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

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

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

The global natural gas market is exhibiting record volatility, with prices at unprecedented levels as Russia's invasion of Ukraine casts a cloud of uncertainty over the future of Europe's supply mix. ...

5 Huhti 202221min

Nickel market volatility hits China's battery industry

Nickel market volatility hits China's battery industry

Nickel prices hit an unprecedented $101,365/mt in early trading on March 8 following a historic short squeeze on pure nickel and have been volatile ever since.  China, the world's largest consumer of ...

25 Maalis 202212min

US plastics are all packaged up with nowhere to go

US plastics are all packaged up with nowhere to go

A constant rush of imports has commanded short supply of equipment needed to move out exports of resins used to make everything from grocery bags and shampoo bottles to vinyl siding and vehicle dashbo...

23 Maalis 20228min

Renewable penetration will drive erosion of North American capture prices

Renewable penetration will drive erosion of North American capture prices

As more renewable energy enters the grid, wind and solar generators increasingly compete for the same revenue streams. This results in a price cannibalization risk, in which renewables erode their own...

16 Maalis 202212min

Shipping, commodities hunt for alternatives as sanctions on Russia bite

Shipping, commodities hunt for alternatives as sanctions on Russia bite

The commercial and financial ramifications of the Russia-Ukraine conflict will be felt for a long time. As the conflict escalates, sanctions have been imposed on Russian banks and shipping companies. ...

4 Maalis 202216min

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

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

The natural gas storage situation in North America has fluctuated wildly this winter, quickly moving from a surplus to a growing deficit in the US. Meanwhile, Canada's inventories have teetered near h...

15 Helmi 202216min

Middle East LPG suppliers eye boosting exports to capture Asian demand

Middle East LPG suppliers eye boosting exports to capture Asian demand

Asia's LPG demand has been growing over the last decade, led by China's mushrooming petrochemical sector. India's LPG demand has also grown due to large subsidy-driven household consumption. But major...

11 Helmi 20229min

Copper markets eye easing concentrate supply in 2022

Copper markets eye easing concentrate supply in 2022

Copper prices were on a roller-coaster ride in 2021 with demand recovery in US and Europe, logistics issues, COVID-19 disruptions and power cuts in China all contributing to the price fluctuations. Fu...

19 Tammi 202213min

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