Podcasts about platts podcast

On this week’s S&P Global Platts Capitol Crude podcast we look at why there’s a growing price differential between WTI and WTI. Refiner concerns over blending and perceptions over crude quality have led to changes in specifications for WTI. John-Laurent Tronche, managing editor,...

A major US driller delivered a message to OPEC last week in Vienna, urging the oil ministers to increase production to prevent a price spike that would damage both groups and trigger yet another boom-and-bust cycle. Scott Sheffield, chairman of Pioneer Natural Resources, said the conditions are set...

Ahead of this week's OPEC meeting, we talk to the last US official to attend an OPEC meeting. Kent Hance, a member of the Railroad Commission of Texas and a former US congressman, attended an OPEC meeting in Vienna 30 years ago. He thinks Trump administration officials should look to working with...

What will impact the global oil market more: the collapse of Venezuela’s oil sector or the US exit from the Iran nuclear deal?On this week’s Capitol Crude, Meghan Gordon and Brian Scheid talk with Amy Myers Jaffe, director of the Council on Foreign Relations’ energy security and...

US Treasury Secretary Steven Mnuchin has called energy trade a rare bright spot in trade relations with China and has called for a nearly sixfold increase in American energy exports. Is that realistic?This week, Meghan Gordon and Brian Scheid talk with Jane Nakano, a senior fellow with the energy...

Faced with staggering oil costs, the US Navy once launched an effort to innovate how it fuels its fleet with biodiesel and other alternatives.But without $100/b oil, the innovation effort may never get serious, according US Navy Admiral Jonathan Greenert. On the latest Capitol Crude, Greenert, who...

Iran threatened to shut down the Strait of Hormuz back in 2012. Now that the US is exiting the Iran nuclear deal, will the threat to shut downthe world’s busiest oil chokepoint return?On the latest episode of Capitol Crude, US Navy Admiral Jonathan Greenert, the Chief of Naval Operationsfrom...

Tariffs continue to dominate the steel markets with US prices at multi-year highs and international traders finding it increasingly difficult to do business in Europe. Back once again, the renegade steel bros, Peter Brennan and Christopher Davis, round off another eventful month in the steel...

On today’s Capitol Crude we’re talking oil piracy, sanctions busting and petroleum’s black market in international waters.Ian Ralby, founder and CEO of I.R. Consilium, and David Soud, head of research and analysis at I.R. Consilium, talk with Brian Scheid about the state of...

US sanctions against Iranian oil buyers go back into force in early November, and the Treasury Department has instructed countries to make significant cuts to their imports in the next six months to be considered for potential sanctions relief. But much is unknown about how the Trump administration...

California, 16 other states and the District of Columbia have sued the Environmental Protection Agency challenging the Trump administration’s move to weaken fuel economy standards for 2022-2025 model year cars and light trucks.John Gioia, a member of the California Air Resources Board, joins...

President Donald Trump has extended the exemption for steel and aluminum tariffs until June 1, increasing uncertainty around the extent of the eventual measures. Meanwhile, Chinese steel prices firmed in April despite official production figures continuing to defy the much vaunted capacity cuts....

Iraq is working to sharply expand its oil export capacity despite its agreement as part of OPEC to hold back supply. Those ambitions could get an unexpected boost from US President Donald Trump’s exit from the Iran nuclear deal, if reimposed sanctions take Iranian barrels off the market.Iraq...

Spot aluminum premiums have slipped from last week's near three-year high of $180/mt-$195/mt CIF Japan, after the US eased sanctions against leading Russian producer Rusal.In this podcast, S&P Global Platts editors Mayumi Watanabe and YuenCheng Mok examine the market's reaction to the US...

Geopolitical risks are flaring up across the globe, raising the prospects of oil supply disruptions. Has the market priced in these risks adequately? And what role is US shale supply playing?Veteran analysts Joe McMonigle of Hedge Risk Management and Kevin Book of ClearView Energy Partners weigh in...

S&P Global Platts alumina price assessment jumped $160/mt overnight to $710/mt FOB Australia on April 18. It also increased $235 in the last week, on supply worries.In this podcast, metals editors Joanna Lim and YuenCheng Mok examine what's driving alumina prices, and talk about market outlook...

Jeff Barron and Mason Hamilton, petroleum markets analysts with US Energy InformationAdministration, talk about New Mexico, America’s new oil powerhouse. Why is New Mexico moving up the US’ oil output rankings? What’shappening with Alaska, North Dakota and Texas? US crude is also...

Why are US gasoline exports to Mexico breaking records? Why are Canadian crude exports to the US Gulf Coast climbing? What about Keystone XL?Mason Hamilton and Jeff Barron, petroleum markets analysts with the US Energy Information Administration, join the podcast to discuss North American oil and...

As the US government continues to sell off hundreds of millions of barrels from its crude oil stockpile, a new report argues that the Trump administration should start building reserves of gasoline, jet fuel and other refined products.Phillip Cornell, the author of the study, joins the podcast to...

International steel buyers are increasingly nervous about the weakness in Asian prices and trade-distorting tariffs. Rising inventories, softening demand and high production figures are combining to lower prices in China, while negotiations for exemptions from tariffs in the US are well under way....

On this week’s podcast, Matt Reed, vice president of Foreign Reports, tellsMeghan Gordon and Brian Scheidabout the Saudi Crown Prince Mohammed bin Salman’s trip to the US. Can Saudi Arabia be allies with both the US and Russia? What will happen to the Iran nuclear deal with a May 12...

Venezuela’s oil sector is in freefall, but where will it stop?On this week’s podcast, Francisco Monaldi, the Latin American energy policy fellow at Rice University's Baker Institute for Public Policy, tells Meghan Gordon and Brian Scheid that Venezuelan output may decline another...

S&P Global Platts editors Sophie Byron and Wes Swift and Director of Global Biofuels Analysis Corey Lavinsky discuss the impact from the proposed settlement agreement between the US Environmental Protection Agency and Philadelphia Energy Solutions on the biofuels market.The trio review what...

How has the growth of US oil production impacted US diplomacy? On the sidelines of CERAWeek in Houston, Capitol Crude talked with government officials and analysts on how the United States’ evolving role in the global oil market is changing how it views the rest of the world and how the rest...

After months of discussion, US President Donald Trump signed off on sweeping global metals tariffs -- 25% on steel and 10% on aluminum -- that exclude its Nafta neighbors to the north and south. All other countries will have to seek case-by-case exemptions from the White House, though, and trade...

After strong trading in the lead up to Chinese New Year in mid-February, market participants were expecting China to return to the seaborne spot market with gusto. But sellers have been left feeling disappointed as rising domestic coal production, falling Qinhuangdao prices and warmer weather in...

Higher global steel output -- despite winter cuts in China -- does not seem to be dampening pricing or demand. And in the US, imports are up, but so are steel prices. Will the bull run continue even if President Trump opts for far-reaching tariffs or quotas under Section 232? Will he and his...

Elevated pricing and strong margins have many steel mills happy about the start to 2018. But questions remain regarding potential trade measures and how long the good times might linger into the New Year. S&P Global Platts Christopher Davis and Peter Brennan take a look at what's driving the...

Indonesian thermal coal prices have been on an uptrend since the latter half of 2016 and production may likely see a boost in 2018. What are the demand-supply factors to look out for this year?Platts Asia thermal coal managing editor Deepak Kannan and associate editor Arusha Das examine the key...

52 million mt of Chinese steel production capacity will not be utilized as part of mandated winter output cuts. But tightening supply is just one part of the picture in China as strong demand and low inventories have helped bolster prices, creating fertile conditions for the international markets...

A meeting hosted by Italian steel distributors’ group, Assofermet, in Milan provided a glimpse into the China Iron & Steel Association’s strategy for winning over Europe. At a time when trade litigation has strained relations between the two markets, CISA says now is not the time...

The Asian thermal coal market is at an interesting crossroads this week, as Chinese buyers make a cautious return to the Asia seaborne market after their week-long holiday. Meanwhile, buyers in Japan continue to wrestle with Australian coal suppliers over prices for term contracts starting October...

China’s ban on thermal coal imports at Tier 2 ports in end June have had the initial effect of cooling Asian thermal coal prices. But limited supply availability and the hot summer season have quickly reversed this trend. Chinese domestic coal prices have rallied, breaching the Yuan 600/mt...

Alumina prices started the year on a high note, and corrected in the second quarter. What's instore for the Asian alumina market for the rest of the year? Editors Yuen Cheng Mok and Joanna Lim examine the factors that could affect the market in the second half, including China's drive to tackle...

China has just laid out its 13th five-year plan, outlining its key themes and targets. Platts editorial director for China Sebastian Lewis says there were no huge surprises in the official announcements, but the next few years are expected to involve difficult decisions to drive the economy. In...

Since 2014, the US and its coalition allies have engaged in an intensive air strike campaign against Islamic State oil facilities, aiming to stamp out one of the terrorist group's vital sources of funding. The US has also announced sanctions on IS officials and warned of punitive actions against...