Commodities Focus

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 initiative and the future of wheat exports in the region.

Additionally, our experts also discuss the impact of sanctions on Russian fertilizer supplies and how it will shape the global demand in 2023.

Related content on Platts Dimensions Pro: Grains news and insights Dry Freight news and insights

Copper prices reached six-month high in December on a weakening US dollar and news of China relaxing its zero-COVID control policy, but copper cathode end-users reduced term contracts coverage for 2023. Copper concentrate supply is expected to be in surplus this year, but we saw spot tightness just in the start of the year.

S&P Global Commodity Insights' experts Yuen Cheng Mok, Han Lu and Jesline Tang discuss the driving factors for recent copper market and expectations for the new year.

Price assessments on Platts Dimensions Pro:

Clean Copper Concentrate CIF China - PCCCB00

Copper Concentrate Producer-Trader Differential - PCCCG00

Adverse weather events due to climate change are increasingly impacting agriculture.

In this podcast, S&P Global Commodity Insights reporters Shikha Singh and Mugunthan Kesavan speak to Dr. Cynthia Rosenzweig, Senior Research Scientist with NASA, and recipient of the 2022 World Food Prize Award on greenhouse emissions, rising temperatures and their impact on agriculture.

James McMahon, CEO of The Climate Service at S&P Global's Sustainable 1, also joins the discussion and shares his thoughts on global emissions and the modelling of climate risks.

Learn more about climate-related physical risks and transition risks.

As EU sanctions on Russian crude and oil products come into force, the Baltic and Black Sea shipping markets face uncertainty.

In this episode of the Platts Commodities Focus podcast, our EMEA Tanker Editors and Freight Analytics team delve into the challenges and opportunities facing shipowners in these regions. From navigating new strategies to considering the potential impact of these sanctions, join us as we explore what the future holds for shipping in the west.

Helpful links:

Europe & Africa Crude Oil

Dirty Tanker Freight

Shipping News & Insights

Price regulation plays an important political and economic role in emerging countries, and Latin American countries this year have faced oil price volatility that has forced them to look for buffer alternatives.

News experts Jeff Mower and Sheky Espejo sat down with pricing experts Maria Jimenez and Sarah Hernandez to discuss how price regulation has been applied in Colombia, Brazil and Mexico and how that has affected domestic and export refined products markets.

Related content:

Platts Capitol Crude podcast

Demand for moving goods around the world has dramatically fallen as the cost of living rises and consumers start to tighten their belts. However, many shipowners have been left with bumper profits accumulated during the peak. Are freight rates going to continue their downward trend?How will the market react to the upcoming ESG regulations?

In the latest Platts Commodities Focus podcast, our container editors take a look at what is to come up as the market embraces new regulations, namely IMO 2023, and the prospect of oversupply in the market given the record-high order book.

Stay up to date with our Container Rates content.

As the oil and gas industry works to find its footing in the wake of the coronavirus pandemic it now faces a world transformed, with new risks stemming from Russia's war in Ukraine and brewing global economic headwinds. In their third quarter earnings, oil industry executives appeared to diverge on their outlooks for the sector. Upstream players, hamstrung by capacity constraints, are maintaining capital discipline in the face of broad uncertainties, while the downstream side of the industry is eyeing ever bullish demand outlooks.

Oil editors Chris van Moessner, Starr Spencer, Janet McGurty and Lassana Fisiru sat down to recap the emerging themes and outlooks following S&P Global's coverage of the industry's third-quarter earnings.

Subscribe to Platts Dimensions Pro to learn more about Platts Global Jet Index (PJGLO00) and WTI MEH USG (AAYRG00).

With Luis Inacio Lula de Silva returning to the presidency in Brazil after 12 years, the agriculture industry anticipates its market fundamentals could be impacted by an increasingly progressive agenda. Some defining issues include how Lula's government will deal with Petrobras' fuel price policy; fuel subsidy mechanisms; regulation of the biodiesel mandate; and the Renovabio program.

In this episode, Latin America agriculture experts Beatriz Pupo, Luciana Torrezan and Nicolle Castro discuss the possible impacts of the recent presidential elections on sugar and biofuels -- not only in Brazil, but globally.

Market participants expect a supply glut in 2022-23 amid record Brazilian soybean output forecast by different agencies. If Brazil can produce a huge volume of the oilseed in the upcoming marketing year, that could have major implications for US soybeans exporters and for Chinese demand.

In this podcast, S&P Global Commodity Insights agriculture experts Asim Anand, Rafael Savoia, Pete Meyer and Emerson Wohlenberg break down the possible impacts to the global market.

Subscribe to Platts Dimensions Pro for access to assessments and premium content covering SOYBEX FOB Santos (SYBBB00), SOYBEX FOB New Orleans (SYBBI00), China Soybean Gross Crush margin (CSGCD00) and much more.

LNG markets are in the spotlight after the Russia-Ukraine war, with Asia and Europe both competing for limited cargoes. A harsher than expected winter may trigger unprecedented changes in LNG trade flows and force many Asian governments to implement contingency measures to tackle power outages.

In a discussion ahead of the Asia LNG & Hydrogen Gas Markets Conference, S&P Global Commodity Insights' experts Surabhi Sahu, Kenneth Foo and Jeffrey Moore talk about Asia's LNG winter procurement, benchmark market activity and strategies like fuel switching to mitigate shortages.

Subscribe to Platts Dimensions Pro for access to assessments and premium content covering Platts LNG Japan/Korea DES Spot Cargo (AAOVQ00), LNG West India Marker (AARXS00) and many more.