Commodities Focus podcast

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A tartalmat a S&P Global Commodity Insights and P Global Commodity Insights biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a S&P Global Commodity Insights and P Global Commodity Insights vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Uncuffed

1
S4, E1 - Day One 7:38

5 weeks7:38

Lejátszás később

Listák

Tetszik

Kedvelt

7:38

Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…

Commodities Focus

Megosztás

Sorozat kép•Feed

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

609 epizódok

#Trading #Business News #Business #News #SP Global #SP Global Platts #Global

Commodities Focus

53 subscribers

updated 12 napja

Megosztás

Sorozat kép•Feed

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

609 epizódok

#Trading #Business News #Business #News #SP Global #SP Global Platts #Global

Minden epizód

Commodities Focus

1
Brazil's evolving role in the global ferrous scrap market 15:03

12 napja15:03

15:03

Brazil's ferrous scrap exports have undergone a significant transformation, driven by a weakening domestic steel industry and increasing demand from India. Brazil exported a record 800,000 mt in 2023, following a decline in domestic scrap consumption. Looking ahead, the Brazilian recycling sector is diversifying and adapting to international standards while navigating the ongoing challenges of stagnant economic growth and global steel oversupply. Americas senior metals pricing manager Adriana Carvalho is joined by Mayara Baggio and Camila Martinez, price reporters for Latin America metals, and Abdi Salad, price reporter for EMEA low-carbon and base metals, to discuss the evolving role of Brazil in the ferrous scrap trade. Links: Subscribe to Platts Connect HMS 1/2 Containerized FOB Brazil $/mt ABUPA00 Shredded Scrap Containerized FOB Brazil $/mt ABUPB00 Platts TSI Shredded Scrap CFR Nhava Sheva India $/mt AAXRQ04…

Commodities Focus

1
Understanding the cattle cycle, why US beef prices are at record highs and the role of Australia and Brazil 14:11

18 napja14:11

14:11

Beef prices in the US started 2025 at a record high. The world’s largest consumer is also seeing a 63-year low in the size of its cattle herd and is expected to continue calling on supplies from Brazil and Australia, the world’s two biggest exporters. That’s because US farmers have been sending a high proportion of female animals to slaughter before they calved, shrinking their beef operations in response to low prices and higher costs. Luckily, Brazil and Australia are at different stages of the cattle cycle. In this podcast, William Bland, EMEA manager of price reporting for Agriculture & Food, and Ryan Urie, the global head of meat and livestock research, speak to Kevin Coburn and Renan Araujo about how the market is planning for 2025. Links: Platts Proteins Price Assessments Brazil Beef Marker (BBM) - ATALC00 90CL Beef CIF US - ATALB00 90CL FCA Australia – ATALD00…

Commodities Focus

1
India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push 25:33

27 napja25:33

25:33

India's rapidly growing energy demand, the shifting focus of oil producers towards the country, and the transition to cleaner energy sources are key themes at India Energy Week. Delegates will seek insights on how Indian energy companies and policymakers can balance the reliance on traditional fuels with a new energy roadmap. In a comprehensive discussion, Dave Ernsberger, Co-President at S&P Global Commodity Insights, Ranjit Rath, Chairman and Managing Director at Oil India Ltd, and Sambit Mohanty, Asia Energy Editor, will explore key market issues of interest to delegates. They will address India's evolving relationship with non-OPEC producers and outline the strategies India plans to implement in its upstream sector to attract global investors.…

Commodities Focus

1
Emergency or policy? Unpacking Trump’s take on US energy and metals 27:39

5 weeks27:39

27:39

Within hours of being sworn in as the 47th president of the United States, Donald Trump issued a series of executive orders, and declared a national emergency with the aim of ensuring reliable energy supplies and position the US as a leading minerals producer. Trump also threatened tariffs on Canada and Mexico -- major exporters of crude to the US. How have commodities markets responded to Trump's actions? What powers do these emergency declarations give Trump to boost production? And how will this reliance on emergencies and executive orders play out down the road as new administrations shift energy policy? Jeff Mower, director of Americas oil news, discusses the emergency declaration and the executive orders with senior editors Eamonn Brennan, Taylor Kuykendall, Maya Weber and Kate Winston. Links: Trump’s executive orders on trade, immigration signal dealmaking intent (video) Trump's return to office could raise solar panel production costs (video) FACTBOX: Trump launches round of executive orders to boost energy output (subscriber content)…

Commodities Focus

1
Nickel markets look ahead at battery, steel sector stimulus, Indonesian growth 16:54

9 weeks16:54

16:54

Amid sustained supply growth out of Indonesia while higher-cost production shuts down, will the focal point of nickel markets continues to be shifted to the country? Markets looks ahead at China’s stimulus for support to nickel demand from the steel and battery sectors, but will it be sufficient to underpin prices? In this podcast, Asia nonferrous metals team lead Jenson Ong is joined by Wang Litian, associate price reporter for Asia nonferrous metals, and Lucy Tang, market news specialist for Asia metals to discuss the latest developments in the nickel space.…

Commodities Focus

1
Navigating a new era of shipping environmental regulations 29:37

11 weeks29:37

29:37

As the maritime industry faces a crucial turning point, the adoption of stringent environmental regulations is reshaping fuel consumption and market dynamics. In this episode of Commodities Focus, our Platts experts discuss the implications of the European Union’s Emissions Trading System (ETS) on shipping operations and the transition to alternative fuels. With the upcoming FuelEU regulations and the establishment of a new Emissions Control Area in the Mediterranean, we delve into how these changes are influencing supply chain strategies and the demand for traditional versus alternative fuels. Join us as we explore the challenges and opportunities presented by these regulatory shifts, and gain insights into the future of freight markets amidst an evolving landscape. Links: GSI 10 Dirty Tanker Global Index Suezmax (Non-Scrubber Fitted Non-Eco) - GSTDA00 GSI 10S Dirty Tanker Global Index Suezmax (Scrubber-Fitted Eco) - GSTDB00 Dirty Tanker Basis Global Index VLCC (Non-Scrubber Fitted Non-Eco) - VGIBS00 Dirty Tanker Basis Global Index VLCC (Scrubber-Fitted Eco) - VGIBR00 Interactive: Platts global bunker fuel cost calculator Platts to include EU ETS carbon costs in tanker freight assessments, launching carbon-exclusive rates for two benchmark routes Jan. 2, 2025 - Read more…

Commodities Focus

1
How India's ethanol boom is transforming the country's corn trade flow 11:31

12 weeks11:31

11:31

India is at the crossroads of transitioning from Asia's primary corn exporter to a net importer amidst growing ethanol production within the country. Is this trend of corn imports going to continue, and why is the Indian ethanol market a crucial factor? What challenges stand in the way of this transition? In this podcast, grains and oilseeds price reporter Edward Low is joined by Namarita Kathait, associate editor for Asia agriculture and senior editor for biofuels, Rishab Joshi, and global biofuel news editor Samyak Pandey to discuss the latest developments in India's corn and ethanol markets.…

Commodities Focus

1
After export ban removal, Indian rice enters global markets amid shipping uncertainties 21:19

16 weeks21:19

21:19

The world’s top rice exporter India recently lifted most of the restrictions on its rice exports, which the country placed in July 2023 to control soaring domestic food prices. Price-sensitive rice importers, such as the West African countries, are likely to look towards India as a competitive supplier. However, shipping concerns that impacted the country’s rice exporters recently may continue to add to the trade uncertainties in the coming days as well. In this podcast, Asim Anand, managing editor, agriculture and food and pricing is joined by Tanya Rana, associate editor, agriculture and food pricing, Pranay Shukla, director, head of dry bulk freight & commodities research, and Tanya Kalra, associate editor, Asia container markets, to discuss the factors impacting global rice markets as well as the freight and container outlooks in 2025, and their possible impact on Indian rice trade.…

Commodities Focus

1
The global ripple effects of the 2024 US elections on energy 15:24

20 weeks15:24

15:24

The outcome of the US presidential election in November will have ripple effects for the international energy picture. In the weeks before the election, Donald Trump and Kamala Harris are trying to draw contrasts with each other, including on energy and foreign policy. Kate Winston, oil news editor for S&P Global Commodity Insights, discusses oil sanctions, LNG exports and solar tariffs with reporters Chris Vanmoessner, Corey Paul and Kirsten Errick. They discuss the foreign policy and economic policies of the candidates and how they may impact supplies and prices for oil, gas and solar components across the globe. Links: How the 2024 elections could reshape US domestic energy policy…

Commodities Focus

1
How the 2024 elections could reshape US domestic energy policy 25:59

20 weeks25:59

25:59

Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whether Republicans or Democrats control Congress, the energy sector faces major potential shifts. There will be implications for supply chains, energy infrastructure, and the overall direction of US energy markets. Jasmin Melvin, senior editor and team lead for The Energy Daily, leads a discussion on what’s at stake in the oil, gas, power and metals arenas with Commodity Insights reporters and analysts Zack Hale, Taylor Kuykendall, Starr Spencer and Anna Mosby. They examine the polarizing energy positions from the presidential candidates and how a potentially divided Congress could reshape energy policy. Links: Platts Connect - S&P Global Commodity Insights news coverage, pricing and analysis CapIQ - Commodity Insights Americas news…

Commodities Focus

1
Direct-reduced iron: India carving its path to meet 'green' steel ambitions 13:49

23 weeks13:49

13:49

India has maintained its position as the world's largest producer of direct-reduced iron (DRI) for several years. As the global race to accelerate energy transition efforts intensifies, DRI has gained prominence due to its potential for reducing carbon emissions in energy-intensive sectors like steel. Recognized as a key pathway to 'green steel,' DRI offers various low-carbon steelmaking alternatives. Walking the DRI path is expected to help India's steel industry to lower its emissions. Capturing this evolving and dynamic market in India, S&P Global Commodity Insights' Platts has launched a daily pellet-based Indian domestic direct reduced iron spot price assessment on an ex-works Raipur, Chhattisgarh basis. Related: Indian domestic direct reduced iron price assessment…

Commodities Focus

1
Of improving weather and slow demand – are wheat prices headed for a further fall? 18:05

35 weeks18:05

18:05

In the global wheat markets, recent concerns over a major production cut in Russia, a key exporter, have sparked attention on the supply and demand dynamics. Neighbouring European producers are also facing similar concerns. Meanwhile, in Canada and Australia, weather developments in recent months have played a significant role in shaping production prospects. While, on the demand side, key importing regions such as the Middle East and North Africa (MENA) and Asia are experiencing challenges as well. In this podcast, Lalita AVD, editor, agriculture news, talks to Vivien Tang, senior editor, APAC agriculture and food Pricing, Vivian Iroanya, editor, EMEA agriculture and food pricing, and Ashya Kaderabek-vela, associate editor, Americas agriculture pricing about the potential implications of the production cut in Russia and analyze how other key wheat exporters, such as Canada and Australia, could step up to fill in the supply gap. Russian Wheat 12.5% FOB Black Sea Deep Water (WRBSD00) CWRS Wheat 13.5% FOB Vancouver (30-45 days forward) (AWHCD00) APW Wheat FOB Australia (WAUSA00)…

Commodities Focus

1
Hot gas summer for a hot power market 13:25

36 weeks13:25

13:25

With high temperatures moving through the US, multiple regions are preparing for gas and power price volatility. Gas supply constraints or cooling demand could result in power demand spikes. Data centers have been increasing power and gas requirements in some areas, power generators have been competing for gas supplies with LNG terminals along the Gulf Coast, and high gas storage levels in Southern California could lower gas and power prices from past summers. Americas gas editorial lead J Robinson and senior power editor Jared Anderson discuss these factors in the natural gas and power market outlook for summer 2024. Links:Register for the Financing US Power Conference…

Commodities Focus

1
Container market surge puts different pressure on Americas markets 17:25

37 weeks17:25

17:25

Global container markets have endured a year of volatility not experienced since the global pandemic in 2020-2021, anchored by the complexity for supply chains as carriers loop around the Cape of Good Hope. Now that demand is ushering back into markets in a period of restocking, rates have surged upwards for North and South American import markets from Asia, with some suggesting that the ceiling has not yet been reached heading into Q3. In the midst of all of this is an uncertain geopolitical environment, where impending tariffs imposed by the US government on Chinese goods have influenced volume shifting in this upward drive.…

Commodities Focus

1
Field to fork: Unpacking feed and meat demand in Asia and the Middle East (part 2) 17:20

38 weeks17:20

17:20

Meat consumption is soaring globally, driven by population growth, rising incomes, and dietary preferences. As emerging markets embrace protein-rich diets, demand for feed grains intensifies, and the weather, government policy, animal disease and other factors can have major impact on both industries. For the second installment of this two-part series focusing on global beef and poultry markets, Will Bland resumes the conversation, this time with agriculture managing editors Liz Thang and Asim Anand. The team turns the spotlight to Asia and the Middle East, where most of the world's population and livestock live. Links: Press Release: S&P Global Commodity Insights Launches New Platts Price Assessments for Poultry, Beef Proteins Price Assessments: S&P Global Commodity Insights Live…

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