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December 2016

Wheat prices under pressure as Australia hits record harvest

December 07, 2016 (4:11)

After facing threats of frost and floods last month, Australian farmers are now looking at a record wheat harvest.

November 2016

US biofuels industry heartened by EPA's 2017 blending mandate

November 23, 2016 (9:28)

The US EPA on Wednesday released its final 2017 biofuel blending mandate, with higher requirements that has some in the biofuel industry feeling grateful before the Thanksgiving holiday.

Europe's biofuels take stock amidst an ever changing world

November 11, 2016 (4:55)

Chrysa Glystra shares insights from a recent biofuels event, focusing on the road beyond 2020 when Europe's Renewable Energy Directive reaches the end of its proposed life.

New derivatives market emerging for Australian wheat

November 08, 2016 (4:13)

Two recent cash-settled swap trades for Australian wheat signal the emergence of a new derivatives market sans basis risk.

October 2016

Malaysian biodiesel arbitrage to Europe swings open

October 17, 2016 (6:18)

Factors have aligned to enable exports of Malaysian palm methyl ester to be competitive into Europe again.

Sugar's bull run drives prices, but markets eye correction

October 14, 2016 (6:03)

We discuss the arrival of sugar's second season in deficit and the ongoing impact on prices, with raw sugar surging to over 24 c/lb in recent months.

Black Sea: Ukrainian competition pushes up Russian wheat prices

October 12, 2016 (4:12)

Our editors give a market frontline view on the size of the harvest in Russia, farmer selling and exports; and on how demand for Ukrainian wheat pushes up Russian wheat prices.

Australia’s record wheat harvest threatened by rain and frost

October 03, 2016 (3:58)

Platts editors give a market frontline view on how rains and frost are threatening Australia's monster wheat harvest, what this could mean for exports, and how prices are reacting.

July 2016

US corn prices driven by weather, exports up to compensate for Brazil

July 18, 2016 (5:29)

Sophie Bryon and Sergio Alvarado are back from the Global Grains North Americas conference and have an update on the 2016/2017 season.

Healthy Australian wheat harvest estimates give bearish note to end of marketing year

July 15, 2016 (3:58)

Platts editors investigate how expectations of a good crop year are affecting Australian Premium White wheat prices, how APW prices are compared to fluctuating US wheat futures, and why the market is looking bleak for the December to January period.

June 2016

EU court ruling on ethanol duties creates question for both US, European markets

June 10, 2016 (5:40)

Following The EU's decision to invalidate a country-wide antidumping duty for ethanol imports from the US, we discuss what the ruling, how the markets are reacting, and what could happen in the near future.

What lies ahead for European biofuels in a post-2020 world?

June 08, 2016 (5:01)

With EU legislation laying out requirements for renewable energy in road transport up until 2020, we consider expectations for a post-2020 world and how first generation biofuels might stand up.

May 2016

T2 ethanol market suffers uncertain supply on closures, trial runs

May 30, 2016 (4:29)

With European ethanol experiencing a turbulent supply environment, we discuss the implications of plant closures and the upcoming trial-run of the UK's second largest plant on the market.

US RFS proposal jolts RINs market as physical biofuels markets more muted

May 19, 2016 (6:50)

RINs markets had the largest day-on-day change in several years after the US Environmental Protection Agency announced proposed RFS mandates on May 18.

April 2016

Brazil sugar output expected to increase in 2016/2017 season

April 25, 2016 (5:04)

Platts editors discuss the global sugar deficit that has supported world sugar prices and how Brazil's sugar production for 2016/17 is likely to increase.

Spring awakening for dry bulk Supramaxes in Atlantic

April 19, 2016 (6:31)

Following an exceptionally bearish winter, freight rates in the dry bulk Atlantic Handysize and Supramax market have seen a rebound in recent weeks, but what hurdles might still lie ahead?

Corn markets in the Americas brace for more product

April 15, 2016 (5:55)

The USDA's recent corn planting intention report, as well as higher corn production forecasts from Argentina and Brazil, are causing markets to adjust to higher expected volumes this year.

March 2016

Thai physical sugar premiums soar as stocks dwindle

March 23, 2016 (9:33)

Platts Darren Stetzel on the key driving forces behind Thai physical sugar premiums rallying across the entire forward physical curve in the past week.

February 2016

Brazil's currency devaluation could send more sugar abroad

February 17, 2016 (5:59)

Hydrous ethanol and the devaluation of the Brazilian real were main drivers in markets for the 2015/2016 sugarcane crop, but changes started then could prompt new trends in 2016 and beyond.

Surging imports quench China's thirst for ethanol

February 01, 2016 (6:19)

What's next for China's ethanol market after it broke several import records in 2015?

January 2016

Black Sea Grains: Physical grains market shaken by plunge in crude oil prices

January 25, 2016 (4:49)

Platts editors assess the knock on effect of the crude price drop on several factors within the Black Sea grains market and the subsequent impact on global grains prices.

November 2015

EU ethanol: T2 ethanol sustained prices go against seasonal tradition

November 30, 2015 (8:19)

The shortness of ethanol supply in Europe across much of 2015 has seen prices well supported throughout the summer and now into the winter.

Australian wheat prices eroding on seasonal factors

November 18, 2015 (5:02)

In the last couple of years, Australian wheat prices were seen declining over the December-March period. Platts editors analyze how seasonal factors are affecting prices this time around.

September 2015

US biodiesel, ethanol likely to see demand drop as seasons shift

September 23, 2015 (3:47)

A waning driving season, dropping corn prices, and falling crude prices have all affected US ethanol and biodiesel recently; what could impact them in the near future?

August 2015

Sellers unshaken as EU sugar export quota deadline looms

August 25, 2015 (10:31)

With less than five weeks to go until the end of the 2014-15 sugar campaign in Europe, Platts sugar editors take a closer look at the trading environment in the EU 45 ICUMSA Containers market.

Chinese ethanol market sees imports surge

August 18, 2015 (4:28)

Platts editors look at the reasons behind China's strong import demand for industrial-grade ethanol and the impact of the recent yuan devaluations on the ethanol market.

Ukraine takes on the offshore grains loophole

August 12, 2015 (5:28)

Platts editors examine Ukraine's tax authorities having recently seized a number of grains shipments, claiming that fraud and tax evasion are taking place in the industry.

Brazilian drivers benefit from cheap hydrous ethanol

August 06, 2015 (4:46)

Brazil's total hydrous ethanol consumption jumped 48% from April through June, and the high demand could last into the fall, as Platts analysts explain (in English and Portuguese).

July 2015

US turns to export markets to find home for DDGS supplies

July 02, 2015 (6:08)

The US DDGS market is finding itself at a crossroads as larger volumes are seeking new markets but prices are under pressure from competing products and seasonal downturns.

June 2015

Action-packed industrial ethanol market as Japanese buyers lock-in volumes

June 26, 2015 (4:15)

Platts Asian agriculture team explores possible reasons for the surge in Japanese buyers' appetite for industrial-grade ethanol.

Arbitrage to Europe for Malaysian biodiesel swings open but likely tenuous

June 19, 2015 (5:07)

Platts editors analyze the factors that have contributed to a new arbitrage to Europe for biodiesel from Malaysia.

Can improving fundamentals in European biofuels support a more profitable Q3?

June 10, 2015 (7:37)

Platts editors on what is supporting prices in European spot biofuel markets and how production margins and the market situation compare with H1 2015.

RINs, physical markets for US biodiesel and ethanol shaken up by RFS mandates

June 04, 2015 (6:22)

The US EPA came through with its Renewable Fuel Standard mandates for 2014, 2015 and 2016, and various US markets reacted wildly.

Russia, Ukraine look ahead to the coming wheat marketing year

June 01, 2015 (6:43)

Taking an in-depth look at the upcoming marketing year for the new wheat crops from Russia and Ukraine, focusing on Russian duties and Ukrainian yields.

May 2015

Gasoline taxes helping to drive up demand for hydrous ethanol in Brazil

May 21, 2015 (5:41)

Demand for hydrous ethanol in Brazil is booming, with the biofuel becoming more competitive than gasoline and bouncing back to demand levels on par with December 2009.

Global players look for bullish notes as sugar crush continues in Brazil

May 19, 2015 (10:04)

After New York Sugar Week, the global sugar industry is bracing for yet another surplus. Brazil and India could show production increases, although changes in China and unfavorable weather could lend a more bullish note to markets.

As Thai sugarcane crushing ends, what's next for the industry?

May 08, 2015 (6:40)

As the last few Thai sugar mills shut down for 2014/15, Platts editors look forward to sugar remelt, planting of the next crop, and the market's first expectations for the 2015/16 season.

April 2015

RINs market rattled by US EPA announcement

April 16, 2015 (2:33)

The US Environmental Protection Agency announced it would finally release the Renewable Volume Obligations later this year, and the RINs market had a big jump in response to the announcement.

The ramifications of the EU's proposed 7% biofuels cap

April 13, 2015 (9:03)

Platts editors debate the potential impact of the 7% cap on the biofuels industry and the issues surrounding advanced biofuels.

March 2015

US biodiesel, ethanol industries grapple with production

March 19, 2015 (3:47)

US biofuels editors explain how blending mandates have squashed biodiesel production and ethanol producers are reassessing their margins.

Supply, demand fundamentals driving Asian palm oil complex

March 06, 2015 (7:32)

Platts agriculture editors provide an oversight of the supply and demand fundamentals that are driving the crude palm oil complex in Asia and analyze recents events in the region's biodiesel market.

February 2015

US ethanol producers cast a wider net for profits through exports

February 25, 2015 (4:01)

After the US National Ethanol Conference, the industry sets its eye on exporting and timing production maintenance to make some use of thin margins.

January 2015

Even after US ethanol prices tumble, industry issues remain

January 27, 2015 (3:58)

US biofuels editors preview some hot-button issues for 2015, including prices, imports and exports, transportation, blending and the RFS.

When will the sugar market see a shift in its supply-demand balance sheet?

January 21, 2015 (4:29)

A peek at red flags in Brazil’s sugar industry, the effect of white premium on refineries, and industry expectations in the next five years.

Germany's GHG event horizon dawns for Europe's biofuels

January 07, 2015 (7:20)

Platts agriculture editors assess the impact of Germany's 2015 move to place greenhouse gas emissions at the heart of its biofuels policies.

December 2014

Low gasoil prices dampen market appetite for biofuels in Asia

December 17, 2015 (5:04)

Esther Ng talks about how the biodiesel market's current situation given the decline in crude prices, the strategy of producers who are suffering from negative margins, and the ethanol market's expectations for 2015.

October 2014

Market sees slowdown of palm methyl ester export in Asia

October 23, 2014 (3:52)

Esther Ng, Platts biodiesel editor, talks about the demand for PME as crude and gasoil prices fall, Chinese interest in winter-grade PME, and Malaysia's move to scrap the export tax on crude palm oil until December.

Prices drop dramatically as US ethanol stockpiles surge

October 02, 2014 (3:35)

In six months, the US ethanol industry has gone from tight supplies and nine-year high prices to a flood of barrels and prices dipping to the lowest levels since 2010. What happened?

September 2014

Supply cuts trigger European fuel ethanol rally, but outlook remains bearish

September 19, 2014 (4:10)

Platts biofuels editors discuss what is behind the recent rally in European fuel ethanol spot prices, its impact on margins and what lies ahead as producers brace for a lull in winter demand.

How China's credit situation is affecting Asian biodiesel supply, prices

September 10, 2014 (4:00)

Esther Ng, Platts Asia biodiesel editor, talks about China's supply; crude palm oil prices that recently dropped to a five-year low; and the potential trend in prices toward the end of the year.

August 2014

US ethanol market defies expectations of summer movements

August 05, 2014 (3:51)

Earlier this year, the US ethanol market was expecting soaring prices and a major supply drought, but that hasn't happened -- although there's still time for changes.

European ethanol market stays bearish; prices hit four year low

August 04, 2014 (3:10)

Platts European biofuels editors' discuss why ethanol prices have failed to bottom-out; how producers have not as yet cut run rates despite an over-supply of product; and the lack of export demand compounding the low price scenario.

July 2014

Corn and wheat production up globally

July 12, 2014 (9:01)

Platts agriculture editors discuss the global production increase in the grains market, specifically wheat in the Black Sea region and corn in the US, mainly due to favorable weather conditions.

June 2014

Interview: European biofuels face challenge, change as energy needs diversify

June 05, 2014 (9:23)

Dr Ben Allen, of the Institute for European Environmental Policy, talks on the legislative landscape facing the biofuel sector, the challenges and opportunities ahead and examines the wider move into biomass energy solutions.

May 2014

European biofuels hit by falling margins, production continues

May 23, 2014 (5:34)

Platts' European biofuels editors discuss the impact of falling margins in European biofuels markets and the prospects for fundamentals in the near term.

April 2014

RINs prices drop as US biofuels production and imports rise

April 30, 2014 (4:22)

The often-wild US RINs market is seeing significant price drops as ethanol and biodiesel production is on the upswing and imports from Brazil put pressure on the market.

Replenishing of US ethanol stockpiles lends bearish note to market

April 17, 2014 (4:56)

Prices are still plunging as US ethanol stockpiles are regaining ground, thanks in part to imports from Brazil and other parts of South America. Platts editors discuss how it appears the market is thinking the trend could continue.

US ethanol price roller-coaster is no joke

April 04, 2014 (4:51)

The first week of April has felt like an extended April Fools' joke in the US ethanol markets. Just when price rises of double-digit cents started feeling routine, the market plunged and created the sharpest two-day decline in Platts history for one assessment.

March 2014

Severe supply issues rock US ethanol prices

March 20, 2014 (3:41)

Most US ethanol assessments are at their highest levels in nearly eight years, related to a severe strain on stocks. Platts editors discuss whether the supply issues can be eased ahead of the summer driving season and where desperate buyers could turn.

February 2014

US ethanol competition spurs severe rail problems

February 27, 2014 (3:59)

Platts editors explain how the US ethanol producers are facing rail issues this winter, including long delays to move their product out of areas like the Bakken. The transportation issues are affecting prices and the effects may extend for several months.

Biodiesel prices rise on higher CPO prices, Chinese buying interest returns

February 20, 2014 (5:07)

Esther Ng discusses the comeback of Chinese demand for biodiesel as buyers readjust expectations following the consumption tax imposed, and reasons behind supply tightness and rising prices.

US biodiesel industry cautiously optimistic amid uncertainty

February 06, 2014 (6:55)

Despite lingering uncertainty around an expired biodiesel blenders tax incentive and a possibly lower target mandate in the RFS for 2014, the biodiesel industry is optimistic but preparing for the worst.

January 2014

World sugar prices plummet to 3 year low – are we headed lower?

January 30, 2014 (3:38)

Charlotte Kingsman discusses the reasons behind the tumble in prices and what to expect at the Kingsman Platts 10th Dubai sugar conference happening from 8-9 February, 2014.

Europe's grain markets adapt to the changing world for agriculture

January 27, 2014 (4:39)

Platts European agriculture editors take a look at the challenges facing the European and Black Sea grain markets as population growth and changing tastes are expected to drive demand.

Can China's consumption tax close loophole in gasoil imports?

January 17, 2014 (4:29)

Platts agriculture team examines the effectiveness of the new tax on biodiesel blend and its impact on prices and overall demand.

EU biofuels markets kick off 2014 in bearish mode

January 13, 2014 (8:45)

Platts European agriculture editors discuss the bearish tone in ethanol and biodiesel markets at the start of 2014, including a look at the factors that took spot prices to record-lows in recent weeks.

November 2013

RINs prices at a crossroads after EPA proposes lower RFS targets for 2014

November 20, 2013 (10:33)

Platts agriculture editors discuss how US RINs prices have trended before and after the US Environmental Protection Agency proposed to lower the Renewable Fuel Standard target mandate for 2014.

Global surplus weighs down on world sugar prices

November 14, 2013 (5:00)

Charlotte Kingsman, Platts Asia sugar analyst, discusses reasons behind the slowing down of import demand this year after several years of high prices, and what it means for the market.

October 2013

EU duty changes sparks new route for US ethanol to Europe ethanol markets

October 25, 2013 (7:29)

Platts editors discuss the health of the European ethanol market, including a look at changes in the European E90 ethanol position and a move towards E48 and E49 specification flows.

RINs prices take a tumble as US questions government plans to curb the blendwall

October 15, 2013 (9:02)

Platts editors discuss where question marks surrounding the government's plans to stave off the blendwall has found a reaction in RINs prices.

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