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Return to Latest Podcasts

Date:
    20 Sep 2019
Series:
    Battery Metals
Podcast Title:

Rising nickel prices, Indonesia's planned export ban on unprocessed ore, pose global challenges

Nickel prices have been strong since mid-July, aided by Indonesia's plan to move forward on its ban of unprocessed ore exports beginning in 2022, as well as global supply issues

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Length:
11:05
Date:
    18 Sep 2019
Series:
    Commodities Focus
Podcast Title:

LNG developers jockey for relevance at Gastech

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 the highlights of the third day of the Gastech...

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Length:
9:22
Date:
    17 Sep 2019
Series:
    Commodities Focus
Podcast Title:

Business models clash as Gastech continues in Houston

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 the highlights of the second day of the Gastech...

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Length:
8:32
Date:
    16 Sep 2019
Series:
    Commodities Focus
Podcast Title:

Commercial activity heats up as Gastech gets underway in Houston

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 the highlights of the first day of the Gastech...

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Length:
11:58
Date:
    16 Sep 2019
Series:
    Oil Markets
Podcast Title:

Saudi shut-in after attacks, and an exploding scrubber: just another week in oil

As the oil market players digested the insights from the annual APPEC meeting in Singapore, an explosive attack on critical oil infrastructure in Saudi Arabia shut in over 5% of global oil supply

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Length:
31:25
Date:
    15 Sep 2019
Series:
    Capitol Crude
Podcast Title:

Permian drillers brace for slowdown on challenging demand outlook

Pioneer CEO Scott Sheffield sees Permian production growth slowing next year, but he still thinks the basin will eventually pump a staggering 8 million b/d

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Length:
24:36
Date:
    12 Sep 2019
Series:
    Commodities Focus
Podcast Title:

Gastech puts LNG at center stage as market presses North American project developers for decisions

S&P Global Platts senior natural gas writers Harry Weber and J. Robinson preview with natural gas managing editor Joe Fisher next week’s Gastech conference , which will bring together in Houston global market participants in the...

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Length:
14:04
Date:
    12 Sep 2019
Series:
    Commodities Focus
Podcast Title:

APPEC: US ethanol eyes new markets amid increased US-China tensions

With US ethanol still shut out of China, this installment of Commodities Focus podcast looks at the current state of the US ethanol market, the key emerging demand centers in Asia, and the benefits of ethanol as a gasoline blending...

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Length:
11:41
Date:
    12 Sep 2019
Series:
    Oil Markets
Podcast Title:

The middle way: Distillate-rich crudes forge ahead as IMO 2020 looms

With all of the focus on sour crudes ahead of IMO 2020, the relationship between naphtha-rich and distillate-rich barrels has attracted less attention

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Length:
07:25
Date:
    11 Sep 2019
Series:
    Commodities Focus
Podcast Title:

Alone on the High Seas: Is the shipping market at the mercy of the volatility in bunker fuels?

S&P Global Platts shipping editors George Griffiths and Sam Eckett probe into the dry bulk and container markets and how bunker fuels are impacting pricing ahead of IMO 2020’s January 1st deadline

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Length:
06:56
Date:
    10 Sep 2019
Series:
    Metals Meltdown
Podcast Title:

How low can scrap and rebar go?

On this month’s S&P Global Platts Metals Meltdown podcast, pricing specialists Pascal Dick and Viral Shah talk to EMEA regional derivatives manager Marcel Goldenberg about the latest developments in the Turkish ferrous markets and...

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Length:
11:30
Date:
    09 Sep 2019
Series:
    Capitol Crude
Podcast Title:

Would US methane rules have destroyed marginal oil production?

Columbus Oil operates 27 oil wells in rural Oklahoma which each produce an average of just 8 to 10 b/d of oil equivalent. On this week’s Capitol Crude, Darlene Wallace, Columbus’ president, CEO and owner, talks about all the...

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Length:
13:40
Date:
    06 Sep 2019
Series:
    Commodities Focus
Podcast Title:

Texas natural gas, power prices diverge during an August for the record books

ERCOT power demand smashed record after record durin August, boosting spot prices to record highs and real-time power prices to $9,000/MWh. Natural gas prices, however, did not see any uplift from record power demand

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Length:
8:32
Date:
    05 Sep 2019
Series:
    Oil Markets
Podcast Title:

Prepare to reap the whirlwind

While the US continues to count the cost of Hurricane Dorian, Europe’s refined products markets are seeing differing impacts. Joel Hanley hears from Platts reporters Solomon Lanitis and Virginie Malicier what effects a storm in the US...

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Length:
20:42
Date:
    02 Sep 2019
Series:
    Capitol Crude
Podcast Title:

US oil boom boosts GDP, but are high prices needed to avoid a recession?

On this week’s Platts Capitol Crude, we look at the impact of the US shale boom on the US economy as the Trump administration continues to push the narrative that a recession is not imminent

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Length:
11:08
Date:
    30 Aug 2019
Series:
    Battery Metals
Podcast Title:

Lithium producers seek direction amid changing scenarios

Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways

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Length:
15:22
Date:
    30 Aug 2019
Series:
    Oil Markets
Podcast Title:

Key themes to watch at Platts APPEC 2019

S&P Global Platts editors Ada Taib , Eesha Muneeb and Avantika Ramesh give listeners a preview of what will keep oil market participants busy at the 2019 Asia Pacific Petroleum Conference, including discussions around the impact of IMO...

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Length:
05:37
Date:
    28 Aug 2019
Series:
    Commodities Spotlight
Podcast Title:

Can China absorb this year's steel capacity build-up?

China will bring on another 35 million mt/year of crude steel this year through its capacity replacement mechanism, S&P Global Platts estimates

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Length:
05:36
Date:
    27 Aug 2019
Series:
    Commodities Focus
Podcast Title:

Make-or-break time approaching for US LNG developers as trade turmoil escalates

S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts natural gas managing editor Joe Fisher the state of play in the US LNG industry, with...

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Length:
22:56
Date:
    26 Aug 2019
Series:
    Commodities Spotlight
Podcast Title:

Asian naphtha trade sees subtle shifts as Malaysia's Kerteh product flows to China

While the Asian light naphtha market has seen a lack of spot demand from steam cracker operators, heavy naphtha is seeing some buying interest in the third quarter delivery cycle

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Length:
5:00
Date:
    25 Aug 2019
Series:
    Capitol Crude
Podcast Title:

Could US Gulf of Mexico oil and gas leases be reversed?

Last week, the Trump administration held its latest auction for oil and gas leases in the Gulf of Mexico. The sale generated high bids of less than $160 million, drawing interest in less than 1% of the total acreage offered

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Length:
14:22
Date:
    22 Aug 2019
Series:
    Commodities Focus
Podcast Title:

US power sector faces challenges from lower utility load, global trade uncertainty

A number of major trends are impacting the US power sector, including lower utility load nearly across the board among electric utilities, largely because of milder temperatures this year but also in some cases because of lower...

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Length:
9:16
Date:
    22 Aug 2019
Series:
    Oil Markets
Podcast Title:

Sweet opportunities remain for sour crude and heavy products

IMO 2020 may be looming and the overall trajectory for sour crude such as Urals and high sulfur fuel oil is down, but with anomalous trading patterns and pockets of tightness, the high sulfur element can still show some strength

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Length:
23:25
Date:
    20 Aug 2019
Series:
    Commodities Focus
Podcast Title:

European ethylene: A look down the chain from oversupply towards economic downturn

On today's Commodities Focus podcast with Ora Lazic and Miguel Cambeiro : Although Europe continues to be the most expensive pricing region, it is increasingly becoming an importer of competitively priced ethylene and main derivatives...

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Length:
09:31
Date:
    18 Aug 2019
Series:
    Capitol Crude
Podcast Title:

Are Alberta’s oil curtailments working?

Alberta oil producers are in the eighth month of mandatory production curtailments. Have they worked? On today’s Capitol Crude, Rory Johnston, a commodity economist at Scotiabank , talks about the impact of the curtailments on prices,...

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Length:
13:10
Date:
    16 Aug 2019
Series:
    Commodities Focus
Podcast Title:

Commodity markets settle in for the long haul in US-China trade tension

With no end to the dispute in sight and a consensus that the real shocks to the markets could be yet to come, the latest installment of the Commodities Focus podcast takes a renewed look at the impact on trade flows that the ongoing...

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Length:
41:42
Date:
    16 Aug 2019
Series:
    Commodities Focus
Podcast Title:

Staying alive: the future of the ever-evolving thermal coal market

Today's Commodities Focus podcast looks deeper into the evolving thermal coal trade flows in the Atlantic and what the future holds

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Length:
05:30
Date:
    14 Aug 2019
Series:
    Oil Markets
Podcast Title:

US crude: overpriced, overhyped, and over here?

As trade tensions mount, US crude production continues to grow and it has to go somewhere; Europe and Asia have been accommodating homes so far but have troubles of their own

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Length:
11:03
Date:
    12 Aug 2019
Series:
    Commodities Focus
Podcast Title:

Muddy Waters: US-China trade tensions, petcoke, and the global shipping markets

S&P Global Platts shipping editors Sam Eckett and George Griffiths review the US-China trade tensions, and their effect on global shipping markets ahead of IMO 2020’s January 1st deadline

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Length:
06:18
Date:
    11 Aug 2019
Series:
    Capitol Crude
Podcast Title:

Could the trade war with China topple the US oil sanctions framework?

Tariffs, retaliatory tariffs and currency fights, the US and China are locked in a trade war with massive consequences for the global economy

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Length:
17:46
Date:
    08 Aug 2019
Series:
    Oil Markets
Podcast Title:

Cleaner, greener fuels on the road and on the seas

As ethanol plays a greater role in European gasoline standards, S&P Global Platts reporters Solomon Lanitis and Joel Hanley discuss the impact of the latest evolution in the best known part of the oil barrel

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Length:
19:28
Date:
    06 Aug 2019
Series:
    Commodities Focus
Podcast Title:

Shale and LNG shape outlook for IOCs

Oil majors across Europe have struggled in the second quarter largely due to weak gas prices while their counterparts across the pond have held up better thanks to the resilience of US tight oil

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Length:
19:12
Date:
    04 Aug 2019
Series:
    Capitol Crude
Podcast Title:

Could flaring hinder the US oil revolution?

With their output shattering records, US oil producers are flaring an unprecedented amount of unwanted gas. On this week’s Platts Capitol Crude, Ali Oktay , a senior pricing specialist with S&P Global Platts, talks about why flaring is...

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Length:
14:38
Date:
    02 Aug 2019
Series:
    Oil Markets
Podcast Title:

US, Russia battle for Asian crude oil demand

US crude has been gaining market share in Asia, with growing popularity in South Korea, Thailand and Taiwan. S&P Global Platts editors Avantika Ramesh and Ada Taib examine how the flow of US crude in to the region has been affecting...

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Length:
4:21
Date:
    01 Aug 2019
Series:
    Commodities Focus
Podcast Title:

Recycled plastics: The future is ‘clear’ for head of Petcore, Christian Crépet

This week’s Commodities Focus podcast looks at the recycled plastics markets in Europe - the current situation and what the future holds in light of new legislation coming into force over the coming years

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Length:
13:12
Date:
    31 Jul 2019
Series:
    Battery Metals
Podcast Title:

What does H2 hold for Chinese battery metals prices?

S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials

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Length:
6:23
Date:
    31 Jul 2019
Series:
    Commodities Focus
Podcast Title:

What's in store for Asia Pacific gasoline demand in Q3?

S&P Global Platts editors Wendy Cheong and Mark Tan examine Asia's demand for gasoline in the third quarter following a weak first half, with fundamentals in the region pressured by excess cargoes from North Asia

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Length:
4:40
Date:
    30 Jul 2019
Series:
    Commodities Focus
Podcast Title:

Loading activities for middle distillates on the rise

S&P Global Platts Editors Cheong Su Yeen and Wanda Wang examine the increasing activity on loading middle distillate, especially gasoil and ultra low sulfur diesel, on newbuilding vessels, such as Very Large Crude Carriers, SuezMax...

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Length:
9:33
Date:
    29 Jul 2019
Series:
    Capitol Crude
Podcast Title:

What if Iran blocks the Strait of Hormuz?

On today's Platts Capitol Crude, Fernando Ferreira, a senior analyst with Rapidan Energy Group, discusses a new report that forecasts the oil market impact of Iran successfully blocking the Strait of Hormuz, the world's busiest oil...

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Length:
21:17
Date:
    25 Jul 2019
Series:
    Oil Markets
Podcast Title:

Hormuz tanker tensions fail to ignite the oil markets

Tankers have been seized, drones downed, and warships scrambled but oil prices have barely registered the escalating tension in the Persian Gulf

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Length:
10:48
Date:
    21 Jul 2019
Series:
    Capitol Crude
Podcast Title:

Tankers, sanctions and tensions: How much oil is Iran still exporting?

On this week's Platts Capitol Crude, we take a closer look at rising tensions between the US and Iran, tanker attacks in the Strait of Hormuz, Iran's dwindling oil exports, and China's future as Iran's top importer

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Length:
14:10
Date:
    19 Jul 2019
Series:
    Commodities Focus
Podcast Title:

How are Chinese steel mills responding to surging iron ore prices?

Iron ore prices have risen by around 30% since the start of June, putting intense pressure on steel margins. Are Chinese mills contemplating trimming production? How is the third quarter shaping up? And after the recent Baowu-Manshan...

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Length:
05:49
Date:
    18 Jul 2019
Series:
    Oil Markets
Podcast Title:

The only way is up for refiners

Talks of closures are over for now and a clutch of run cuts at European refineries, followed by a significant outage in the US, is propping up sentiment. Refineries reporter Elza Turner tells the latest to Joel Hanley

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Length:
18:25
Date:
    17 Jul 2019
Series:
    Commodities Focus
Podcast Title:

Highlights from the latest Global Polyolefin Outlook

This Commodities Focus podcast looks at S&P Global Platts Analytics latest Global Polyolefin Outlook, discussing the short, medium and longer term key market dynamics and price outlook for ethylene, propylene, PE and PP

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Length:
10:35
Date:
    16 Jul 2019
Series:
    Commodities Focus
Podcast Title:

Market angles for status of delayed projects as US midstream sector prepares results

S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with natural gas managing editor Joe Fisher the upcoming second-quarter earnings season for...

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Length:
15:23
Date:
    14 Jul 2019
Series:
    Capitol Crude
Podcast Title:

The Barrel Brothers on East Coast refinery closures, gas prices and global oil demand

The Barrel Brothers are back! US Energy Information Administration petroleum analysts Jeff Barron and Mason Hamilton talk: the price impacts of the Philadelphia Energy Solutions refinery explosion and closure; the state of East Coast...

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Length:
18:24
Date:
    12 Jul 2019
Series:
    Commodities Focus
Podcast Title:

Black & Veatch restructures amid US energy transition to renewables, distributed resources

Amid the US energy transition toward increasing volumes of renewable energy and distributed energy resources like microgrids and demand response, global power sector engineering company Black & Veatch recently restructured its power...

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Length:
15:58
Date:
    11 Jul 2019
Series:
    Oil Markets
Podcast Title:

Changing currents for crude flows following trouble in the Strait of Hormuz

The UK and Iran are facing off against one another over oil tankers and this is spooking both shippers and oil producers, with ripple effects across the markets

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Length:
05:46
Date:
    04 Jul 2019
Series:
    Oil Markets
Podcast Title:

Choppier waters for European gasoline

The US is diversifying its sources of imports, but while this might sound dismal for European producers there is still a varied landscape of shorts out there and the outlook for producers is bullish

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Length:
22:04
Date:
    03 Jul 2019
Series:
    Capitol Crude
Podcast Title:

OPEC and Russia extend cuts, will prices and US shale respond?

OPEC, Russia and other producing partners agreed to extend their 1.2 million b/d supply cut agreement for another nine months as Saudi energy minister Khalid al-Falih outlined OPEC’s new role as a reactionary force to US shale growth

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Length:
13:45
Date:
    03 Jul 2019
Series:
    Commodities Focus
Podcast Title:

Asian naphtha rebounds from 11-year low crack but trade concerns remain

Refineries worldwide have been consuming more light sweet crude oil, resulting in an oversupply of light distillates products market. In the second quarter, naphtha was the worst performer across the barrel in Asia

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Length:
4:22
Date:
    02 Jul 2019
Series:
    Commodities Focus
Podcast Title:

Bulls, bugs and beans: dry freight markets in Q2 and Q3

S&P Global Platts shipping editors George Griffiths and Sam Eckett review recent developments affecting supply and demand in the container and dry bulk freight markets and look ahead to Q3, including the impact of trade tensions...

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Length:
09:13
Date:
    30 Jun 2019
Series:
    Capitol Crude
Podcast Title:

ConocoPhillips’ top economist on the oil market outlook and peak demand

While the peak oil theory is dead, the industry faces a very real prospect of peak demand -- and sooner than you might think. Helen Currie , ConocoPhillips' chief economist, talked with Capitol Crude about where the major US oil...

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Length:
9:36
Date:
    28 Jun 2019
Series:
    Oil Markets
Podcast Title:

How do current tensions in the Middle East affect crude flows to Asia?

Singapore-based S&P Global Platts editors Eesha Muneeb and Avantika Ramesh examine the impact on prices as well as the level of concern among Asian refiners, traders and buyers, amid the geopolitical tension brewing in the Middle East,...

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Length:
5:28
Date:
    26 Jun 2019
Series:
    Battery Metals
Podcast Title:

Will potassium-ion batteries replace lithium-ion batteries? (Part 2 of 2)

As technology evolves, several researchers are trying to identify the game-changer that could disrupt lithium-ion technologies in the battery space by being more cost effective and delivering longer driving ranges

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Length:
14:49
Date:
    25 Jun 2019
Series:
    Commodities Focus
Podcast Title:

Could rain woes sink US corn and ethanol?

US corn futures have been soaring since May, as persistent rains have pummeled the Midwest. Now, the impact of the rains are being felt not just for corn, but for ethanol as well

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Length:
15:15
Date:
    23 Jun 2019
Series:
    Capitol Crude
Podcast Title:

With fate of supply cut agreement at stake, has OPEC lost its oil market grip?

After weeks of uncertainty, OPEC and its allies will meet July 1 and 2 in Vienna and the fate of the 1.2 million b/d production cut agreement will be the key item on the agenda

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Length:
13:43
Date:
    20 Jun 2019
Series:
    Oil Markets
Podcast Title:

Angola’s challenges as crude production and differentials slide

Production is at fresh lows and prices are following suit, but there are signs Angola is taking steps to stem the decline. Joel Hanley talks to Eklavya Gupte and Kristi Rotlaender about an expected upturn in demand for Angola’s heavy...

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Length:
08:58
Date:
    17 Jun 2019
Series:
    Capitol Crude
Podcast Title:

US energy exporters undeterred by trade risks, geopolitics: DOE's Brouillette

The Trump administration took a message of abundant US energy exports to the G-20 energy meetings in Karuizawa, Japan, over the weekend

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Length:
5:35
Date:
    16 Jun 2019
Series:
    Capitol Crude
Podcast Title:

IEA chief talks oil tanker attacks, slowing oil demand and US crude exports

Oil tanker attacks have the International Energy Agency "seriously concerned" about oil supply security, and yet oil demand growth concerns have tempered the price reaction for now

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Length:
6:38
Date:
    13 Jun 2019
Series:
    Oil Markets
Podcast Title:

Oil market feels impact from US oversupply of light ends

With refined products such as naphtha and LPG beset by structural weakness, what are the longer term prospects for the lighter end of the barrel? S&P Global Platts Analytics’ lead petrochemicals analyst Mike McCafferty joins Joel...

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Length:
06:21
Date:
    13 Jun 2019
Series:
    Commodities Focus
Podcast Title:

Wet weather delays fieldwork, drops US Midwest diesel prices

Severe weather this year in the US Midwest has kept farmers from planting crops, cutting regional diesel demand. Even with prices at multimonth lows, the market is unlikely to quickly reverse course due not only to high stocks of...

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Length:
10:00
Date:
    12 Jun 2019
Series:
    Battery Metals
Podcast Title:

The battery of the future: Seeking higher energy density

Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances

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Length:
12:06
Date:
    09 Jun 2019
Series:
    Capitol Crude
Podcast Title:

US refiners fight tariff on Mexican crude imports as trade concerns weigh on oil prices

In the thick of its trade dispute with China, the Trump administration threatened last week to start yet another tariff fight with a major trading partner: Mexico

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Length:
17:17
Date:
    07 Jun 2019
Series:
    Oil Markets
Podcast Title:

Strong NWE gasoline masks a weaker global picture

Crude oil pipeline contamination in Europe has boosted gasoline cracks, which are masking a softer reality across regions. S&P Global Platts editors Eleni Pittalis , Solomon Lanitis and Tamara Sleiman discuss market dynamics on both...

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Length:
12:15
Date:
    07 Jun 2019
Series:
    Commodities Focus
Podcast Title:

Novatek’s Mark Gyetvay on LNG, US sanctions and trade tensions

Mark Gyetvay, CFO and deputy chairman of the management board at Novatek, visits S&P Global Platts for an interview with S&P Global Platts senior writer for LNG, Lucie Roux

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Length:
13:54
Date:
    07 Jun 2019
Series:
    Commodities Focus
Podcast Title:

Marine Fuel 0.5% cash, derivatives prices surge as markets prepare for IMO 2020

Markets are now gearing up for the implementation of the International Maritime Organization's new sulfur cap regulation, which takes effect on January 1, 2020

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Length:
7:45
Date:
    06 Jun 2019
Series:
    Commodities Focus
Podcast Title:

Heading into summer, California power forwards soar, ERCOT reserve margin narrows

Last summer, ERCOT saw record power demand, while California power prices reached an all-time high. With another summer coming up, S&P Global Platts senior pricing specialists Kassia Micek , Kelli Ainsworth and Jeff Zhou discuss ISO...

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Length:
10:45
Date:
    03 Jun 2019
Series:
    Commodities Focus
Podcast Title:

Global aluminum scrap industry prepares for China’s newest normal

As China will restrict imports of aluminum scrap from July, the global scrap industry is preparing for the material flow change by the world’s biggest scrap-consuming nation

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Length:
11:09
Date:
    02 Jun 2019
Series:
    Capitol Crude
Podcast Title:

Trump’s offshore policy stalled, but industry continues eastern Gulf push

Some view the Trump administration’s push to expand offshore oil and gas drilling to most federal waters as a failure. But with plans for oil and gas lease sales for the Atlantic and Arctic on an indefinite hold, amid court battles and...

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Length:
13:56
Date:
    31 May 2019
Series:
    Commodities Focus
Podcast Title:

Middle East crude: Opportunities in uncertain times

Global crude oil prices have fallen to two-month lows in recent days amid concerns that the ongoing trade dispute between the US and China could slow global demand growth

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Length:
5:29
Date:
    30 May 2019
Series:
    Commodities Focus
Podcast Title:

Will the reelection of the Modi government ignite India's steel market?

India's steel industry largely views the continuation of Prime Minister Narendra Modi's government as positive for steel demand. Which parts of his economic program may stimulate demand? And how may steel industry consolidation play a...

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Length:
06:22
Date:
    27 May 2019
Series:
    Capitol Crude
Podcast Title:

Despite global push to reduce plastic use, demand impact for oil and other feedstocks remains unaffected

A movement to reduce plastic use has led to bans worldwide on shopping bags, straws and other single-use items, but no noticeable impact on demand for crude oil and other feedstocks used to make plastic

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Length:
8:48
Date:
    24 May 2019
Series:
    Oil Markets
Podcast Title:

Why is the fuel oil sulfur spread going bananas?

After months near parity, the spread between high and low sulfur fuel oil has suddenly blown out. What’s behind this move and what could it mean for the feedstocks market? Eleni Pittalis and Sarah-Jane Flaws explain all to Joel Hanley

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Length:
09:26
Date:
    23 May 2019
Series:
    Commodities Focus
Podcast Title:

What can the market expect from Chinese steel in Q3?

China's crude steel production is soaring but steel prices and economic data suggest some underlying weakness in end user segments

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Length:
05:40
Date:
    22 May 2019
Series:
    Commodities Focus
Podcast Title:

Energy-related blockchain applications making their presence felt in commodity markets

Energy-related blockchain applications and platforms are beginning to work their way into commodities markets, where distributed ledger technology can streamline processes like tracking oil inventories or renewable energy certificates

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Length:
22:38
Date:
    21 May 2019
Series:
    Commodities Focus
Podcast Title:

Asia continues to drive polypropylene, polyethylene demand: Borouge CEO

Borouge Chief Executive Officer Wim Roels joins S&P Global Platts Associate Editor Regina Sher to examine the demand growth for polyethylene and polypropylene, the impact of environmental sustainability and recycling on the polymers...

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Length:
08:22
Date:
    20 May 2019
Series:
    Commodities Focus
Podcast Title:

Germany’s increasing relevance to European gas markets

Germany’s role in European gas is set to grow, with more gas landing directly via Nord Stream 2 and proposed LNG terminals, while the two German hubs, NetConnect Germany and Gaspool, are set to merge

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Length:
11:54
Date:
    19 May 2019
Series:
    Capitol Crude
Podcast Title:

The new, lighter US crude grade flowing from Texas to Asia

As tighter US sanctions against Iran continue to change global oil flows, Asian refiners are testing a new grade of lighter crude flowing from the Permian Basin

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Length:
6:38
Date:
    15 May 2019
Series:
    Commodities Focus
Podcast Title:

Offshore Technology Conference at 50 spotlights increasingly robust deepwater

At its 50th year, Houston's Offshore Technology Conference highlighted panels that showed a global deepwater that has become increasingly robust, with several countries tendering for the first time in years and oil and gas operators...

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Length:
18:26
Date:
    15 May 2019
Series:
    Commodities Focus
Podcast Title:

What's the outlook for global polyolefin markets?

Hetain Mistry , lead analyst, petrochemicals, speaks with senior editor Luke Milner about the latest Global Polyolefin Outlook from S&P Global Platts Analytics , discussing key short, medium and longer term market dynamics and the...

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Length:
09:17
Date:
    15 May 2019
Series:
    Oil Markets
Podcast Title:

Turbulence ahead for EMEA jet fuel due to Asian exports, airline economics

European stocks of jet fuel are on the rise amid uncertain signals for demand and rising crude oil prices. S&P Global Platts reporters Francesco di Salvo and Gary Clark tell Joel Hanley about the state of the aviation fuel market ahead...

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Length:
10:16
Date:
    14 May 2019
Series:
    Commodities Spotlight
Podcast Title:

US LNG exports drive call for JKM-style pricing for LNG in Europe

The US sees Europe as a key market to take some of the huge volumes of LNG it will have to export so it can keep producing oil in the coming years

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Length:
12:37
Date:
    14 May 2019
Series:
    Commodities Focus
Podcast Title:

Escalating US-China trade tensions could hit consumer confidence, depress global petrochemical demand

The new US 25% tariff hike and China’s retaliatory tariffs on $60 billion of US goods have roiled global markets, including the commodity sector

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Length:
13:36
Date:
    13 May 2019
Series:
    Commodities Focus
Podcast Title:

As US-China trade dispute widens, uncertainty weighs on commodity markets

The US-China trade dispute has widened in recent days, with China announcing increased tariffs on $60 billion of US goods, including LNG, just days after the US raised tariffs on $200 billion worth of Chinese goods, with the...

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Length:
33:11
Date:
    13 May 2019
Series:
    Oil Markets
Podcast Title:

Iran sanctions begin to bite; what does IMO 2020 mean for fuel oil?

The expiration of the US-issued Iranian sanctions waivers has now passed, leaving regular buyers of Iranian crude – and the fuel oil market – short of a regular supply line

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Length:
10:50
Date:
    12 May 2019
Series:
    Capitol Crude
Podcast Title:

Iran waivers have ended — is the muted price reaction an illusion?

On this week’s podcast we speak with Henry Rome , an Iran analyst with the Eurasia Group, about why the global oil market is not as stable and well-supplied as the Trump administration wants the world to believe

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Length:
16:29
Date:
    10 May 2019
Series:
    Commodities Focus
Podcast Title:

US refining margins poised for recovery after dismal Q1

S&P Global Platts editors Seth Clare and Kristian Tialios unpack first-quarter earnings from the US refining sector and discuss the causes for the industry’s lackluster margins

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Length:
13:14
Date:
    05 May 2019
Series:
    Capitol Crude
Podcast Title:

Charting a path forward for the US oil sector as productivity rises

The US is producing more than twice the oil it was a decade ago, with about a third of the workers needed to do so, according to Jamie Webster , a senior director at the BCG Center for Energy Impact

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Length:
18:16
Date:
    02 May 2019
Series:
    Commodities Focus
Podcast Title:

Offshore Technology Conference celebrates 50th anniversary, long-awaited revival of offshore sector

The Offshore Technology Conference promises to be a special event this year -- not only is it the 50th anniversary of the well-attended Houston event, but offshore exploration globally is heating up in a big way

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Length:
17:18
Date:
    02 May 2019
Series:
    Oil Markets
Podcast Title:

Russian crude oil contamination causes European supply shock

A high dose of organic chlorides in Urals crude oil has shut down European refineries and led to severe logistical and price complications

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Length:
09:36
Date:
    28 Apr 2019
Series:
    Capitol Crude
Podcast Title:

Does zero mean zero? Why Iranian oil exports won’t end as waivers expire

The Trump administration will not extend its Iran sanctions waivers to China, India and other buyers in an attempt to push Iran exports to zero

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Length:
18:20
Date:
    25 Apr 2019
Series:
    Oil Markets
Podcast Title:

What does the end of the Iran sanction waivers mean to Asian crude and condensate buyers?

The US announced the end of all waivers from Iran oil sanctions when they expire on May 2. Ada Taib , Eesha Muneeb and Andrew Toh , S&P Global Platts editors in Asia, examine what this announcement means to crude oil buyers in the...

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Length:
6:25
Date:
    25 Apr 2019
Series:
    Oil Markets
Podcast Title:

Gasoline resurgent, but why and where next?

Gasoline has emerged from its recent winter doldrums but what is behind this and what can the market expect as the year wears on? S&P Global Platts staff Solomon Lanitis and Allen Reed discuss the top of the barrel with Francesco di...

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Length:
12:04
Date:
    21 Apr 2019
Series:
    Capitol Crude
Podcast Title:

Trump wants Saudi oil price help, but are relations too damaged?

Crown Prince Mohammad Bin Salman arrived in the US a year ago to help write a new chapter in US-Saudi relations, but following the murder of Jamal Khashoggi, have relations been irreparably strained? On this week’s Platts Capitol Crude...

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Length:
16:01
Date:
    18 Apr 2019
Series:
    Battery Metals
Podcast Title:

Lithium market to remain oversupplied in 2019 despite Q1 disruptions

Despite some production issues related to heavy rains in South America, lithium production is expected to keep growing faster than demand this year, especially in the case of lithium hydroxide

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Length:
12:21
Tags:
Non-Ferrous
Date:
    18 Apr 2019
Series:
    Oil Markets
Podcast Title:

So what happened at MPGC 2019?

As ever, the Middle East Petroleum & Gas Conference has provided plenty to talk about from currency rows to Trump tweets. Fresh from Dubai, Dave Ernsberger , S&P Global Platts global head of energy, and Vera Blei , global director of...

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Length:
19:31
Date:
    14 Apr 2019
Series:
    Capitol Crude
Podcast Title:

Washington state bill to limit vapor pressure for crude oil shipped by rail would have wide-ranging impacts

A bill in Washington state could shut down 150,000 b/d of Bakken rail traffic through the Pacific Northwest, boost oil imports from Alaska and Asia through Puget Sound and increase North Dakota shipments to the US Gulf Coast

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Length:
7:40
Date:
    11 Apr 2019
Series:
    Commodities Focus
Podcast Title:

US midstream sector eyes LNG opportunities, Mexico growth and financial overhauls

S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview with natural gas managing editor Joe Fisher the upcoming first-quarter earnings season for...

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Length:
12:35
Date:
    10 Apr 2019
Series:
    Oil Markets
Podcast Title:

How Russian Urals crude is reacting to the sweet and sour inversion

With heavy sour crudes seeing remarkable value versus their light sweet counterparts, how are Russia’s Urals and the Europe’s fuel oil markets responding? S&P Global Platts reporters Gillian Carr and Sarah-Jane Flaws give Joel Hanley...

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Length:
7:52
Date:
    09 Apr 2019
Series:
    Commodities Focus
Podcast Title:

US, Asian zorba prices rise, but impact on other scrap items and alloys minimal

Though aluminum scrap sources in the US and Asia have noticed an uptick in zorba prices in the past month, prices of other scrap items have only inched upwards in the same time frame

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Length:
7:18
Date:
    07 Apr 2019
Series:
    Capitol Crude
Podcast Title:

Regulations, Trump and the consequences of a US move away from transparency

Nine years ago, President Barack Obama signed a regulation into law requiring oil, gas and mining companies to publicly report all payments made to governments, an effort aimed at curbing decades of corruption, but President Donald...

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Length:
18:52
Date:
    05 Apr 2019
Series:
    Commodities Focus
Podcast Title:

IMO 2020: Evolving storage dynamics in Asia in the run up to 2020

The new sulfur cap set by the International Maritime Organization will be implemented in January 2020. As the sulfur cut is so drastic, from 3.5% to 0

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Length:
7:25
Date:
    03 Apr 2019
Series:
    Oil Markets
Podcast Title:

Forward fuel and the sticky bitumen question

Forward prices of high sulfur fuel oil are seeing understandable pressure as 2020 approaches. S&P Global Platts reporters Tamara Sleiman and Jack Jordan discuss this with Joel Hanley , as well as the possible options for bitumen...

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Length:
08:33
Date:
    02 Apr 2019
Series:
    Commodities Focus
Podcast Title:

Lessons from AFPM 2019: Crude grades, Venezuela, jet fuel, fires

S&P Global Platts oil market editors Seth Clare , Laura Huchzermeyer , Maria Eugenia Garcia and Daron Jones discuss the most talked about themes they heard while attending the American Fuel and Petrochemical Manufacturers' Annual...

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Length:
8:36
Date:
    01 Apr 2019
Series:
    Commodities Focus
Podcast Title:

What we learned from the FT Commodities Global Summit

Having returned from attending the FT Commodities Global Summit in Geneva, S&P Global Platts editors Robert Perkins and Diana Kinch discuss the main takeaways affecting issues such as oil demand, electric vehicles, battery metals and...

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Length:
17:51
Date:
    31 Mar 2019
Series:
    Capitol Crude
Podcast Title:

Is maximum pressure on Iran possible with oil sanctions waivers?

A month from now, waivers which have allowed Iran’s biggest crude oil and condensate buyers to keep buying Iranian oil are set to expire

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Length:
13:09
Date:
    29 Mar 2019
Series:
    Commodities Focus
Podcast Title:

US-China trade tensions in focus as the LNG2019 conference in Shanghai takes center stage

S&P Global Platts senior natural gas writer Harry Weber and Platts Analytics team lead for North America natural gas Ross Wyeno preview the upcoming LNG2019 conference in Shanghai with natural gas managing editor Joe Fisher

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Length:
10:13
Date:
    28 Mar 2019
Series:
    Commodities Focus
Podcast Title:

California ISO’s Steve Berberich talks renewables, storage and reliability

Increasing renewable integration is poised to transform the California power grid in the coming years. Steve Berberich, CEO and president of the California Independent System Operator, talks with Kassia Micek and Kelli Ainsworth ,...

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Length:
20:15
Date:
    28 Mar 2019
Series:
    Oil Markets
Podcast Title:

Dated Brent crude oil grades feel impact of strong buying interest

S&P Global Platts reporters Emma Kettley and Gillian Carr speak to Joel Hanley about the sudden strong buying interest in the North Sea Dated Brent crude complex, as well as the knock-on effect on grades such as Russia's Urals

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Length:
08:39
Date:
    27 Mar 2019
Series:
    Commodities Focus
Podcast Title:

US Gulf of Mexico Lease Sale 252 bodes well for future exploration in the region

US Gulf of Mexico Lease Sale 252 saw the largest number of total high bids in two years and four auctions. The 30 oil company participants were willing to spend on more acreage to replenish their inventories and prop up production,...

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Length:
4:54
Date:
    26 Mar 2019
Series:
    Commodities Focus
Podcast Title:

Weak dry bulk carrier market hits bunker fuel demand

S&P Global Platts editors Su Ling Teo and Andrew Khaw examine how the weakness in the dry bulk market, particularly following the dam collapse at a Vale mine dam in Brazil, which in turn stoked concerns over a severe drop in tonne mile...

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Length:
5:33
Date:
    24 Mar 2019
Series:
    Capitol Crude
Podcast Title:

Will Venezuela’s oil sector ever recover?

On this week’s Capitol Crude, Frank Verrastro and Andrew Stanley with the Center for Strategic & International Studies’ energy and national security program talk about the state of Venezuela’s oil sector, the impact of US sanctions on...

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Length:
23:56
Tags:
Oil, Americas
Date:
    22 Mar 2019
Series:
    Oil Markets
Podcast Title:

Oil Markets podcast – Africa's oil opportunities

Ahead of the African Refiners’ Association conference in Cape Town, S&P Global Platts reporters Francesco Di Salvo and Eklavya Gupte tell Joel Hanley of the trends, challenges and opportunities facing the continent’s oil industry

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Length:
16:03
Tags:
Oil, EMEA
Date:
    22 Mar 2019
Series:
    Oil Markets
Podcast Title:

US crude oil returns to China in small volumes amid ongoing US-China trade talks

US crude is returning to China in small volumes, signaling growing confidence among Chinese buyers that the ongoing trade talks between China and the US will yield a favorable outcome

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Length:
03:56
Date:
    22 Mar 2019
Series:
    Battery Metals
Podcast Title:

What's in store for China's new energy vehicles?

China plays a crucial role in the global electric vehicles industry. It consumes more than half of the world's battery raw materials

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Length:
10:06
Tags:
Non-Ferrous
Date:
    20 Mar 2019
Series:
    Commodities Focus
Podcast Title:

Container ships create occasional snarls for Houston Ship Channel traffic

Kristen Hays, senior petrochemicals editor, sits down with Josh Pedrick, managing editor for Americas aromatics, to talk about the growing headaches for the Houston Ship Channel

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Length:
8:49
Date:
    19 Mar 2019
Series:
    Commodities Focus
Podcast Title:

US oil and gas production outlook for 2019: Permian, Bakken, Appalachia

S&P Global Platts senior gas writer J. Robinson talks with Platts Analytics senior oil and gas analyst Taylor Cavey about some of the biggest trends in upstream production for 2019, with a look at Permian Basin supply growth and...

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Length:
11:26
Date:
    17 Mar 2019
Series:
    Capitol Crude
Podcast Title:

Tales from Houston: A three-act market opera

Platts Capitol Crude was in Houston last week talking with S&P Global editors about three stories shaping the domestic oil market

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Length:
22:00
Date:
    15 Mar 2019
Series:
    Commodities Focus
Podcast Title:

CERAWeek reflections: Fuel diversity in focus for an energy-hungry world

S&P Global Platts senior natural gas writer Harry Weber , senior power editor Mark Watson , associate markets editor Kassia Micek and coal managing editor Andrew Moore discuss with natural gas managing editor Joe Fisher key topics...

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Length:
33:08
Date:
    14 Mar 2019
Series:
    Commodities Focus
Podcast Title:

US Northwest gas and power prices spike amid cold snap

Natural gas prices at the Sumas hub in the Pacific Northwest reached a record high on March 1. On the same day, power prices at Mid-Columbia hub in the Northwest soared to an 18-year high

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Length:
6:06
Date:
    12 Mar 2019
Series:
    Capitol Crude
Podcast Title:

Capitol Crude at CERAWeek: Is US foreign policy now managing the oil market?

After years of complaints from US policymakers that OPEC was having undue influence on global oil prices, has US foreign policy become the major manager of the world crude market? With sanctions, tweets from President Trump and trade...

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Length:
8:50
Date:
    11 Mar 2019
Series:
    Capitol Crude
Podcast Title:

Capitol Crude at CERAWeek: Shifting global crude flows amid US sanctions on Venezuela, Iran

On this special edition of Platts Capitol Crude from CERAWeek by IHS Markit in Houston we’re talking about the shifting global flows in crude grades

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Length:
14:06
Date:
    08 Mar 2019
Series:
    Capitol Crude
Podcast Title:

Why US oil producers don’t want Congress to go after OPEC

On this early edition of Capitol Crude, we predict the top themes of next week’s CERAWeek, the mega-conference where US shale producers, US government officials and OPEC ministers rub elbows

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Length:
9:10
Date:
    07 Mar 2019
Series:
    Commodities Focus
Podcast Title:

The shifting map for LNG trade flows and the outlook for prices and new projects

S&P Global Platts senior natural gas writer Harry Weber and natural gas managing editor Joe Fisher in Houston talk with LNG editor Luke Stobbart in London about trade-flow trends that have seen Europe become a favored destination for...

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Length:
20:25
Date:
    07 Mar 2019
Series:
    Oil Markets
Podcast Title:

Parties! Protests! Dinosaurs! IP Week 2019 in review

S&P Global Platts Joel Hanley , Dave Ernsberger and Francesco Di Salvo discuss the highs and lows of London's International Petroleum Week

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Length:
14:22 mins
Tags:
Oil, Global
Date:
    07 Mar 2019
Series:
    Brussels To Beijing
Podcast Title:

Russia's Nord Stream 2 gas link set to face EU regulated tariffs

Russia's Nord Stream 2 natural gas link to Germany is set to have to reveal data on its costs and tariffs under a draft accord to apply EU market rules to it

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Length:
8:37 mins
Date:
    06 Mar 2019
Series:
    Commodities Focus
Podcast Title:

A tale of two coals: Thermal and coking coal prices amid China's import curbs

Confusion over China's policy on coal imports has been hounding the Asian coal market since late-January. There have been talks among market participants about an import ban on Australian coal at China's ports in the northeast, but a...

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Length:
4:07
Date:
    05 Mar 2019
Series:
    Commodities Focus
Podcast Title:

US wind generation growth and the threat of steel tariffs, expiring tax credits

US wind generation is expected to continue booming over the coming years, but many see the steel tariffs and end of the tax credit in 2020 as threatening that growth

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Length:
10:00
Date:
    03 Mar 2019
Series:
    Capitol Crude
Podcast Title:

US maritime security in the shale age

Have record US oil production and crude exports changed the US role in global maritime security? How can oil flows calm the brewing feud between the US and China? Is the closure of the Strait of Hormuz a credible threat? On this week’s...

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Length:
15:04
Date:
    28 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Aluminum scrap market in transformation

Scrap aluminum has gone wild. There are new taxes and financial obligations in China and Vietnam; licenses, regulations and restrictions in Vietnam, Taiwan, Brazil, and other countries, resulting in unpredictable price trends

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Length:
14:07 mins
Tags:
Metals, Global
Date:
    28 Feb 2019
Series:
    Commodities Focus
Podcast Title:

The rundown on the shipping markets in the run-up to IMO 2020

The tremors of IMO 2020 - The mandated shift to low sulfur marine fuel which officially kicks in January 1, 2020 - will begin to be felt months from now and have already begun to work their way into the fabric of the already complex...

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Length:
16:22 mins
Date:
    26 Feb 2019
Series:
    Oil Markets
Podcast Title:

How the US sanctions on Venezuela's PDVSA impact Asian crude oil buyers

The US sanctions on Venezuela's state-owned PDVSA in January could block exports of roughly 500,000 b/d of Venezuelan crude bound for US Gulf Coast refineries

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Length:
5:04
Date:
    26 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Volatility increases in Asia-Pacific thermal coal market on China's imports restriction

China's stop-go imports market has spread uncertainty and price volatility across the Asia-Pacific seaborne market, impacting prices for Australian, Indonesian and even for Chinese domestic coal, which enjoyed a small boost with less...

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Length:
7:59
Date:
    24 Feb 2019
Series:
    Capitol Crude
Podcast Title:

Is oil price volatility dead? (Spoiler: No.)

Sanctions have been imposed and reimposed, US oil production continues to shatter records, but WTI and Brent prices have yet to blink

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Length:
16:44
Date:
    22 Feb 2019
Series:
    Commodities Focus
Podcast Title:

What happened to China's steel output cuts and will government incentives stimulate steel demand?

China's winter steel production cut agenda seems to have gone quiet. Will this result in even stronger steel output? Meanwhile, Beijing has unleashed some incentives to rekindle buying in the consumer-segments, but will it translate...

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Length:
6:31 mins
Tags:
Metals, APAC
Date:
    21 Feb 2019
Series:
    Commodities Focus
Podcast Title:

PJM CEO Andy Ott goes in depth on energy and capacity market design changes

The PJM Interconnection has several market design changes underway, including adjustments to energy reserve price formation and the way its capacity market is structured that will significantly impact market participants going forward

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Length:
25:29
Date:
    21 Feb 2019
Series:
    Oil Markets
Podcast Title:

Azerbaijan prepares to host OPEC/non-OPEC JMMC, boost domestic energy sector

Azerbaijan will host the OPEC/non-OPEC joint ministerial monitoring committee meeting in Baku on March 18, pushing it into the global energy spotlight

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Length:
6:29 mins
Tags:
Oil, Global
Date:
    21 Feb 2019
Series:
    Oil Markets
Podcast Title:

Spotting the big oil trends ahead of IP Week 2019

As traders are set to gather in London for International Petroleum Week, S&P Global Platts reporters from across the barrel tell Joel Hanley which oil stories will be heard in the meetings and parties around town

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Length:
10:45 mins
Date:
    20 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Why BAF is failing the container industry, the next step in bunker costs recovery

With the looming shadow of IMO 2020 on the horizon, there is a growing confusion and discord in the container market when it comes to recovery of bunker costs in freight contracts

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Length:
7:49 mins
Date:
    18 Feb 2019
Series:
    Capitol Crude
Podcast Title:

US refiners and the case against an IMO 2020 oil price shock

Is the looming IMO 2020 deadline for cleaning up marine fuels the Y2K of today's oil market? The American Fuel & Petrochemical Manufacturers say US refiners are well prepared to meet the stricter sulfur standards by January 1 after...

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Length:
10:12
Date:
    18 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Global methanol markets: growing capacities and shifting trade flows

Increasing trade tensions and expectations of new capacities in Iran, the US and Latin America this year are set to change the complexion of the global methanol market

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Length:
13:18 mins
Date:
    15 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Winter storms batter US power markets, driving up demand and prices

Winter storms have battered the US in January and February and caused consumers to crank up their heaters, driving up power demand and prices as temperatures have lingered below freezing for days

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Length:
15:30
Date:
    15 Feb 2019
Series:
    Commodities Focus
Podcast Title:

What should commodities markets look for in European automotive data?

S&P Global Platts specialists take a look at what developments in the European automobile industry might mean for metals, plastics and fuels

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Length:
12:18 mins
Date:
    14 Feb 2019
Series:
    Oil Markets
Podcast Title:

Nigerian election puts focus on country's energy future

In this edition of the podcast, S&P Global Platts Francesco Di Salvo joins editors Eklavya Gupte and Philip Reeder to discuss the lead-up to the Nigerian general election on February 16

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Length:
12:34 mins
Tags:
Oil, Global
Date:
    14 Feb 2019
Series:
    Battery Metals
Podcast Title:

Developments in battery metal raw materials; nickel and cobalt supply outlooks

S&P Global Platts global market and methodology specialist Marcel Goldenberg , battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and...

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Length:
10:54 mins
Date:
    13 Feb 2019
Series:
    Metals Meltdown
Podcast Title:

Trade tensions, uncertain landscape weigh heavy on Mexican rebar market

This month, the S&P Global Platts Metals Meltdown series focuses on recent market developments in the Mexican rebar market and takes a look at what topics will become important in 2019

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Length:
9:43 mins
Date:
    10 Feb 2019
Series:
    Capitol Crude
Podcast Title:

US sanctions on Venezuela pressure global crude flows

It’s been two weeks since the Trump administration unveiled sanctions on PDVSA, Venezuela’s state-owned oil company, and questions remain over where US Gulf Coast refiners will find replacement, heavy barrels, where Venezuela might...

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Length:
7:18
Date:
    08 Feb 2019
Series:
    Oil Markets
Podcast Title:

Venezuelan sanctions threaten to remap oil trade-flows across the Atlantic

In this edition of the podcast, Joel Hanley joins S&P Global Platts reporters Herman Wang, Philip Reeder and Solomon Lanitis to discuss the fall-out from US sanctions on Venezuela

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Length:
10:45 mins
Tags:
Oil, Global
Date:
    06 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Major factors to influence Brazil's sugar and ethanol markets in 2019

Brazilian sugar and ethanol price specialists Nicolle Monteiro de Castro and Phillip Herring discuss the primary drivers of supply and demand that will affect Brazilian sugar and ethanol markets in 2019

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Length:
14:01
Date:
    05 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Baltic Sea Handysize tanker rates at record highs

S&P Global Platts editor Peter Farrell and senior pricing specialist Arthur Richier discuss the state of the dirty and clean Handysize tanker markets in the Baltic Sea, and how low availability of ice-class tonnage and port...

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Length:
7:09 mins
Tags:
Shipping, EMEA
Date:
    05 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Latest trends from the Global Polyolefin Outlook

Petrochemical editor Lara Berton interviews lead petrochemical analyst Hetain Mistry about the latest S&P Global Platts Analytics Global Polyolefin Outlook , discussing the short, medium and longer term key market dynamics and price...

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Length:
9:32 mins
Date:
    03 Feb 2019
Series:
    Capitol Crude
Podcast Title:

US-Middle East alliances in the age of shale

Rampant oil consumption in Middle East nations is undermining their energy export economies and subsidy reform is desperately needed, Jim Krane argues in his new book “Energy Kingdoms: Oil and Political Survival in the Persian Gulf

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Length:
15:03
Date:
    01 Feb 2019
Series:
    Commodities Focus
Podcast Title:

Polar vortex, shutdown weigh heavy on US gasoline demand

S&P Global Platts analysts think US gasoline demand will take a hit from the subzero weather in much of the country. And then there are the federal employee who just got back in their cars for work

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Length:
8:07
Date:
    31 Jan 2019
Series:
    Commodities Focus
Podcast Title:

S&P Global Platts launches Latin American corn assessment as exports gain global relevance

Argentina and Brazil are growing in importance as exporters of corn, with global buyers now having one eye on crop development in Argentina and the other on the second crop planting in Brazil

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Length:
6:13
Date:
    31 Jan 2019
Series:
    Oil Markets
Podcast Title:

Brent-Dubai narrows sharply ahead of fresh OPEC oil output cuts, sour crude shortage

Sour crude oil differentials have risen sharply relative to sweet crude grades in the Atlantic Basin as OPEC moves to cut back on production, sending the differential between the Brent and Dubai markets to its narrowest levels since...

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Length:
6:13 mins
Tags:
Oil, Global
Date:
    30 Jan 2019
Series:
    Commodities Focus
Podcast Title:

Atlantic dry bulk freight sinks to two-year lows

S&P Global Platts editors George Griffiths , Jamila Al-Ibrahim and Sam Eckett discuss the state of the Atlantic dry bulk market ahead of the Chinese New Year, and what we can expect for the remainder of the first quarter of 2019

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Length:
7:32 mins
Date:
    27 Jan 2019
Series:
    Capitol Crude
Podcast Title:

Has jet fuel replaced gasoline as the driver of global oil demand?

Global gasoline demand is stagnating and stronger fuel economy standards and the rise of electric vehicles could soon push demand down

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Length:
9:46
Date:
    25 Jan 2019
Series:
    Commodities Focus
Podcast Title:

China’s industrial policies shift global aluminum scrap trade, push prices down

Aluminum trade had a big year in 2018, and while US tariffs got a lot of media attention, China also took action that has impacted nonferrous scrap trade and prices worldwide

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Length:
15:42
Date:
    24 Jan 2019
Series:
    Metals Meltdown
Podcast Title:

Focus on European definitive safeguard measures on steel imports

The S&P Global Platts Metals Meltdown series focuses on recent market developments in the European steel market and takes a look at what topics will become important in 2019

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Length:
8:58 mins
Tags:
Steel, EMEA
Date:
    23 Jan 2019
Series:
    Commodities Focus
Podcast Title:

Soybean export markets hold breath on US-China updates

Soybean markets are holding their breath while the US and China discuss a possible resolution of the trade war that shook global trade flows in 2018

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Length:
17:28
Date:
    23 Jan 2019
Series:
    Oil Markets
Podcast Title:

Light and heavy oil products in Europe invert again

S&P Global Platts editors Tamara Sleiman , Philip Reeder and Eklavya Gupte tell Joel Hanley how the inversion in fuel oil and naphtha cracks speaks of structural shortages in heavy ends and very challenging market conditions for the...

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Length:
12:26 mins
Tags:
Oil, Global
Date:
    21 Jan 2019
Series:
    Capitol Crude
Podcast Title:

US shutdown threatens Trump’s ethanol promise

The US Environmental Protection Agency is running out of time to deliver on President Donald Trump's promise to approve 15% ethanol blends by this summer’s driving season

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Length:
11:34
Date:
    18 Jan 2019
Series:
    Oil Markets
Podcast Title:

S&P Global Platts announces CIF Rotterdam offers to be included in Dated Brent assessment

Platts editors Joel Hanley and Paula VanLaningham discuss the January 14 subscriber note on the inclusion of offers on a CIF Rotterdam basis into FOB Dated Brent crude oil from November 2019

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Length:
8:51 mins
Tags:
Oil, Global
Date:
    16 Jan 2019
Series:
    Commodities Focus
Podcast Title:

How fears of a US recession could impact spending in the US natural gas midstream sector

S&P Global Platts senior natural gas writer Harry Weber and Americas natural gas managing editor Joe Fisher discuss the outlook for the US midstream sector as fourth-quarter 2018 earnings reporting season begins, from the appetite for...

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Length:
11:47
Date:
    15 Jan 2019
Series:
    Commodities Focus
Podcast Title:

IMO 2020: Evolution of the refining landscape

Jason Silber , global head of Platts Ocean Intelligence, is joined by Janet McGurty , senior oil writer at S&P Global Platts, and Richard Joswick , head of oil pricing and trade flow analytics for S&P Global Platts Analytics, to...

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Length:
26:43
Date:
    13 Jan 2019
Series:
    Capitol Crude
Podcast Title:

Is Interior going too far for offshore oil production?

The Trump administration is pushing to expand oil and gas drilling to nearly all federal waters while weakening offshore safety rules developed in response to the Deepwater Horizon disaster

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Length:
17:49
Date:
    11 Jan 2019
Series:
    Commodities Focus
Podcast Title:

Oil market fundamentals: What's driving price sentiment in 2019?

The global oil market has seen major price volatility over recent months and the start of 2019 has proved equally rousing with prices on track to post their biggest weekly gain in over two years

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Length:
16:11 mins
Tags:
Oil, Global
Date:
    10 Jan 2019
Series:
    Commodities Focus
Podcast Title:

Steel market cool to China's efforts to heat economy

China's manufacturing sector is in contraction, pulled down by weak consumer segments. Flat steel prices have fallen by around 17% since late August

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Length:
5:29
Date:
    09 Jan 2019
Series:
    Oil Markets
Podcast Title:

Delays in the Turkish straits put freight markets and Urals Med crude under pressure

The Turkish straits form the link between the Black Sea and the Mediterranean – a crucial choke point for transporting crude oil

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Length:
8:16 mins
Tags:
Oil, Global
Date:
    08 Jan 2019
Series:
    Commodities Focus
Podcast Title:

Russia's Nord Stream 2 gas link on track despite EU regulation risk

Russia's controversial Nord Stream 2 and Turk Stream natural gas pipeline projects are still on track to come online at the end of this year, despite risks of EU regulation and US sanctions. The 55 Bcm/year link to Germany and 31

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Length:
8:26 mins
Date:
    06 Jan 2019
Series:
    Capitol Crude
Podcast Title:

Has Alberta become OPEC North?

On this week’s Capitol Crude podcast we look at Alberta’s recent decision to cut crude oil output by 325,000 b/d. David Goldwyn, president of Goldwyn Global Strategies , says the Canadian production curtailment may be more severe...

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Length:
15:39
Date:
    03 Jan 2019
Series:
    /MP3/010319-production-issues-keep-european-pvc-market-stable-despite-lower-feedstock-cost.mp3
Podcast Title:

Production issues keep European PVC market stable despite lower feedstock cost

Before the end of 2018 the polyvinyl chloride market experienced several production issues across Europe which led to low end of year inventories

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Length:
06:34
Tags:
Polymers, EMEA
Date:
    02 Jan 2019
Series:
    Commodities Focus
Podcast Title:

The numbers behind Trump's talk of cheaper gasoline in 2019

There's a kernel of truth behind President Donald Trump's tweet on cheap gasoline. S&P Global Platts editors Seth Clare and Jeff Bair look at the fundamentals behind Trump's Twitter prediction that gasoline will take a lower budget...

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Length:
10:24
Date:
    21 Dec 2018
Series:
    Commodities Spotlight
Podcast Title:

As US-China trade war simmers, impacts felt across many commodities

The US-China trade war has taken a number of twists and turns since July 6, when the US and China put into place 25% tariffs on $34 billion of each other’s goods

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Length:
30:49
Date:
    20 Dec 2018
Series:
    Metals Meltdown
Podcast Title:

Focus on European flat steel developments, outlook 2019

The S&P Global Platts Metals Meltdown series focuses on recent market developments in the coils market and takes a look at what topics will become important for the market in 2019

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Length:
6:49 mins
Tags:
Steel, Global
Date:
    19 Dec 2018
Series:
    Commodities Spotlight
Podcast Title:

The fast dismantling of the Venezuelan HBI industry: lack of pellets, credit and confidence

The number of factors hampering trade of Venezuelan HBI seems unlimited, and its relevance to the global industry is disappearing as it has been working at much-reduced rates for years

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Length:
9:48
Date:
    18 Dec 2018
Series:
    Brussels To Beijing
Podcast Title:

Tighter EU carbon market set to prompt more power fuel switching in Europe

2019 is set to be the year that coal-to-gas switching in power generation takes off in continental Europe. Carbon prices supported by the new market stability reserve cutting supplies, coupled with potentially lower gas prices, could...

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Length:
5:43 mins
Date:
    18 Dec 2018
Series:
    Commodities Spotlight
Podcast Title:

Trade tensions, megatrends, and sustainability in European petrochemicals

Trading relationships are top on the minds of many in Europe, especially with the evolving trade tensions between China and the US, and Brexit

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Length:
10:23 mins
Date:
    14 Dec 2018
Series:
    Oil Markets
Podcast Title:

The potential for delivered crude oil coming into Dated Brent

After the recent S&P Global Platts consultation on the Dated Brent benchmark, Platts editors Robert Beaman and Paula Vanlaningham discuss with Joel Hanley the possibility of extra crude oil being delivered into the assessment

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Length:
11:54
Date:
    13 Dec 2018
Series:
    Metals Meltdown
Podcast Title:

Focus on Turkish steel output cuts, EU safeguard: challenges in Turkey/Black Sea long products value chain

The S&P Global Platts Metals Meltdown series focuses on recent developments in the Turkish raw material and long steel markets while also looking at the European import quotas on wire rod and rebar and how this impacts the upstream...

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Length:
10:45
Tags:
Steel, Global
Date:
    13 Dec 2018
Series:
    Commodities Spotlight
Podcast Title:

Rally in natural gas prices, lower storage throws uncertainty into US winter power outlook

The recent rise in natural gas prices, combined with lower gas storage and a late November cold snap, has added some uncertainty to the US winter power outlook

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Length:
13:37
Date:
    13 Dec 2018
Series:
    Commodities Spotlight
Podcast Title:

European natural gas market faces key first quarter period

The European natural gas market has seen some dramatic changes year on year so far during the final quarter of 2018, with pricing seen volatile after crashing recently with multi-year highs seen at the beginning of the Winter 2018/19...

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Length:
10:15
Date:
    11 Dec 2018
Series:
    Commodities Spotlight
Podcast Title:

Gasoline keeps flowing from US refineries despite a huge cut to profits

Why would a refiner keep making gasoline at a loss? That's the situation facing US companies with gasoline cracks dipping into negative numbers against major US and European crude grades

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Length:
10:28
Date:
    09 Dec 2018
Series:
    Capitol Crude
Podcast Title:

Does Trump’s Iran end game hinge on oil prices?

A month after reimposing sanctions on Iranian crude oil exports, the Trump administration has no clear policy end game. What are the administration’s goals? Will sanctions waivers really be just temporary? Could high prices cause the...

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Length:
20:28
Date:
    05 Dec 2018
Series:
    Commodities Spotlight
Podcast Title:

US, China trade truce fails to cure Chinese steel malaise

Chinese steel markets rallied briefly in the wake of constructive talks between Chinese and US leaders at the G-20 meeting in Argentina, which saw the specter of additional tariffs suspended for 90-days

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Length:
6:57
Date:
    04 Dec 2018
Series:
    Capitol Crude
Podcast Title:

Will Trump’s Saudi appeasement campaign pay off at OPEC?

US President Donald Trump is putting unprecedented pressure on Saudi Arabia to keep oil prices low as OPEC ministers arrive in Vienna this week

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Length:
5:45
Date:
    03 Dec 2018
Series:
    Battery Metals
Podcast Title:

The state of cobalt supply and the potential impact on battery metal raw materials

S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks...

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Length:
8:25
Tags:
Non-Ferrous
Date:
    02 Dec 2018
Series:
    Capitol Crude
Podcast Title:

Colombia aims to double oil output, but hurdles remain

With its reserves shrinking, Colombia recently set a goal to double its oil output. But the country’s oil production has fallen and with attacks on pipelines and legal fights over fracking it remains unclear which direction output in...

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Length:
13:18
Date:
    29 Nov 2018
Series:
    Brussels To Beijing
Podcast Title:

Uncertainties over China's port restrictions hound thermal, metallurgical coal markets

The recent decision by China's National Development and Reform Commission to impose restrictions on seaborne coal imports entering the country has left the thermal and metallurgical coal market participants scratching their heads

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Length:
10:06
Date:
    27 Nov 2018
Series:
    Commodities Spotlight
Podcast Title:

What impact will the escalating tensions between Russia and Ukraine have on Azov Sea ports?

An escalation in tension between Russia and Ukraine following the seizure of three Ukrainian vessels by Russia in the Azov Sea could mean a change to market dynamics

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Length:
7:41 mins
  • Length:
  • 7:41 mins
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