What's been driving recent volatility in global clean tanker freight?
A global dislocation of clean tanker tonnage has driven freight volatility in recent weeks, as charterers scramble for barrels in east and west of Suez markets to satisfy European and South American d...
13 Mai 202223min
How has the Russia-Ukraine war impacted polymer markets?
In this special episode of the Commodities Focus podcast from S&P Global Commodity Insights, Vincent Valk, senior editor of Chemical Week, and Luke Milner, managing editor of the EMEA olefins and poly...
10 Mai 202216min
Goldman's Currie sees supply constraints extending oil price boom
High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie...
4 Mai 202216min
Dead in the Water: Have LNG price spikes killed the case for LNG bunkers?
With 2022's volatile gas prices causing uncertainty across the energy markets, the case for LNG as a marine fuel has been shaken. LNG has previously been called the frontrunner in the race for alterna...
26 Apr 202211min
Renewable Energy Certificates play a role in decarbonization, but do they have real economic value?
US states are ramping up their decarbonization goals in legislation, and corporations are committing to powering their operations with renewables. Enter Renewable Energy Certificates. What role do REC...
20 Apr 202210min
Navigating turbulence in Asia's LNG market
Asia's LNG market has been disrupted by the war in Ukraine at a time when supply was already tight because of outages, low inventories and a rebound in economic activity. Global gas prices continue to...
19 Apr 202219min
Asian fuel oil prices simmer as peak summer demand looms
The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce ...
14 Apr 202222min
Sugar vs. ethanol: what will Center-South Brazil mills prioritize in the 2022-23 crop?
Center-South Brazil's crop officially started on April 1, and although more than 70% of the expected sugar exports are already hedged, there is still flexibility for the allocation of the sugarcane mi...
13 Apr 202214min
