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Commodities Focus

Feb 22, 2023

Russia’s invasion of Ukraine triggered major supply risks and wide-ranging sanctions that have dramatically changed global oil and gas markets. In a year of price volatility, supply concerns and increasingly harsh sanctions, Russia has accelerated its pivot to Asian markets. As we enter a second year of the conflict,...


Feb 17, 2023

The Freeport LNG terminal in Texas started exporting LNG cargoes in mid-February for the first time since a fire and explosion in June 2022 forced a shutdown of the facility, marking a milestone in the history of US LNG. In the global LNG market, the Freeport outage initially exacerbated supply shortages that sent...


Feb 14, 2023

Prices are closer to lower, volatility has reduced and inter-product price spreads have come in, so are we seeing gas and LNG markets revert to normality? What are the factors that have calmed markets, and is this new-found tranquillity likely to be sustained?

In this Commodities Focus podcast episode, S&P...