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Logistics-related issues bring uncertainties to iron ore, coking coal markets

Logistics-related issues bring uncertainties to iron ore, coking coal markets

June 04, 2018 12:30:06 EST

Editors Edwin Yeo and Weng Yi Le and analyst Niki Wang discuss the impact of rail disputes and port bottlenecks on steel raw material prices.

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Oil


What is the state of play for Africa's refining industry?
What is the state of play for Africa's refining industry?
March 09, 2018 18:15:45 EST (10:49)
S&P Global Platts oil editors discuss the state of play for the African refining industry amid the ongoing quest for lower sulfur fuels. This is ahead of the Africa Refiners Association Annual General Meeting in Cape Town, March 12-14, 2018.Related contentPodcast: What next for African refining?Subscriber note: Platts to launch new assessment of West African grade gasoil

Can OPEC and US shale walk oil market tightrope?
Can OPEC and US shale walk oil market tightrope?
February 08, 2018 11:06:32 EST (9:09)
OPEC and its non-OPEC allies are steadfastly sticking to a historic production cut deal and US shale producers are caught between the lessons of the past and the opportunities of the present. What are the ramifications?

Agriculture


Biofuels antidumping duties: here to stay or gone with the wind?
Biofuels antidumping duties: here to stay or gone with the wind?
February 15, 2018 10:00:43 EST (8:30)
With new and upcoming policy changes, uncertainties in the biodiesel and ethanol markets look set to continue plaguing trade flows into Europe.

EU sugar liberalization: Implications and potential impact on power, freight, and ethanol
EU sugar liberalization: Implications and potential impact on power, freight, and ethanol
October 03, 2017 18:26:52 EST (7:17)
Export liberalization and the end of the quota system from October 1 is the biggest change in the EU sugar market in 11 years.

Natural Gas


ASEAN's shifting role in the evolving LNG market
ASEAN's shifting role in the evolving LNG market
February 01, 2018 04:30:43 EST (9:05)
Insights around the Southeast Asia's shrinking LNG production surplus.

EU demand for Russian gas to keep Ukraine needed after Nord Stream 2
EU demand for Russian gas to keep Ukraine needed after Nord Stream 2
January 31, 2018 12:38:40 EST (10:44)
S&P Global Platts editors Siobhan Hall and Stuart Elliott discuss EU natural gas demand, transit capacities and regulation, as well as the outlook for EU, Russian and Ukrainian gas relations.

Petrochemicals


Europe 2018 petrochemical outlook: competitiveness, trade flows and new challenges
Europe 2018 petrochemical outlook: competitiveness, trade flows and new challenges
January 31, 2018 14:25:33 EST (7::32)
From new US capacities to Chinese regulations, the opportunities and challenges on the horizon for Europe's petrochemicals markets are discussed by S&P Global Platts petchems team.

Growing impact of shale gas on petrochemicals industry
Growing impact of shale gas on petrochemicals industry
October 19, 2017 12:06:20 EST (10:15)
In this video, S&P Global Platts petrochemicals editors Shashank Shekhar, Michael McCafferty, and Christopher Ferrell discuss in-depth the growing impact of shale gas on the global petchems industry.

Electric Power


New-build standoff sees European plant margins decline
New-build standoff sees European plant margins decline
January 11, 2018 12:14:43 EST (5:51)
S&P Global Platts European power editors Andreas Franke and Henry Edwardes-Evans show that, even with significant gas plant additions, dispatchable margins are likely to dip close to severe peak demand levels in the next few years.

US FERC Chairman Chatterjee on the future of US power markets, coal, nuclear and gas
US FERC Chairman Chatterjee on the future of US power markets, coal, nuclear and gas
November 22, 2017 10:06:41 EST (8:12)
Neil Chatterjee, chairman of the US FERC, discusses the commission's plans to pursue a controversial proposal to tweak power markets to help save coal and nuclear power plants at risk of retirement.

Shipping


Bunkering: Is this the era of disintermediation?
Bunkering: Is this the era of disintermediation?
September 11, 2017 00:01:00 EST (7:13)
S&P Global Platts marine analysts discuss the issue of disintermediation in the marine fuels market: are they seeing any evidence that this process is taking place, and what changes do they foresee taking effect post-2020?

2017 may give VLCC tankers a wild ride on oil market volatility
2017 may give VLCC tankers a wild ride on oil market volatility
April 18, 2017 12:07:04 EST (9:34)
As the crude oil industry deals with wild cards like the OPEC deal and the narrowing spread between oil benchmarks, we explore the dynamics in VLCC freight and ton-mile demand, giving an outlook for the rest of 2017.

Metals


How environmental checks in China are affecting steel, metals prices
How environmental checks in China are affecting steel, metals prices
August 29, 2016 05:19:26 EST (9:00)
China's central government has launched environmental inspections across variousregions, affecting output and prices in both upstream and downstream industries.

Asia steel margins in consolidation as China gets soft landing after April price surge
Asia steel margins in consolidation as China gets soft landing after April price surge
August 26, 2016 07:33:26 EST (8:21)
Focusing on steel mill margins in Asia and China which have consolidated over the past two months, as prices stabilized at higher levels than prior the spring surge.


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