Podcasts about p global commodity insights

If you're looking to gain an understanding of how the steel industry is transforming, then this episode of "Freight Up" is for you. Hello, we're Jess and Davide, and we welcome you back to another insightful episode of Freight Up – your go-to podcast for the latest in freight and commodity markets from Freight Investor Services or as some of us know us, FIS. In our latest episode, we're diving into the dynamic world of electric arc furnaces (EAFs) and their impact on the US steel market. As we're joined by Ali Oktay, a Senior Analyst at S&P Global Commodity Insights, alongside our other expert guests, we'll be dissecting how the shift to EAFs is adding new steel capacity in the US and reshaping the market landscape. EAFs have been pivotal in transitioning the US steel market, adding about 20 million tons of EAF sheet melting capacity since 2017, and they offer several economic and operational benefits, including quicker production adjustments and potential lower production costs. This episode is set to provide you with deep insights into how these developments are pushing pricing ceilings and influencing future trends across global markets.One key takeaway beyond the innovation of EAFs is how global market trends and trade policies are influencing demand and supply within the US steel market. Ali discusses how recurring themes, such as trade policy, play fundamental roles in reshaping competitive contexts for US steel. This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Direct Payment Details3:38 US Acreage Ideas8:24 Brazil Increases Ethanol Blend Rate9:54 China Reduces Grain Imports11:25 Bessent Says No RecessionUSDA Boosts Economic Aid for Farmers

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Rumors and China3:27 Corn/Soybean Acreage Estimates6:47 China Tariffs on Feb 1st?8:24 South America Update10:25 Strong Corn Shipments

Corey Lavinsky is the executive director, Downstream Americas Consulting at S&P Global Commodity Insights, and he joins us for a conversation on the potential futures for biofuels and 45Z. Tom Sell of Combest, Sell & Associates shares perspective on the waning weeks of this Congress, including status of the Continuing Resolution and possibility of disaster relief being included. And Part 1 of a new episode of the Soy Checkoff Check-in features USC CEO Lucas Lentsch and chair Steve Reinhard reflect on 2024.See omnystudio.com/listener for privacy information.

Markham interviews economist Kevin Birn, Canadian Oil Markets Chief Analyst and Head of Center for Emissions Excellence, S&P Global Commodity Insights

Navigating the complexities of the energy transition, Mark Eramo from S&P Global Commodity Insights joins Victoria Meyer to shed light on balancing consumer demand, policy alignment, and sustainability in the chemical industry. Mark discusses the challenges of producing sustainable products that consumers will pay premiums for and emphasizes strategic collaboration between policymakers and industry leaders. Victoria and Mark converse about the transformative roles of diversity and AI in shaping the industry's future, the effects of geopolitical uncertainties on supply chains, and the anticipation of a pivotal market shift by 2025-26. They highlight the intricate journey of corporate transformation and share insightful advice on leadership and career progression within the chemical sector.  Join us to learn more about the following topics this week: Mark Eramo's career and industry engagement What S&P Global Commodity Insights' origin story and what it is today Lessons learned through managing and helping lead companies through transition What S&P Global Commodity Insights brings to their customers today versus what they have done in the past.  Customer response to changes with S&P Global Commodity Insights Biggest trends that are influencing the chemical industry today? S&P Global's advice for their customers Leadership advice from Mark Eramo Killer Quote: "One of the biggest challenges we face today is aligning policies, technology, and consumer demand to create sustainable products that consumers are willing to pay a premium for, without compromising business viability. It's a fine line we must tread to ensure we don't face unintended business consequences." -- Mark Eramo ***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player.  ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com  Celebrating 40 years, the World Petrochemical Conference by S&P Global is the most prestigious global industry gathering for chemical innovation, insight, and collaboration. WPC has a rich history of providing unmatched market intelligence and convening top industry leaders and influential thinkers to discuss the solutions that will unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary!  Visit their website to learn more.

 In this episode of The SAF Podcast, we dive deep into Australia's emerging sustainable aviation fuel landscape with Mac Irvine, CFO of Jet Zero Australia. With 15 years of banking and finance expertise, including his role at the Clean Energy Finance Corporation (CEFC), Irvine offers unique insights into Australia's SAF development landscape.  The discussion explores Jet Zero Australia's two flagship projects: Project Ulysses, an alcohol-to-jet facility in Townsville utilizing LanzaJet technology, and Project Mandala, a HEFA pathway development in partnership with Apeiron Bioenergy.Our conversation moves into the strategic alliances that fuel Jet Zero's mission, including a key partnership with Idemitsu and the pursuit of innovative financial avenues such as SAF certificates for carbon abatement. With $14 million in grant funding already secured, Mac explains how Jet Zero is engaging with entities like the CEFC and the National Reconstruction Fund to explore flexible capital options. Key industry insights include Australia's position as the eighth-largest global jet fuel consumer, with 90% of current fuel being imported. The episode provides valuable insights into the nascent SAF market in Australia, including the current lack of specific SAF policies and the challenges this presents for developers. However, Mac also outlines the positive momentum, such as the federal government's Future Made in Australia program and its potential impact on the industry.If you enjoyed this episode, check out our previous discussion with Sophie Byron, S&P Global Commodity Insights to find out about the complexity and importance of accurate SAF pricing data: https://www.buzzsprout.com/2202964/episodes/15975107SAF Investor London - January 2025SAF Investor London will be back in London in January 2025 and will bring leading producers, investors, customers and policy makers together to discuss the major issues around scaling SAF production globally. We would love to see as many of you there as possible and you can find out more information, including book your tickets here: https://www.safinvestor.com/event/145508/saf-investor-london-2025/

On this week's episode of the SAF Podcast Sophie Byron, Global Head Biofuels Pricing, S&P Global Commodity Insights joins Oscar for a discussion around SAF pricing.Tracking SAF prices is not as simple as traditional jet fuel. In a nascent market with complex supply chain and production pathways, getting accurate pricing data is no easy feat. Sophie explains this complexity and the challenge addressing issues across fluctuating feedstock pricing, production costs and limited transactions on the spot market and how they work around these to assess accurate prices. Another critical issue is how to approach pricing SAF from different pathways and feedstocks, Sophie explains how they are looking to approach pricing from Alcohol-to-Jet and eventually Power-to-Liquid production, in the near term as well as the current HEFA pathway.Pricing is a critical issue to help grow SAF production as it is critical to help attract investment. Investors and lenders need certainty in revenue and, along with offtakes, certainty in SAF prices is critical to de-risk future projects. We also discuss the correlation of emissions reduction and Carbon Intensity scores and pricing as SAF's value can be tied to the emissions reductions. We also look at how factors such as anti dumping duties, tax incentives in the US and the introduction of mandates in 2025 could effect pricing formulations. The discussion concludes with a reflection on transparency and how important access to data is to get the clearest pricing picture possible. Check out this episode if you are interested in how SAF pricing works, the challenges it presents and critically why pricing is such an important component in growing the SAF Industry.If you enjoyed this episode, check out our most recent discussion with Andrew Symes, OXCCU here: https://www.buzzsprout.com/2202964/episodes/15895179

This week, thousands gathered at the Asia Pacific Petroleum Conference (APPEC) in Singapore to talk oil and the broader market, with China's slowdown and the structural shifts in the global energy mix taking the spotlight. APPEC is the biggest Asian energy conference held annually in the city state, and is known as a cornerstone of the energy industry for the past 40 years. What are the major concerns surrounding the growing supply-demand imbalance, and the latest on decarbonisation? What role does Singapore play in alternative fuels? Chairman of APPEC 2024, Dave Ernsberger, who is Head of market reporting and trading solutions at S&P Global Commodity Insights, shares the key takeaways from the conference and more.See omnystudio.com/listener for privacy information.

In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley discuss key global energy and economic issues. They cover the impact of Middle Eastern conflicts on oil prices and global stock markets, noting heightened military activity and geopolitical tensions. They also discuss Norway's strong gas exports to Europe, despite ongoing maintenance, and the challenges faced by U.S. shale producers in maintaining efficiency amidst market pressures. The broader market also sees a significant downturn, particularly in Japan, due to various economic factors, including concerns over a global recession.Highlights of the Podcast00:00 - Intro01:16 - How Conflict in the Middle East Could Send Oil Prices Soaring02:26 - Israel, Mideast Markets Fall on Iran Threat, Global Stock Plunge04:30 - Norwegian piped gas exports to NW Europe stay strong in July06:01 - Shale Keeps Getting Leaner and Meaner12:51 - Oil Price Collapse Tampered by Tensions in the Middle East13.56 - Whats Going On In The Markets?18:54 - OutroPlease see the links below or articles that we discuss in the podcast.How Conflict in the Middle East Could Send Oil Prices SoaringAugust 5, 2024 Mariel AlumitRising tensions between Israel and Iran are threatening to disrupt oil supply chains and could send oil prices soaring. The World Bank has already outlined just how high oil prices could go if Iran and […]Israel, Mideast Markets Fall on Iran Threat, Global Stock PlungeAugust 5, 2024 Stu TurleyIsraeli markets drop; US sees Iranian attack in 24-48 hours Saudi, Egyptian, Turkish stocks, bonds, currencies also hurt Financial markets across the Middle East tumbled Monday, as concerns over a potential Iranian attack on Israel […]Norwegian piped gas exports to NW Europe stay strong in JulyAugust 5, 2024 Mariel AlumitNorway's pipeline gas exports to landed markets in Northwest Europe remained robust in July, with only limited maintenance work taking place during the month, an analysis of S&P Global Commodity Insights data showed Aug. 5. […]Shale Keeps Getting Leaner and MeanerAugust 5, 2024 Mariel AlumitU.S. oil production dipped by 61,000 barrels daily in May, the EIA reported this week, confirming what many already expected: continued stringent discipline among drillers. But those expectations may have been misleading because now some producers are […]Oil Price Collapse Tampered by Tensions in the Middle EastAugust 5, 2024 Mariel AlumitOil prices dropped significantly on Friday and Monday morning due to concerns about a potential recession in the U.S. and weak Chinese demand. The decline was partially offset by rising tensions in the Middle East, […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

First: a conversation with Jeffrey Rosen, president and CEO of the National Constitution Center. We discuss this week's blockbuster Supreme Court decision on presidential immunity – and what it means for the criminal cases against former President Trump. Then we'll get a check of oil & gas prices as Americans hit the road this 4th of July holiday with Jim Burkhard of S&P Global Commodity Insights. Plus – as Hurricane Beryl roars through the Caribbean – the earliest Category 5 Atlantic Basin hurricane on record - we speak with Axios senior climate reporter Andrew Freedman about the increase in extreme weather events and the impact of climate change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Despite frequent pronouncements that the world should stop using coal, it still consumes vast amounts of black rocks. According to the Energy Institute's Statistical Review of World Energy, coal's global primary energy consumption was about 15% above natural gas in 2022 and only 15% lower than crude oil.  Coal consumption has yet to decline. Instead, coal use has plateaued for the better part of the last decade.  Because of its carbon intensity and large consumption, Peter and Jackie describe coal as the “herd of elephants” in the room for meeting aggressive decarbonization and climate goals under the 2015 Paris Agreement. This week, our guest is Lara Dong, Senior Director, Global Coal Research, S&P Global Commodity Insights. Lara explains why coal demand has been resilient and what to expect in the future.  Here are some of the questions Peter and Jackie ask Lara: Is coal consumption expected to stay strong? Why is China still building new coal power plants?  How does this compare to clean electricity additions in China, including wind, solar, and hydro? Is there still ongoing new investment in coal mines to add supply?  Why was 2021 a pivotal year for Chinese energy policy?  How did the 2022 energy crisis impact China's and India's energy policy for coal? Do you think the IEA Net Zero scenario, which assumes a 90% drop in coal consumption by 2050, is likely?  If Canada were to increase its LNG exports to Asia, would this decrease coal consumption (and greenhouse gas emissions) in the region? Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research Institute  Subscribe to ARC Energy Ideas Podcast Apple Podcasts Google Podcasts Amazon Music Spotify

"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)”. Media and consultants have recently raised the alarm about the unquenchable energy thirst of AI and datacentres.  Can we believe those predictions or is it another scaremongering wave like we saw 15 years ago, when prophets predicted that the internet would soon consume 50% of the world power?Laurent and Gerard prefer to go directly to the source. So, we have invited Michael Terrell, Senior Director Energy and Climate at Google. Google is one of the Top 5 purchasers of Green Electricity in the world, and Michael is one of the key architects for providing 24/7 green power to their 28 datacenters around the world.With Michael, we analyse why datacenters consume so much energy. We also discuss why the overall grid has not melted down despite ominous predictions a decade ago, as energy efficiency improvements have been spectacular. We talk about fostering the purchase of green energy and especially 24/7. We discuss new tech, whether software (Tapestry) or hardtech (geothermal, nuclear, LDES) and why Google and others BigTech are fostering them. Finally, we discuss the development of AI and its impact on the future demand.All in all, a great discussion but more importantly a very optimistic dialogue, where we see that we – the Energy Transition Brotherhood – are a force for good and we will defeat – easily – the old guard of fossil fuel lobbyists and scaremongers.   We thank Amundi for supporting our show

The threat of a wider Middle East war is increasing. Over the past weekend, Iran attacked Israel with missiles and drones in retaliation for Israel's suspected strike on Iran's embassy in Syria. This week, our guest, Raoul LeBlanc, Vice President, Energy, S&P Global Commodity Insights, explains why oil prices have increased over the past few months, including the impact of the growing conflict in the Middle East, OPEC+, and US shale oil growth. Jackie and Peter also asked Raoul about recent research by Prof. Robert Howarth from Cornell University. The paper, which has not yet been peer-reviewed, concludes that US LNG could be comparable to, or even worse than, coal from a GHG emissions perspective when methane leaking is considered. A BNN article reported that Howarth's paper influenced President Biden's pause on LNG approvals.  Finally, Raoul explains the drivers for US oil and gas producers' recent mergers and acquisitions (M&A) and if this trend could come to Canada. Content referenced in this podcast:  How One Scientist Influenced Biden's Pause on LNG Approvals (BNN Bloomberg, Feb 29, 2024) The Greenhouse Gas Footprint of Liquefied Natural Gas (LNG) Exported from the United States by Robert W. Howarth, Department of Ecology & Evolutionary Biology, Cornell University (version is not final and it is currently in a peer review process; original version submitted October 2023, revised version submitted March 2024) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/   Check us out on social media:  X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research Institute  Subscribe to ARC Energy Ideas Podcast Apple Podcasts Google Podcasts Amazon Music Spotify   

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan interview Kevin Birn about the takeaways from CERAWeek and what it could mean for Canada. For the intro session, Kelly and Joe Calnan discuss the Baltimore bridge disaster, an update on Operation Prosperity Guardian, and questions around Russian refining capacity. Guest Bio: - Kevin Birn is the Global Head, Center of Emissions Excellence and Chief Analyst Canadian Oil Markets, S&P Global Commodity Insights, as well as a Fellow at CGAI Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is a Fellow and Energy Security Forum Manager at the Canadian Global Affairs Institute Reading recommendations: - "Elon Musk", by Walter Isaacson: https://www.amazon.ca/Elon-Musk-Walter-Isaacson/dp/1982181281 Interview recording Date: March 26, 2023 Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. Produced by Joe Calnan. Music credits to Drew Phillips.

This week, our guest is Carlos Pascual, Senior Vice President of Global Energy at S&P Global Commodity Insights.  Carlos's past roles include establishing and directing the new Energy Resources Bureau at the US Department of State and serving as a senior advisor to the Secretary of State on energy issues. He has also previously been a United States Ambassador to Mexico and Ukraine. Here are some of the questions that Carlos tackled:  How do you expect the US will react to the recent attack on an American base in the Middle East that killed three soldiers?  What is Iran's motivation in the escalating proxy war? Is it possible that Donald Trump will be elected president in 2024? How does the US election factor into the US strategy on the Middle East conflict? What are your thoughts on COP28 and the “transitioning away from fossil fuels” language that was adopted? Do you think a peace deal between Ukraine and Russia is possible? What is driving the growing divide between the Global North and Global South? Do you expect OPEC and Saudi Arabia will continue constraining oil production despite strong non-OPEC supply growth? Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/  Check us out on social media:  X (Twitter): @arcenergyinst LinkedIn: @ARC Energy Research Institute  Subscribe to ARC Energy Ideas Podcast Apple Podcasts Google Podcasts Amazon Music Spotify  

We welcome Paul Hughes, Chief Agricultural Economist and Director of Research at S&P Global Commodity Insights, to share his knowledge on a variety of topics, including renewable diesel and the changing dynamics of the soybean market. This week's Farmer Forum features Tim Burrack of Iowa and Steve Pitstick of Illinois.See omnystudio.com/listener for privacy information.

Corporate demand for guarantees of origin (GO) is hotting up and prices could soon be on the rise. Listen to a discussion on the growing importance of GOs not just for generators of electricity but also for a wider range of companies. Could the GO price become higher than the wholesale electricity price?Host: Snjólfur Richard Sverrisson, Editor-in-Chief, MontelGuest: Bruno Brunetti, Head of low-carbon electricity analytics, S&P Global Commodity Insights. 

Greg Peterson – Machinery Pete – joins us to discuss his Pick of the Week, plus auctions from three other states that fetched impressive prices. About a month ago we started a conversation about domestic and global transportation issues with Ken Eriksen, Senior Vice President and Head of Client Advisory and Development, and Agri Supply Chain at S&P Global Commodity Insights. This morning we continue that conversation with Ken.See omnystudio.com/listener for privacy information.

Our guest analyst is Pete Meyer of S&P Global Commodity Insights and he shares his outlook on fundamentals plus Oliver Sloup of Blue Line Futures talks price action. Ben Brown, Senior Research Associate, Agricultural and Applied Economics at the University of Missouri, joins us for this week's College Roadshow feature.See omnystudio.com/listener for privacy information.

In the past several weeks, Brent oil prices have risen by more than 8%. And they're set to rise further as Saudi Arabia and Russia extend oil export cuts.  Earlier this week Saudi Arabia and Russia extended voluntary oil supply cuts to year end, with the Saudi cutting by 1 million barrels per day and Russia cutting 300,000 bpd. These were on top of the April cut agreed by several OPEC+ producers running to the end of 2024. Some traders speculate crude to rally towards the $100 rally. But is that too optimistic?  On Money in the Market, Hongbin Jeong speaks to Kurt Barrow, Refining & LPG/NGLs Lead of Oil Markets at S&P Global Commodity Insights, to find out more. See omnystudio.com/listener for privacy information.

Saugata Saha, President of S&P Global Commodity Insights discusses some of the more pressing issues facing the region in the commodities space as a major Oil and Energy industry conference gets underway in Singapore, called the Asia Pacific Petroleum Conference (APPEC).  The event will throw the spotlight on various issues such as oil's future, and also the debate around energy security vs sustainability.See omnystudio.com/listener for privacy information.

Ken Eriksen, Senior Vice President at S&P Global Commodity Insights, joins us to discuss the potential impacts to consumers on the shipping situation at the Panama Canal and the low water-levels of the Mississippi River. Then Josh Linville of StoneX talks about the fertilizer market, including global factors. And Dr. Alison Robertson, professor and extension plant pathologist at Iowa State University, gives us an update on crop health.See omnystudio.com/listener for privacy information.

Oil has posted a modest decline in recent days amid signs that supplies are rebounding while concerns linger about demand in China, the world's biggest crude importer. Observed exports from Iran have surged to 2.2 million barrels a day this month, and Turkey and Iraq have held a sudden flurry of talks as they seek to restart a major oil pipeline. Efforts by OPEC+ linchpins Saudi Arabia and Russia to curb production have tightened the market.  However, the demand outlook in China is clouded, and there are signs US interest rates will need to stay higher for longer to rein in inflation. So will oil prices rally again? On Money in the Market, Emaad Akhtar speaks to Kang Wu, Head of Global Demand and Asia Analytics CEO at S&P Global Commodity Insights to find out more.See omnystudio.com/listener for privacy information.

Oil prices rose initially in the immediate aftermath of Saudi Arabia's unilateral decision to reduce output by a million barrels per day from July. However, prices have since declined after analysts highlighted rising global supplies and concerns about demand growth just ahead of key inflation data and a US Federal Reserve meeting that concludes on Wednesday. So what is the price outlook for global benchmarks moving forward? On Money in the Market, Hongbin Jeong speaks to Kang Wu, Head of Global Demand and Asia Analytics CEO for S&P Global Commodity Insights, to find out more. See omnystudio.com/listener for privacy information.

Pete Meyer is Head of Grain, Oilseed, and Advanced Feedstock Analytics at S&P Global Commodity Insights and he joins us this afternoon for a wide-ranging conversation including renewable diesel and sustainable aviation fuel.See omnystudio.com/listener for privacy information.

Why it Matters!?As market players accelerate the energy transition towards lower-carbon commodities, while ensuring energy security. The price discovery process can be both alluring yet opaque amidst a developing market.Learning to properly navigate the price discovery process of early-stage projects, and offtake agreements is crucial to mitigating ones risk and for developing a commoditized market.How will pricing be structured for low-carbon hydrogen and ammonia offtakes? What process and tools should project developers and investors have in place to better evaluate agreement risks, and increasing confidence in the marketplace? Santiago Canal Soria, Hydrogen Pricing Analyst, S&P Global Commodity Insights, explores some of the current challenges delaying the development of the market making process, and the tools available to frame new investment opportunities.

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan discuss current events in energy security, including the prospect of a "lithium OPEC", US and EU subsidies for EVs, and the supply of Kazakh oil to Europe. For the interview section of the podcast, Kelly talks with Kevin Birn about the vagaries of emissions tracking in oil production around the world. Guest Bio: - Kevin Birn is Global Head of Centre of Emissions Excellence & Chief Analyst, Canadian Oil Markets, S&P Global Commodity Insights, and a CGAI Fellow. Host Bio: - Kelly Ogle is the CEO of the Canadian Global Affairs Institute Reading recommendations: - The Harry Potter Series, by J.K. Rowling: https://www.amazon.ca/Harry-Potter-Philosophers-Stone-Rowling/dp/1408855895 Interview recording Date: February 28, 2023 Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. Produced by Joe Calnan. Music credits to Drew Phillips.

In this episode, our host Joe Batir talks with Derek Gonsuron, Product Management Director – CCUS at S&P Global. They talk about how Derek and his team in the Commodity Insights group are examining the larger CCUS ecosystem.  They talk through questions like what are the key challenges for expedited implementation of CCUS and how can we solve these challenges through additional data insight. Reminder – if you have next week free, consider spending some time at CERAWeek! If you see Derek or Joe, say hi and grab a selfie! Derek's book recommendation(s): The Wheel of Time book Series These show notes contain affiliate links. Show your support for this show, the information we provide, and our energy community by using these links. Derek Gonsuron's LInkedin: https://www.linkedin.com/in/dgonsuron/ S&P Global Commodity Insights website: https://www.spglobal.com/commodityinsights/en This episode is made possible by AWS Energy. Enjoying the show? Leave me a review here! Brought to you on the Oil and Gas Global Network, the largest and most listened-to podcast network for the oil and energy industry. More from OGGN ... Podcasts LinkedIn Group LinkedIn Company Page Get notified about industry events  

Here's a jam-packed program with an impressive knowledge level covering a variety of areas. We begin with a conversation with Phil Flynn of The PRICE Futures Group about the energy markets today and where they may be headed. Then we have Ken Eriksen of S&P Global Commodity Insights share info about industrial transportation and supply chains. Finally, Paul Schadegg of Farmers National Company provides a 22 market summary of land values.See omnystudio.com/listener for privacy information.

Peter Meyer with S&P Global “Commodity Insights” visits with Chris about numerous market conditions as we wrap up 2022. Peter sees little hope for bullish news in the “near term” with the exception of Argentina weather issues. Peter goes on to discuss some of the current fundamentals in the energy sector and the fact that crude oil prices have come down to a level which is not supportive of grains. He goes on to talk about several other issues, including the recent EPA announcement on renewable diesel, the general economy, natural gas volatility, lack of Chinese demand, and the issues in Ukraine. Peter wraps up the conversation with a bright note, talking about the opportunities that will come in the soybean market in the next couple of years. Be sure to listen to the end as the conversation sets the tone for a bright future ahead.

This week's Friday Free-for-all features panelists Shaun Haney of RealAgriculture and RealAg radio, Roger Bernard, policy analyst of S&P Global Commodity Insights, and Iowa farmer and "biofuel guru" Mark Recker.See omnystudio.com/listener for privacy information.

Imprevisibilidade relacionada aos tributos (federais e dos estados) para próximo ano tem desfavorecido o planejamento das usinas para o etanol em detrimento ao adoçante, que é passível de fixação. Neste sentido, a S&P Global Commodity Insights vê o mix ainda mais açucareiro em 2023/24 do que está no ciclo atual

Global oil prices avoided hitting new highs over past months as policy choices from consuming countries helped balanced markets, and Russian supply found new outlets. Global oil expert Karim Fawaz joins EnergyCents this week to review shifts in oil markets since the start of the Russia-Ukraine conflict, and share expectations for winter as global economies slow and anticipated sanctions dislocate supply. Learn more about Karim's analysis with S&P Global Commodity Insights at: https://www.spglobal.com/esg/s1/products/energy-advisory-service.html Join the conversation at energycents@spglobal.com

Administrator Hubert Hamer of USDA-NASS joins us to share details of the census program which begins today. Ken Eriksen of S&P Global Commodity Insights shares what he knows about the possible railroad strike. And Josh Wilson of Farmers & Hunters Feeding the Hungry talks about this program and how hunters can help.See omnystudio.com/listener for privacy information.

In Bali, analysts and campaigners welcomed the final communiqué from the G20 which urged all parties to “make progress on loss and damage at the COP27” in Egypt. While that may breathe new life into UN climate talks, countries seem to struggle to find a common ground on a number of key issues, including limiting the average rise in temperatures to 1.5 degrees Celsius. So what can we expect out of the COP27, which is set to end later today, and how would that affect climate finance and commodity markets? On Market View, Prime Time's finance presenter Chua Tian Tian sat down with  Roman Kramarchuk Head of Future Energy Analytics at S&P Global Commodity Insights and Ankit Sachan, Hydrogen Analyst at S&P Global Commodity Insights for more.See omnystudio.com/listener for privacy information.

Ken Eriksen, SVP, Client Advisory and Development, and Agri Supply Chain at S&P Global Commodity Insights, joins us to share status reports on the Mississippi River situation and railroad worker negotiations. Ken Ferrie, Farm Journal agronomist of Crop-Tech Consulting out of Heyworth, Illinois, joins us for a harvest report including some of the things he's seeing in the field right now.See omnystudio.com/listener for privacy information.

Increasing the mix of Sustainable Aviation Fuels (SAFs) in airlines is a key ingredient in the aviation sector reaching its goal of carbon neutrality by 2050. Biofuels expert Kevin Lindemer returns to EnergyCents this week to discuss the technologies and policies supporting SAF development and consider the timing of market-share growth for lower carbon fuels in aviation. Learn more about S&P Global Commodity Insights biofuels coverage at https://ihsmarkit.com/products/biofuels.html. Hear more from Kevin on EnergyCents – Episode 43: Beyond Oil: the growing role of biofuels in a decarbonizing refining sector. Join the conversation at energycents@ihsmarkit.com.

Peter Meyer, Head of Grain and Oilseeds with S&P Global Commodity Insights visits with Chris about a number of market fundamentals to watch over the next several weeks as we get into the heat of harvest. Peter talks about the grain markets playing tug of war inside a price range with fairly good support. While Peter doesn't see a lot of downside risk, he does talk about a number of things to pay attention to which could move the markets. Some of the key things they discuss are around the US stock market, Strength of the US dollar, increasing interest rates, reduced production, potential US recession, upcoming USDA reports, South American production, export demand, and varying basis levels across the country. They go on to discuss some of the considerations as you market both the 2022 and 2023 crops. Finally, Peter talks about his thoughts on 2023 planted acres and how that could affect price movements between corn, soybeans, and wheat in the months to come.

The US shale sector is awash in cash on the strength of commodity prices and prudence of operations. North America upstream experts Reed Olmstead and Imre Kugler join EnergyCents this week to consider the near-term outlook for shale producers, and why high commodity prices are not stimulating aggressive drilling campaigns. Learn more about S&P Global Commodity Insights shale forecasting and analysis at https://ihsmarkit.com/products/upstream-insight.html and https://ihsmarkit.com/products/energyview-oil-gas-north-america.html. Join the conversation at energycents@ihsmarkit.com.

Climate Week NYC runs September 19-25 in Manhattan, during a week when the city will also be crowded with dignitaries attending the United Nations General Assembly. Climate and energy experts Peter Gardett and Roman Kramarchuck join EnergyCents this week – ahead of their own Climate Week attendance – to share their expectations for program, and frame its role in the accelerating global environmental narrative. Learn more about S&P Global Commodity Insights energy-transition coverage at https://www.spglobal.com/commodityinsights/en/products-services/energy-transitionclimate and climate-finance coverage at https://ihsmarkit.com/products/EnergyView-Climate-and-CleanTech-Service.html.

Greg Peterson – Machinery Pete – joins us for more record-breaking prices of used machine equipment including his Pick of the Week. And Paul Hughes, chief agricultural economist & director of research at S&P Global Commodity Insights, Agribusiness, helps prepare us for the WASDE report released today.See omnystudio.com/listener for privacy information.

Governments of resource-rich countries in Africa find themselves at a crossroads as oil and gas operators weigh stranded-asset risk before committing to long-lead-time fossil-fuel projects. Roderick Bruce, an expert in petroleum-sector risk with S&P Global Commodity Insights, joins EnergyCents this week to discuss how host governments in Africa are working with operators to balance their near-term economic goals of resource monetization with longer-term environmental goals of carbon reduction. Learn more about S&P Global's oil-and-gas risk coverage that caters to industry https://ihsmarkit.com/products/oil-gas-risk-forecast-analysis.html and financial sector customers https://ihsmarkit.com/products/energy-advisory-service.html Join the conversation at energycents@ihsmarkit.com.

Policy makers are returning their attention to nuclear power as a potentially low-emission, reliable generator of electricity. Most recently, the European Parliament voted in early July to apply its green label to nuclear power under the EU's sustainable finance taxonomy. S&P Global Commodity Insights experts in European power Coralie Laurencin and Sylvain Cognet-Dauphin join EnergyCents this week to discuss the role of nuclear power in meeting Europe's immediate electricity needs, and whether short-term needs will impact an otherwise declining long-term trajectory. Learn more about S&P Global's Power and Renewables coverage that caters to industry at https://ihsmarkit.com/products/power-renewables-energy-markets.html and financial sector customers at https://ihsmarkit.com/products/energyview-gas-power-renewables.html. Join the conversation at energycents@ihsmarkit.com.

We preview tomorrow's Cattle on Feed report and inventory report with Kevin Coburn, senior economist, agriculture at S&P Global Commodity Insights plus we learn about Ready to Use Therapeutic Foods (RUTF) using peanuts to treat starving/malnourished people, especially children, transition to standard meals and provide protein and vitamins. Will Moore, CEO of the Eleanor Crook Foundation, and Dr. Samara Sterling, Research and Nutrition Director at the Peanut Institute, join us for that enlightening conversation.See omnystudio.com/listener for privacy information.

Gas price hikes are a daily conversation and the exorbitant price of fuel is literally hyper-fueling inflation. The last time we saw conditions like this was the 1970s which gave rise to a new product — “Gasohol.” From there, came the ethanol boom and biodiesel. But diesel from soybeans never really gained traction. And ethanol fueled the “no food for fuel” debates that have arisen with every food price increase. So, what is the future of Ag-based biofuel in a world pushing electric vehicles and “green energy?” Pete Meyer with S&P Global Commodity Insights delivers insights and information about the future of biofuel and frankly, it looks pretty darn good! Renewable diesel and sustainable aviation fuel — if you haven't heard of these two products and what they may do to the Ag landscape, listen up!! Sponsored by Nori nori.com and Pattern Ag pattern.ag

In this special episode of Chemical Week's podcast, Luke Milner, managing editor of the EMEA olefins and polymers team at S&P Global Commodity Insights, discusses the impact of Russia's invasion of Ukraine on European polymer markets, with CW senior editor Vincent Valk. Topics include whether buyers in Europe are avoiding Russian material and the impact of the recent reduction in demand. This episode is being cross-posted with S&P Global's Commodities Focus podcast. For more Commodities Focus episodes, visit plattslive.com/media/podcasts.

Entrevista com Nicolle Monteiro de Castro - Especialista Sênior de Preços na S&P Global Commodity Insights sobre o Mercado do Açúcar e Etanol

Renewable diesel isn't the same as biodiesel because it's made from a variety of oil seed crops and it's not blended with fossil fuel. Why does any of this matter to American farmers? Because renewable diesel has the potential to gobble up trainloads of soybeans, increase demand for alternative crops such as Canola and Camelina, and improve the environment. Pete Meyer, head of grain, oilseed, and advanced feedstocks analytics for S&P Global Commodity Insights discusses the potential of renewable diesel and what it may mean for farmers. So far, some of the biggest names in fossil fuels are on board. Presented By Advanced Drainage Systems

American farmers will plant about 90 million acres of corn in 2022. Approximately 35% of that corn will find its way to an ethanol plant. In frank terms, ethanol has been good for corn farmers. But how long will ethanol demand persist amid the proliferation of electric vehicles combined with growing sentiment opposed to ethanol? Pete Meyer, head of grain, oilseed, and advanced feedstocks analytics with S&P Global Commodity Insights discusses the future of ethanol and corn demand to explain how it will impact corn producers. Presented by Advanced Drainage Systems