Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG

FromCommodities Focus

Start listening View podcast show

Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG

FromCommodities Focus

ratings:

Length:

12 minutes

Released:

Mar 12, 2020

Format:

Podcast episode

Description

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 US oil, gas and LNG operations. Coming soon: Part 2: Downstream impacts

Released:

Mar 12, 2020

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

Interview: Stephen Bowers, Evonik, on the outlook for European crude C4 market (part 2) by Commodities Focus
11 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
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
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
'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
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
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: 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
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
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, 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
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 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
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
DOE pursues production R&D in 'ferociously difficult' budget environment: official: Platts web editor Elizabeth Bassett spoke with Christopher Smith, principal deputy assistant secretary for fossil energy with the Department of Energy, at the Offshore Technology Conference. Smith was part of a panel on the second day of the conference, a by Commodities Focus
5 min listen
Interview: Stephen Bowers, Evonik, on the outlook for European MTBE, gasoline markets (part 1) by Commodities Focus
6 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 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
Shenhua coal price discounting speculation triggers CFR China market concerns: Mike Cooper, Platts Asia senior editor for coal, and Eric Zeng, managing editor at Fenwei Energy, Platts' joint venture partner for its CCI thermal coal prices discuss the latest moves in domestic and CFR South China thermal coal prices and the possible i by Commodities Focus
6 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
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
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
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
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
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
Natural gas bears and bulls wait for a signal in shoulder market: While gas markets in the northeast US swung high and low as temperatures ranged from the 90’s to the 50’s, the futures market stayed range bound as bull and bears stayed locked into their positions waiting for some kind of signal. Gas production and s by Commodities Focus
7 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
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
7 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
Gas traders shrug off US storage worries, market limps along on weather: There's no sign that North American traders are worried about refilling natural gas in storage as the gas market limps along with little change in weather. Platts Gas Daily editors Rodney White, TL Hamilton, Chris Tremulis and Bill Holland discuss the mar by Commodities Focus
5 min listen

More Episodes from Commodities Focus

Skip carousel

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
Algorithmic trading and power markets: challenges and opportunities in Europe's energy crisis: Algorithmic trading is increasingly a mainstay of European electricity and natural gas trade as major players seek to stay on top of fast-moving, volatile markets. So-called algos, which make hundreds if not thousands of trades a day, are widely used... by Commodities Focus
24 min listen
Global oil and gas markets dramatically transformed by a year of conflict in Ukraine: triggered major supply risks and wide-ranging sanctions that have dramatically changed global oil and gas markets. In a year of price volatility, supply concerns and increasingly harsh sanctions, Russia has accelerated its pivot to Asian markets. As... by Commodities Focus
24 min listen
The return of Freeport LNG: The Freeport LNG terminal in Texas started exporting LNG cargoes in mid-February for the first time since a fire and explosion in June 2022 forced a shutdown of the facility, marking a milestone in the history of US LNG. In the global LNG market, the... by Commodities Focus
13 min listen
Have LNG and gas markets returned to normality in 2023?: Prices are closer to lower, volatility has reduced and inter-product price spreads have come in, so are we seeing gas and LNG markets revert to normality? What are the factors that have calmed markets, and is this new-found tranquillity likely to be... by Commodities Focus
23 min listen
The Black Sea wheat trade: Navigating political turmoil and supply shortages: In this episode of the Commodities Focus podcast, our experts delve into the Black Sea wheat trade situation amid the ongoing Russia-Ukraine War, from the impact of the Black Sea Grain Initiative on global food security to the challenges faced by the... by Commodities Focus
24 min listen

Related podcast episodes

Skip carousel

Part 2: Plunging oil prices, pandemic having dramatic downstream impact: With oil prices off roughly 30% in the past week in face of falling demand triggered by the coronavirus pandemic, impacts in the downstream are far-reaching. Changes in crude flows, refinery operations, LNG development and petrochemical price dynamics... by Commodities Focus
20 min listen
Midstream investors to see if commercial pickup in natural gas, LNG translated to Q2 bottom line: S&P Global Platts senior natural gas writer Harry Weber, S&P Global Market Intelligence senior midstream finance reporter Allison Good and Platts managing editor for Americas LNG Luke Stobbart discuss current trends in the North American... by Commodities Focus
11 min listen
Doomberg: Is This the Start of a New Commodity Bull Market?: The recent surge in oil and copper prices has some investors pondering a new commodities bull market. by Real Vision Daily Briefing: Finance & Investing
50 min listen
Oil Needs Investors and Billionaire Stock Sales 7/11/23: Oil supply cuts by top exporters Saudi Arabia and Russia for August helped to lift benchmark prices, which were also supported by the U.S. dollar hitting a two-month low. Jeff Currie, Goldman Sachs global head of commodities research, discusses the state of the global energy market, why investors aren’t embracing the latest oil rally, and more. America's billionaires are cashing out and CNBC’s Robert Frank has an inside look at the executives unloading stock amid the recent market rally. Plus, the market braces for inflation data and the Hollywood writers strike continues. In this episode: Joe Kernen, @JoeSquawk Melissa Lee, @MelissaLeeCNBC Robert Frank, @robtfrank Katie Kramer, @Kramer_Katie by Squawk Pod
26 min listen
South of the border heating up: A dive into the long-awaited developments in the Mexican natural gas market: Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are joined by John Hilfiker, S&P Global Platts Analytics in-house Mexico natural gas... by Commodities Focus
23 min listen
US natural gas, power prices face bullish outlooks into winter heating season: US natural gas and power markets are strengthening as the heart of winter heating season nears. In this podcast, editors from S&P Global Platts power and natural gas teams discuss spot and forward pricing, weather outlooks, major... by Commodities Focus
12 min listen
Shale shake-up: The IEA’s new oil forecasts and what they mean for the IOCs: The International Energy Agency has released its latest annual long-term energy outlook in which US shale gets a major resource uplift, shifting the oil market dynamic over the coming decades. S&P Global Platts editor Nick Coleman and Market... by Commodities Focus
15 min listen
LNG exports, pauses, climate impacts: Are we having the wrong debate?: The US Department of Energy in late January hit “pause” on its work issuing key LNG export permits. About 30 million mt/year of probable export capacity additions in the US and Mexico are at risk because of the permitting hold. Climate activists... by Capitol Crude: The US Energy Policy Podcast
30 min listen
North American gas market eyes spending outlook as Q3 earnings season begins: S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in the North American gas midstream sector as... by Commodities Focus
12 min listen
Platts Analytics sees geopolitical risks rising for energy markets in 2022: As you heard in last week's episode, geopolitical events have the potential to move energy markets in a big way in 2022. Today we're looking at three key geopolitical angles that have some common ties: the Russia-Ukraine tensions, the recent unrest in... by Capitol Crude: The US Energy Policy Podcast
13 min listen
On lockdowns and light ends: Asia gasoline, LPG demand slump as COVID-19 pandemic bites: Nationwide lockdowns imposed by governments in the race to contain the spread of COVID-19 have in turn dampened economies and triggered severe demand destruction on refined oil products. In the latest S&P Global Platts Oil Markets podcast, our... by Oil Markets
10 min listen
What the Russian uprising could mean for US oil policy: An aborted rebellion by the Wagner mercenary group last month, although short-lived, highlighted potential political instability within the Kremlin and resurfaced energy security concerns after a softening of prices had allowed for some complacency... by Capitol Crude: The US Energy Policy Podcast
24 min listen
What trends will shape US gas prices this summer?: S&P Global Platts editors Seth Clare and Jeff Bair discuss summer gasoline trends: what's going on with Mexico-bound exports, what you might pay at the pump and the competition to get fuel up the pipeline to New York. The US government has revised its for by Commodities Focus
6 min listen
CD185: Global Energy Outlook: It’s impossible to analyze the political calculations of world leaders without factoring in global energy. In this episode, listen along with Jen and Joe Briney as they listen to a U.S. Senate Committee on Energy and Natural Resources hearing... by Congressional Dish
146 min listen
North American midstream earnings put natural gas volumes, prices and exports in focus: In the latest installment of the S&P Global Platts Commodities Focus podcast, Jason Lindquist, S&P Global Platts senior digital editor, and Harry Weber, a Platts senior natural gas writer in Houston, discuss current trends in the North... by Commodities Focus
11 min listen
Brouillette remains optimistic about industry rebound, US leadership in oil, gas: US Secretary of Energy Dan Brouillette joins Chris Newkumet, Washington bureau chief for S&P Global Platts, to discuss the state of America's energy markets -- what we know, where we are, and what's ahead. Topic for discussion include US oil... by Commodities Focus
23 min listen
Winter pricing insights: The new dynamics of US natural gas markets: With record-high production and unprecedented exposure to global markets through exports, US natural gas markets are in many ways heading into uncharted territory this winter. S&P Global Platts Americas natural gas manager Ryan Ouwerkerk speaks... by Commodities Focus
19 min listen
Oil companies Q2 roundup: Takeaways from the peak lockdown season by Commodities Focus
18 min listen
Should You Believe Claims About the Coming End of Fracking? by The Energy Gang
50 min listen
How CFTC climate risk warnings could impact US energy sector: US oil and gas producers were already facing a tough investment climate by the time this spring's price crash and demand plunge decimated capital spending plans. Layered on top of this near-term crisis is a much bigger, longer-term threat: climate... by Capitol Crude: The US Energy Policy Podcast
19 min listen
Breaking Down the Moves in Apple and Amazon, Plus What the Latest GDP Read Means For Your Money 7/28/22: Two of the biggest companies in the world reported earnings after the bell. The traders break down what the reports say about the consumer, the economy and inflation. Plus U.S. GDP fell for a second straight quarter. Whether that amounts to a recession or not, it’s having a big impact on the stock markets. We dive into how to play the moves. by CNBC's "Fast Money"
44 min listen
Will the Inflation Reduction Act help US low-carbon hydrogen outpace the EU?: Plug Power, one of the leading green hydrogen companies in the US, has put a lot of investment and attention in the European green hydrogen market over the years. But its attention is now expected to shift back to the US side of its business following... by Platts Future Energy
21 min listen
Global LPG Conversations: Episode 1 – Drivers behind LPG Freight: Our new podcast series, Global LPG Conversations, explores developments and key drivers in the global LPG markets. Our first episode focuses on the drivers behind LPG freight and its impact on the global LPG market. Listen in as NGL Americas editor ... by Argus Media
8 min listen
How would sanctions against Russia impact European oil markets?: While diplomatic talks between the US and Russia continue, questions are raised about what consequences, if any, would new economic sanctions have on Russia’s ample exports of crude oil and diesel to Europe. In this episode of the Oil Markets... by Oil Markets
15 min listen
Diesel in the western hemisphere faces a shifting landscape: This year, the US, alongside G7 countries, placed a price cap on Russian-grade refined product at $100/b. This marked another set of sanctions designed to shrink Russia's influence on global oil markets. Following the Feb. 5 price cap, disruptions... by Oil Markets
12 min listen
North American LNG exporters face difficult test as price plunge sets new lows: S&P Gloal Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in the North American and global LNG markets... by Commodities Focus
19 min listen
Is the global price cap on Russian oil sustainable?: US sanctions and export controls against Russia have centered on a dual mandate of squeezing the Kremlin’s oil export revenues and ensuring the continued flow of Russian oil supplies to the global market. With that in mind, price caps were devised... by Capitol Crude: The US Energy Policy Podcast
25 min listen
Increased US refining demand stifling Americas tanker freight amid summer doldrums: US refineries have ramped up production in the second quarter as domestic demand for gasoline and diesel grows and global energy markets begin to adjust back to pre-pandemic demand and production levels. Increasing US Gulf Coast refinery utilization... by Commodities Focus
16 min listen
Chinese oil outlook: Potential room for growth for gasoil: Despite muted growth in demand in the past year, gasoil is one product to watch in coming months. Song Yen Ling, senior writer for Platts oil and gas news, examines the general outlook for Chinese oil demand and notable developments in the market. This is by Oil Markets
4 min listen
PODCAST: Daily Energy Markets - April 2nd by Gulf Intelligence Podcasts
33 min listen

Discover this podcast and so much more

Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG

Part 1: Volatility in global markets creates havoc for upstream US oil, gas and LNG

Description

Titles in the series (100)

More Episodes from Commodities Focus

Related podcast episodes