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Commodities Focus — 655 episodes · page 2 of 7

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Title
101

With war in Europe, focus sharpens on the US as a global natural gas supplier

102

Easing lockdowns in Shanghai: a boost for container freight or a headache in the making?

103

How has the war in Ukraine, China's 'zero-COVID' strategy impacted sulphuric acid, copper?

104

Can Europe's gas generation survive a Russian supply phase out?

105

What's been driving recent volatility in global clean tanker freight?

106

How has the Russia-Ukraine war impacted polymer markets?

107

Goldman's Currie sees supply constraints extending oil price boom

108

Dead in the Water: Have LNG price spikes killed the case for LNG bunkers?

109

Renewable Energy Certificates play a role in decarbonization, but do they have real economic value?

110

Navigating turbulence in Asia's LNG market

111

Asian fuel oil prices simmer as peak summer demand looms

112

Sugar vs. ethanol: what will Center-South Brazil mills prioritize in the 2022-23 crop?

113

Uncharted waters: Europe's new role in the global LNG market

114

Nickel market volatility hits China's battery industry

115

US plastics are all packaged up with nowhere to go

116

Renewable penetration will drive erosion of North American capture prices

117

Shipping, commodities hunt for alternatives as sanctions on Russia bite

118

A winter's tale: heating season extremes in North American gas

119

Middle East LPG suppliers eye boosting exports to capture Asian demand

120

Copper markets eye easing concentrate supply in 2022

121

A conversation with Enterprise: Going all in on upstream petrochemicals

122

Oil and gas industry strikes back against energy transition at the World Petroleum Congress

123

Nord Stream 2: No end in sight to long-running saga over controversial gas pipeline

124

US natural gas, power prices face bullish outlooks into winter heating season

125

Freight and drought bite as the Californian Japonica rice market heads into 2022

126

Gas pays the price

127

With energy prices surging, why are clean and dirty tanker markets lagging behind?

128

South America's Atlantic Coast crude producers target Asia, the world

129

North American exposure to global gas markets trumps ample storage inventory at home

130

Face-to-face gas conference Gastech puts energy transition in focus

131

Europe's gas and power face a perfect storm as winter looms

132

When will global polyethylene markets return to normalcy?

133

Plastics markets braced for the long haul amid multiple logistical dilemmas

134

Tankers face the hangover from the party: International Seaways CEO

135

West Coast offshore wind to help California achieve clean energy goals

136

Massive energy transition challenge tops next German government's in-tray

137

Increased risks of more intense weather events pose a challenge for energy infrastructure, markets

138

Elevated pricing, decarbonization test aluminum market's mettle

139

Mexico remains a destination for upstream investors despite government shift

140

Hydro Québec CEO spells out export plans, challenges of energy transition

141

Recycled metals vs recycled plastics: What will drive Asia closer to meeting its sustainability goals?

142

Red-hot container markets adopt unorthodox measures

143

Wildfire Carbon Reversal and the question of Permanence in Nature-Based Carbon Credits

144

Plastic vs. aluminum beverage containers: Which will win the global sustainability race?

145

Midstream investors to see if commercial pickup in natural gas, LNG translated to Q2 bottom line

146

Increased US refining demand stifling Americas tanker freight amid summer doldrums

147

Food, fuel and feed: How consumption patterns have affected prices

148

Cheniere looks to lead on ESG just as it does on US LNG

149

Feedwheat vs corn: The great debate in the minds of Asian feedbuyers

150

USGC-Asia naphtha flows spike in Q2 despite tanker owner reticence

151

US Supreme Court sides with refiners, RINs tumble

152

Drought, wildfires among summertime challenges for US power market

153

Shipping market faces logistical challenges as India continues fight against COVID-19 pandemic

154

Rise Light & Power CEO lays out the challenges of turning New York City into a hub for clean energy

155

Declaration in the Gulf of Guinea – shipping takes a stand together

156

Mexico's federal elections to have broad impact on energy

157

Unpacking China's new tax: Implications on crude oil and refined product markets

158

Strong demand, supply shortfalls drive steel prices across Europe and Asia

159

US gasoline demand rising ahead of expected summer travel boom

160

North American midstream sector stresses need for strengthening infrastructure reliability

161

Cost concerns, policy factors, competition pose challenges for US nuclear fleet

162

Unrelenting petcoke prices stifle global demand, consumers look elsewhere

163

Are deepening shifts in Atlantic Basin clean tanker trade lanes the new normal?

164

From boom to superboom: Are Suez Canal misfortunes to blame for impending port delays?

165

North American midstream sector looks ahead after Q1 impacted by weather

166

New regulations have broad implications for Mexico's midstream, power sectors

167

Agricultural commodities reap the whirlwind of container shortages

168

A new chapter for oil, with IEA's Toril Bosoni

169

Canada enters natural gas injection season with low storage levels

170

Supply woes drive Mexican steel prices to 13-year highs

171

Boosting oil production, environmental commitments pose dual challenges for Mexico's Pemex

172

Oil futures turn volatile as market unpacks Suez Canal blockage; Guyana producers stay on target

173

Carbon pricing, storage levels, LNG outages: Global links emerge to drive natural gas price movements

174

Will shipping energy efficiency regulations cause more headaches for owners?

175

Container freight costs climb as priority-loading premiums take centerstage in Asia

176

Mexico's Pemex announces large oil discovery, but faces challenges in reaching production goals

177

Brazil's Center-South readies for 2021-22 sugar, ethanol season

178

Logistics, tight supply pose challenges to China's copper concentrates market

179

Fleet vehicle electrification could be big growth driver for US EVs

180

What is the future for gas in Europe amid the EU's green push?

181

Clean tankers face extended weakness amid refinery outages, diesel hike

182

Multitude of factors push global styrene prices higher

183

Jim Rogers on the future of oil, agriculture, and energy transition

184

Historic price volatility envelops US, Texas natural gas markets

185

Oil, energy transition and commodity supercycles with Jeff Currie, Goldman Sachs

186

Pirates of the Gulf of Guinea

187

A CEO's look at US battery storage development strategies, opportunities and barriers

188

As RINs reach their highest levels since 2013, where does the market go from here?

189

Where does the global natural gas market go from its historic highs?

190

What is causing European olefin prices to soar in 2021?

191

Perfect Storms: Container and LNG shipping herald new year with all-time highs

192

North American midstream earnings put natural gas volumes, prices and exports in focus

193

Natural gas bulls rush into 2021, pushing Asian LNG to record highs

194

What's in store for global coal markets in 2021?

195

Mexico sees potential as LNG export hub

196

What's in store for rice supply and demand in the Americas going into 2021

197

Freight markets and decoding the crew change challenge during a pandemic

198

Cal-ISO's new leader to focus on resource adequacy, modernizing system

199

Up, up, and away: JKM surges on tighter supply, bringing TTF higher

200

Asia challenges ethylene demand outlook for 2021