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Commodities Focus

Jan 31, 2024

Following on from heavy winter storms in recent years that disrupted power supply across US regions, power markets managed a mid-January 2024 winter storm with elevated prices and a few demand records, but no large-scale power outages.

S&P Global Commodity Insights reporters Mark Watson, Jared Anderson, Kassia Micek and...


Oct 6, 2023

With bearish fundamentals characterizing the global LNG market, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupling between LNG and natural gas in Europe, the US has played an even larger role in the region’s energy...


Sep 21, 2023

High density polyethylene product consumption and market behavior are key indicators for consumer spending. The US and major export outlet Asia are climbing out of a price slump created by HDPE oversupply, attractive cost margins and slow-to-recover demand. With about 1.5 million mt/year of North...


Sep 7, 2023

Draft reduction at the Neopanamax locks and limitations on daily transits at the Panamax lock system have resulted in longer wait times to transit the Panama Canal. Shipowners have been raising freight costs to seek reimbursement for higher transit and demurrage fees; lightering ships by offloading cargo...


Aug 31, 2023

A sluggish start to the peak summer demand season has disrupted the global recycled PET markets, with subpar demand from beverage bottling in North America, squeezed margins, stiff competition from virgin resin and pessimism running rampant. 

S&P Global Commodity Insights' Heng Hui, global market lead for sustainable...