Could Trump's US steel tariff end a two-year bull run in seaborne prices?

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Could Trump's US steel tariff end a two-year bull run in seaborne prices?

FromCommodities Focus

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5 minutes

Released:

Mar 5, 2018

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Podcast episode

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Details of US President Donald Trump's plan to impose a 25% tariff on steel imports and 10% on aluminum imports are expected to emerge this week.In this podcast, S&P Global Platts Regional Content Director for Metals Julien Hall and Senior Managing Editor for Steel and Steel Raw Materials Keith...

Released:

Mar 5, 2018

Format:

Podcast episode

Titles in the series (100)

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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'Polar Vortex 3' jangles North America's gas markets again: The Arctic chill is the third wave from the north to push temperatures below frigid in heavy natural gas buying markets such as Chicago, Boston, and New York. Platts editors Valarie Jackson,Chris Tremulis, Rodney White and Patrick Badgely discuss the acti by Commodities Focus
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Impact of shale gas developments on global polyethylene dynamics: Platts petrochemical editor Nandita Lal talks to Platts petrochemical analyst Hetain Mistry about the latest Shale to Polyethylene report highlighting how the shale gas developments in North America and the conversion of coal to olefins in China are impac by Commodities Focus
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Severe winter weather draws down US coal stocks: Platts editors Andrew Moore and Valarie Jackson discuss the impact of the recent cold weather on US coal stockpiles and the effect of natural gas price volatility on coal as the dominant fuel for electricity generation. We welcome any feedback or suggest by Commodities Focus
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Turkish polymer demand sinks due to currency turmoil: Anna Ward and Daved Chohan, Platts petrochemical editors based in Europe, discuss the impact of the weakness in the Turkish Lira on Turkey's polymer market and the short-term recovery seen in the polypropylene market. We welcome any feedback or suggestio by Commodities Focus
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Italian gas storage system inches towards further liberalization: Beatrice Bedeschi, associate editor for European gas and power, examines a recent reform of gas storage rules in Italy that introduces auctions to allocate capacity, against the backdrop of narrowing summer-winter spreads and an uncertain outlook as the U by Commodities Focus
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US methanol prices fall as market searches for a direction: US methanol prices were hovering near five-year highs, but March cut them down, in part due to extra supply headed to US shores. Colleen Barry-Goodman, managing editor of Americas petrochemicals, talks with John Calton, associate editor of petrochemical m by Commodities Focus
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Spotlight: Snappy summer likely for US natural gas markets: Platts associate editor Patrick Badgley takes another look at what's ahead for US natural gas markets this summer, including for flows and storage, and answers questions submitted by participants in the March 18 "Cruel Summer?" webinar. Will gas drawdowns by Commodities Focus
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Ignore the warm, US natural gas prices will reignite: The NYMEX gas futures market sees cold next week and next-day cash prices retreat only a bit, despite warmer temperatures this week. Plus, a steel company found an unusual way to hedge its gas costs – pair up with a driller. Platts editors Valarie Jacks by Commodities Focus
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Interview: Challenges facing carbon capture and storage in Europe: Ahead of Platts' annual CCS conference in Brussels February 18-19, Henry Edwardes-Evans spoke to Dr Graeme Sweeney, Chairman of the Zero Emissions Platform, on the European Commission's energy and climate goals to 2030, and the challenges facing carbon ca by Commodities Focus
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US gas producers ask: Will a change of direction do them good?: The Northeast US, traditionally a large consumer of natural gas, is now also a major supplier thanks to the prolific Marcellus and Utica shale plays. T.L. Hamilton, associate editor for gas, discusses how three pipeline projects intended to move gas towar by Commodities Focus
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A look ahead at natural gas prices for the coming summer: Platts natural gas editors Letitia Vasquez and Patrick Badgley take a step back from the price volatility the US has seen this winter and look ahead to the expectations for natural gas prices this summer. We welcome any feedback or suggestions for topics by Commodities Focus
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US temperatures, but not gas prices, climb: Air conditioners are cranking up across much of the US, but Hurricane Arthur left comfortable temperatures in its wake in other natural gas consuming areas. Platts Gas Daily editors Rodney White, TL Hamilton, Chris Tremulis and Bill Holland talk the futur by Commodities Focus
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US Northeast natural gas markets, battered by winter, brace for another storm: Platts US natural gas editors Rodney White, Tiffany Hamilton, Jessica Marron, and Bill Holland discuss how the tired US Northeast gas markets are trying to look past another upcoming winter storm and prepare for the spring and summer. We welcome any feed by Commodities Focus
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US natural gas markets settling down on spring's arrival: Spring finally arrrived and the US natural gas markets have finally settled down. But storage injections are well behind the averages and there is a lot of gas to get into the tank after this winter's record pull. Gas Daily editors Rodney White, Chris Tre by Commodities Focus
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Expectations for the North American polyethylene market: Platts petrochemical editor Anna Ward talks to Platts petrochemical analyst Chris Ferrell about the current state of polyethylene markets in North America and market expectations that prices could eventually move lower. We welcome any feedback or suggest by Commodities Focus
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Haynesville Shale suffers as US gas production shifts: Gas Daily editor Jim Magill explains how the Haynesville Shale, once a hot property for natural gas drilling in the US, has fallen out of favor as producers turn their attention elsewhere. Liquids-rich and oil-rich plays are shifting rig counts out of the by Commodities Focus
4 min listen

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Could Trump's US steel tariff end a two-year bull run in seaborne prices?

Could Trump's US steel tariff end a two-year bull run in seaborne prices?

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Titles in the series (100)

More Episodes from Commodities Focus

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