India's imposition of steep tariffs on steel exports has put global markets in a tizzy, with unanswered questions on the longevity of the policy, immediate benefits to domestic end-users and strategies that local mills could adopt to manage excess inventories.

In this podcast, S&P Global Commodity Insights' experts, Senior Editor Ashima Tyagi and Lead Analyst Paul Bartholomew, discuss with Aruna Sharma, Former Secretary, Government of India the immediate and long term implications of this decision. They also weigh in on India's diminishing role as an exporter of prominence and its future pace of capacity additions.

As hurricane season 2022 unfolds in the US Gulf of Mexico, the implications for oil and gas infrastructure in the region are wide-ranging. More than ever, the whole world is watching the US Gulf as energy from the United States grow their presence in global markets.

Americas gas news manager Joe Fisher sits down with natural gas editor Alan Lammey and oil editor Jordan Blum to discuss what the forecast says and what tropical activity could mean for natural gas, LNG and oil.

This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

European and Asian buyers of liquefied natural gas have increasingly been turning to US supplies as Russia's gas is spurned. This has reinvigorated contracting and LNG terminal development activity in the US, where the midstream and upstream sectors, and regulators in Washington, are keenly aware of the developing market opportunity for global gas.

S&P Global Commodity Insights' Americas gas news manager Joe Fisher speaks with LNG editor Harry Weber, natural gas editor J. Robinson, and government/regulatory editor Maya Weber about how shifting natural gas trade flows caused by the war in Ukraine are affecting the US natural gas industry now, and what industry participants and regulators are saying about growing opportunities in global gas.

This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.

The lockdowns in Shanghai have caused significant supply chain disruption around the world, but also falling container rates from their all-time highs. In this episode of the Commodities Focus podcast, Americas containers editor David Lademan speaks with Asia containers specialist Ayush Verma and managing editor George Griffiths about how the ongoing lockdowns in China amid their 'zero-COVID' policy have impacted global trade flows, and what to expect once the shutters reopen on Shanghai's production facilities.

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Sulphuric acid prices have been rising strongly since the start of COVID-19. Copper prices are also showing a similar trend. What are the factors behind the strong uptrend in demand? What is the impact on copper and sulphuric acid from the ongoing Russian-Ukraine war and China's "zero-COVID" strategy?

S&P Global Commodity Insights' experts--Mok Yuen Cheng and Han Lu from the Platts pricing team and Hui Min Lee from Fertecon-- discuss in this podcast.

Russia's military invasion of Ukraine has triggered a shift in European power production as gas prices have risen to new heights. With Russian supplies accounting for about 40% of all European gas imports, can natural gas have a future as a key generation fuel in Europe? Can it remain a bridge between high-carbon fuels and green sources of energy as planned to meet ambitious climate targets?

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A global dislocation of clean tanker tonnage has driven freight volatility in recent weeks, as charterers scramble for barrels in east and west of Suez markets to satisfy European and South American demand.

In this episode of the Commodities Focus podcast, Americas freight senior managing editor Barbara Troner speaks with EMEA middle distillate editor Rowan Staden-Coats and shipping editors Sameer Mohindru in Singapore and Chris To in London about how the Russia-Ukraine conflict has exacerbated the global shortage in diesel markets and to what extent the replacement of Russian-origin diesel barrels has driven recent volatility in the global clean tanker markets.

This Commodities Focus podcast was produced by Jennifer Pedrick in Houston and Felix Fernandez in London.

In this special episode of the Commodities Focus podcast from S&P Global Commodity Insights, Vincent Valk, senior editor of Chemical Week, and Luke Milner, managing editor of the EMEA olefins and polymers team, discuss the impact of Russia's invasion of Ukraine on European polymer markets, whether buyers in Europe are avoiding Russian material and the impact of the recent reduction in demand.

High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul Hickin about the infancy of what he has been calling a new commodity supercycle and the supply challenges ahead.

With 2022's volatile gas prices causing uncertainty across the energy markets, the case for LNG as a marine fuel has been shaken. LNG has previously been called the frontrunner in the race for alternative marine fuels – is that still the case? Editors Sam Eckett and Piers de Wilde are joined by analyst Anastasia Zania to look at the current state of the market, and the future outlook for LNG bunkers.

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