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Hosted by members of Stephenson Harwood’s leading commodities team, our podcast series, Commodities in Focus, provides an overview of key legal developments and topical issues facing clients engaged in the production, trading, carriage, storage and financing of commodities. Information contained in these podcasts should not be applied to any set of facts without seeking legal advice.
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Commodities Focus
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A new chapter for oil, with IEA’s Toril Bosoni
17:49
17:49
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17:49
The oil market is starting to face a new set of questions as it emerges from the pandemic and as energy transition momentum builds. S&P Global Platts Associate Director Paul Hickin spoke with the International Energy Agency’s Head of Oil Markets Division Toril Bosoni about the outlook for oil demand, the role of OPEC+, US shale and China in the new…
In the latest episode of Commodities in Focus, London-based commodities partner Peter Bennett and offshore energy partner Stuart Beadnall discuss MAC clauses. They look at a number of areas, including what they are, how they operate, why they are becoming so prominent and the risks surrounding termination rights.…
Weekly cash summary; looking for seasonal highs.על ידי Louise Gartner
Futures stall; world cash lower; US cash higher; crop progress/conditions.על ידי Louise Gartner
Futures higher; cash higher; boxed beef soars; plant capacity; seasonals.על ידי Louise Gartner
Wheat, corn push strongly higher on Chinese demand; Minneapolis leads on northern plains' drought; solid export sales.על ידי Louise Gartner
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Commodities Focus
1
Canada enters natural gas injection season with low storage levels
18:07
18:07
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18:07
Canada enters the natural gas injection season with below-average storage levels as demand from resurging activity in the oil sands as well as coal-to-gas switching and higher exports look to boost AECO prices in relation to major market centers in the US Upper Midwest. The NGTL pipeline and storage system also looks to play a role in the market th…
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Commodities Focus
1
Supply woes drive Mexican steel prices to 13-year highs
12:47
12:47
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A long-standing regional supply shortage, aggravated by COVID-19 impacts, has prompted steel prices in Mexico to jump to 13-year highs, while local demand is yet to recover. Higher raw materials prices, coupled with a strong US dollar, were also drivers of a trend that is not expected to end in the short term. Adriana Carvalho, S&P Global Platts ma…
Futures firm; no cash trade so far; boxed beef continues strongly higher.על ידי Louise Gartner
Futures mixed; Egypt buys Black Sea wheat; Russian floating export tax explained.על ידי Louise Gartner
Futures strongly higher; cash higher; weekly cash summary.על ידי Louise Gartner
Futures mixed; crop conditions improve; Egypt tenders.על ידי Louise Gartner
Cash higher, boxed beef higher; futures steady/lower; seasonal outlooks.על ידי Louise Gartner
Chart formations; world cash prices lower; new quarter brings more fund money.על ידי Louise Gartner
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Commodities Focus
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Boosting oil production, environmental commitments pose dual challenges for Mexico's Pemex
17:02
17:02
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Mexico's Pemex, the state oil company, is facing challenges to increase production, as the government desires, and also internationally to meet its environmental commitments. We spoke with Andrew Rudman, director of the Wilson Center's Mexico Institute, about these challenges and the relationship between Pemex and the United States under the Biden …
Reaction to Stocks/Plantings reports; cash steady; boxed beef higher.על ידי Louise Gartner
Stocks/Plantings reports summary; short term outlook.על ידי Louise Gartner
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Commodities Focus
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Oil futures turn volatile as market unpacks Suez Canal blockage; Guyana producers stay on target
15:49
15:49
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The oil futures market has been volatile on news that a large container ship was blocking the Suez Canal, a key artery for petroleum shipments, but do spot markets give a better indication of the impacts on global trade flows? Why are producers remaining so focused on growth in Guyana, considering softer demand growth expectations? Jeff Mower, head…
Futures move higher on stronger cash and boxed beef; weekly cash summary; seasonal tendencies.על ידי Louise Gartner
Wheat prices struggle as weather improves; grains brace for stocks/plantings report.על ידי Louise Gartner
Weekly wrap-up.על ידי Louise Gartner
Weekly wrap-up.על ידי Louise Gartner
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Commodities Focus
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Carbon pricing, storage levels, LNG outages: Global links emerge to drive natural gas price movements
19:58
19:58
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Recent dynamics driving unseasonably high JKM and TTF pricing, ranging from elevated carbon pricing and LNG outages creating supply disturbance in Asia, have further illustrated the emerging global links driving natural gas pricing. Beyond these current dynamics, European and US storage exit winter at lower levels than recent years, but what does r…
In the latest episode of Commodities in Focus, London-based partners Jonathan Spearing and Emma Skakle and marine director, Rod Johnson discuss fuel flashpoints, including; what a flashpoint is, why it matters, the issues and risks that may arise in relation to flashpoints and finally, what charterers can do to mitigate those risks.…
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Commodities Focus
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Will shipping energy efficiency regulations cause more headaches for owners?
8:26
8:26
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The International Maritime Organization has approved amendments to its MARPOL Annex VI regulations, introducing an Energy Efficiency Design Index (EEDI) that is expected to come into force in 2023. S&P Global Platts container editor George Griffiths and tankers editor Charlotte Bucchioni look at what these new amendments entail, and how they might …
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Commodities Focus
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Container freight costs climb as priority-loading premiums take centerstage in Asia
11:50
11:50
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The cost to ship goods on containers are climbing as additional premiums, such as the priority-loading premium, take hold in the market. The premium, which can be from 50-70% over the freight all kinds rate for Southeast Asia to the US and Europe routes, ranges from $2,000-3,500/FEU. S&P Global Platts Container Market experts Ng Bao Ying and Parish…
Weekly wrap-up.על ידי Louise Gartner
Weekly wrap-up.על ידי Louise Gartner
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Commodities Focus
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Mexico's Pemex announces large oil discovery, but faces challenges in reaching production goals
12:59
12:59
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Mexico's Pemex recently announced it had discovered more than 1.2 billion barrels of oil equivalent in an onshore complex in the state of Tabasco, near the site where the company is planning to build its Dos Bocas refinery. That's a large discovery, but there are serious questions about Pemex's ability to reach its stated production goals. S&P Glob…
Cash stalls; boxed beef firming; deferred futures going strong; looking for seasonal top.על ידי Louise Gartner
Wheat prices stalling; good rains across plains; weather drives price action.על ידי Louise Gartner
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Commodities Focus
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Brazil's Center-South readies for 2021-22 sugar, ethanol season
27:26
27:26
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Brazil's Center-South region will kick off the 2021-22 sugar and ethanol crop season April 1 and producers are betting again on high international sugar prices and depreciated Brazilian real to increase their profitability. Fuel demand was initially forecast to increase in 2021; however, as the country has moved back to further social distancing me…
Weekly wrap-up.על ידי Louise Gartner
Weekly wrap-up.על ידי Louise Gartner
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Commodities Focus
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Logistics, tight supply pose challenges to China's copper concentrates market
9:21
9:21
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China consumes around 50% of world's copper and will continue to play a critical role in the market this year. S&P Global Platts metals experts Keith Tan and Han Lu examine China's appetite for copper concentrates as its economy recovers from the coronavirus pandemic. They also discuss what the market can expect in the second quarter, and give meth…
Futures firm; boxed beef lower; plains rain supportive for feeders.על ידי Louise Gartner
Slightly bearish supply/demand report; big rain/snow event for plains a huge help to wheat.על ידי Louise Gartner
Futures quietly higher; cash steady; seasonal outlook.על ידי Louise Gartner
Crop conditions mixed as wheat greens up in the central plains; rains coming for the plains; supply/demand today.על ידי Louise Gartner
Futures lower; fed cash steady; feeder cattle cash weaker; boxed beef under pressure.על ידי Louise Gartner
Futures slightly lower; soybeans propping up grain complex; world cash mixed; supply/demand tomorrow.על ידי Louise Gartner
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Commodities Focus
1
Fleet vehicle electrification could be big growth driver for US EVs
21:49
21:49
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US plug-in electric vehicles accounted for 2.6% of total sales in December, tied with Nov. 2020 for a record high and year-to-date PEVs account for just shy of 2% of all light duty vehicles sold in the US, according to S&P Global Platts Analytics. However, recent large orders for electric buses and other fleet vehicles suggest that sector could pla…
Cash steady; boxed beef under pressure; futures reverse higher.על ידי Louise Gartner
Futures choppy to start the week; world FOB higher; weather becomes major focus.על ידי Louise Gartner
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Commodities Focus
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What is the future for gas in Europe amid the EU's green push?
32:44
32:44
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The current European Commission is the greenest ever as it pushes toward carbon neutrality by 2050. Gas —despite being a fossil fuel— is considered by many as having a key role to play in Europe's energy transition, and the industry is working hard on ways to decarbonize gas and secure the future of Europe's vast gas infrastructure, including throu…
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Commodities Focus
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Clean tankers face extended weakness amid refinery outages, diesel hike
12:46
12:46
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Refinery outages from the cold snap on the US Gulf Coast Feb. 15-19 put even more bearish pressure on the already weak Americas clean tanker market, and heightened diesel prices in the USGC. With petroleum product demand still low globally, the Americas clean tanker market continues to move along the freight floor as typical arbitrages to Europe an…
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Commodities Focus
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Multitude of factors push global styrene prices higher
13:36
13:36
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13:36
The global styrene market has risen sharply in February, driven by a number of factors around the world, including production issues in Europe and severe winter storms in Texas. Matthew Cook, associate editorial director for Americas petrochemicals coverage for S&P Global Platts, discusses the recent trends with Platts editors Simon Price in London…
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Commodities Focus
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Jim Rogers on the future of oil, agriculture, and energy transition
13:49
13:49
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Commodities have witnessed a broad upturn in prices across the board in recent months. In a discussion with S&P Global Platts Asia Energy Editor Sambit Mohanty, veteran commodities investor and chairman of Beeland Interests Inc Jim Rogers says that oil's future would still be looking good 10 years from now, energy transition will find strong suppor…
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Commodities Focus
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Historic price volatility envelops US, Texas natural gas markets
23:36
23:36
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23:36
Ira Joseph, head of generating fuels and electricity power pricing for S&P Global Platts, and Ryan Ouwerkerk, manager of Americas natural gas pricing, are joined by Kelsey Hallahan and Arsalan Syed, pricing specialists from the North American natural gas team, to untangle the historic Texas freeze and subsequent price movements and what it means fo…
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Commodities Focus
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Oil, energy transition and commodity supercycles with Jeff Currie, Goldman Sachs
21:21
21:21
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21:21
Commodity prices, as assessed by S&P Global Platts, are hitting fresh highs, sparking a debate around a potential supercycle. Goldman Sachs’ global head of commodity research Jeff Currie, who identified the last supercycle in the early 2000s spoke with Platts associate director Paul Hickin about why and how it’s different this time around, what it …
