S&P Global Energy analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture and coal markets.
Latest episodes
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22 min
El Niño and agriculture: Global wheat markets confront weather, export risks
From Australian crop prospects and India's planting season to Argentina's export potential and Black Sea shipping disruptions, global wheat markets are entering a critical period.…
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16 min
African swine fever: Spain's pork sector faces trade and animal feed challenges
African swine fever is adding fresh uncertainty to Spain's pork market, reshaping trade flows and influencing feed buying decisions. As exporters navigate disease-related restricti…
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20 min
El Niño and agriculture: Shrimp markets face uncertainty over crop quality, feed prices
The ongoing El Niño is reshaping global seafood markets by warming Pacific waters and disrupting rainfall, currents, and nutrient flows. Shrimp producers face disease risks, salini…
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23 min
Why food inflation is no longer just about supply and demand
The next phase of food inflation may be determined as much by energy policy and geopolitics as by crop yields. In this episode of Platts Commodities Focus podcast, the S&P Global E…
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23 min
El Nino and agriculture: How are Asian rice markets navigating the weather risks?
The National Oceanic and Atmospheric Administration has forecast high chances of El Nino developing in 2026, potentially disrupting weather patterns worldwide. Renewed weather vola…
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15 min
Asian LNG under pressure: what comes next for prices amid the Middle East conflict?
Asian LNG markets are facing renewed pressure as the US–Iran conflict raises concerns over supply security and shipping through the Strait of Hormuz. With the initial price shock n…
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18 min
From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade
The Middle East imports the majority of the chicken it consumes, with Brazil the dominant origin and most cargo routed through the Strait of Hormuz to Gulf ports. When that route w…
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19 min
India's carbon market: from design to implementation
India's emerging compliance carbon market under the Carbon Credit Trading Scheme (CCTS) is moving into its early implementation phase, with an intensity-based design that sets oper…
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17 min
India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?
India's corporate renewable energy market is entering a new phase. While International Renewable Energy Certificates still lead the way for buyers seeking flexibility, simplicity,…
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29 min
India's renewable hydrogen projects face cost, delay risks from global conflicts
India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced produc…
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17 min
Global wheat markets on edge as war, weather, and fertilizer shocks drive new rally
Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America,…
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18 min
Copper markets react to high sulfuric acid prices, Middle East conflict
Copper TC/RCs have plunged 89% since January, hitting record lows as concentrate supply tightens and demand stays firm. At the same time, the Middle East war has driven sulfuric ac…
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13 min
Mounting risks for global beef prices: what's driving market uncertainty?
Global beef prices are rising, with multiple record highs recorded for beef from Australia and Brazil, as well as in the US lean trimmings import market during the first quarter. A…
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13 min
India's solar market faces export hurdles, pivots to domestic power
The Indian solar market has grown considerably over the past decade as the country continues to invest in its module and cell manufacturing capacities. However, the recent impositi…
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26 min
In the fast-growing Brazilian I-RECs market, what challenges and opportunities lie ahead?
With one of the world's largest shares of renewables in its energy generation mix, Brazil offers opportunities for companies in the country seeking to reduce their emissions. In th…
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11 min
Unpacking the global poultry price flip: Why are chicken legs now pricier than breast meat?
For the first time since Platts began tracking these markets, frozen boneless chicken legs shipped to North Asia are priced higher than skinless boneless breast meat destined for t…
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33 min
Decarbonizing India's industrial, power sectors: challenges and roadmaps
India's greenhouse gas emissions in the hard-to-abate and power sectors are expected to rise in the decades to come, necessitating an examination of strategies deployed for energy…
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16 min
Asian MTBE arbitrage flows wrecked by Middle East conflict
Asian flows of MTBE to arbitrage markets in Europe and Latin America have come to an abrupt halt after the start of the US-Iran war. Through early 2026, Chinese MTBE producers were…
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12 min
US aluminum market digests tariff-induced volatility at Platts Symposium
In this episode of the Commodities Focus Podcast by S&P Global Energy, host Tina Allagh, lead specialist for nonferrous metals pricing, is joined by senior nonferrous price reporte…
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26 min
How are global shrimp exporters navigating the US import tariffs?
The US import tariffs for shrimp are redefining cost structures and market access for major suppliers. As the American buyers restructure and rebalance their origin portfolio, majo…