Reaping gains from grains in Russia and Ukraine

FromCommodities Focus

Start listening View podcast show

Reaping gains from grains in Russia and Ukraine

FromCommodities Focus

ratings:

Length:

10 minutes

Released:

Oct 8, 2019

Format:

Podcast episode

Description

With another year of strong wheat production now hitting the grain silos, the latest S&P Global Platts Commodities Focus podcast discusses developments in two key exporters: Russia and Ukraine. EMEA agriculture pricing lead Robert Beaman discusses the latest production trends with grains...

Released:

Oct 8, 2019

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.

Skip carousel

Asian natural rubber prices fall 30% on year on glut in Chinese supply: Anna Ward, Platts associate petrochemical editor discusses the sharp fall in Asian natural rubber prices in the first quarter compared to Q1 2013. Why are prices on a downward trend and what is the market outlook going forward? We welcome any feedback or by Commodities Focus
6 min listen
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
Polar vortex spins up US natural gas markets: Polar vortex cold ignites cash gas market in New York and New England, futures stay quiet. Natural gas price predictions for 2014 and how did the analysts do in 2013? Platts editors Bill Holland, Valarie Jackson, and Chris Tremulis report. We welcome an by Commodities Focus
6 min listen
Interview: Stephen Bowers, Evonik, on the outlook for European MTBE, gasoline markets (part 1) by Commodities Focus
6 min listen
Italian gas, power prices see a bearish start to the year as outlook remains uncertain: Beatrice Bedeschi, associate editor for European gas and power, discusses recent regulatory developments in the Italian markets and price trends at the start of 2014. We welcome any feedback or suggestions for topics. Contact us at webeditor@platts.com. by Commodities Focus
6 min listen
Interview: Ineos director Tom Crotty on falling profits from European petrochemical assets: Global petrochemical producer Ineos has seen its profit from European assets halve while those from the US have tripled in the last three years. Tom Crotty, group director, talks to Platts' Nandita Lal and Hetain Mistry about the European petrochemical in by Commodities Focus
13 min listen
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
13 min listen
US gas prices soar on Arctic blasts: US natural gas prices -- both future and spot -- are soaring as the nation sees unusual winter cold. Platts’ Bentek unit sees at least 700 Bcf more gas coming out of storage by mid-February, worrying some analysts about end-of-winter levels. Gas Daily e by Commodities Focus
6 min listen
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
8 min listen
Interview: UK wholesale power market reform, the capacity mechanism and market design: Ahead of Platts' European Power Summit in Berlin on 28-29 April, 2014, Henry Edwardes-Evans spoke to Angela Knight, Chief Executive of trade association Energy UK, about regulator Ofgem's wholesale power market reforms, the government's proposed capacity by Commodities Focus
15 min listen
Atlantic thermal coal supply in 2014: Platts' associate editors Jacqueline Holman and Jaime Concha discuss how recent Colombian coal supply disruptions have affected European-delivered spot prices and the repercussions on supply-demand fundamentals in 2014. We welcome any feedback or suggest by Commodities Focus
6 min listen
Interview: navigating dramatic change in the German power market: Ahead of Platts' European Power Summit in Berlin on 28-29 April, 2014, Henry Edwardes-Evans spoke to Graham Weale, Chief Economist, RWE AG, on German power market supply, demand and wholesale price dynamics, market design and the prospects for a German ca by Commodities Focus
13 min listen
'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
7 min listen
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
6 min listen
US natural gas prices up as weatherman blows hot and cold: Warm weather out West and continued below-average temperatures in Chicago and the East bolstered US natural gas prices as the May futures contract held its own to roll off the board at $4.79/MMBtu. Gas Daily editors Rodney White, Chris Tremulis, TL Hamilt by Commodities Focus
6 min listen
Winter weather wreaks havoc on US petrochemical business: Platts US petrochemicals editors Jeremy Rakes and Chris Ferrell examine the effects that this year's harsh winter weather has had on the logistical side of the US petrochemical business, including an impact on propane prices, barge traffic issues, and del by Commodities Focus
6 min listen
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
3 min listen
Heating demand boosts natural gas to all-time high: Platts natural gas editors Letitia Vasquez and T.L. Hamilton discuss the record highs reached in Northeast daily and forward natural gas prices brought on by the polar vortex when heating demand was way up. We welcome any feedback or suggestions for top by Commodities Focus
5 min listen
US ethylene market on edge as prices climb and outages continue: Platts petrochemicals editor Pavel Pavlov talks about what's been driving up the US ethylene market, where spot prices recently hit a 12-week high. Both planned and unplanned outages have been spurring prices upward, as has the continued outage of the Eva by Commodities Focus
5 min listen
US benzene price surge has ripple affect: Bernardo Fallas, managing editor of the Americas, and John Calton, associate editor for aromatics, delve into the factors behind the recent surge in benzene prices on the US Gulf Coast, what the market expects in the near term, and the impact on downstrea by Commodities Focus
7 min listen
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
5 min listen
Interview: Stephen Bowers, Evonik, on the outlook for European crude C4 market (part 2) by Commodities Focus
11 min listen
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
7 min listen
US PVC demand continues rising domestically as global demand drops: Platts US petrochemicals editors Christopher Ferrell and Pavel Pavlov examine why domestically produced PVC is experiencing rising demand and prices in the US while global markets have more subdued trading activity, in part due to a cold winter, a stronge by Commodities Focus
6 min listen
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
8 min listen
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
6 min listen
Mexico prepares for next phase of Pemex, oil industry evolution: Starr Spencer, senior editor of oil news in the Platts Houston office, takes a look at what kind of decisions are being made in Mexico as state oil company Pemex goes through some radical changes in 2014. What will this year hold for onshore and offshore by Commodities Focus
5 min listen
What are the long term prospects for gas globally?: Platts' William Powell, managing editor for International Gas Report, recently attended the Gastech conference in South Korea, focusing on the main themes discussed, including the prospects for gas prices globally and how, if at all, developments in Ukrai by Commodities Focus
8 min listen
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
5 min listen
Will winter ever end? And how will we refill storage?: Another blast of cold this week drove next-day cash gas prices higher by double digits for New England and New York. The weather isn’t expected to linger but the hangover from all the gas withdrawn from storage to heat a 20-year winter may linger into t by Commodities Focus
6 min listen

More Episodes from Commodities Focus

Skip carousel

Container market surge puts different pressure on Americas markets: Global container markets have endured a year of volatility not experienced since the global pandemic in 2020-2021, anchored by the complexity for supply chains as carriers loop around the Cape of Good Hope. Now that demand is ushering back into... by Commodities Focus
17 min listen
Field to fork: Unpacking feed and meat demand in Asia and the Middle East (part 2): Meat consumption is soaring globally, driven by population growth, rising incomes, and dietary preferences. As emerging markets embrace protein-rich diets, demand for feed grains intensifies, and the weather, government policy, animal disease and... by Commodities Focus
17 min listen
Field to fork: US grilling season and Brazil’s role in beef trade (part 1): Grilling season is underway in the US -- the world's largest producer and consumer of beef. Even so, per capita consumption of beef in the US has halved over the last 50 years. The US can now produce more beef with fewer head of cattle, but it has... by Commodities Focus
14 min listen
UK oil refining struggles in the age of energy transition: As election fever grips the UK, this Commodities Focus podcast looks at the country’s oil refineries as they grapple with the fast-changing process of energy transition, including shifting government targets, shrinking diesel demand, the rise of... by Commodities Focus
27 min listen
Amid ambitious expansion plans, India's steel production may face headwinds for raw material supply: The expansion in the Indian steel manufacturing capacity comes at an opportune moment for the industry as the country has witnessed massive infrastructure projects like construction of national highways over the past few years. Now, with the general... by Commodities Focus
22 min listen
Indonesia’s rice import surge, ban on Indian exports: what lies ahead for rice markets?: The rice markets in Asia have seen new trends emerging with Indonesia importing rice, and India putting restrictions on their rice exports. Ripple effects have been felt in other major growing rice growing countries such as Pakistan and Thailand. In... by Commodities Focus
17 min listen
Does the UK need the North Sea for its energy future?: As a UK general election looms, energy security and the transition to net-zero are high on the agenda. In this episode of the Commodities Focus podcast, our experts sift through the policy options, from windfall taxes to licensing bans, and discuss... by Commodities Focus
21 min listen
How are gas operators navigating the difficult gas environment in 2024?: Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024. But there are signs of price improvement along the futures curve in late 2024 and... by Commodities Focus
13 min listen
Red Sea crisis forces carriers and shippers to rethink strategies as cost of operation rises: Red sea crisis has forced carriers and shippers alike to adjust strategies. Container freight rates not only reached yearly high after receding throughout 2023 but carriers also seized a profit making opportunity they were looking for after the post... by Commodities Focus
27 min listen
Lithium producers pump brakes on North American projects amid low prices: Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentiment has cooled off a red-hot market and cast doubt... by Commodities Focus
26 min listen
Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024: Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Black Sea and the Red Sea. Does this imply the weight... by Commodities Focus
16 min listen
Supply disruptions drive copper TC to three-year low; smelters may cut production: The Asian copper market saw CIF China copper concentrate TC/RC fall by 65% in just three months’ time, while smelters were still not able to find enough feedstocks to meet their production needs. As copper concentrate market changed from surplus to... by Commodities Focus
17 min listen
US power markets weather winter storms with more success: Following on from heavy winter storms in recent years that disrupted power supply across US regions, power markets managed a mid-January 2024 winter storm with elevated prices and a few demand records, but no large-scale power outages.... by Commodities Focus
14 min listen
Brazil’s emergence as a dominant agriculture exporter: Over the past 20 years, Brazil’s growth in the production of feedstuffs like soybeans and corn has been remarkable. In the process, it has become a powerhouse exporter. To accomplish this, it took the convergence of Brazil modernizing its... by Commodities Focus
18 min listen
Asian aluminum, alumina markets mixed on demand expectations, cost pressures: Asian aluminum markets continue to see lackluster demand and ample stocks pressuring premiums, though the sporadic reopening of the Chinese import arbitrage window is providing support across the region. Further upstream in the alumina markets,... by Commodities Focus
20 min listen
Confidence returns to copper markets for now, outlook for 2024 still uncertain: Chinese copper markets are showing signs of recovering from the slump that hit the industry in the second quarter pf this year. The clean concentrate spot TCs are declining on increased demand for cargoes and cathode import interest are improving on... by Commodities Focus
19 min listen
Winter is coming, with little gas flowing from Russia...can the US meet Europe’s demand?: With bearish fundamentals characterizing the global LNG market, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupling between LNG and natural gas in Europe, the US... by Commodities Focus
14 min listen
Buyers’ choice: Global oversupply of single-use plastics makes recycling uneconomical: High density polyethylene product consumption and market behavior are key indicators for consumer spending. The US and major export outlet Asia are climbing out of a price slump created by HDPE oversupply, attractive cost margins and slow-to-recover... by Commodities Focus
12 min listen
El Niño spells dire straits for shippers at Panama Canal: Draft reduction at the Neopanamax locks and limitations on daily transits at the Panamax lock system have resulted in longer wait times to transit the Panama Canal. Shipowners have been raising freight costs to seek reimbursement for higher transit... by Commodities Focus
20 min listen
Summer slump: Global recycled polymer markets wait for western markets to find solid footing: A sluggish start to the peak summer demand season has disrupted the global recycled PET markets, with subpar demand from beverage bottling in North America, squeezed margins, stiff competition from virgin resin and pessimism running rampant. ... by Commodities Focus
14 min listen
Narrow margins are back for US gas, but will producers slow output?: US Henry Hub natural gas prices have averaged just $2.43/MMBtu this year, pushing many producers close to, or even below, their breakeven price. Mild weather and weak gas demand this past winter were largely to blame, triggering a selloff that dropped... by Commodities Focus
15 min listen
How have early drought conditions impacted the US harvest?: It's been a rough couple of years for US corn and soybeans. 2022 brought drought, record-low Mississippi River water levels, and ultimately sky-high grains and oilseeds prices. The 2023 planting season was initially met with dry weather, causing... by Commodities Focus
24 min listen
Is a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on: A year after a historic short squeeze sent LME nickel metal prices soaring above $100,000/mt, industry players remain divided over their pricing preferences in the nickel market with some still referencing the LME, while Chinese market participants... by Commodities Focus
19 min listen
It's a bumpy road ahead for North American electric reliability amid energy transition: Up to two-thirds of North America is at an elevated risk of electricity shortfalls this summer in extreme conditions with a high load and high outages, according to the North American Electric Reliability Corporation. Conventional plants are retiring... by Commodities Focus
24 min listen
The Waiting is the Hardest Part: Global polymer markets awaiting rebound in domestic China demand: China was among the last to lift COVID restrictions at the close of 2022, but its polymer exports remain elevated amid continued sluggish domestic demand, creating more global competition for limited pockets of demand. India has been a bright spot in... by Commodities Focus
15 min listen
Australian wheat a likely beacon of hope amid Black Sea uncertainty: Australia, one of the world's leading wheat exporters, has produced three bumper wheat harvests in a row, and with the prospect of an extension of the Black Sea grain corridor deal fading by the day, the country is emerging as a reliable wheat... by Commodities Focus
19 min listen
India's energy options and the roadmap ahead: From a dramatic shift in oil trade flows to a series of clean fuel policy reforms, India's energy sector has been in the spotlight recently. With the country poised for massive growth in energy consumption, lawmakers and corporates are preparing... by Commodities Focus
19 min listen
Everything, everywhere, all at once: US power market challenges post-IRA: The issues impacting US power markets seem to be widespread and far-reaching lately. Since the Inflation Reduction Act was passed in August, it’s really taken over discussions at energy conferences due to its far-reaching impacts. But US power... by Commodities Focus
17 min listen
Food vs fuel security - is agricultural gene editing the solution? by Commodities Focus
18 min listen
For global petrochemicals, what went up is coming down…down…: The global petrochemical industry is grappling with the aftermath of COVID-fueled demand. The supply squeeze in 2020 and 2021 that led to soaring prices has been doused by economic uncertainty and oversupply, leaving producers with hard decisions... by Commodities Focus
19 min listen

Related podcast episodes

Skip carousel

Off beet: where did Europe’s sugar surplus go?: Two consecutive campaigns of lower sugar production and trade deficits are forecast in the European sugar market. EMEA agriculture pricing lead Robert Beaman, global market development manager Piero Carello and sugar editor Thomas Wigglesworth... by Commodities Focus
14 min listen
Alumina market braces for stormy Q4 as price hits multi-year high: Over the past two weeks, the alumina market has seen high prices, fewer spot cargoes and talks of refinery cuts, sending prices to multi-year highs. In this podcast, S&P Global Platts editors Yuen Cheng Mok and Joanna Lim examine the surge in alumina pric by Commodities Focus
4 min listen
Rush Out Of Commodities Amid A Strong U.S. Dollar by Schwab Network
13 min listen
US Corn Growers Plant 21% in ONE WEEK (Shoutout to South Dakota) by Grain Markets and Other Stuff
12 min listen
European oil markets after the Russian embargo (part 2): For many years, Russia was Europe's main supplier of key refined oil products until Western sanctions were imposed in February 2023. Six months into the embargo on Russian refined products, markets across the continent continue to adjust. Prices... by Oil Markets
21 min listen
Metals trade insights as markets emerge from coronavirus lockdowns: China appears to be almost singlehandedly supporting global metals prices on the back of a return to high levels of industrial activity. But other Asian markets are still slowly emerging from Covid-19 related lockdowns. How is this impacting iron ore,... by Commodities Focus
9 min listen
Back in black: The oil market’s way forward: After a historic collapse into negative territory, oil prices have rebounded on the backs of OPEC+ production cuts and the first glimmers of an economic recovery from the COVID-19 pandemic. Will the upward trend be sustainable? S&P Global Platts... by Commodities Focus
21 min listen
Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG: The ongoing and extreme volatility in world oil markets has triggered a range of industry dynamics in the US. Editors from S&P Global Platts and S&P Global Market Intelligence examine the latest market news, with a particular focus on upstream... by Commodities Focus
12 min listen

Discover this podcast and so much more

Reaping gains from grains in Russia and Ukraine

Reaping gains from grains in Russia and Ukraine

Description

Titles in the series (100)

More Episodes from Commodities Focus

Related podcast episodes