Best SP Global Commodity Insights Podcasts (2025)

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High sulfur fuel oil prices get a boost from rising US crude exports 22:07

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15h ago22:07

22:07

A jump in US crude exports has helped to boost prices for high sulfur fuel oil, supplies of which are currently tight. What is driving demand for US crude to South Korea and India? What is the connection between low US imports of heavy crudes and HSFO supply tightness? What is the short-term outlook for HSFO? And why is the Trump administration pus…

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A tale of two tariff pauses 24:28

2d ago24:28

24:28

The first pause of triple-digit tariffs between the US and China prompted a container shipping surge. The second pause? Not so much. The US and China in May took a 90-day breather from triple-digit tariffs that largely halted container ship traffic between the world’s two largest economies. Shippers and buyers raced to get Chinese goods on the wate…

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What's driving the rush for I-RECs? 15:50

3d ago15:50

15:50

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EU sanctions package on Russian oil set to reshape European diesel and jet trade flows 14:43

7d ago14:43

14:43

With European imports of products refined from Russian crude oil set to be banned in the beginning of 2026, the spotlight is on exporters such as India and Turkey, and how flows of diesel and jet fuel in the EMEA region are anticipated to change in the coming months. Gary Clark is joined by middle-distillate reporters Nadia Bliznikova and Aruni Sun…

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Traders on alert: What lies ahead for European gas this winter? 20:58

10d ago20:58

20:58

Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG news reporter, and Roudy Dirani, managing editor for European natural gas pricing, to explore what could be a volatile few months as Europe faces its first winter without pipeline Russian gas supplies. …

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Insights from APPEC 2025 on China's oil demand and global shipping 26:23

15d ago26:23

26:23

In the wake of APPEC 2025, China's evolving oil demand and the impact on global shipping markets are in the spotlight. With China’s oil consumption slowing and India’s robust demand outlook, the intricate balance of these factors has major implications for global energy supply chains. Asia energy editor Sambit Mohanty sits down with head of China c…

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Path to net-zero gets bumpy for US, European utilities 16:20

17d ago16:20

16:20

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin R…

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What impact is Dangote’s ramp-up having on the global fuel oil market? 14:26

21d ago14:26

14:26

Dangote’s RFCC outage has added additional length to the global fuel oil market, with Singapore blending significant volumes of feedstocks into their very low sulfur fuel oil bunkering pool. Host Gary Clark is joined by Charlie Wright, Joseph Jaffe and Kelly Norways to explore the impact of the outage on the fuel oil market in the EMEA and Asia reg…

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US coal production is back on the rise 22:07

24d ago22:07

22:07

In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, r…

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Seasonal gasoline transition in US shapes refining strategies, blendstock trade 26:09

29d ago26:09

26:09

As the US transitions to higher-volatility gasoline grades, refiners are adjusting their strategies to balance supply and demand amid seasonal maintenance and export pressures, which also have implications for butane demand. In this episode, the team unpacks the mechanics of the RVP transition, the impact of refinery issues in Mexico, and the growi…

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FuelEU Maritime: A new trading opportunity in shipping 20:14

1M ago20:14

20:14

In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels. Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year f…

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What is behind diverging LPG fundamentals over the summer period? 15:05

1M ago15:05

15:05

During the summer season, warmer temperatures and muted levels of demand should traditionally bring length to the LPG markets. This certainly appears to have materialized in the propane markets, but a tightness in the butane market seems to be painting a different picture. How has supply been affected over the summer months, and what can we expect …

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Navigating the shifting tides of Asia’s gasoline market 12:37

1M ago12:37

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The landscape of gasoline pricing and supply in Southeast Asia is evolving. The rising demand for low-sulfur blend stocks as Australia prepares for its transition, the effects of reduced non-oxygenated gasoline exports from India and Malaysia's upcoming subsidy increase for 95 RON gasoline--all these factors could influence regional demand, despite…

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Unlocking the future potential of hydrogen energy in India 22:23

1M ago22:23

22:23

As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to take place Sept. 25–26 in New Delhi — is set to bring together the nation's decision-makers and industry experts to examine the regulatory frameworks, investment opportunities, and technological innovati…

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APPEC to look at Asia's changing energy narrative amid tariffs and transition 25:25

1M ago25:25

25:25

APPEC to look at Asia's changing energy narrative amid tariffs and transition Navigating trade, technology and transition—that's the theme of this year's Asia Pacific Petroleum Conference, or APPEC 2025, by S&P Global Commodity Insights. It is scheduled to take place during September 8-11 in Singapore, where CEOs, government officials and market ex…

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Talking offshore wind: Communication in a polarized world 41:15

2M ago41:15

41:15

Seen by hundreds of thousands, Swedish utility Vattenfall’s expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore wind farms, yes or no? On this week’s episode of Energy Evolution, Vattenfall’s head of brand Monica Holmvik Persdotter explains the process behind the campaign and how the utility thinks about public…

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Drones hammer Russian, Ukrainian energy infrastructure amid push for peace deal 23:42

2M ago23:42

23:42

The world's attention has turned the US in recent days after back-to-back peace summits separately involving Russia's and Ukraine's presidents. But in the absence of a ceasefire deal, drone attacks have taken on a new intensity, continuing to claim civilian lives and knocking out critical infrastructure. In the past week alone, Russia has sustained…

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Shifting gears: Will states take the wheel on US electric vehicle policy? 26:42

2M ago26:42

26:42

In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on encouraging the transition to electric vehicles. With states varying wildly in their interest and support in electric vehicles and charging infrastructure, what will happen to the deployment of lower…

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What’s in store for US diesel and jet? 22:45

2M ago22:45

22:45

US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With diesel stocks remaining tight, export demand, refinery maintenance and hurricane season present upside risks to prices. In contrast, jet fuel is well supplied, keeping a lid on prices. The outlook for…

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One Big Beautiful Bill: Another ride on the solar coaster? 19:56

2M ago19:56

19:56

In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewables supply chains and project development. The OBBBA was a sweeping budget reconciliation bill which US President Donald Trump signed on July 4. Cuts to the tax credit regime introduced in the Inflation…

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Tainted crude: Europe responds to Azeri Light contamination 20:39

2M ago20:39

20:39

An outbreak of crude contamination impacting Azerbaijan’s Azeri Light supply has set Europe’s refiners on edge. As buyers seek to avoid being hit with corrosive organic chlorides, prices for the premium crude grade have tumbled, and some refiners have been forced to draw on emergency oil reserves. Kelly Norways, a downstream oil news reporter, is j…

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Break up or not? Europe's zonal pricing conundrum 13:54

2M ago13:54

13:54

In this week’s episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divided in Europe’s power markets. In markets with only one price zone, such as Germany and Britain, widening geographic distances between demand centers and new renewables development are starting to rais…

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Tightness in USGC heavy crude puts spotlight on Canadian access 25:35

2M ago25:35

25:35

Heavy crude supplies to the US Gulf Coast have tightened. Waterborne imports have dropped sharply, driven largely by declines from Mexico and Venezuela. Canadian wildfires have further limited access to heavy barrels, and refiners like Valero are starting to feel the squeeze. Why are Mexican and Venezuelan crude imports collapsing, and can they rec…

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Carbon registries key to unlocking Article 6 climate finance 23:51

2M ago23:51

23:51

In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation. Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental…

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EU sanctions, ceasefire, and OPEC+ move—what are the implications for Asia 24:39

3M ago24:39

24:39

Oil is going through a period of uneasy calm. The higher-than-expected rise in OPEC+ production quotas for August, combined with a ceasefire between Israel and Iran, has provided oil markets some breathing space and introduced a bearish sentiment to prices, but new EU sanctions on Russia and the possibility of additional secondary sanctions by Wash…

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Trade changes, policy barriers reshape Asia’s traditional UCO market dynamics 22:25

3M ago22:25

22:25

Asia's used cooking oil (UCO) market is navigating an upheaval this year as the US, which once used to be the largest buyer, has removed incentives for imported biofuels. However, UCO’s efficacy and commercial viability as a biofuel feedstock is keeping demand steady and prices at record highs. In this podcast, Iris Leung, associate price reporter,…

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Hot Grid Summer: Europe's power system under stress 26:51

3M ago26:51

26:51

In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure. Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressu…

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Second UK refinery collapse puts focus on survivors 18:22

3M ago18:22

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With the UK at risk of losing its second oil refinery in less than six months, Europe's refining sector is showing growing signs of strain. In this episode of the Platts Oil Markets podcast, Gary Clark is joined by reporters Elza Turner and Kelly Norways to unpack why healthy margins are failing to prevent closures in a year that has already seen t…

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The road to commercial nuclear fusion 33:19

3M ago33:19

33:19

Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise. Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups. Research timelines appear to be accelerating, Steve Piper, director of energy research at S&P Global Commodity Insights, said …

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LPG boom: Exports, tariffs, and summer demand support North American NGLs 26:59

3M ago26:59

26:59

In this episode, the Americas NGLs pricing team discusses Gulf Coast and Canada NGL market dynamics. Light ends manager Sarah Hernandez and LPG reporters Hunter Marrow and Marcus Still review conditions from 2024 that led to record-high export premiums and compare those conditions with the current market context. They also analyze changes in export…

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How the energy-intensive industry of fertilizers and ammonia could fuel a green future 20:31

3M ago20:31

20:31

In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself. They look at ammonia's pivotal ro…

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A dive into distillates: The latest on Europe’s diesel and jet fuel markets 14:04

3M ago14:04

14:04

With European middle-distillate markets remaining well-supplied amid turbulence in the Middle East, the prospect of new legislation regarding the origin of European product imports provides fuel for thought for market participants. To discuss the latest developments in the middle-distillate markets, Gary Clark is joined by Virginie Malicier and Nad…

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Metals Co. CEO says ocean mining permit coming 'sooner than people expect' 26:34

3M ago26:34

26:34

In this episode of Energy Evolution, host Taylor Kuykendall speaks with Gerard Barron, CEO of The Metals Co. Barron and his company are looking to mine the ocean floor for metals like cobalt, nickel, and rare earth elements as demand for the materials surges due to the rise of renewable energy technologies and electric vehicles. Barron discusses th…

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Airstrikes on Iran put oil war premiums in the spotlight 23:53

4M ago23:53

23:53

Oil prices rallied following Israeli attacks on Iranian nuclear and military targets, but just as quickly reversed after the US bombed three of Iran's nuclear enrichment facilities. War premiums were mostly erased after US President Donald Trump said Israel and Iran agreed to a ceasefire. Jeff Mower, director of Americas oil news, speaks about the …

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How resource protectionism is influencing the energy transition 27:02

4M ago27:02

27:02

The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, elevated interest rates, and persistent inflation have created additional hurdles for renewable projects. But could rising resource nationalism paradoxically accelerate the transition by spurring countri…