Latest Energy mix Podcast Episodes
Brazilian ethanol trading and pricing dynamics amid COVID-19
Commodities Focus Podcast - September 25, 2020 22:00 - 15 minutes ★★★★ - 16 ratingsIn 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 beginning of the 2020-21 Center-South crop and plunging demand in...
Containerized soybeans, wheat, and corn from the US to Southeast Asia on the rise
Commodities Focus Podcast - September 24, 2020 13:30 - 14 minutes ★★★★ - 16 ratingsWith 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. The US agriculture industry has spotted this crack, and expectations are high that containerized...
After Gastech, a sprint toward 2021 for the LNG sector and decision-making for projects
Commodities Focus Podcast - September 23, 2020 22:00 - 18 minutes ★★★★ - 16 ratingsIn 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 digital editor Jason Lindquist themes from the recently...
Global gas, LNG markets twisted around bullish, bearish elements, awaiting arrival of winter demand
Commodities Focus Podcast - September 18, 2020 22:00 - 15 minutes ★★★★ - 16 ratingsIra 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 winter approaches. With stagnating US production meeting...
Agriculture Focus: Seeds of the future: veg oils soar while next generation biofuels emerge
Commodities Focus Podcast - September 15, 2020 15:20 - 18 minutes ★★★★ - 16 ratingsAmid 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. As supply and demand in these markets changes, the team also look at the...
The rise of proprietary traders in oil markets: a conversation with Onyx Capital CEO
Commodities Focus Podcast - September 08, 2020 16:25 - 17 minutes ★★★★ - 16 ratingsOil markets have experienced a quiet revolution for over the last decade as proprietary trading houses have gradually replaced the participation of banks. Andy Critchlow, head of news in EMEA for S&P Global Platts, recently caught up with Greg Newman, CEO of London-based prop trader Onyx...
Dry bulk shipping: Traversing the pandemic times
Commodities Focus Podcast - September 08, 2020 15:25 - 18 minutes ★★★★ - 16 ratingsS&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 shipowners and freight rates in the coming months. Related...
Changing trade flows: how China is helping CIS steel bounce back
Commodities Focus Podcast - September 02, 2020 14:30 - 18 minutes ★★★★ - 16 ratingsThe CIS steel industry has emerged from pandemic demand slumps relatively quickly thanks to Chinese demand and government incentives in Russia. Although further challenges lie ahead, production cuts at steel mills appear to be less severe than at their European peers. Platts Managing Editor Laura...
A region of promise and uncertainty: A dive into Eastern Mediterranean natural gas and LNG markets
Commodities Focus Podcast - September 01, 2020 20:45 - 26 minutes ★★★★ - 16 ratingsIra 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 short- and long-term dynamics impacting the Eastern...
Tellurian CEO Meg Gentle on the global LNG market, prices and US development
Commodities Focus Podcast - August 28, 2020 22:00 - 15 minutes ★★★★ - 16 ratingsMeg 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. She is a former marketing chief at Cheniere who is now developing an up to 27.6 million...
Drivers and challenges for US East Coast offshore wind development
Commodities Focus Podcast - August 26, 2020 22:00 - 17 minutes ★★★★ - 16 ratingsThere 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 projects. In this edition of the Platts Commodities Focus...
How Texas' energy policies are working to shape ERCOT's energy transition
Commodities Focus Podcast - August 21, 2020 21:00 - 31 minutes ★★★★ - 16 ratingsAmy 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. * Is ERCOT’s market functioning as it was intended? * How...
Project deferrals, spending cuts set the tone during North American midstream sector earnings
Commodities Focus Podcast - August 20, 2020 22:35 - 12 minutes ★★★★ - 16 ratingsS&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 sector. While some companies looked for expansion...
Full throttle for new European freight benchmark prospects to West Africa
Commodities Focus Podcast - August 19, 2020 17:00 - 13 minutes ★★★★ - 16 ratingsGasoline 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. Platts Shipping Editors Sam Eckett, George Griffiths, and Chris To discuss emerging benchmark opportunities into We...
US natural gas moves higher in global market turnaround
Commodities Focus Podcast - August 14, 2020 22:35 - 20 minutes ★★★★ - 16 ratingsIra 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 benchmarks.
Price transparency a key factor in expanding hydrogen trade flows in Asia
Commodities Focus Podcast - August 14, 2020 16:00 - 24 minutes ★★★★ - 16 ratingsThe 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 play a big role in the energy transition process. But at this...
Oil companies Q2 roundup: Takeaways from the peak lockdown season
Commodities Focus Podcast - August 12, 2020 20:30 - 18 minutes ★★★★ - 16 ratingsApril 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. Oil and gas producers have also been grappling with more pessimism over long term oil demand, have written down asset...
Is Brazil becoming a net exporter of primary aluminum?
Commodities Focus Podcast - August 05, 2020 22:00 - 18 minutes ★★★★ - 16 ratingsBrazil has shifted to become a net importer of primary aluminum since 2014, but the COVID-19 pandemic has changed the market outlook. Is the increase in Brazilian P1020 exports here to stay? How does this situation impact domestic supply? Adriana Carvalho and Henrique Riberiro of S&P Global...
Bearish fundamentals in power, natural gas markets to keep US West prices subdued this summer
Commodities Focus Podcast - July 31, 2020 22:00 - 12 minutes ★★★★ - 16 ratingsAmy 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.
One-two punch: Global natural gas demand in an oversupplied, COVID-19 environment
Commodities Focus Podcast - July 30, 2020 22:00 - 16 minutes ★★★★ - 16 ratingsIra 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 pipeline deliveries to the prospects for further demand growth in...
Metals trade insights as markets emerge from coronavirus lockdowns
Commodities Focus Podcast - July 23, 2020 14:30 - 9 minutes ★★★★ - 16 ratingsChina 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. How is this impacting iron ore, steel, coking coal, scrap and alumina demand...
Sustainable aviation fuel: Ready for takeoff?
Commodities Focus Podcast - July 22, 2020 23:00 - 19 minutes ★★★★ - 16 ratingsOver 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. Growing consumer awareness around the environmental impact of the transportation industry...
North American midstream sector eyes outlook for rebound as second-quarter results released
Commodities Focus Podcast - July 21, 2020 23:00 - 14 minutes ★★★★ - 16 ratingsS&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 results by companies in the North American midstream sector....
The exit interview: BP’s former CFO Gilvary on how to survive $40/b crude
Commodities Focus Podcast - July 21, 2020 15:15 - 26 minutes ★★★★ - 16 ratingsBrian 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 subjects including his career at BP; the challenges of reducing...
Global natural gas markets adjust to bulging inventories, oversupply
Commodities Focus Podcast - July 17, 2020 23:00 - 17 minutes ★★★★ - 16 ratingsIra 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.
US shale investor outlook: The new risk-reward equation
Commodities Focus Podcast - July 16, 2020 23:20 - 15 minutes ★★★★ - 16 ratingsWhat 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, managing director at Credit Suisse, digs into those topics and...
Are US power markets pricing in the demand recovery this summer?
Commodities Focus Podcast - July 15, 2020 21:30 - 18 minutes ★★★★ - 16 ratingsJared 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 remainder of 2020 and into next year.
Agriculture Focus: Indian rice exporters' emergence from lockdown
Commodities Focus Podcast - July 14, 2020 17:00 - 14 minutes ★★★★ - 16 ratingsLabour 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 coped with access to labour during lockdown and the consequent...
Brouillette remains optimistic about industry rebound, US leadership in oil, gas
Commodities Focus Podcast - July 09, 2020 19:00 - 22 minutes ★★★★ - 16 ratingsUS 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. Topics for discussion include US oil production and exports, new oil price benchmarks,...
Downside risk if gas supply rebounds, demand recovery falters
Commodities Focus Podcast - July 09, 2020 16:25 - 20 minutes ★★★★ - 16 ratingsS&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 in demand or rebound in gas flows could undermine...
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