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 tariffs dispute between the US and China is having on the LNG, crude, petrochemicals, metals and agriculture sectors, as well as the impact on broader economic fundamentals.
Joining in the discussion and analysis from Houston are Harry Weber, senior natural gas writer; Joe Fisher, head of Americas gas news; Sophie Byron, manager, agricultural price assessments; and Kristen Hays, global market lead, polymers.
Also taking part are Brian Scheid, senior editor, oil news, in Washington; Justine Coyne, editor, markets, metals news, in Pittsburgh; and in New York, Beth Ann Bovino, US chief economist, fixed income analytics, S&P Global Ratings.
- Could the trade war with China topple the US oil sanctions framework?
- Muddy Waters: US-China trade tensions, petcoke, and the global shipping markets