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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.
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S&P Global Commodity Insights analysis of key oil price movements across the globe.
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Energy Evolution is a podcast from S&P Global Commodity Insights that explores how the energy industry is changing in response to the growing call for cleaner energy. Co-hosts Dan Testa and Taylor Kuykendall, veteran S&P Global Commodity Insights journalists, spend each episode talking to leading experts from the energy, mining and finance sectors and breaking down the energy transition trends that the policymakers, traders and industry professionals need to know about. The team uses the rep ...
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S&P Global Commodity Insights shares market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.
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IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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Welcome to ‘Energy Unplugged by Aurora’, a mix of in-depth conversations with key international industry leaders, policymakers, and academics, sharing their unique perspectives on the global energy transition. Hosted by various Aurora experts, we explore the hottest topics and trends across the energy landscape. From renewables, battery storage, and grid integration, to hydrogen, commodity markets, and technology innovation, our high-profile guests weigh in with their valuable insights. Stay ...
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The only oil swaps market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention?
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The Circuit 0 (zero) Podcast, your essential source for the latest developments in energy markets and commodities. We delve into the stories highlighted by the Circuit0.com newsletter, covering everything from market trends and technological advancements to policies and global events impacting the future of energy. We seek to provide valuable insights that help you navigate the complexities of the energy landscape and understand what these shifts mean for you. We cover stories related to eve ...
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In-depth weekly analysis of US energy policy news from S&P Global Commodity Insights senior editors covering the Capitol. Hosted by Jasmin Melvin.
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The Supply Chain Revolution podcast is a series focused on the latest trends and innovations in sustainability and supply chain management. The podcast is hosted by Sheri Hinish, also known as the Supply Chain Queen, who is a sustainability consultant and digital transformation expert, and features interviews with a wide range of supply chain professionals, thought leaders, and entrepreneurs. The podcast covers a variety of topics related to the supply chain revolution, including digital tra ...
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As more of the world’s power grids are supplied with renewables, accurate weather forecasting has become an increasingly important asset for power utilities. In this episode of Energy Evolution, correspondent Camilla Naschert speaks to Malte Rieck, meteorologist at Vattenfall, about the key parameters his team is watching, how AI is becoming a shar…
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In this episode of The Officials, Jorge, Ed, and Will dive into key market developments affecting energy, commodities, and the broader global economy. They discuss the recent volatility in the Dated Brent benchmark following the inclusion of WTI, and how this shift is creating discrepancies between physical and futures markets. They also explore co…
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The United Kingdom established state-owned Great British Energy in July 2024 to develop domestic clean energy supply, create jobs, and advance the country’s net-zero ambition. Glenn Rickson joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss what role this company will play in the renewable power sector and impact this will have on risk…
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The footprint of US crude oil is rapidly expanding, intensifying competition with OPEC and non-OPEC supplies in key Asian markets. As geopolitical tensions in the Middle East escalate, how much US crude can fill potential supply gaps in Asia? Additionally, how could policies under a new US administration, whether led by Trump or Harris, impact oil …
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With the world’s renewable energy capacity reaching record levels, attention has shifted to the risks involved in sourcing critical minerals such as lithium, cobalt, nickel, and graphite, essential for sustaining these industries. China’s dominance over global critical minerals supply chains has led the US, EU, and other major consumers to diversif…
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In this episode of Oil Insights, Martha Dowding hosts and is joined by fellow Research Associate, Mita Chaturvedi to analyse recent movements in oil prices, with a focus on Brent crude, (trading at $75/bbl at time of recording). Martha and Mita discuss three primary factors influencing prices at the moment: the potential for geopolitical flare-ups,…
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In this episode of Energy Unplugged, we are delighted to welcome John Mushriqui, co-founder & CEO of InRange Energy, and Chris Pennington, Global Director of Energy and Sustainability at Iron Mountain Data Centers. They join our Market Lead for New York ISO & ISO New England, Anne Bettiol, to discuss power deliverability solutions for data centers.…
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On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. The U.S. housing market faces steep challenges as mortgage applications drop by 17%, and the 30-year mortgage rate hits 7.25% - the highest since July. Across the Atlantic, UK house prices show slower growth at 0.3% month-on-month…
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For this week's episode, Energy Evolution presents an episode of the Platts Commodities Focus podcast, another show in the network of S&P Global Commodity Insights' podcasts. Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whethe…
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The African Energy Chamber began in 2018 to promote the continent’s energy sector and support indigenous companies’ efforts to expand their networks and engage international partners. The organization is preparing to host its fourth annual African Energy Week conference from November 4-8 in Cape Town, South Africa where this year's theme is, "Inves…
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As high sulfur fuel oil cracks in Europe hover at year-to-date highs outside of their traditional summer peaks, reporters Tommy Petrou and Takis Gounaris join Joel Hanley to delve into the fundamentals that are providing a firm footing for fuel oil markets in Europe as heightened tensions in the Middle East stir up volatility across the commodities…
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The outcome of the US presidential election in November will have ripple effects for the international energy picture. In the weeks before the election, Donald Trump and Kamala Harris are trying to draw contrasts with each other, including on energy and foreign policy. Kate Winston, oil news editor for S&P Global Commodity Insights, discusses oil s…
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In this episode of Oil Insights, host Harry Tchilinguirian, Group Head of Research at Onyx Capital Group, is joined by Onyx Research Associates Vincent Wu and Martha Dowding to discuss how recent geopolitical developments have influenced the oil market. Following the October 1 missile attacks on Israel by Iran, the market is closely monitoring Isra…
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In this episode of Energy Unplugged, we are delighted to welcome John Pettigrew, Chief Executive, National Grid. He joins our Global Research Director, Richard Howard, to discuss the outlook for power systems in both the UK and the US, with a particular focus on the investment required in grid infrastructure in these markets. John has extensive exp…
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Manny and Jonah analyse recent market trends and trading strategies in the oil sector. While the market has been relatively quiet but volatile, with crude oil prices settling in the high 70s per barrel, there is speculation around geopolitical risks - such as potential disruptions in the Strait of Hormuz and the impact of increased crude production…
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This week, James Brodie and James Todd dive into the latest developments in the global economy, inflation, and U.S. politics. They begin by exploring weak Chinese economic data and discuss how China's worsening deflationary environment and a disappointing stimulus package announcement could impact global markets. They break down the latest U.S. inf…
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Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whether Republicans or Democrats control Congress, the energy sector faces major potential shifts. There will be implications for supply chains, energy infrastructure, and the overa…
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Covering the story: How power-hungry AI could help fuel growth in alternative energy a recent briefing of Circuit0.com The article, originally from cbc.ca explores the complex relationship between artificial intelligence (AI) and energy. AI's rapid growth is driving a massive increase in energy demand, particularly from data centers, raising concer…
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Covering the story: US and G7 Leaders Consider New Sanctions Following Iran’s Attack on Israel a recent briefing of Circuit0.com The United States and its G7 allies are considering imposing new sanctions on Iran in response to an attack on Israel. These sanctions could target Iran's oil exports, which have already been significantly reduced by prev…
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For a special episode of Oil Insights, Harry Tchilinguirian, Head of Research at Onyx Capital Group, is joined by Paul Horsnell, Managing Director and Head of Commodity Research at Standard Chartered. Paul is a veteran of oil market analysis, and his views are widely sought-after when it comes to gaining insights into the turbulent world of oil mar…
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In this episode of the Energy Evolution podcast, the focus is on the rise and fall of California solar pioneer SunPower, as well as its potential for a rebirth following a recent asset sale in its ongoing bankruptcy process. S&P Global Commodity Insights senior reporter Garrett Hering shares an interview with T.J. Rodgers, the former chairman of Su…
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In today's episode of The Officials, Jorge, Harry, Ed and Will discuss geopolitical tensions in the Middle East, involving Israel, Iran, and other regional players, as well as the broader economic landscape and its effects on oil prices. Jorge recounts his recent travels to the region, noting observations of missile attacks and the vulnerability of…
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California gasoline prices are notoriously volatile, and state's lawmakers are taking notice. California's Senate is considering a bill proposed by Governor Gavin Newsom that would require state refiners to increase gasoline inventories and would also give the state additional control over refinery maintenance programs. How much does California's b…
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Capacity auction prices for 2025/2026 delivery year jumped nearly 10x from the prior delivery year to $269.92/MW-day for much of PJM, a regional power market in the eastern United States. S&P Global Power Markets Expert Tanya Peevey joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss reasons behind the price spike and consider whet…
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The CEO's Address with Greg Newman | Mirko Ivanda on How Geopolitics Impacts Your Energy Bill
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Group CEO Greg Newman is joined by Mirko Ivanda, Co-Head of Power & Gas from the Onyx Switzerland office, for a special episode of the CEO’s Address. Together, they explore the intricate dynamics of power trading, focusing on how geopolitics fundamentally shapes supply and demand as well as the end-cost of our household energy bills. Mirko provides…
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Support the showΑπό τον Aurora Energy Research
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Support the showΑπό τον Aurora Energy Research
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This is episode 3 of All Things Aviation, a special six-part series focussing on the dynamics, trends and outlooks in the aviation sector. In this episode, Sophie Byron, global director of biofuels pricing at S&P Global Commodity Insights, and Tom Washington, senior news writer covering biofuels in the EMEA region, are joined by Ina Chirita and Jam…
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In this episode of Energy Unplugged, we are delighted to welcome Louise Oriol, Advisor, RTE (France's Transmission System Operator). She joins our Head of France, Pierre Dennery, and Jonathan Hoare, Senior Analyst in our French Research team, to discuss negative price hours in the French market. Louise is an expert on electricity regulatory issues …
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The week started with weak data, with global manufacturing PMIs contracting for the third straight month in September and with new orders dropping globally at the fastest rate in 11 months. But then services PMIs data surged higher, with the U.S. data at 54.9 (est 51.7) an 8-sigma beat. On Friday, payrolls unexpectedly surged +254K, way above expec…
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The Officials with Jorge Montepeque: The Market's Response to Iran's Attack on Israel | S1 E11
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Jorge is live from Dubai and discussing Iran's attack on Israel with locals. The attack against Israel came as no surprise. Talking to the people in Dubai, they feel Iran was very measured in their actions, going after military assets - not civilians - and the general feeling is that Israel is the wild-card. The question on people's lips right now …
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This episode of Energy Evolution features an interview with Corrado De Gasperis, Chairman and CEO of Comstock Inc., who explains the company's shift from a focus on precious metals mining to new business lines as well, including urban mining and recycling materials from end-of-life electrification products and solar panels. Comstock aims to commerc…
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As oil derivatives and futures contracts navigate volatile seas, how are the more prompt physical spot markets reacting to an expected return of Libyan supply amid other regional developments? Join Joel Hanley in this episode of the Oil Markets podcast as he engages with market experts Luke Stuart, George Delaney, and Joey Daly. They explore the im…
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Led by investment in intermittent renewables, Texas has added more new power supply to its grid over the past five years than any other state. However, the lack of growth in long-duration power generation and increased frequency of extreme weather events have given way to reliability concerns within ERCOT. S&P Global power markets expert Mike Picke…
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After the Brent front-month December contract started the day (UK time) testing the $70/bbl handle - seemingly ignoring tension in the Middle East - the market's flipped. The contract is trading above $73/bbl at time of filming after a Tweet led to a headline that an Iran strike on Israel may be imminent. Group Head of Research Harry Tchilinguirian…
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Oil Insights Bitesize with Harry Tchilinguirian | Mini Episode | Brent Testing $70/bbl Handle
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The market is falling out of bed this morning! Group Head of Research Harry Tchilinguirian analyses the current market, with the Brent front-month December contract testing the $70/bbl handle, the market seemingly disregarding tension in the Middle East, participants going net short based on macro developments in China, and more factors. What direc…
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In this episode of Energy Unplugged, we are delighted to welcome Brett Perlman, President and CEO of the Center for Houston’s Future. He joins our Head of US Central, Olivier Beaufils, to discuss the current state of the US hydrogen Industry. For the past seven years, Brett has been running the Center for Houston’s Future, particularly being involv…
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Last week, there was a string of aggressive stimulus announced in China. Existing mortgage loan rates cut, 7-day reverse repo rate dropped by 20bps, minimum downpayment requirement for second homes falling to 15%. Simultaneously, China announced it will allow securities firms, funds and insurers to tap PBOC funds to buy stocks. We have seen the CSI…
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As airlines look to decarbonize and governments crack down on heavy industry carbon emissions, some in the aviation industry are turning to sustainable aviation fuel (SAF). In this episode, correspondents Camellia Moors and Camilla Naschert speak with experts from across the SAF industry about what SAF is, how it’s being used, its potential to curb…
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Jorge is back from Asia, and his findings from Singapore, China and Vietnam are stark. Building construction and industrial demand has slowed down significantly. The slow-down in China is serious, and the West is yet to see and understand the enormity of the change. The noise on the streets of Shanghai is no longer the sound of motor engines, but j…
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Covering the story: Abriged Saga of Northvolt a Circuit0.com editorial Discussing the trajectory of Northvolt, a Swedish battery developer and manufacturer, within the electric vehicle (EV) market. For more stories you might've missed, check out our newsletter for everything energy: Circuit0.comΑπό τον Circuit0
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Oil demand in India and China—the two Asian giants—was a key topic of discussion at the Asia Pacific Petroleum Conference. China's oil demand going forward remains a significant concern for oil-producing nations as oil consumption from Asia’s largest economy is waning amid weaker-than-expected economic growth and ongoing property woes, a double wha…
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Europe’s Carbon Border Adjustment Mechanism (CBAM) now requires its trade partners to declare the carbon content associated with production of imported goods including iron, steel, aluminum, cement, fertilizer, hydrogen, and electricity. Trade partners will be asked in 2026 to buy CBAM certificates for these specified goods to access European marke…
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This episode of Oil Insights was recorded on 25th September, 2024 at 10am BST. Onyx Research Analyst Mita Chaturvedi and Research Associate Martha Dowding join Group Head of Research Harry Tchilinguirian to discuss the week that was and the week to come in the oil market. In this week's episode, Harry Mita and Martha unpack recent price movements i…
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