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S&P Global Platts' analysis of key news and pricing issues from across the global natural gas, power, and coal markets.
Wheat and Cattle Markets Daily Commentary & Closing Prices
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Listen to our analysis of key news and pricing issues from across the global natural gas, power, and coal markets.
This channel is no longer up to date. To listen to Rabobank podcasts, look for Rabobank on Apple Podcasts, Spotify, Stitcher, Google Podcasts, or any podcast app or your choice. Visit far.rabobank.com for more information. Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe ...
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Weaker cash; higher boxed beef; soaring corn prices pressure feeders.Louise Gartner による
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What's in store for global coal markets in 2021?
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S&P Global Platts coal market editors Fred Wang, Sarah Matthews, and Tyler Godwin, and lead coal analyst Matthew Boyle discuss the dynamics of the global thermal coal market, the fundamentals driving demand and supply, and the changes in consumption and production behaviors as the world continues to battle the impact of the coronavirus pandemic.…
Bullish crop reports; Russian export taxes; Egypt cancels; wheat reaches 6 1/2 year high.Louise Gartner による
Futures find support; cash lower; boxed beef higher.Louise Gartner による
Markets start firm on Russian export tax announcement.Louise Gartner による
Bullish corn report pressure feeders; live cattle only slightly lower; short/medium term outlook.Louise Gartner による
Summary of crop reports; grain prices accelerate on bullish fundamental outlook.Louise Gartner による
Fed cash sees weakness late week; boxed beef mixed for the week; winter weather moves through southern plains.Louise Gartner による
Grains mixed to start the week; important crop reports tomorrow to set price direction.Louise Gartner による
Cattle futures shake off early week selling; cash steady/higher; boxed beef steady/lower; feeders watching feed grain prices push higher.Louise Gartner による
Recap of week's events; outlook for next few months.Louise Gartner による
As the world economy begins to recover from the pandemic, Mexico is considering the construction of an LNG export terminal in the port of Salina Cruz to use excess natural gas in the country. Douglas Shanda, CEO of private developer Mexico Pacific Limited, which also has a similar project, spoke to S&P Global Platts about the country's potential as…
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What’s in store for rice supply and demand in the Americas going into 2021
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2020 was an unusual year for the global rice market. While much of the coverage focused on Asian markets, the Americas dealt with major production swings, huge influxes in demand and the resulting price volatility. In the latest Platts Agriculture Focus podcast, Peter Storey is joined by Raymond Shi and William Bland to discuss supply issues and ha…
Fed cash steady/higher; boxed beef lower; futures weakening; high feed grain prices pressuring feeders.Louise Gartner による
Strong upward price momentum into 2021; expect farmer selling to start the year; weather still dry in South America.Louise Gartner による
Rising feed costs pressure feeders, support deferred live cattleLouise Gartner による
Demand led bull market sets stage for strong price action heading into new year.Louise Gartner による
Futures strong, pushing against resistance; boxed beef mixed; Q1 & Q2 outlook.Louise Gartner による
Futures see profit taking; world FOB offers rise along with higher Russian FOB; winter wheat acres look to increase this year.Louise Gartner による
Cash higher; boxed beef lower; futures firm to start the week; consumer demand appears strong.Louise Gartner による
Futures seeing profit taking; Russian export estimates declining; longer term fundamental outlook.Louise Gartner による
Cash steady/lower; boxed beef lower; futures steady; Q1 & Q2 outlook.Louise Gartner による
Wheat's bullish fundamentals; Russia's absence; export sales; seasonal outlook.Louise Gartner による
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Freight markets and decoding the crew change challenge during a pandemic
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Seafarers are key to keeping the world's supply chain and maritime trade flowing. However, thousands of seafarers have been stuck on board and unable to get ashore due to coronavirus restrictions. Shipping market participants are making calls to governments to ease the restriction imposed on making crew changes in their countries. To discuss this a…
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Cal-ISO's new leader to focus on resource adequacy, modernizing system
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Elliot Mainzer took over as president and CEO of the California Independent System Operator in September as has been focused on recovering from the August rotating outages and preparing for next summer, while also looking ahead to modernize the resource adequacy system for the wave of storage and renewables coming onto the grid. Mainzer sat down wi…
Weekly summary; cattle-on-feed report; Q2 outlook.Louise Gartner による
Wheat stalls while corn and beans move higher; Russian FOB offers disappear, weekly summary.Louise Gartner による
Futures firm; cash lower; boxed beef lower; poor export sales.Louise Gartner による
Wheat chops sideways; Egypt pushes world prices higher; strong export sales.Louise Gartner による
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Up, up, and away: JKM surges on tighter supply, bringing TTF higher
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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, dive into the dynamics driving the meteoric rise of JKM in December, stretching from constraints in the Panama Canal to role of freight rates & reloads in driving JKM higher. While this has pulled TTF…
Futures stay firm while cash weakens; boxed beef lower; slaughter rates slowing.Louise Gartner による
Late week surge on Russian export restrictions; giving some back on Monday; seasonal patterns.Louise Gartner による
Futures see buying despite weaker cash; boxed beef under more pressure; slaughter rates slowing.Louise Gartner による
Futures continue surge higher; S&D results; weather impacts; potential Russian export restrictions.Louise Gartner による
Futures steady/weaker; cash lower; boxed beef takes another hit; poor export sales.Louise Gartner による
Wheat rallies on rumors of Russian export restrictions; strong export sales.Louise Gartner による
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Asia challenges ethylene demand outlook for 2021
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S&P Global Platts ethylene market experts Chris Liu and Astrid Torres join Vanessa Ronsisvalle in taking a deep dive into the state of the ethylene market as the world continues the fight against the coronavirus pandemic, Asia's growing appetite for one of the most important feedstocks in the petrochemical chain, and trade flows from the United Sta…
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A few weeks into winter, how is the global gas market looking?
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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, take stock of the market a few weeks into winter, revisiting several topics from the bulls vs. bears discussion and how they are holding up in early winter.…
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Are high Indian steel prices an outcome of supply shock or is a demand revival a reality?
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With India’s domestic steel prices touching decade high numbers, steelmakers have exited the export markets for good. However, scarcity of supply remains a concern as demand recovery across sectors resurfaces after a long period of subdued activity. The market remains cautious about the sustainability of high prices amid the possibility of recurrin…
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Asia LPG, naphtha to drive light ends strength in 2021, gasoline outlook mixed
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This year has been a roller-coaster ride for the Asian light ends market, as the coronavirus pandemic gripped the world, slashed demand for refined oil products and forced the closure of several refineries across the region in its wake. The future of the light ends market will hinge largely on how fast the world progresses in its fight against the …
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Evolving dynamics in the European natural gas market: A dive into Ukraine
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Ira Joseph, head of gas and power for Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are joined by Gary Hornby, managing editor for European gas, to discuss global gas movements as we inch into winter with a specific focus on the increasingly important role of Ukrainian storage and transit in th…
The coronavirus pandemic has had opposing effects on the grains and ethanol markets, despite the strong interlinkages between them. While grains are one of the major feedstocks for ethanol production and prices are usually highly correlated, changing demand dynamics as a result of the virus saw the decoupling of this relationship. S&P Global Platts…
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Tanker freight runs aground in Q4 amid demand destruction
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Tanker freight for clean and dirty ships hit multiyear lows in October, subverting winter seasonality which typically brings year highs for freight for both sides of the market. Demand for crude and petroleum products remains low worldwide, and as Europe and the Americas face second- and third-wave lockdowns, tanker market participants have mixed e…
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Wildfires, pandemic and pipeline maintenance complicate US West Coast natural gas storage outlook
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The US Pacific and Mountain regions experienced a slate of outside factors affecting storage volumes during the 2020 injection season. The onset of the coronavirus pandemic in March prompted natural gas demand to drop by as much as 15% during the spring in parts of the Pacific Northwest. The subsequent oil and gas price collapse led producers in su…
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Winter dynamics and the market: A dive into spot price movements across major global hubs
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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 pivot away from the extended outlook into the winter and dive into more immediate spot market movements and their bullish impact on several global natural gas & LNG pricing points.…
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US Northeast gas storage faces questions following volatile injection season
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Natural gas storage in the US Northeast, which serves as the heart of dry production in the Lower 48, entered the current injection season with volumes towering over normal levels. However, the onset of the coronavirus pandemic in March, followed by pipeline outages and producers voluntarily shutting in some production, has allowed supply and deman…
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North American gas market eyes spending outlook as Q3 earnings season begins
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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 operators of pipelines, processing facilities and liquefaction terminals begin to release third-quarter fina…
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Bulls vs. bears: What does the upcoming winter hold for global gas prices?
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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 back, this time to lay out the bullish and bearish cases for Henry Hub, TTF and JKM heading into winter. While the key element will be whether winter temperatures will arrive in key global demand …
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Cal-ISO puts focus on resource adequacy, continuing regional collaboration
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Front of mind to the California Independent System Operator is resource adequacy, as it also works to adapt the market to the energy transition taking place globally. Outgoing President and CEO Steven Berberich talks with S&P Global Platts editor Kassia Micek about those issues and continuing regional collaboration in the West.…
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Building a global hydrogen market from Europe
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To date, there is no integrated strategic vision for trading low carbon hydrogen, but European gas grid operator SNAMs VP of Hydrogen Cosma Panzacchi discusses ways that could happen over time with S&P Global Platts Hydrogen Content and Pricing Specialist Jeffrey McDonald. Discussion topics include development of the European Hydrogen Backbone, the…
