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.

Thematic (Sector/Industry)

<ul><li>Emerging regulatory changes in the shipping industry, including EU ETS and fuel EU regulations, are driving a shift towards more sustainable practices and alternative fuels.</li><li>Alternative fuels like methanol, ammonia, and hydrogen are expected to play a significant role in the maritime sector, with infrastructure and adoption challenges to overcome.</li><li>Price reporting agencies like Platts are adapting to these regulatory changes by launching new assessments and methodologies to accurately reflect market conditions and provide valuable insights to stakeholders.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Emerging regulatory changes in the shipping industry, including EU ETS and fuel EU regulations, are driving a shift towards more sustainable practices and alternative fuels.Alternative fuels like methanol, ammonia, and hydrogen are expected to play a significant role in the maritime sector, with infrastructure and adoption challenges to overcome.Price reporting agencies like Platts are adapting to these regulatory changes by launching new assessments and methodologies to accurately reflect market conditions and provide valuable insights to stakeholders.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Navigating a new era of shipping environmental regulations

Commodities

Corn No. 2 Yellow at par and substitutions at differentials established by the exchange.

<ul><li>India's ethanol policy is driving increasing corn demand both locally and for imports</li><li>India's corn production is estimated to be around 38 million for the next year</li><li>India primarily imports non-GMO corn from Myanmar and Ukraine for their ethanol industry, facing challenges in meeting the demand due to feedstock tightness and high import duties</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

India's ethanol policy is driving increasing corn demand both locally and for importsIndia's corn production is estimated to be around 38 million for the next yearIndia primarily imports non-GMO corn from Myanmar and Ukraine for their ethanol industry, facing challenges in meeting the demand due to feedstock tightness and high import dutiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

Cross Asset Strategy

<ul><li>Direct Reduced Iron (DRI) is playing a significant role in India's steel industry, accounting for 33% of total steel output</li><li>India's DRI market is characterized by rapid growth driven by steel production targets and sustainable steel making practices</li><li>DRI production is concentrated in central and eastern parts of India, with states like Chhattisgarh and Odisha being prominent producers and trade hubs.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Direct Reduced Iron (DRI) is playing a significant role in India's steel industry, accounting for 33% of total steel outputIndia's DRI market is characterized by rapid growth driven by steel production targets and sustainable steel making practicesDRI production is concentrated in central and eastern parts of India, with states like Chhattisgarh and Odisha being prominent producers and trade hubs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Direct-reduced iron: India carving its path to meet 'green' steel ambitions

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>Power demand in the gas market is at record highs, potentially leading to price spikes</li><li>Data center demand growth in PJM's transcozone five market could pose a risk for gas supply</li><li>Despite adequate reserve margins, heat waves can lead to price spikes and potential supply constraints in the gas market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Power demand in the gas market is at record highs, potentially leading to price spikesData center demand growth in PJM's transcozone five market could pose a risk for gas supplyDespite adequate reserve margins, heat waves can lead to price spikes and potential supply constraints in the gas marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>UK refining sector facing challenges including competition from overseas refineries, transition to electric vehicles, and sustainability targets in aviation</li><li>Closure of Grangemouth refinery in 2025 highlights broader trend of refinery closures in UK</li><li>Exxon Mobil's Forli refinery investing in new diesel production capacity to address UK's growing diesel deficit and decrease diesel imports by a quarter</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

UK refining sector facing challenges including competition from overseas refineries, transition to electric vehicles, and sustainability targets in aviationClosure of Grangemouth refinery in 2025 highlights broader trend of refinery closures in UKExxon Mobil's Forli refinery investing in new diesel production capacity to address UK's growing diesel deficit and decrease diesel imports by a quarterThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

UK Oil Refining Struggles in the Age of Energy Transition

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

Navigating a new era of shipping environmental regulations

Overall, regulatory changes, particularly in the EU, are reshaping the freight market towards a more sustainable future with a focus on reducing...

Commodities Focus

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

The podcast discusses India's growing corn trend, its impact on global trade flows, and the country's increasing demand for corn for ethanol...

Commodities Focus

Direct-reduced iron: India carving its path to meet 'green' steel ambitions

The discussion with Rohan Somanshi, Fred Wong, and Sumita Laik on the Asian metals markets, particularly DRI in India, highlighted the growing...

Commodities Focus

Hot Gas Summer for a Hot Power Market

Potential price risks in gas markets and power demand due to data center growth, coal retirements, and electrification efforts pose a risk for...

Commodities Focus

UK Oil Refining Struggles in the Age of Energy Transition

The UK's refining sector is facing challenges such as competition from overseas, the shift to electric vehicles, and sustainability targets, with...

Commodities Focus