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Commodities Focus

Feb 28, 2019

Scrap aluminum has gone wild. There are new taxes and financial obligations in China and Vietnam; licenses, regulations and restrictions in Vietnam, Taiwan, Brazil, and other countries, resulting in unpredictable price trends. When the year started, prices were generally expected to fall from...


Feb 28, 2019

The tremors of IMO 2020 - The mandated shift to low sulfur marine fuel which officially kicks in January 1, 2020 - will begin to be felt months from now and have already begun to work their way into the fabric of the already complex dynamics of the shipping sector. Jason Silber chats with Pradeep...


Feb 22, 2019

China's winter steel production cut agenda seems to have gone quiet. Will this result in even stronger steel output? Meanwhile, Beijing has unleashed some incentives to rekindle buying in the consumer-segments, but will it translate into stronger steel demand? And does the Chinese steel market care...


Feb 21, 2019

The PJM Interconnection has several market design changes underway, including adjustments to energy reserve price formation and the way its capacity market is structured that will significantly impact market participants going forward. Andy Ott, president and CEO of PJM Interconnection, talks with...


Feb 20, 2019

With the looming shadow of IMO 2020 on the horizon, there is a growing confusion and discord in the container market when it comes to recovery of bunker costs in freight contracts. The Bunker Adjustment Factor (BAF) system is failing and the industry is looking out for new solutions. Jason Silber,...