Latest Energy mix Podcast Episodes
Q1 earnings provide snapshot of pandemic's impact on oil sector, hint at what's to come
Commodities Focus Podcast - May 08, 2020 20:20 - 24 minutes ★★★★ - 16 ratingsIt's been a chaotic couple of months for the global commodities markets, and the oil sector has been on the firing line of the price and demand collapse resulting from the coronavirus pandemic. Within days of lockdowns, expanding from Asia into Europe and the US, capex cuts were announced by oil...
LNG market disruption pushes developers to defer decisions on new liquefaction projects
Commodities Focus Podcast - May 06, 2020 21:30 - 30 minutes ★★★★ - 16 ratingsS&P Global Platts senior natural gas writer Harry Weber and S&P Global Platts Analytics head of gas and power Ira Joseph discuss the latest developments in the global LNG market as the weak price environment continues and project developers face challenges securing long-term contracts to...
US natural gas market buffeted by global crude oil, LNG headwinds
Commodities Focus Podcast - May 01, 2020 21:30 - 13 minutes ★★★★ - 16 ratingsUS natural gas prices have long been primarily determined by domestic supply and demand dynamics; however, with the rise of associated gas production in prolific basins like the Permian and the buildout of substantial LNG export capacity, the US natural gas market is experiencing unprecedented...
A conversation with the LME's Matthew Chamberlain
Commodities Focus Podcast - May 01, 2020 17:00 - 12 minutes ★★★★ - 16 ratingsS&P Global Platts got the chance to interview Matthew Chamberlain, CEO of the London Metal Exchange, and the youngest one in history. The key topics of discussion revolved around the temporary switch away from traditional open outcry trade in the face of the coronavirus pandemic and how things...
Europe's steel industry battles with supply and demand during COVID-19
Commodities Focus Podcast - April 29, 2020 17:00 - 10 minutes ★★★★ - 16 ratingsEurope is slowly coming out of lockdown and steel mills in Southern Europe can gradually ramp up production again. The steel market is however still far away from a healthy supply and demand balance - with prices dipping and production cuts remaining in place across most of Europe's...
Out of the frying pan: Global veg oils markets wrestle with COVID-19 disruptions
Commodities Focus Podcast - April 28, 2020 20:00 - 15 minutes ★★★★ - 16 ratingsSupply and demand in the global vegetable oils markets have both shifted in response to the coronavirus crisis, resulting in increasingly complex and unpredictable price trends. Robert Beaman talks to George Duke and Piero Carello about how production and consumption have changed in Asia, while...
Pandemic oil markets have products tankers buzzing
Commodities Focus Podcast - April 24, 2020 20:45 - 18 minutes ★★★★ - 16 ratingsPandemic oil demand destruction has converted clean products tankers into offshore storage containers as onshore storage is approaching tank top. Forced floating storage as a result of discharge problems has the products tanker markets buzzing arguably at a faster pace at present than their large...
Coal markets struggle as mines are suspended worldwide
Commodities Focus Podcast - April 22, 2020 16:00 - 20 minutes ★★★★ - 16 ratingsCoal markets are giving way to the coronavirus pandemic as cascaded demand and international government regulations left producers presented with the complex decision to slash supply. Sarah Matthews discusses the situation with EMEA coal market specialist Joseph Clarke, Asia market specialists Fr...
Renewable curtailments in California increase as demand drops due to coronavirus
Commodities Focus Podcast - April 21, 2020 20:15 - 8 minutes ★★★★ - 16 ratingsCalifornia is showing significant power price drops as a result of oversupply, congestion and decreasing demand, with renewable curtailments increasing. Tyler Godwin, S&P Global Platts associate editor for coal and power, and Morris Greenberg, senior manager for North American power analytics,...
Coronavirus poses dim near-term outlook for North American midstream sector
Commodities Focus Podcast - April 17, 2020 20:15 - 12 minutes ★★★★ - 16 ratingsS&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence midstream finance reporter Allison Good preview the upcoming release of first-quarter earnings results by companies in the North American midstream sector. It will be the first opportunity for the...
Oversupply, coronavirus put US crude oil storage in the spotlight
Commodities Focus Podcast - April 15, 2020 22:15 - 15 minutes ★★★★ - 16 ratingsUS crude storage has quickly become an overwhelmingly important issue as the global market continues to grapple with an oversupply of crude and dramatically dwindling demand in light of the coronavirus pandemic. A steep contango in the oil market structure has created the huge incentive for...
A conversation with Goldman Sachs' Jeff Currie
Commodities Focus Podcast - April 15, 2020 16:00 - 25 minutes ★★★★ - 16 ratingsGlobal demand for commodities has been obliterated. From copper as a barometer of the global economy to oil as a potential inflation hedge, no commodity has escaped the impact of coronavirus. Jeff Currie, head of commodities research at Goldman Sachs and someone who identified the commodities...
Insight Conversation: Jeff Currie, Goldman Sachs
Commodities Focus Podcast - April 15, 2020 16:00 - 25 minutes ★★★★ - 16 ratingsGlobal demand for commodities has been obliterated. From copper as a barometer of the global economy to oil as a potential inflation hedge, no commodity has escaped the impact of coronavirus. Jeff Currie, head of commodities research at Goldman Sachs and someone who identified the commodities...
Coronavirus impacts power fundamentals across the world, with implications for North America
Commodities Focus Podcast - April 14, 2020 21:30 - 21 minutes ★★★★ - 16 ratingsUS power markets are following similar trends from Asia and Europe following the coronavirus track, which is creating supply and demand challenges. Peakload averages were down more than 10% in March compared with a year earlier, power dailies have yet to see a dramatic impact, and pricing forward...
North American LNG exporters face difficult test as price plunge sets new lows
Commodities Focus Podcast - April 07, 2020 22:10 - 19 minutes ★★★★ - 16 ratingsS&P Gloal Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in the North American and global LNG markets amid ongoing headwinds, including low prices,...
The impact of COVID-19 on the ethylene and petchems markets
Commodities Focus Podcast - April 07, 2020 16:00 - 12 minutes ★★★★ - 16 ratingsWith COVID-19 lockdowns in Europe rapidly bringing the petrochemical demand into a lull, pressure on the upstream naphtha market has become two-fold in the recent weeks. Travel restrictions and the progressive loss in demand from the petrochemical sector have added extra weight. S&P Global...
COVID-19, weather conditions, market fundamentals leave corn markets in turmoil
Commodities Focus Podcast - April 07, 2020 13:20 - 17 minutes ★★★★ - 16 ratingsS&P Global Platts agriculture specialists Liz Thang, Rafael Savoia, Sergio Alvarado, and Andrei Agapi examine the factors driving corn prices as trading communities in Asia and the Americas try to manage market volatility and logistics disruptions due to the coronavirus pandemic, as well as the...
'Cheap oil' takes VLCC freight for a bull ride on floating storage play
Commodities Focus Podcast - April 03, 2020 22:00 - 12 minutes ★★★★ - 16 ratingsThe tsunami of IMO 2020 turned into a tidal wave of cheap oil as producers flood the crude oil market and refiners cut runs amid the COVID-19 demand destruction. In the meantime crude is heading toward containment in tankers floating offshore. Catherine Wood and Barbara Troner of the S&P...
Shades of the Past: US natural gas prices plunge to levels last seen in March 2016
Commodities Focus Podcast - April 02, 2020 21:45 - 18 minutes ★★★★ - 16 ratingsThe US gas market has fallen to pricing levels last seen in March 2016 amid record-high US gas production, a weak demand outlook, and storage above the five-year average. S&P Global Platts natural gas pricing manager Ryan Ouwerkerk joins senior Gas Daily writer J Robinson and Platts Analytics...
With production cutbacks in autos and aerospace, coronavirus hits aluminum
Commodities Focus Podcast - March 31, 2020 22:00 - 10 minutes ★★★★ - 16 ratingsMetals like aluminum and steel had been relatively unaffected as COVID-19 began to spread in the US, but the shift came as automakers – including The Big 3 and others – announced temporary production stoppages in North America. Auto is a growing demand sector for aluminum. Another big...
Are there signs of economic recovery in the shipping markets?
Commodities Focus Podcast - March 31, 2020 16:00 - 7 minutes ★★★★ - 16 ratingsThe shipping markets are often considered a bellwether of global trade, and the dry bulk and container markets are on their knees due to the coronavirus pandemic. Editors George Griffiths and Sam Eckett take a look at whether there are any positive signs of global economic recovery in the seaborn...
Falling number: European wheat in a new price environment
Commodities Focus Podcast - March 27, 2020 16:00 - 11 minutes ★★★★ - 16 ratingsGlobal commodity markets have been hit by a combination of the oil price war and the coronavirus pandemic, and European wheat is no exception. Robert Beaman talks to senior grains editor Alexandre Bobylov about how the French and Black Sea Wheat markets are reacting, while Piero Carello looks at...
Efforts to combat coronavirus lead to changes for US power markets
Commodities Focus Podcast - March 26, 2020 20:30 - 19 minutes ★★★★ - 16 ratingsThe coronavirus pandemic has impacted all aspects of daily life and US power markets are not immune. With the majority of people staying at home, per recommendations to stop the spread of the disease, grid operators are keeping a close eye on changes in power demand and how to respond.
US distillate prices in free fall amid coronavirus outbreak
Commodities Focus Podcast - March 24, 2020 22:30 - 14 minutes ★★★★ - 16 ratingsCash prices for US diesel and jet fuel markets have been under heavy pressure since the coronavirus outbreak hit the US. Jet fuel has seen the worst impact, with prices falling to multiyear lows. Diesel prices have mostly avoided any large drops, but it’s unclear how long that will...
Oil price crash and COVID-19: A two-pronged impact on global petrochemical markets
Commodities Focus Podcast - March 24, 2020 15:30 - 16 minutes ★★★★ - 16 ratingsS&P Global Platts market specialists Kirsten Hays, Eric Su, and Simon Price join associate director Vanessa Ronsisvalle to give a global view on how the impact of the coronavirus pandemic and the recent oil price crash are affecting petrochemical markets, with particular focus on blendstocks,...
Steel market adapts to rapid changes as coronavirus spreads across US
Commodities Focus Podcast - March 20, 2020 22:00 - 12 minutes ★★★★ - 16 ratingsUnlike other commodities sectors, the domestic steel market seemed to be largely immune during the first few weeks of Covid-19’s spread across the US. Prices held relatively steady and mill production was fairly constant, with most participants basically in wait-and-see mode, but concern was...
China's tax rebate a welcome relief to domestic producers, but bunkering hub aspirations still far from reality
Commodities Focus Podcast - March 20, 2020 15:00 - 8 minutes ★★★★ - 16 ratingsChina's long-awaited value-added-tax rebate on fuel oil paved the way for domestic producers to supply bunker fuel to ships plying international routes at Chinese ports. A month after its implementation, S&P Global Platts fuel oil experts Su Ling Teo and Rajesh Nair examine what has changed and...
Sugar in the time of coronavirus
Commodities Focus Podcast - March 18, 2020 21:00 - 18 minutes ★★★★ - 16 ratingsWith commodities weakening on the back of the coronavirus epidemic and the oil price crash, Robert Beaman of S&P Global Platts talks to sugar specialists Nicolle Monteiro de Castro and Beatriz Pupo about the impact on the Brazilian sugar market. Brazilian sugar has been in the news...
Pessimism spreads in US LNG sector as coronavirus exacerbates market woes
Commodities Focus Podcast - March 17, 2020 21:00 - 11 minutes ★★★★ - 16 ratingsUS LNG developers face challenges advancing any new export projects this year amid the escalating coronavirus outbreak, which has exacerbated the drop in global demand that has already led to record-low prices in Asia. Decision makers are lamenting that for the foreseeable future China’s...
Part 2: Plunging oil prices, pandemic having dramatic downstream impact
Commodities Focus Podcast - March 13, 2020 22:30 - 20 minutes ★★★★ - 16 ratingsWith oil prices off roughly 30% in the past week in face of falling demand triggered by the coronavirus pandemic, impacts in the downstream are far-reaching. Changes in crude flows, refinery operations, LNG development and petrochemical price dynamics all are newly in play. Editors from S&P...
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