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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Global copper markets navigate trade flow shifts and smelting challenges

Global copper markets navigate trade flow shifts and smelting challenges

Copper smelter margins have been facing noticeable pressure in recent months as copper concentrate TC/RCs plunged on tight supply, will this mean more production cuts upcoming? Primary copper prices, ...

26 Maalis 202515min

Brazil's evolving role in the global ferrous scrap market

Brazil's evolving role in the global ferrous scrap market

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,...

19 Helmi 202515min

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

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

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 Brazi...

14 Helmi 202514min

India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push

India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push

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 in...

5 Helmi 202525min

Emergency or policy? Unpacking Trump's take on US energy and metals

Emergency or policy? Unpacking Trump's take on US energy and metals

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 ...

28 Tammi 202527min

Nickel markets look ahead at battery, steel sector stimulus, Indonesian growth

Nickel markets look ahead at battery, steel sector stimulus, Indonesian growth

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 sti...

30 Joulu 202416min

Navigating a new era of shipping environmental regulations

Navigating a new era of shipping environmental regulations

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...

17 Joulu 202429min

How India's ethanol boom is transforming the country's corn trade flow

How India's ethanol boom is transforming the country's corn trade flow

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, a...

11 Joulu 202411min

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