Commodities Focus

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S&P Global Commodity Insights
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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.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Commodities Focus.

Hosts

Neo Rong Wei Jenson Ong William Bland

Previous Guests

Daisy Xu
Daisy Xu is a Market Specialist at S&P Global Commodity Insights, focusing on the dynamics of the oil and gas markets in Asia. With a background in market analysis and reporting, she provides insights into export trends and pricing strategies within the region.
Lee Shu Ling
Lee Shu Ling is an associate price reporter at S&P Global Commodity Insights, specializing in the Asia jet fuel and kerosene markets. She has extensive experience in analyzing market trends and pricing mechanisms, contributing to a deeper understanding of the aviation fuel sector in Asia.
Olivier Maronneaud
Olivier Maronneaud is the global research lead for methanol and derivatives at S&P Global Commodity Insights. He specializes in the analysis of the methanol market, focusing on emerging trends and technologies that aim to reduce carbon intensity in fuel production. With extensive experience in the energy sector, Olivier plays a crucial role in understanding the implications of regulatory changes and market dynamics on the adoption of low-carbon fuels.
Andre Mikhail
Andre Mikhail is a chemicals price reporter at S&P Global Commodity Insights. He covers the pricing trends and market developments in the chemicals sector, with a particular emphasis on methanol and its derivatives. Andre's insights into market fluctuations and production costs are vital for stakeholders looking to navigate the complexities of the low-carbon fuel landscape.
Louissa Liau
Louissa Liau is an associate price reporter for Asia nonferrous metals at S&P Global Commodity Insights. She specializes in reporting on price movements and market trends within the nonferrous metals sector, particularly focusing on aluminum and alumina markets in the Asia region.
Lucy Tang
Lucy Tang is a metals market news specialist at S&P Global Commodity Insights. She covers various aspects of the metals market, providing insights and updates on market conditions, pricing, and industry developments.
Kelly Seier
Kelly Seier is a US poultry analyst with expertise in the chicken meat market. She provides insights into market trends, pricing, and trade dynamics affecting the poultry industry.
Luke Lundgren
Luke Lundgren is a price reporter specializing in agricultural commodities, particularly in the poultry sector. He analyzes market data and reports on pricing trends and developments.
Beatriz Baltieri
Beatriz Baltieri is a price reporter with a focus on agricultural markets. She covers various commodities, including chicken meat, and provides analysis on pricing and market conditions.
Mok Yuen Cheng
Mok Yuen Cheng is a senior manager in price reporting for Asia nonferrous metals at S&P Global Commodity Insights. With extensive experience in the commodities market, Mok specializes in analyzing pricing trends and market dynamics, particularly in the copper sector.
Han Lu
Han Lu is a senior price reporter for Asia nonferrous metals at S&P Global Commodity Insights. Han focuses on reporting and analyzing price movements in the nonferrous metals market, contributing valuable insights into market trends and pricing strategies.
Ong Jia Lun
Ong Jia Lun is an associate price reporter for minerals and fertilizers at S&P Global Commodity Insights. With a focus on the minerals sector, Ong provides analysis and reporting on pricing trends and market developments in the fertilizer and minerals industries.

Topics Discussed

Chinese jet fuel export quotas aviation recovery regional markets oil product low-carbon methanol transportation fuels marine fuels decarbonize global shipping production landscape regulation sustainable fuels fossil fuels aluminum tariffs alumina trade flows capacity plans Indonesia prices Asia nonferrous metals chicken meat trade war Mexico US exporters Brazil poultry market 2025 planning copper smelter margins copper concentrate TC/RCs production cuts primary copper prices sulfuric acid charges market drivers

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Channel Info

S&P Global Commodity Insights
@SPGlobalCommodityInsights

Channel Stats

Subscribers: 8,550
Total Videos: 2,000
Total Views: 2,040,023
Joined: Sep 28, 2011
Location: United States

Description

S&P Global Commodity Insights is a leading global provider of energy, petrochemicals and metals information, and the world's foremost source of price assessments in the physical energy markets. Since 1909, Platts has enabled the markets to operate with transparency and efficiency, and helped traders, risk managers, analysts, and industry leaders make better trading and business decisions.

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Content Rating: None
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@commodityinsights
SP Global Commodity Insights

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Followers: 770
Posts: 134

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Account Type: Business
Privacy: Public

Biography

A leading global provider of oil, gas, petrochemicals, metals and agriculture information and benchmark price references.

Links

https://www.spglobal.com/commodityinsights/en/market-insights/insight-magazine

Episodes

Here's the recent few episodes on Commodities Focus.

0:00 8:18

Chinese jet fuel remains bright spark in latest export quota tranche

Hosts
Neo Rong Wei
Guests
Daisy Xu Lee Shu Ling
Keywords
Chinese jet fuel export quotas aviation recovery regional markets oil product


China’s latest round of oil product export quotas had tightened compared to the same tranche a year ago. However, healthy margins and strong aviation recovery have pretty much cemented jet fuel’s position as the king of the barrel for Chinese exporters, though turbulence remains.

S&P Global Commodity Insights’ Asia oil news editor, Neo Rong Wei discusses China’s latest export quotas and export plans, as well as its impact on regional markets with Market Specialist Daisy Xu and associate price reporter Lee Shu Ling, who covers Asia jet fuel/kerosene markets.

0:00 23:55

Low-carbon methanol awaits regulatory backing for transportation use

Guests
Olivier Maronneaud Andre Mikhail
Keywords
low-carbon methanol transportation fuels marine fuels decarbonize global shipping production landscape regulation sustainable fuels fossil fuels

The global methanol market is seeing emerging demand for low-carbon transportation fuels, with particular focus on marine fuels, driven by a need to decarbonize global shipping without disrupting supply chains. While conventional methanol has a history of being used as a transportation fuel, there are many new technologies designed to produce methanol with lower carbon intensity than conventional, oil-based marine fuels. However, cost of production and supply availability remain barriers to adoption.

Global research lead for methanol and derivatives Olivier Maronneaud and chemicals price reporter Andre Mikhail discuss methanol's potential as a low-carbon fuel, the current production landscape, and the need for effective regulation to bridge the cost gap between sustainable fuels and fossil.

Links:
International Methanol Producers and Consumers Association conference
International Maritime Organization 83rd meeting
eMethanol FOB Rotterdam $/mt FRGMD00
Marine Fuel 0.5% FOB Spore Cargo $/mt AMFSA00

0:00 17:59

Alumina, aluminum markets react to tariffs, new capacity plans

Hosts
Jenson Ong
Guests
Louissa Liau Lucy Tang
Keywords
aluminum tariffs alumina trade flows capacity plans Indonesia prices Asia nonferrous metals

Will US tariffs reshape aluminum trade flows? How will new alumina capacity out of Indonesia impact prices?


In this podcast, Asia nonferrous metals team lead Jenson Ong is joined by Louissa Liau, associate price reporter for Asia nonferrous metals, and Lucy Tang, market news specialist for Asia metals to discuss the latest developments across the aluminum value chain. 

Related price assessments (subscriber content):

MMWAU00  
MMWAD04  
MMXCY00  
MMANA00  
AAFGA00  
JLCAA00  
JLCAD00  

0:00 21:38

Mexico’s chicken meat importers mull options in case of trade war

Hosts
William Bland
Guests
Kelly Seier Luke Lundgren Beatriz Baltieri
Keywords
chicken meat trade war Mexico US exporters Brazil poultry market 2025 planning

Exporters of chicken meat from the US have been mulling what might happen to their trade in the event of a trade war. Mexico is their largest customer, and Brazil is their largest competitor. However, those US exporters supply fresh, brown chicken meat to Mexico, and they’re quietly confident of their ability to hold onto that market.

William Bland, EMEA manager of price reporting for agriculture and food, talks to US poultry analyst Kelly Seier and price reporters Luke Lundgren and Beatriz Baltieri about how the market is planning for 2025.

Links: 
Platts Proteins Price Assessments 
US Chicken Marker USCM - ATALI00 
 Chicken Leg FCA Brazil – ATALJ00 
  

0:00 15:04

Global copper markets navigate trade flow shifts and smelting challenges

Guests
Mok Yuen Cheng Han Lu Ong Jia Lun Lucy Tang
Keywords
copper smelter margins copper concentrate TC/RCs production cuts primary copper prices sulfuric acid charges market drivers

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, premiums, and even byproduct sulfuric acid charges, meanwhile, have been rising. Can these offer enough relief to smelters amid record-low TC/RCs?

In this podcast, Asia nonferrous metals senior manager price reporting, Mok Yuen Cheng is joined by Asia nonferrous metals senior price reporter Han Lu, minerals and fertilizer associate price reporter Ong Jia Lun, and metals market news specialist Lucy Tang, to discuss the latest happenings in copper and take a closer look at the key drivers in the market.

Ratings

Global:
4.1 rating 51 reviews

USA

4.1 ratings 28 reviews

UK

3.7 ratings 12 reviews

Canada

4.4 ratings 5 reviews

Australia

4.7 ratings 3 reviews

Singapore

4.0 ratings 2 reviews

South Africa

5.0 ratings 1 reviews

Ireland

0.0 ratings 0 reviews

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0.0 ratings 0 reviews