Mar 25, 2022
Nickel prices hit an unprecedented $101,365/mt in early trading on March 8 following a historic short squeeze on pure nickel and have been volatile ever since.
China, the world's largest consumer of nickel, has seen trading activity for nickel sulfate, an important component of nickel-cobalt-manganese (NCM) batteries,...
Mar 23, 2022
A constant rush of imports has commanded short supply of equipment needed to move out exports of resins used to make everything from grocery bags and shampoo bottles to vinyl siding and vehicle dashboards. After US resin producers struggled through a year of severe weather that squeezed supply, they entered 2022 with...
Mar 16, 2022
As more renewable energy enters the grid, wind and solar generators increasingly compete for the same revenue streams. This results in a price cannibalization risk, in which renewables erode their own value over time. Recent renewable penetration trends in North America with wind and solar capacity additions are...
Mar 4, 2022
The commercial and financial ramifications of the Russia-Ukraine conflict will be felt for a long time. As the conflict escalates, sanctions have been imposed on Russian banks and shipping companies. This has meant that many companies are reluctant or unable to trade with Russia. In this podcast, S&P Global Commodity...