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Commodities Focus

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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EnergyCents

S&P Global Commodity Insights

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IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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Platts Future Energy

S&P Global Commodity Insights

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S&P Global Commodity Insights shares market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.
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Welcome to ‘Energy Unplugged by Aurora’, a mix of in-depth conversations with key international industry leaders, policymakers, and academics, sharing their unique perspectives on the global energy transition. Hosted by various Aurora experts, we explore the hottest topics and trends across the energy landscape. From renewables, battery storage, and grid integration, to hydrogen, commodity markets, and technology innovation, our high-profile guests weigh in with their valuable insights. Stay ...
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Energy Evolution

S&P Global Commodity Insights

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Energy Evolution is a podcast from S&P Global Commodity Insights that explores how the energy industry is changing in response to the growing call for cleaner energy. Co-hosts Dan Testa and Taylor Kuykendall, veteran S&P Global Commodity Insights journalists, spend each episode talking to leading experts from the energy, mining and finance sectors and breaking down the energy transition trends that the policymakers, traders and industry professionals need to know about. The team uses the rep ...
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Lead-Lag Live

Michael A. Gayed, CFA

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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
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ARC ENERGY IDEAS

ARC ENERGY RESEARCH INSTITUTE

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Join Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute as they explore trends that influence the energy business, including financial, political, environmental, technological, social and economic forces.
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The Supply Chain Revolution podcast is a series focused on the latest trends and innovations in sustainability and supply chain management. The podcast is hosted by Sheri Hinish, also known as the Supply Chain Queen, who is a sustainability consultant and digital transformation expert, and features interviews with a wide range of supply chain professionals, thought leaders, and entrepreneurs. The podcast covers a variety of topics related to the supply chain revolution, including digital tra ...
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show series
 
The threat of a wider Middle East war is increasing. Over the past weekend, Iran attacked Israel with missiles and drones in retaliation for Israel’s suspected strike on Iran's embassy in Syria. This week, our guest, Raoul LeBlanc, Vice President, Energy, S&P Global Commodity Insights, explains why oil prices have increased over the past few months…
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Unlock the secrets behind the ever-evolving world of retail investing with our special guest, Stephen Sikes, COO at Public. This episode promises a journey into the heart of modern market dynamics, where we shatter the myth of the "dumb money" investor and introduce you to the savvy, diverse profiles making their mark on the financial landscape. St…
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Cyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data. Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution co…
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Unlock the mystery behind the surging gold prices as I, Michael Gayed, sit down with the esteemed Alasdair Macleod. With his unparalleled experience spanning the financial spectrum, Alasdair sheds light on the intricate dance between currency value and gold—a beacon of stability in an unpredictable economic seascape. Our discourse journeys through …
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Prepare to have your perspectives on asset management and digital assets revolutionized as we're joined by the astute James Sayffart from Bloomberg Intelligence. Together, we navigate the complex terrain of the mutual fund and ETF industry, with an intriguing focus on the burgeoning world of Bitcoin ETFs. Our discussion is not just timely—given the…
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China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching to see if India will have a similar impact on energy markets in the coming years. Rashika Gupta and Karim Fawaz join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare China and I…
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Ahead of ARDA Week 2024 in Cape Town, South Africa, S&P Global Commodity Insights reporters Matthew Tracey-Cook, Kelly Norways and Elza Turner join Joel Hanley to discuss the changing dynamics of oil products markets in West Africa following the fresh development that Nigeria’s giant Dangote refinery has exported its first refined product cargo des…
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India's energy transition strategy encompasses greater adoption of a wide range of renewable fuels to go with baseload coal for decades to come, with new policies on CCUS, carbon markets and power reforms set to play a role in the decarbonization of the third largest greenhouse gas emitter of the world. In this Platts Future Energy podcast, Consult…
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On this Energy Unplugged episode we welcome Charlotte Johnson, Global Director of Markets, Kraken discussing flexible assets, their markets and, more specifically, batteries with Evangelos Gazis, our Head of Southeastern Europe. Being part of the Octopus Energy Group, Kraken is a cloud-based technology platform that uses machine learning and AI to …
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Embark on a thrilling exploration of the financial world's ebbs and flows with Michael Howell, a luminary in the realm of global liquidity. Prepare to dissect the monumental role liquidity shifts play in the markets, the intriguing monetary dances of central banks, and the subtle maneuvers that have the power to send shockwaves through your persona…
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Wrapping up the series of episodes featuring interviews gathered at CERAWeek by S&P Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are: Gabi Knesel, a senior vice president at Locus …
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The global refining sector is approaching the end of its Golden Age as motor-fuel demand wanes in the developed world and large new-build projects in Nigeria and Mexico threaten Atlantic Basin margins. Hedi Grati joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss a global refining industry in flux and how the sector will adapt to …
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The Biden administration recently said it was no longer looking to buy up to 3 million barrels of crude for August and September to refill the Strategic Petroleum Reserve, which was drawn down to prevent oil price spikes following Russia’s invasion of Ukraine. With oil prices lingering at $85/b to $90/b, what are the chances the Department of Energ…
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Unlock the secrets to financial sovereignty with Lisa Hough, a beacon in the realm of Bitcoin and personal empowerment. As a colleague of Caitlin Long at Custodia, Lisa brings her wealth of experience from the trenches of energy trading and a firm belief in the revolutionary potential of self-custody. This episode is not just a journey through Lisa…
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This week on the podcast, our guest is Rebecca Lindland, Senior Director of Industry Data and Insights at Cars Commerce. Cars Commerce has a platform to simplify the next generation of automotive retail, including Cars.com, AccuTrade, Dealer Inspire, and coming soon, Cars Commerce Media Network. Rebecca is a highly respected expert in the automotiv…
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On this Energy Unplugged episode, we welcome Anna von Bremen, Partner and Head of Energy Innovation at Osborne Clarke, discussing the integration of storage systems with renewable energy sources with Thaddäus Kreisig, Project Leader in our Berlin Advisory team. As the Head of Energy Innovation at Osborne Clarke, Anna advises companies in the energy…
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Join the conversation with the acclaimed Hal Brands, historian and strategist, as we navigate through the labyrinth of geopolitical shifts that are forging new narratives in world affairs. Our engaging dialogue traverses the precipice of global economic uncertainty, sparked by events such as the COVID-19 pandemic, the conflict in Ukraine, and the s…
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Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. In this episode of the Energy Evolution podcast, Maria Pope, President and CEO of Portland General Electric, and John Pettigrew, CEO …
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Unlock the secrets of macro trading with trading maestro Jonathan Matthews, as he shares the wisdom gleaned from his illustrious career at Brevin Howard. I'm your host, Michael Gayed, Publisher of The Lead-Lag Report, and in this episode, we delve into Jonathan's transition from handling equity derivatives and FX to revolutionizing the way retail s…
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Americans love pick-up trucks, and the original equipment manufacturers (OEMs) that make them rely on their relatively high profit margins to fuel earnings. Darragh Punch joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss North America’s love affair with pick-up trucks and why electrifying them could be so important to mass EV ado…
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A sharp increase in Ukrainian drone attacks on Russian energy infrastructure has those in the refined products markets looking at the near-term implications for export volumes, trade flows, freight rates and commodity prices. S&P Global estimates that Russian refineries with a combined nameplate capacity of over 1.6 million b/d nationwide have now …
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Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. For this episode, Taylor sat down with Mitsubishi Heavy Industries America CEO Takajiro Ishikawa and Svante President and CEO Claude …
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This week our podcast guest is Rachel Walsh, Environmental Commodities Strategist at BMO Capital Markets. Here are some of the questions Peter and Jackie asked Rachel: Is the hefty Canadian emitter carbon tax starting to impact competitiveness? Is the carbon levy causing industrial emitters to invest in reducing their emissions? Canada and Alberta …
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In this episode of Energy Unplugged, we welcome Ruth Herbert, CEO of the Carbon Capture and Storage Association (CCSA), discussing Carbon Capture Utilisation and Storage (CCUS) with Caroline Still, Project Leader at our Advisory team in Oxford. Ruth has served as the CEO of the CCSA since 2021, following a two-decade career in the public sector. No…
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Unlock the secrets of the energy market with the astute insight of Amena Bakr from Energy Intelligence Group. Our conversation journeys through Amena's transition from a journalism background into becoming a vital voice on energy trends, focusing on the delicate interplay of oil prices and Gulf economies. We dissect the roadmap these nations traver…
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Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference. In this episode, we talk with Hunter Armistead, the CEO of Pattern Energy. Pattern Energy is developing SunZia Wind and Transmission to …
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Singapore, which relies on natural gas to fire nearly all of its power generation, has plans to increase to about 30% the share of renewables in its electricity mix by 2035. The island city-state lacks available landmass for large-scale solar and wind installations and intends to rely on neighboring countries to generate renewable power and export …
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The 2024 CERAWeek by S&P Global conference just wrapped up in Houston, where oil industry executives were talking up, often aggressively, the need for oil and gas to remain in the mix during the transition to cleaner energies. They also discussed environmental solutions which will be needed to keep that oil flowing, namely the need for large-scale …
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On this episode of Energy Unplugged, we welcome Jeremy Bentham, Former Head of Shell Scenarios and Co-Chair at the World Energy Council, discussing the role of forecasts in the energy transition with our Head of Research for European Hydrogen and Global Energy Markets, Anise Ganbold. With over 40 years of profound experience in the energy industry,…
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Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference. On this episode, we start with a chat with Ernest Moniz, former US energy secretary under the Obama administration, and now president an…
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Recently, Alberta announced significant changes to its power market: short-term changes to stop economic withholding and a long-term redesign of Alberta’s deregulated electricity market into a restructured energy market (REM). This week, our guest, Blake Shaffer, Associate Professor in the Department of Economics and School of Public Policy at the …
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Unlock the secrets of weathering financial storms with PNC's Chief Investment Officer, Amanda Agati, as she delivers an enlightening perspective on investment strategies for the modern market. In our enthralling conversation, Amanda dissects the complexities of post-pandemic finance, where old certainties have crumbled, and the wisdom of maintainin…
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Embark on a journey to the heart of systematic investment strategies with Dan Russo, Portfolio Manager at Potomac Fund Management. This episode promises to elevate your understanding of professional money management, as Dan recounts his evolution from the dynamic NYSE floor to masterfully employing technical analysis and a disciplined, rules-based …
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Oil industry executives at the CERAWeek by S&P Global conference were largely bullish on oil production growth, shedding recessionary concerns voiced the prior year. They were less enthusiastic about the pace of energy transition, citing the need for more certainty from governments on carbon pricing and other incentives. In this bonus episode of th…
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This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Today’s conversation is with Colin Parfitt, vice president of Midstream at Chevron Corporation. Parfitt discussed Chevron’s approach to cutting carbon emissions intensity in the oil and gas business amid growing energy demand, the role of liquified natural g…
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This week on EnergyCents, emissions expert Deb Ryan joins Hill Vaden and Sam Humphreys to talk about the implications of emissions mitigation across the business landscape, from investment in decarbonization technology and what projects are on the horizon. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/c…
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In the midst of Vladimir Putin’s rubber-stamp re-election as Russian President through March 15-17, a tightening of G7 sanctions led by Washington has seen over 10 companies and dozens of vessels put on the sanctions list for price cap circumvention since October. In addition, the election coincided with a significant increase in Ukrainian attacks …
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This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Today’s conversation is with Meghan Nutting, executive vice president of Government and Regulatory Affairs at Sunnova Energy. Virtual power plants (VPPs) can help manage grid demand and support electrification, Nutting told podcast co-host Taylor Kuykendall …
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This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. While the event has become increasingly focused on the energy transition, one commodity trading house says the good times for fossil fuels are far from over. Demand for oil and gas, as well as key metals such as copper, is set to grow across most global mark…
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Peter is back from a one-week whirlwind trip to the UK where he was a guest on a government-hosted tour titled “Energy Commentators Mission.” During his visit, he met people working on the UK energy transition, including with offshore wind, hydrogen, carbon capture and storage (CCS), and refining. Tune in to this week’s podcast to hear about Peter’…
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Every so often, we encounter stories that starkly remind us of the incredible resilience of the human spirit. This episode features an extraordinary individual whose journey from the depths of domestic violence and crime to the peaks of entrepreneurship and philanthropy embodies this resilience. Our guest's candid revelation of his transformative l…
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On this episode of Energy Unplugged, we are delighted to welcome Andrew Doyle, Executive Director, MUFG, discussing hydrogen project financing with our European Hydrogen Market Lead, Emma Woodward. Andrew brings with him over 20 years of project finance experience, having joined MUFG in 2011. His expertise spans a wide range of projects, from large…
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The price of emissions in the world’s largest compliance carbon market –the EU’s Emissions Trading System– has fallen sharply so far in 2024, driven by economic uncertainty, weaker industrial activity and lower gas prices. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Testa and Scott Chen discuss the reasons behin…
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This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Our first conversation from the 'Super Bowl of energy' is with Arshad Mansoor, president of the Electric Power Research Institute. With AI changing the energy landscape at lightning speed, grid flexibility is increasingly indispensable, Mansoor tells podcast…
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Discover the underlying currents of monetary policy with Ira Jersey, Bloomberg Intelligence's lead US interest rate strategist, as we explore the Federal Reserve's communication intricacies and the recent dovish signals that have left the markets buzzing. With a seasoned eye, Ira dissects the balancing act the Fed performs while steering the econom…
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