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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Is Japan's rice supply crisis an opportunity for US and Thai farmers?

Is Japan's rice supply crisis an opportunity for US and Thai farmers?

For months, Japan has been suffering from an extremely low availability of its staple food—rice. Despite Tokyo's efforts to mitigate the supply crisis, local rice prices have touched all-time high lev...

19 Touko 202518min

Foot and Mouth Disease shapes the future of European pork trade

Foot and Mouth Disease shapes the future of European pork trade

A new outbreak of Foot and Mouth Disease discovered in Germany earlier this year has reshaped trade flows of European pork and led to significant pricing volatility in the region. Varying government r...

14 Touko 202517min

Seafood Surge: The Fastest Growing Sector in Global Animal Protein Markets in 2025

Seafood Surge: The Fastest Growing Sector in Global Animal Protein Markets in 2025

As the demand for sustainable protein sources escalates, seafood production is poised to become the fastest-growing sector in the global animal protein markets in 2025. At the forefront of this growth...

7 Touko 202515min

The rise of battery recycling and black mass markets amid global EV adoption

The rise of battery recycling and black mass markets amid global EV adoption

Global electric vehicle adoption is increasing the demand for recycled battery raw materials. While the recent slowdown in EV sales growth and an oversupply of battery metals have weighed on battery r...

29 Huhti 202524min

Chinese jet fuel remains bright spark in latest export quota tranche

Chinese jet fuel remains bright spark in latest export quota tranche

China's latest round of oil product export quotas had tightened compared to the same tranche a year ago. However, healthy margins and strong aviation recovery have pretty much cemented jet fuel's posi...

9 Huhti 20258min

Low-carbon methanol awaits regulatory backing for transportation use

Low-carbon methanol awaits regulatory backing for transportation use

The global methanol market is seeing emerging demand for low-carbon transportation fuels, with particular focus on marine fuels, driven by a need to decarbonize global shipping without disrupting supp...

8 Huhti 202523min

Alumina, aluminum markets react to tariffs, new capacity plans

Alumina, aluminum markets react to tariffs, new capacity plans

Will US tariffs reshape aluminum trade flows? How will new alumina capacity out of Indonesia impact prices? In this podcast, Asia nonferrous metals team lead Jenson Ong is joined by Louissa Liau, ass...

1 Huhti 202517min

Mexico's chicken meat importers mull options in case of trade war

Mexico's chicken meat importers mull options in case of trade war

Exporters of chicken meat from the US have been mulling what might happen to their trade in the event of a trade war. Mexico is their largest customer, and Brazil is their largest competitor. However,...

27 Maalis 202521min

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