Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

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

Commodities

Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

<ul><li>Copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang share insights on copper market trends and trade flows</li><li>China copper concentrates assessments have hit negative levels in 2025 due to tight supply and growing demand from China and India</li><li>Smelters are running at production losses due to low TCRC but continue to buy in the market to meet output targets and maintain production levels</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang share insights on copper market trends and trade flowsChina copper concentrates assessments have hit negative levels in 2025 due to tight supply and growing demand from China and IndiaSmelters are running at production losses due to low TCRC but continue to buy in the market to meet output targets and maintain production levelsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global copper markets navigate trade flow shifts and smelting challenges

Thematic (Sector/Industry)

<ul><li>The cattle cycle is a long-term cyclical fluctuation in cattle inventory driven by economic signals</li><li>Important metrics to consider include availability of female animals, profitability in feeding and cow-calf sectors</li><li>Brazil and Australia are the main suppliers of beef to the US, with a large portion of imports being lean trim beef</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The cattle cycle is a long-term cyclical fluctuation in cattle inventory driven by economic signalsImportant metrics to consider include availability of female animals, profitability in feeding and cow-calf sectorsBrazil and Australia are the main suppliers of beef to the US, with a large portion of imports being lean trim beefThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

<ul><li>India is becoming a key player in global oil demand growth, with forecasts predicting substantial expansion in the coming years</li><li>The global oil industry is shifting its focus from China to India as the main driver of demand growth</li><li>Challenges for India in meeting oil demand include weather effects, economic activity rhythms, currency strength, and inflation impacts on affordability</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

India is becoming a key player in global oil demand growth, with forecasts predicting substantial expansion in the coming yearsThe global oil industry is shifting its focus from China to India as the main driver of demand growthChallenges for India in meeting oil demand include weather effects, economic activity rhythms, currency strength, and inflation impacts on affordabilityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

Natural gas is a naturally occurring hydrocarbon gas mixture consisting primarily of methane, but commonly including varying amounts of other higher alkanes, and sometimes a small percentage of carbon dioxide, nitrogen, hydrogen sulfide, or helium. It is formed when layers of decomposing plant and animal matter are exposed to intense heat and pressure supplied by existing under the surface of the Earth over millions of years. The energy that the plants originally obtained from the sun is stored in the form of chemical bonds in the gas.

<ul><li>Trump signed emergency declarations to address energy and minerals inadequacy in the US</li><li>Plans to impose tariffs on Mexico and Canada, pressure OPEC to lower prices</li><li>Unclear what powers these declarations unlock, potential impact on energy and metal projects</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Trump signed emergency declarations to address energy and minerals inadequacy in the USPlans to impose tariffs on Mexico and Canada, pressure OPEC to lower pricesUnclear what powers these declarations unlock, potential impact on energy and metal projectsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

Nickel is a silvery-white lustrous metal with a slight golden tinge. Nickel belongs to the transition metals and is hard and ductile. Pure nickel, powdered to maximize the reactive surface area, shows a significant chemical activity, but larger pieces are slow to react with air under standard conditions because an oxide layer forms on the surface and prevents further corrosion.

<ul><li>Nickel market focusing on developments in Indonesia, China, and US policies</li><li>Impact of policy changes on nickel demand in the battery sector</li><li>Potential diversification in ownership of Indonesian nickel projects due to concerns over Chinese stakeholding.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nickel market focusing on developments in Indonesia, China, and US policiesImpact of policy changes on nickel demand in the battery sectorPotential diversification in ownership of Indonesian nickel projects due to concerns over Chinese stakeholding.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

Commodities Focus
Podcast by S&P analysing commodity market trends
• Commodities Focus

Global copper markets navigate trade flow shifts and smelting challenges

Key copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang discuss the current trends in the...

Commodities Focus

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

The cattle cycle and biological cycle of beef animals, in relation to key metrics and global suppliers, are impacted by factors such as dry weather...

Commodities Focus

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

Foreign Mohanty hosts a discussion on India's role in global oil markets, projecting it to be a leading driver of future oil demand growth, with...

Commodities Focus

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

President Trump signed emergency declarations related to energy and critical minerals, hinted at possible tariffs on imports from Mexico and...

Commodities Focus

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

This podcast explores various factors influencing the nickel market, including Indonesian production, price trends, policy impacts, battery...

Commodities Focus