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Commodities Focus
Podcast by S&P analysing commodity market trends
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Commodities Focus
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Location:
United States
Joined:
24 September 2023
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bullish
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Natural Gas
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28 Jun 2024 20:00
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Podcast
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
14 Views
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bearish
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Thematic (Sector/Industry)
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29 May 2024 11:03
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Podcast
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
245 Views
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bullish
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Cross Asset Strategy
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14 Mar 2024 09:08
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Podcast
How Are Gas Operators Navigating the Difficult Gas Environment in 2024?
Operators in gas basins are cutting capital spending due to weak prices, with production levels decreasing and gas storage levels above average,...
Commodities Focus
197 Views
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bearish
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Thematic (Sector/Industry)
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09 Mar 2024 09:58
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Podcast
Lithium producers pump brakes on North American projects amid low prices
Prices have since plunged nearing a three-year low, causing uncertainty for companies with viable projects and automakers scaling back EV...
Commodities Focus
354 Views
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bearish
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Wheat
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07 Mar 2024 07:49
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Podcast
Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024
Ukrainian wheat exports are expected to improve with better logistics and an estimated production of nearly 20.5 million tons in the 2024-25 season
Commodities Focus
164 Views
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