Latest Energy mix Podcast Episodes
US corn prices ride high with bullish acreage report, but for how long?
Commodities Focus Podcast - July 08, 2020 23:30 - 23 minutes ★★★★ - 16 ratingsThe annual acreage report from the US Department of Agriculture saw a 5 million acre drop in corn planting from the Prospective Plantings report at the end of March. The resultant rise in corn prices coupled with low ethanol stocks lifted ethanol prices. The S&P Global Platts benchmark Chicago...
The growing importance of ESG in the commodities space
Commodities Focus Podcast - July 03, 2020 11:40 - 9 minutes ★★★★ - 16 ratingsThe death of George Floyd in the US on May 25 significantly raised global awareness of racial and cultural issues. Within this environment, giant resources company Rio Tinto attracted opprobrium for the destruction of an indigenous sacred site in Western Australia during the expansion of an iron...
Is the slump in European steel demand here to stay?
Commodities Focus Podcast - July 01, 2020 16:15 - 10 minutes ★★★★ - 16 ratingsS&P Global Platts managing editor Laura Varriale talks to steel news editor Annalisa Villa and pricing specialists Amanda Flint and Len Griffin about the state of the European steel industry after lockdowns start to ease across mainland Europe, sparking hope for more industry activity.
UK’s Net Zero drive: hydrogen’s potential and challenges
Commodities Focus Podcast - June 30, 2020 17:00 - 46 minutes ★★★★ - 16 ratingsIn the UK, the drive toward Net Zero 2050 makes hydrogen an attractive investment, but questions remain about how markets will develop and the associated costs. Hydrogen has vast potential to decarbonize hard-to-abate sectors such as heavy transport, home heating and industry, but the path to...
Mapping out hydrogen's role in Asia's energy transition
Commodities Focus Podcast - June 26, 2020 09:45 - 12 minutes ★★★★ - 16 ratingsAs the push towards clean fuels intensifies, many alternate energy sources are figuring in discussions among policy makers in Asia, as they prepare for energy transition. One fuel that has garnered a lot of attention is hydrogen. From finding low-cost production methods to creating a transparent...
Key developments driving South Asian thermal coal demand
Commodities Focus Podcast - June 24, 2020 15:30 - 9 minutes ★★★★ - 16 ratingsS&P Global Platts global thermal coal experts Deepak Kannan, Fred Wang and Sarah Matthews discuss key developments driving coal demand in the South Asian region, specifically in Bangladesh and Pakistan, and explain how Platts new assessments shed light on the price impact and supply-demand...
A conversation with Total's Philippe Sauquet
Commodities Focus Podcast - June 18, 2020 15:00 - 16 minutes ★★★★ - 16 ratingsFrance’s Total was the first mover among European oil and gas majors to announce its ambition to become a greener company, creating in 2016 a separate division for gas, renewables and power under the leadership of Philippe Sauquet. Sauquet joined S&P Global Platts on June 10 for an...
Who’s the boss? OPEC+ tries to reassert control of oil market
Commodities Focus Podcast - June 17, 2020 15:15 - 18 minutes ★★★★ - 16 ratingsAfter a collapse in oil demand due to both the COVID-19 pandemic and the accord between Saudi Arabia and Russia earlier this year, OPEC+ is now back in the driving seat. It has extended its unprecedented production cut deal through July, tried to crack down on those that lack the will power to...
The road ahead for Northeast and Southeast Asian thermal coal markets
Commodities Focus Podcast - June 16, 2020 14:30 - 11 minutes ★★★★ - 16 ratingsS&P Global Platts Asia thermal coal team Deepak Kannan, Fred Wang and Jenny Ma discuss key developments in Northeast and Southeast Asia region amid the coronavirus pandemic, while S&P Global Platts Analytics analyst Matthew Boyle gives a peek into the outlook for coal demand and...
Global demand destruction due to pandemic clouds US natural gas storage outlook
Commodities Focus Podcast - June 13, 2020 00:15 - 12 minutes ★★★★ - 16 ratingsUS working natural gas in storage started the injection season with levels well above the five-year average. After the onset of the coronavirus pandemic, heavy US demand destruction was anticipated, which would add to the storage glut. However, residential and commercial and gas-fired generation...
Are petrochemicals stepping into a post-pandemic recovery?
Commodities Focus Podcast - June 10, 2020 16:00 - 14 minutes ★★★★ - 16 ratingsAs lockdowns ease off and upstream markets begin to recover, the petrochemical sector looks carefully at its own end user demand, as well as to Asian export opportunities. Callum Colford and Abdulaziz Ehtaiba tell Ora Lazic about market fundamentals in the European olefins and their derivatives...
Aviation’s future: Fuelled by hydrogen?
Commodities Focus Podcast - June 05, 2020 15:30 - 48 minutes ★★★★ - 16 ratingsDespite challenges in the commercial aviation sector, hydrogen remains a potentially disruptive energy carrier and transportation fuel, particularly in decarbonisation scenarios. Aviation is responsible for between 2%-3% of global emissions, and most of the abatement has come from blending biofue...
From boom to bust: How long can tankers benefit from the floating storage craze?
Commodities Focus Podcast - June 04, 2020 23:00 - 15 minutes ★★★★ - 16 ratingsThe recent floating storage boom drove tanker freight earnings to levels last seen during the Golden Tanker Era of 2004-2008, but how sustainable are VLCC time charter equivalent revenues in excess of $100,000/d? Tanker owners have now concluded their first-quarter earnings call season and were...
A conversation with Mercuria Energy Trading's Marco Dunand
Commodities Focus Podcast - June 04, 2020 16:30 - 22 minutes ★★★★ - 16 ratingsS&P Global Platts talks to Mercuria CEO and co-founder Marco Dunand about the challenges, implications, and opportunities that the COVID-19 pandemic presents across all the key commodity classes in a time of unprecedented volatility in the global markets. Founded in 2004, Mercuria Energy...
India's steel industry faces tough post-COVID-19 test
Commodities Focus Podcast - June 04, 2020 15:00 - 10 minutes ★★★★ - 16 ratingsIndia has started to wind back its lockdown regime but domestic demand for steel could remain muted until the October-December quarter. This has left Indian mills relying on overseas markets, particularly China, in recent times. But how sustainable is this approach? How will the various downstrea...
Is demand high enough to restart the US ethanol market?
Commodities Focus Podcast - June 02, 2020 22:30 - 20 minutes ★★★★ - 16 ratingsThe S&P Global Platts benchmark Chicago Argo ethanol assessment has trended upward and ethanol inventories have started to drop after reaching record highs as production has climbed. Does this mean that the US ethanol industry is recovering from COVID-19? Join Platts Agriculture Associate...
Brazil's sugar and ethanol markets planning a post-pandemic strategy
Commodities Focus Podcast - May 29, 2020 22:00 - 30 minutes ★★★★ - 16 ratingsBrazil, the top global sugar producer and second-largest ethanol producer, started its Center-South crop on April 1, targeting to crush 600 million tons, amid a global consumption crisis and huge uncertainty in the world’s economy amid the coronavirus pandemic. S&P Global Platts senior...
After the Storm: The Shipping markets navigate H2 2020
Commodities Focus Podcast - May 29, 2020 19:45 - 11 minutes ★★★★ - 16 ratingsLondon shipping editors Wyatt Wong, George Griffiths, and Sam Eckett explore the devastated LNG, container, and dry bulk markets post-COVID-19. How can shipping recover from a global demand drought? Can positive sentiment for the second half of 2020 stand up to the facts?
China's Two Sessions provide positives for oil, metals
Commodities Focus Podcast - May 29, 2020 09:00 - 13 minutes ★★★★ - 16 ratingsAt China's latest "Two Sessions," the government did not provide a GDP target for 2020, but it outlined plans to boost infrastructure investment. The big focus this year was on maintaining employment levels and protecting the economy from uncertainties caused by the coronavirus pandemic. What are...
Coronavirus lockdowns put the spotlight on crude oil storage
Commodities Focus Podcast - May 28, 2020 19:30 - 20 minutes ★★★★ - 16 ratingsUS crude storage quickly became a major issue at the crux of the coronavirus pandemic lockdowns, as global markets struggled to find enough places to stash oil amid the oversupply and decreased demand. That created a huge incentive for traders and producers to store their barrels instead of...
A slow recovery for global petrochemical markets
Commodities Focus Podcast - May 27, 2020 15:30 - 13 minutes ★★★★ - 16 ratingsS&P Global Platts market specialists Kevin Allen, Lara Berton, and Eric Su, give a global view on petrochemical markets dealing with the consequences of the recent oil price crash and the coronavirus pandemic, with particular focus on olefins, polymers and aromatics.
US power sector known for reliability, contingency planning faces challenges from coronavirus
Commodities Focus Podcast - May 22, 2020 20:15 - 19 minutes ★★★★ - 16 ratingsThe US power sector is known for its high level of reliability and focus on contingency planning and redundancies, but what happens when working next to your colleague suddenly becomes a health hazard? Scott Aaronson, vice president of security and preparedness for the Edison Electric Institute,...
US wind industry has enjoyed rapid growth, but sees disruptions from coronavirus
Commodities Focus Podcast - May 21, 2020 22:00 - 23 minutes ★★★★ - 16 ratingsRenewable energy continues to grow at a rapid pace in the power markets. Tom Kiernan, CEO of the American Wind Energy Association, talks with Manan Ahuja, senior director, North America power analytics, S&P Global Platts, about the economics of US offshore and onshore wind development, policy...
Back in black: The oil market’s way forward
Commodities Focus Podcast - May 19, 2020 15:30 - 21 minutes ★★★★ - 16 ratingsAfter a historic collapse into negative territory, oil prices have rebounded on the backs of OPEC+ production cuts and the first glimmers of an economic recovery from the COVID-19 pandemic. Will the upward trend be sustainable? S&P Global Platts news editors examine the latest market forecasts...
Market stress leads to dim near-term outlook across North American midstream gas sector
Commodities Focus Podcast - May 15, 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 analyze the just-completed release of first-quarter earnings results by companies in the midstream sector. The rocky market is expected to continue in the...
US power markets expected to rebound as coronavirus orders are phased out
Commodities Focus Podcast - May 15, 2020 22:25 - 23 minutes ★★★★ - 16 ratingsAs states begin to lift coronavirus pandemic stay-home orders and business start the process of reopening, power load is expected to slowly rebound from the increase in commercial demand. However, it could take some time as many states have a phased-in approach while many areas are still under...
PVC markets feeling the force of pandemic's global impact
Commodities Focus Podcast - May 14, 2020 20:40 - 20 minutes ★★★★ - 16 ratingsDemand destruction from shutdowns designed to slow the spread of the coronavirus pandemic has put PVC, a construction staple, through the ringer in recent months. S&P Global Platts editors Kristen Hays, Ora Lazic and Fumiko Dobashi take a look at the situation in the Americas, Europe, the...
Battery technology to play an important part of broader energy transition
Commodities Focus Podcast - May 13, 2020 20:20 - 20 minutes ★★★★ - 16 ratingsBattery technology for electric vehicles and energy storage will play an important part of the broader energy transition. Key topics include understanding cost trends and competitivenes of these technologies and challenges ahead for alternative storage technologies. Roman Kramarchuk, head of ener...
There are bright spots for commodities: Jim Rogers
Commodities Focus Podcast - May 13, 2020 15:10 - 13 minutes ★★★★ - 16 ratingsWill commodity markets ever be the same again? Global investor Jim Rogers, chairman of Beeland Interests Inc., talks to Sambit Mohanty, S&P Global Platts senior editor, to discuss what lies ahead for commodity markets, where the silver linings are as the coronavirus pandemic continues to...
Heavy-duty trucks, buses offer fuel switching opportunities for hydrogen: Hyzon CTO
Commodities Focus Podcast - May 12, 2020 17:00 - 24 minutes ★★★★ - 16 ratingsNew fuel cell electric vehicle manufacturer Hyzon Motors has made rapid progress since forming in March, already signing an MOU with a UK partner to deliver 1,000 hydrogen fuelled buses. In this S&P Global Platts Commodities Focus podcast we talk to Hyzon's CTO, Ian Thompson, about the...
Related Energy mix Topics