoever is in the White...
Listen To PodcastLength:
18:56- Length:
- 18:56
- Tags
- Energy, Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas
-
11 Sep 2020
-
Oil Markets
Prospects brighten for European floating diesel storage
There is rising supply for European diesel and while demand is recovering it is still short of last year’s levels, the pronounced contango this is prompting comes when many clean tankers are choosing to stay in the region, meaning the...
Listen To PodcastLength:
10:52- Length:
- 10:52
- Tags
- Commodities , Energy, Oil, Crude Oil, Refined Products, Shipping, Storage, Tankers, Coronavirus, EMEA
-
08 Sep 2020
-
Commodities Focus
The rise of proprietary traders in oil markets: a conversation with Onyx Capital CEO
Oil markets have experienced a quiet revolution for over the last decade as proprietary trading houses have gradually replaced the participation of banks
Listen To PodcastLength:
17:09- Length:
- 17:09
- Tags
- Commodities , Energy, LNG, Oil, Crude Oil, Refined Products, Marine Fuels, Coronavirus
-
08 Sep 2020
-
Commodities Focus
Dry bulk shipping: Traversing the pandemic times
S&P Global Platts dry bulk market experts Shriram Sivaramakrishnan , Carina Li , and Isaac Eio examine how the Capesize, Panamax and Supramax markets have fared in this pandemic-stricken trading environment, and what's in store for...
Listen To PodcastLength:
18:28- Length:
- 18:28
- Tags
- Grains, Coking Coal, Thermal Coal, Non-Ferrous, Steel, Raw Materials, Shipping, Dry Freight, Coronavirus, Americas, APAC, EMEA
-
03 Sep 2020
-
Oil Markets
Can Russia cope with its own bear market?
Russia’s slashing of crude output is well documented, but how are its internal markets coping with the impact of COVID-19? Joel Hanley asks Russia experts Elza Turner and Thomas Washington what the energy superpower can do to stem...
Listen To PodcastLength:
13:12- Length:
- 13:12
- Tags
- Oil, Crude Oil, Refined Products, Coronavirus, EMEA
-
02 Sep 2020
-
Commodities Focus
Changing trade flows: how China is helping CIS steel bounce back
The CIS steel industry has emerged from pandemic demand slumps relatively quickly thanks to Chinese demand and government incentives in Russia
Listen To PodcastLength:
18:57- Length:
- 18:57
- Tags
- Commodities , Metals, Steel, Raw Materials, APAC, EMEA
-
01 Sep 2020
-
Commodities Focus
A region of promise and uncertainty: A dive into Eastern Mediterranean natural gas and LNG markets
Ira Joseph , head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk , manager of Americas natural gas pricing for S&P Global Platts, are joined by Samer Mosis , Platts team lead, EMEA LNG, to discuss a range of...
Listen To PodcastLength:
26:05- Length:
- 26:05
- Tags
- LNG, Natural Gas, Natural Gas (European), Americas, EMEA, Global
-
31 Aug 2020
-
Capitol Crude
The election stakes for US natural gas pipeline permitting
The November presidential election adds to risks for natural gas pipelines, which link production to demand centers but increasingly face opposition from those seeking to phase out fossil fuels
Listen To PodcastLength:
17:43- Length:
- 17:43
- Tags
- Commodities , Energy, Electric Power, Renewables, Natural Gas, Natural Gas (North American), Americas
-
28 Aug 2020
-
Commodities Focus
Tellurian CEO Meg Gentle on the global LNG market, prices and US development
Meg Gentle, CEO of Tellurian , joins S&P Global Platts senior natural gas writer Harry Weber to discuss the global LNG market, the trajectory for prices and what lies ahead for US commercial development
Listen To PodcastLength:
15:48- Length:
- 15:48
- Tags
- LNG, Natural Gas, Natural Gas (North American), Corporates, Americas, Global
-
27 Aug 2020
-
Oil Markets
Asian HSFO markets endure IMO 2020, coronavirus challenges
Light sulfur fuel oil has been the main marine fuel of choice worldwide, but high sulfur fuel oil has held its stead in Asia. S&P Global Platts senior oil experts Surabhi Sahu and Oceana Zhou join Platts Asia Head of News Mriganka...
Listen To PodcastLength:
12:12- Length:
- 12:12
- Tags
- Bunker Fuel, Oil, Fuel Oil, Shipping, Marine Fuels, Coronavirus, APAC
-
26 Aug 2020
-
Commodities Focus
Drivers and challenges for US East Coast offshore wind development
There is a lot going on with offshore wind development -- particularly on the US East Coast, where S&P Global Platts Analytics estimates there could be over 37 GW of capacity installed by 2050 -- with Orsted involved in many of those...
Listen To PodcastLength:
17:38- Length:
- 17:38
- Tags
- Electricity, Energy, Electric Power, Renewables, Americas
-
24 Aug 2020
-
Capitol Crude
How a Biden victory could influence decarbonization plans for oil and gas companies
A victory in November for former Vice President Joe Biden in November could influence oil and gas companies' decarbonization plans, given Biden's climate and clean energy proposals
Listen To PodcastLength:
23:43- Length:
- 23:43
- Tags
- Energy, Electric Power, Renewables, Natural Gas, Natural Gas (North American), Oil, Crude Oil, ESG, Americas, Global
-
21 Aug 2020
-
Commodities Focus
How Texas' energy policies are working to shape ERCOT's energy transition
Amy Gasca, Manan Ahjua and Mark Watson of S&P Global Platts talk with Brett Perlman, CEO of the Center for Houston's Future and ex-Public Utility Commissioner of Texas, about the state's energy policies and the energy transition
Listen To PodcastLength:
31:02- Length:
- 31:02
- Tags
- Electric Power, Renewables, ESG, Americas, Global
-
20 Aug 2020
-
Commodities Focus
Project deferrals, spending cuts set the tone during North American midstream sector earnings
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good wrap up the recently completed second-quarter earnings reporting season by companies in the midstream...
Listen To PodcastLength:
12:24- Length:
- 12:24
- Tags
- LNG, Natural Gas, Natural Gas (North American), Americas
-
20 Aug 2020
-
Oil Markets
Jet fuel rises above coronavirus with a new, greener assessment
COVID-19 may have caused demand for jet fuel to plummet but S&P Global Platts and the wider industry are looking to the future with a newly launched European sustainable aviation fuel assessment, as public scrutiny keeps emissions...
Listen To PodcastLength:
12:21- Length:
- 12:21
- Tags
- Commodities , Biofuels, Energy, Oil, Refined Products, Jet Fuel, Coronavirus
-
19 Aug 2020
-
Commodities Focus
Full throttle for new European freight benchmark prospects to West Africa
Gasoline volumes from Northern Europe to West Africa are expected to continue to grow, and new hedging tools may be needed for medium range clean tankers in the West of Suez market
Listen To PodcastLength:
13:23- Length:
- 13:23
- Tags
- Shipping, Containers, Tankers, Coronavirus, EMEA, Global
-
17 Aug 2020
-
Capitol Crude
Predicting the next global oil shock when the world is awash in supply
Global oil supply far exceeds demand right now as the coronavirus pandemic keeps travel restrictions in place and commuters working from home
Listen To PodcastLength:
19:42- Length:
- 19:42
- Tags
- Oil, Crude Oil, Coronavirus, Americas, Global
-
14 Aug 2020
-
Commodities Focus
US natural gas moves higher in global market turnaround
Ira Joseph , head of gas and power for Platts Analytics, and Ryan Ouwerkerk , manager of Americas natural gas pricing for S&P Global Platts, take a look at how US natural gas prices have jumped and the turnaround in global gas...
Listen To PodcastLength:
20:22- Length:
- 20:22
- Tags
- Natural Gas, Natural Gas (North American), Americas, Global
-
14 Aug 2020
-
Commodities Focus
Price transparency a key factor in expanding hydrogen trade flows in Asia
The outlook for hydrogen Asia-Pacific has become a lot more positive over the last six to 12 months, with companies from Australia to Japan stepping up efforts to formulate policies and plan projects in the hope that the clean fuel can...
Listen To PodcastLength:
24:28- Length:
- 24:28
- Tags
- Coal , Electric Power, Renewables, LNG, Natural Gas, Coronavirus, ESG, APAC
-
13 Aug 2020
-
Platts Future Energy
The LFP resurgence in electric vehicles
For some time, many lithium-ion industry participants believed LFP (lithium iron phosphate) would be progressively phased out from electric vehicles due to its intrinsic lower energy density compared with nickel-rich chemistries
Listen To PodcastLength:
21:13- Length:
- 21:13
- Tags
- Electricity, Metals, APAC, Global
-
13 Aug 2020
-
Oil Markets
Ethanol surges as other fuel blending components tank
As European road transport demand gradually recovers amid the coronavirus pandemic, the price of gasoline blending component ethanol has reached all-time highs on tight supply, rising road demand and strong industrial use
Listen To PodcastLength:
14:16- Length:
- 14:16
- Tags
- Commodities , Agriculture, Biofuels, Energy, Oil, Refined Products, Gasoline, Petrochemicals, Global
-
12 Aug 2020
-
Commodities Focus
Oil companies Q2 roundup: Takeaways from the peak lockdown season
April was the nadir of the global demand slump from COVID-19 lockdowns while swinging output cuts from OPEC+ and a slump in US drilling hit production volumes across the board
Listen To PodcastLength:
18:21- Length:
- 18:21
- Tags
- Energy, Natural Gas, Oil, Crude Oil, Coronavirus, Global
-
10 Aug 2020
-
Capitol Crude
A new president for Guyana, the next non-OPEC oil giant
Guyana is one of the most promising new sources for non-OPEC oil production growth, and the country just emerged from a chaotic five-month election drama
Listen To PodcastLength:
26:08- Length:
- 26:08
- Tags
- Oil, Crude Oil, Coronavirus, Americas, Global
-
06 Aug 2020
-
Oil Markets
Where next for oil prices as OPEC eases cuts?
OPEC and its allies are loosening the reins around production cuts amid tentative signs of an oil demand recovery, which is likely to bring additional heavier sourer barrels back on to the market
Listen To PodcastLength:
12:26- Length:
- 12:26
- Tags
- Oil, Crude Oil, Refined Products, Global
-
05 Aug 2020
-
Commodities Focus
Is Brazil becoming a net exporter of primary aluminum?
Brazil has shifted to become a net importer of primary aluminum since 2014, but the COVID-19 pandemic has changed the market outlook
Listen To PodcastLength:
18:12- Length:
- 18:12
- Tags
- Metals, Non-Ferrous, Coronavirus, Americas
-
03 Aug 2020
-
Capitol Crude
US oil output returns but will be stunted by capex cuts into 2021
US oil producers have started bringing some shut-in wells back online since this spring's price crash. S&P Global Platts Analytics expects the nearly all the shut-in volumes to come back by October
Listen To PodcastLength:
20:03- Length:
- 20:03
- Tags
- Oil, Crude Oil, Coronavirus, Americas, Global
-
31 Jul 2020
-
Commodities Focus
Bearish fundamentals in power, natural gas markets to keep US West prices subdued this summer
Amy Gasca, Daryna Kotenko and Veda Chowdhury of S&P Global Platts discuss West power and natural gas markets and how current market fundamentals are shaping spot and forwards pricing for the remainder of the summer
Listen To PodcastLength:
12:42- Length:
- 12:42
- Tags
- Electricity, Electric Power, Natural Gas, Natural Gas (North American), Americas
-
30 Jul 2020
-
Commodities Focus
One-two punch: Global natural gas demand in an oversupplied, COVID-19 environment
Ira Joseph , head of gas and power for Platts Analytics, and Ryan Ouwerkerk , manager of Americas natural gas pricing for S&P Global Platts, look at the other side of the supply-demand equation, ranging from LNG cargoes pricing out...
Listen To PodcastLength:
16:55- Length:
- 16:55
- Tags
- LNG, Natural Gas, Coronavirus, Americas, Global
-
30 Jul 2020
-
Oil Markets
China under pressure to export more refined products after Q2 oil shopping spree
While the rest of the world is still on a relatively slow recovery phase, China's crude imports and throughput levels are hitting record highs. Its GDP has flipped back to positive territory with a 3
Listen To PodcastLength:
09:36- Length:
- 09:36
- Tags
- Oil, Crude Oil, Gasoline, Coronavirus, APAC
-
27 Jul 2020
-
Capitol Crude
Biden victory could yield some opportunities for oil, gas sector
A massive regulatory shift could occur if US President Donald Trump loses the White House in November. Former Vice President Joe Biden has embraced energy and climate priorities that swing further left than many of the Obama...
Listen To PodcastLength:
25:05- Length:
- 25:05
- Tags
- Energy, Coal , Electric Power, Renewables, LNG, Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas
-
23 Jul 2020
-
Oil Markets
Diesel and gasoil fortunes diverge as lockdowns ease
As Europe emerges from its COVID-19 lockdown, diesel demand is flickering back to life. But can the same be said for gasoil? S&P Global Platts reporters Virginie Malicier and Harry Morton discuss with Joel Hanley how European...
Listen To PodcastLength:
15:03- Length:
- 15:03
- Tags
- Oil, Refined Products, Coronavirus, EMEA, Global
-
23 Jul 2020
-
Commodities Focus
Metals trade insights as markets emerge from coronavirus lockdowns
China appears to be almost singlehandedly supporting global metals prices on the back of a return to high levels of industrial activity. But other Asian markets are still slowly emerging from COVID-19 related lockdowns
Listen To PodcastLength:
09:06- Length:
- 09:06
- Tags
- Metals, Non-Ferrous, Steel, Raw Materials, Coronavirus, Americas, APAC
-
22 Jul 2020
-
Commodities Focus
Sustainable aviation fuel: Ready for takeoff?
Over a decade after the first flight using sustainable aviation fuel took off, SAF has gained prominence in airlines’ sustainability tool boxes as the industry tackles its collective carbon footprint
Listen To PodcastLength:
19:45-
21 Jul 2020
-
Commodities Focus
North American midstream sector eyes outlook for rebound as second-quarter results released
S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with senior digital editor Jason Lindquist the upcoming release of second-quarter earnings...
Listen To PodcastLength:
14:23- Length:
- 14:23
- Tags
- LNG, Natural Gas, Natural Gas (North American), Coronavirus, Americas
-
21 Jul 2020
-
Commodities Focus
The exit interview: BP’s former CFO Gilvary on how to survive $40/b crude
Brian Gilvary spent almost a decade as chief financial officer of supermajor BP until he stepped down in June 2020. In an interview with Andy Critchlow and Robert Perkins from S&P Global Platts, Gilvary discusses a broad range of...
Listen To PodcastLength:
26:48-
20 Jul 2020
-
Capitol Crude
How the oil wars myth continues to shape US foreign policy
US President Donald Trump has used the phrase "take the oil" many times, both as a candidate to criticize previous administrations' strategies in Iraq and while in the White House when discussing Syria
Listen To PodcastLength:
13:52- Length:
- 13:52
- Tags
- Oil, Crude Oil, Americas, Global
-
17 Jul 2020
-
Commodities Focus
Global natural gas markets adjust to bulging inventories, oversupply
Ira Joseph , head of gas and power for Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, take a look at oversupply in global natural gas markets
Listen To PodcastLength:
17:37-
16 Jul 2020
-
Commodities Focus
US shale investor outlook: The new risk-reward equation
What might the US shale investor risk-reward equation look like as the market shows some signs of rebalancing and as lockdowns begin to ease? How long will it take the US shale sector to repair soured investor confidence? Tim Perry,...
Listen To PodcastLength:
15:02- Length:
- 15:02
- Tags
- Energy, Natural Gas, Oil, Coronavirus, Americas, Global
-
16 Jul 2020
-
Oil Markets
Refineries brace for further headwinds from COVID-19 as recovery looks patchy
Storm clouds still lurk over the refining sector as a combination of firm heavy crude prices and limited upside to light product prices squeeze margins for simple and complex installations alike, even as a rapid demand recovery in some...
Listen To PodcastLength:
09:37- Length:
- 09:37
- Tags
- Bunker Fuel, Oil, Crude Oil, Refined Products, Fuel Oil, Gasoline, Jet Fuel, Naphtha, Coronavirus, Global
-
15 Jul 2020
-
Commodities Focus
Are US power markets pricing in the demand recovery this summer?
Jared Anderson , Kassia Micek and Manan Ahuja of S&P Global Platts delve into changing power market dynamics as coronavirus-related lockdowns ease in many areas and look ahead to see where market conditions might be headed for the...
Listen To PodcastLength:
18:11- Length:
- 18:11
- Tags
- Electric Power, Coronavirus, Americas
-
14 Jul 2020
-
Commodities Focus
Agriculture Focus: Indian rice exporters' emergence from lockdown
Labour shortages have been one of the key problems caused by the coronavirus crisis in the rice market. Robert Beaman talks to senior rice editors Rebecca Li and Peter Storey about how the Indian rice industry and its competitors have...
Listen To PodcastLength:
14:44- Length:
- 14:44
- Tags
- Commodities , Agriculture, Grains, Shipping, Coronavirus, APAC, Global
-
13 Jul 2020
-
Capitol Crude
Dakota Access shutdown and the future of US midstream projects
Last week delivered some huge news on the pipeline front that highlights the challenges ahead for the US midstream sector and the fate of future efforts to build multi-state energy projects
Listen To PodcastLength:
23:38- Length:
- 23:38
- Tags
- Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas
-
10 Jul 2020
-
Oil Markets
A new benchmark for American crude to move on from a negative experience
The American crude benchmark NYMEX WTI went negative in April, an event that sparked global questions of How and Why. Now, the US crude industry is looking to the future, with Platts American GulfCoast Select touted as an alternative...
Listen To PodcastLength:
17:49- Length:
- 17:49
- Tags
- Commodities , Energy, Oil, Crude Oil, Oil Risk, Coronavirus, Americas
-
09 Jul 2020
-
Commodities Focus
Brouillette remains optimistic about industry rebound, US leadership in oil, gas
US Secretary of Energy Dan Brouillette joins Chris Newkumet, Washington bureau chief for S&P Global Platts, to discuss the state of America's energy markets -- what we know, where we are, and what's ahead
Listen To PodcastLength:
22:44-
09 Jul 2020
-
Commodities Focus
Downside risk if gas supply rebounds, demand recovery falters
S&P Global Platts journalists discuss European gas, power and carbon market trends going into the third quarter of 2020. The markets saw price support in June as economies began to emerge from coronavirus lockdowns – but any faltering...
Listen To PodcastLength:
20:13-
08 Jul 2020
-
Commodities Focus
US corn prices ride high with bullish acreage report, but for how long?
The annual acreage report from the US Department of Agriculture saw a 5 million acre drop in corn planting from the Prospective Plantings report at the end of March
Listen To PodcastLength:
23:02- Length:
- 23:02
- Tags
- Agriculture, Biofuels, Grains, Americas
-
03 Jul 2020
-
Platts Future Energy
A conversation with NanoGraf's Francis Wang
NanoGraf Technologies CEO Dr Francis Wang talks to S&P Global Platts senior pricing specialist Jacqueline Holman about the COVID-19 pandemic’s impact on China’s dominance in the battery metal supply chain, as well as the challenges and...
Listen To PodcastLength:
18:59- Length:
- 18:59
- Tags
- Energy, Emissions, Metals, Non-Ferrous
-
03 Jul 2020
-
Commodities Focus
The growing importance of ESG in the commodities space
The death of George Floyd in the US on May 25 significantly raised global awareness of racial and cultural issues. Within this environment, giant resources company Rio Tinto attracted opprobrium for the destruction of an indigenous...
Listen To PodcastLength:
09:51- Length:
- 09:51
- Tags
- Metals, Steel, Raw Materials, APAC
-
02 Jul 2020
-
Commodities Focus
Shifting dynamics in store for Mediterranean LPG
The closure for maintenance of the salt caverns at Lavera on the French Mediterranean coast poses some questions for the region’s LPG market, especially that of butane
Listen To PodcastLength:
09:09- Length:
- 09:09
- Tags
- Commodities , Energy, Oil, Refined Products, Gasoline, Coronavirus, EMEA, Global
-
01 Jul 2020
-
Commodities Focus
Is the slump in European steel demand here to stay?
S&P Global Platts managing editor Laura Varriale talks to steel news editor Annalisa Villa and pricing specialists Amanda Flint and Len Griffin about the state of the European steel industry after lockdowns start to ease across...
Listen To PodcastLength:
10:55- Length:
- 10:55
- Tags
- Commodities , Metals, Steel, Raw Materials, Coronavirus
-
30 Jun 2020
-
Commodities Focus
UK’s Net Zero drive: hydrogen’s potential and challenges
In the UK, the drive toward Net Zero 2050 makes hydrogen an attractive investment, but questions remain about how markets will develop and the associated costs
Listen To PodcastLength:
46:11- Length:
- 46:11
- Tags
- Energy, Electric Power, Renewables, EMEA, Global
-
28 Jun 2020
-
Capitol Crude
Shifting geopolitics of energy during pandemic, trade wars and supply abundance
The fallout from the coronavirus pandemic and a host of other global tensions and trade conflicts brewing in recent months have heightened geopolitical risks to energy trade
Listen To PodcastLength:
32:29- Length:
- 32:29
- Tags
- Commodities , Energy, Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas
-
26 Jun 2020
-
Oil Markets
Asia's ample US crude imports in H1 unlikely to rattle OPEC producers
Asia's high volume of US crude imports in the first half 2020 could prove a false alarm for OPEC+ producers fretting over their shrinking share of the Asian demand pie following the coronavirus pandemic
Listen To PodcastLength:
11:37- Length:
- 11:37
- Tags
- Bunker Fuel, Oil, Crude Oil, Shipping, Marine Fuels, Americas, APAC
-
26 Jun 2020
-
Commodities Focus
Mapping out hydrogen's role in Asia's energy transition
As the push towards clean fuels intensifies, many alternate energy sources are figuring in discussions among policy makers in Asia, as they prepare for energy transition. One fuel that has garnered a lot of attention is hydrogen
Listen To PodcastLength:
12:10- Length:
- 12:10
- Tags
- Energy, Electric Power, Renewables, Natural Gas, APAC
-
24 Jun 2020
-
Commodities Focus
Key developments driving South Asian thermal coal demand
S&P Global Platts global thermal coal experts Deepak Kannan, Fred Wang and Sarah Matthews discuss key developments driving coal demand in the South Asian region, specifically in Bangladesh and Pakistan, and explain how Platts new...
Listen To PodcastLength:
09:12- Length:
- 09:12
- Tags
- Energy, Coal , Thermal Coal
-
22 Jun 2020
-
Capitol Crude
Sizing up US drilling activity and driving demand after the coronavirus crash
US oil and gas drilling has slowed to a crawl since global oil demand crashed this spring and prices tumbled with it. Now that WTI has crept back up into the high $30s/b and potentially above $40/b, have we seen the worst of this...
Listen To PodcastLength:
15:20- Length:
- 15:20
- Tags
- Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas
-
19 Jun 2020
-
Oil Markets
Fuel oil challenges expectations
Turbulence in oil markets and shifting regulation has led to some surprising dynamics at the bottom of the barrel. Following S&P Global Platts’ European Bunker Fuel Virtual Conference, fuel oil reporters Sarah-Jane Flaws, James...
Listen To PodcastLength:
16:17- Length:
- 16:17
- Tags
- Commodities , Bunker Fuel, Oil, Refined Products, Fuel Oil, Shipping, Marine Fuels
-
18 Jun 2020
-
Commodities Focus
A conversation with Total's Philippe Sauquet
France’s Total was the first mover among European oil and gas majors to announce its ambition to become a greener company, creating in 2016 a separate division for gas, renewables and power under the leadership of Philippe Sauquet
Listen To PodcastLength:
16:55- Length:
- 16:55
- Tags
- Energy, Electric Power, Electric Power Risk, Emissions, Nuclear, Renewables, Natural Gas, Oil, Coronavirus
-
17 Jun 2020
-
Commodities Focus
Who’s the boss? OPEC+ tries to reassert control of oil market
After a collapse in oil demand due to both the COVID-19 pandemic and the accord between Saudi Arabia and Russia earlier this year, OPEC+ is now back in the driving seat
Listen To PodcastLength:
18:37- Length:
- 18:37
- Tags
- Oil, Crude Oil, Coronavirus
-
16 Jun 2020
-
Commodities Focus
The road ahead for Northeast and Southeast Asian thermal coal markets
S&P Global Platts Asia thermal coal team Deepak Kannan , Fred Wang and Jenny Ma discuss key developments in Northeast and Southeast Asia region amid the coronavirus pandemic, while S&P Global Platts Analytics analyst Matthew Boyle...
Listen To PodcastLength:
11:06- Length:
- 11:06
- Tags
- Energy, Coal , Thermal Coal, Electric Power, Coronavirus, APAC
-
15 Jun 2020
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Capitol Crude
The future of US oil, gas production under a Biden presidency
Rapidan Energy Group predicts sweeping changes for the energy sector if former Vice President Joe Biden beats US President Donald Trump in November
Listen To PodcastLength:
10:56- Length:
- 10:56
- Tags
- Natural Gas, Natural Gas (North American), Oil, Crude Oil, Americas
-
12 Jun 2020
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Commodities Focus
Global demand destruction due to pandemic clouds US natural gas storage outlook
US working natural gas in storage started the injection season with levels well above the five-year average. After the onset of the coronavirus pandemic, heavy US demand destruction was anticipated, which would add to the storage glut
Listen To PodcastLength:
12:29- Length:
- 12:29
- Tags
- Natural Gas, Natural Gas (North American), Americas, Global
-
11 Jun 2020
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Oil Markets
A cautious recovery for gasoline as drivers look beyond coronavirus
Rising driving demand has offered some support to the top of the barrel but, with expectations of higher demand also in evidence, higher inventories may take the shine off gasoline and naphtha recoveries, as arbitrage opportunities...
Listen To PodcastLength:
11:19- Length:
- 11:19
- Tags
- Oil, Refined Products, Gasoline, Naphtha, Coronavirus, Global
-
10 Jun 2020
-
Commodities Focus
Are petrochemicals stepping into a post-pandemic recovery?
As lockdowns ease off and upstream markets begin to recover, the petrochemical sector looks carefully at its own end user demand, as well as to Asian export opportunities
Listen To PodcastLength:
14:12Tags:
Petrochemicals- Length:
- 14:12
- Tags
- Petrochemicals
-
08 Jun 2020
-
Capitol Crude
US shale starts to return, but how sustainable is it?
US oil producers have started announcing plans for putting shut wells back online. But just how sustainable are these plans at current prices and with the uncertain global demand outlook? And how are OPEC and its allies going to view...
Listen To PodcastLength:
10:02- Length:
- 10:02
- Tags
- Oil, Crude Oil, Americas
-
05 Jun 2020
-
Commodities Focus
Aviation’s future: Fuelled by hydrogen?
Despite challenges in the commercial aviation sector, hydrogen remains a potentially disruptive energy carrier and transportation fuel, particularly in decarbonisation scenarios
Listen To PodcastLength:
48:39- Length:
- 48:39
- Tags
- Commodities , Energy, Electric Power, Emissions, Renewables, Jet Fuel, Coronavirus, Americas, EMEA, Global
-
04 Jun 2020
-
Commodities Focus
From boom to bust: How long can tankers benefit from the floating storage craze?
The recent floating storage boom drove tanker freight earnings to levels last seen during the Golden Tanker Era of 2004-2008, but how sustainable are VLCC time charter equivalent revenues in excess of $100,000/d? Tanker owners have now...
Listen To PodcastLength:
15:42-
04 Jun 2020
-
Oil Markets
Libyan oil exports briefly pick up, NOC gears up for cautious return
Libya exported some crude and condensate from its storage caverns at the Zawiya terminal this week, a first from this port in almost four months
Listen To PodcastLength:
10:24- Length:
- 10:24
- Tags
- Commodities , Energy, Oil, Crude Oil, Refined Products, Coronavirus, EMEA
-
04 Jun 2020
-
Commodities Focus
A conversation with Mercuria Energy Trading's Marco Dunand
S&P Global Platts talks to Mercuria CEO and co-founder Marco Dunand about the challenges, implications, and opportunities that the COVID-19 pandemic presents across all the key commodity classes in a time of unprecedented volatility in...
Listen To PodcastLength:
22:34- Length:
- 22:34
- Tags
- Commodities , Energy, Coal , Electric Power, Emissions, Renewables, LNG, Oil, Crude Oil, Oil Risk, Refined Products, Coronavirus, Global
-
04 Jun 2020
-
Commodities Focus
India's steel industry faces tough post-COVID-19 test
India has started to wind back its lockdown regime but domestic demand for steel could remain muted until the October-December quarter. This has left Indian mills relying on overseas markets, particularly China, in recent times
Listen To PodcastLength:
10:24- Length:
- 10:24
- Tags
- Metals, Steel, Raw Materials, Coronavirus, APAC
-
03 Jun 2020
-
Platts Future Energy
Boost to EVs from China’s new policy at risk due to COVID-19
The battery metals industry has welcomed China’s two-year extension of subsidies for new energy vehicles, but the COVID-19 pandemic has prevented EV sales from picking up as expected
Listen To PodcastLength:
10:32- Length:
- 10:32
- Tags
- Metals, Coronavirus, APAC, Global
-
02 Jun 2020
-
Commodities Focus
Is demand high enough to restart the US ethanol market?
The S&P Global Platts benchmark Chicago Argo ethanol assessment has trended upward and ethanol inventories have started to drop after reaching record highs as production has climbed
Listen To PodcastLength:
20:53- Length:
- 20:53
- Tags
- Agriculture, Biofuels, Coronavirus, Americas
-
01 Jun 2020
-
Capitol Crude
What US shale will have to do to survive the demand shock and reinterest investors
The global oil demand shock is accelerating what was already coming to US shale, argues Adam Waterous , CEO of Waterous Energy Fund
Listen To PodcastLength:
19:30- Length:
- 19:30
- Tags
- Oil, Crude Oil, Coronavirus, Americas
-
29 May 2020
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Commodities Focus
Brazil's sugar and ethanol markets planning a post-pandemic strategy
Brazil, the top global sugar producer and second-largest ethanol producer, started its Center-South crop on April 1, targeting to crush 600 million tons, amid a global consumption crisis and huge uncertainty in the world’s economy amid...
Listen To PodcastLength:
30:54- Length:
- 30:54
- Tags
- Agriculture, Biofuels, Sugar, Coronavirus, Americas
-
29 May 2020
-
Commodities Focus
After the Storm: The Shipping markets navigate H2 2020
London shipping editors Wyatt Wong, George Griffiths, and Sam Eckett explore the devastated LNG, container, and dry bulk markets post-COVID-19
Listen To PodcastLength:
11:31- Length:
- 11:31
- Tags
- LNG, Shipping, Containers, Dry Freight, Tankers, Coronavirus
-
29 May 2020
-
Commodities Focus
Signs of China's oil demand recovery emerge
Fuel demand across Northeast Asia plunged at the height of the coronavirus outbreak in the region over February and March. But the tide has since turned for the good in recent months
Listen To PodcastLength:
06:53- Length:
- 06:53
- Tags
- Energy, Oil, Crude Oil, Gasoline, Coronavirus, APAC
-
29 May 2020
-
Commodities Focus
China's Two Sessions provide positives for oil, metals
At China's latest "Two Sessions," the government did not provide a GDP target for 2020, but it outlined plans to boost infrastructure investment
Listen To PodcastLength:
13:59- Length:
- 13:59
- Tags
- Energy, Oil, Crude Oil, Gasoline, Metals, Steel, Raw Materials, Coronavirus, APAC
-
28 May 2020
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Commodities Focus
Coronavirus lockdowns put the spotlight on crude oil storage
US crude storage quickly became a major issue at the crux of the coronavirus pandemic lockdowns, as global markets struggled to find enough places to stash oil amid the oversupply and decreased demand
Listen To PodcastLength:
20:28- Length:
- 20:28
- Tags
- Oil, Crude Oil, Storage, Coronavirus, Americas, Global
-
27 May 2020
-
Commodities Focus
A slow recovery for global petrochemical markets
S&P Global Platts market specialists Kevin Allen, Lara Berton, and Eric Su, give a global view on petrochemical markets dealing with the consequences of the recent oil price crash and the coronavirus pandemic, with particular focus on...
Listen To PodcastLength:
13:20- Length:
- 13:20
- Tags
- Oil, Petrochemicals, Aromatics, Olefins, Polymers, Coronavirus, Global
-
22 May 2020
-
Commodities Focus
US power sector known for reliability, contingency planning faces challenges from coronavirus
The US power sector is known for its high level of reliability and focus on contingency planning and redundancies, but what happens when working next to your colleague suddenly becomes a health hazard? Scott Aaronson , vice president...
Listen To PodcastLength:
19:37- Length:
- 19:37
- Tags
- Electricity, Energy, Electric Power, Coronavirus, Americas