Best SP Global Commodity Insights Podcasts (2025)

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

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8h 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

2d 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…

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Middle East flare-up and ramifications for European oil markets 20:01

7d ago20:01

20:01

A sudden ramp-up in tensions as Israel and Iran exchange blows has proved impactful for oil markets in the EMEA region. In this episode of the Platts Oil Markets podcast, Gary Clark is joined by front-line reporters Joey Daly, Jan Kedzior and Dias Kazym to discuss how the volatility in the Middle East is shaping the European markets in crude oil, m…

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Carbon removal technology, markets picking up steam 30:40

9d ago30:40

30:40

In this episode of the Energy Evolution podcast we delve into the emerging field of carbon removal technologies and their role in the fight against climate change. The discussion highlights various methods, including both technology-based solutions like direct ocean capture and nature-based approaches such as reforestation. Our guests on this week'…

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Energy Asia to shine spotlight on transition, trade, and turbulence 27:40

14d ago27:40

27:40

Energy Asia will be held from June 16-18, 2025, in Kuala Lumpur, Malaysia. The role of national oil companies in securing a net-zero future, the challenges in navigating energy security, the scope for fossil fuels growth, as well as the pressure Asian companies are facing to pursue sustainable growth will be some of the key themes that will be in f…

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Buying clean energy in an age of growing electricity demand 25:38

16d ago25:38

25:38

Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energy-hungry data centers. Rich Powell, CEO of the Clean Energy Buyers Association, joins Energy Evolution to talk about how his organization, representing over $15 trillion in market cap and contracts fo…

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Atlantic gasoline heats up amid refinery shifts and US demand 12:22

21d ago12:22

12:22

The Memorial Day weekend in the US is often considered the kickoff to the summer driving season, a period of heightened gasoline demand where families take vacations and refiners profit on healthier margins. But how is the European supply and demand balance coping with changes in the global refining picture, as some European refineries shut down wh…

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Blackout in Spain: what we know and lessons for the future 32:42

23d ago32:42

32:42

A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation into the causes is ongoing. One undeniable conclusion is that investments in grids are becoming more important, S&P Global Commodity Insights analysts Kerry Thacker-Smith and Alexandre Mace explain on t…

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Mexico's gasoline crunch 18:49

28d ago18:49

18:49

Mexico is facing regional gasoline shortages as its refining system struggles to meet demand, deepening reliance on U.S. imports. With the Dos Bocas refinery not expected to reach full capacity until 2026, questions loom over the role of private importers in supplying the country with gasoline. In this episode of the Oil Markets podcast by S&P Glob…

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How tariff tensions are reshaping China's energy landscape 26:28

1M ago26:28

26:28

This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets. Host Eklavya Gupte speaks with Ivy Yin, energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-loo…

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Global shipping, oil industries prepare for roll out of USTR’s historic measures 21:32

1M ago21:32

21:32

The proposed 2025 Section 301 actions by the US Trade Representative (USTR) against China’s maritime, logistics, and shipbuilding sectors could reshape merchant shipping trade. These historic measures include significant port fees and operational restrictions based on vessel ownership and cargo type. This unprecedented approach not only targets Chi…

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Restoring trust and integrity for a new era in carbon markets 22:20

1M ago22:20

22:20

In the latest episode of Energy Evolution, host Eklavya Gupte speaks with Daniel Klier, CEO of South Pole, a key player in the carbon markets. As the industry grapples with a credibility crisis, Klier shares insights on the various initiatives the voluntary carbon market is undertaking to restore trust and foster a more resilient and robust ecosyst…

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Is Japan’s rice supply crisis an opportunity for US and Thai farmers? 18:21

1M ago18:21

18:21

For months, Japan has been suffering from an extremely low availability of its staple food—rice. Despite Tokyo's efforts to mitigate the supply crisis, local rice prices have touched all-time high levels. Other countries are likely to step in to fill the gap but Japan’s preference for quality remains in focus. In this podcast, Asim Anand, managing …

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Two years of WTI Midland in Dated Brent 9:33

1M ago9:33

9:33

In this episode of the Oil Markets podcast, host Joel Hanley is joined by front-line North Sea reporters Natasha Tan and Joey Daly to mark the second anniversary of US crude WTI Midland's inclusion in the Dated Brent benchmark and the current dynamics underpinning the North Sea markets. How has the addition of WTI Midland improved the robustness of…

1
Foot and Mouth Disease shapes the future of European pork trade 17:08

1M ago17:08

17:08

A new outbreak of Foot and Mouth Disease discovered in Germany earlier this year has reshaped trade flows of European pork and led to significant pricing volatility in the region. Varying government responses to the disease have raised questions about how the European market will fare going forward and whether other global exporters will be able to…

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Financing clean energy in a time of volatility 21:07

1M ago21:07

21:07

In this episode of Energy Evolution, Taylor Kuykendall interviews Jonathan Silver, chair of the Global Climate Council at Apollo Global Management and co-founder of the new advisory firm Multiplier. Silver, who was executive director of the US Department of Energy's Loan Programs Office during the Obama administration, shares insights on the curren…

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Guyana shakes up oil markets as Yellowtail emerges 16:23

2M ago16:23

16:23

Guyana's latest crude stream is due to reach the market in the third quarter, adding 250,000 b/d to the South American country's production capacity. Output has climbed rapidly since Guyana's Liza grade made its debut in late 2019. This time, however, the new Yellowtail development will be bringing more light sweet crude to the market, which will c…

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Seafood Surge: The Fastest Growing Sector in Global Animal Protein Markets in 2025 15:54

2M ago15:54

15:54

As the demand for sustainable protein sources escalates, seafood production is poised to become the fastest-growing sector in the global animal protein markets in 2025. At the forefront of this growth is shrimp, which stands out as a leading sustainable and healthy protein option, capturing the attention of consumers and reshaping the landscape of …

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Critical minerals and renewables: A new era of energy security 17:44

2M ago17:44

17:44

In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security m…

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How has the outlook shifted for LPG and naphtha as macroeconomic uncertainty looms? 13:13

2M ago13:13

13:13

When the US began announcing tariffs a month ago and China hit back with reciprocal tariffs, the whole oil market complex tumbled. Despite a relative recovery in line with crude oil four weeks later, the lighter end products of the barrel are still feeling the sting from an uncertain macroeconomic environment, as outlook in the global petrochemical…

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The rise of battery recycling and black mass markets amid global EV adoption 24:12

2M ago24:12

24:12

Global electric vehicle adoption is increasing the demand for recycled battery raw materials. While the recent slowdown in EV sales growth and an oversupply of battery metals have weighed on battery recycling in some regions, the recognition of black mass as a sustainable source of critical raw materials has cemented its strategic importance in the…

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Navigating climate project finance in a shifting political landscape 24:34

2M ago24:34

24:34

In this episode of Energy Evolution, host Taylor Kuykendall moderates a panel discussion at the Tom Tom Festival in Charlottesville, Virginia, focusing on the question of how to fund solutions to climate change. The panelists highlighted the current challenges faced by climate tech companies in securing funding, particularly in a volatile political…

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From tariffs to OPEC+ output increase – how will Asia navigate through the changes? 31:14

2M ago31:14

31:14

The sweeping reciprocal tariffs announced by the United States in early April, followed by China's retaliatory levies on US imports, along with OPEC+'s decision to significantly increase output in May, have driven Platts Dated Brent to its lowest level since April 2021. As one of the largest oil-importing regions, Asia is poised to face substantial…

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Charting a new course: The global deal that aims to make shipping green 22:41

2M ago22:41

22:41

The International Maritime Organization recently agreed to a global deal to tackle shipping emissions after over a year of tense and fraught talks, with the US dramatically exiting discussions. The agreement includes mandatory marine fuel standards and a carbon trading mechanism. It will need to be adopted in October, but some countries still vocal…

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Two weeks after Trump’s ‘liberation day’ - how have the oil paper and physical markets responded? 18:39

2M ago18:39

18:39

Following the swathe of protectionist tariff measures announced by US President Donald Trump April 2nd, the crude oil complex was sent into a frenzy, with market outlook rapidly souring. But interesting patterns in both the paper and physical markets have been materializing. In this episode of the Oil Markets podcast, Joey Daly leads an in-depth di…

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A dose of realism for Europe’s CBAM 38:30

2M ago38:30

38:30

Efforts to simplify the EU’s Carbon Border Adjustment Mechanism reflect a broader struggle within the bloc to balance environmental goals with economic realities. In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights senior director Coralie Laurencin, Dan Maleski of Redshaw Advisors, and Nick Ogilvie of CarbonChain,…

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More players bring competition to Brazil’s refined products markets 31:45

3M ago31:45

31:45

“O Petróleo é Nosso,” or “The Oil is Ours,” was a popular slogan central to the founding of Brazil’s state-owned oil company, Petrobras, in 1953. The slogan can also be interpreted more broadly, as Brazil’s refined products markets have opened to more participants, leading to a surge in spot market activity and price transparency. As a result, Plat…

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Chinese jet fuel remains bright spark in latest export quota tranche 8:18

3M ago8:18

8:18

China’s latest round of oil product export quotas had tightened compared to the same tranche a year ago. However, healthy margins and strong aviation recovery have pretty much cemented jet fuel’s position as the king of the barrel for Chinese exporters, though turbulence remains. S&P Global Commodity Insights’ Asia oil news editor, Neo Rong Wei dis…

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Low-carbon methanol awaits regulatory backing for transportation use 23:55

3M ago23:55

23:55

The global methanol market is seeing emerging demand for low-carbon transportation fuels, with particular focus on marine fuels, driven by a need to decarbonize global shipping without disrupting supply chains. While conventional methanol has a history of being used as a transportation fuel, there are many new technologies designed to produce metha…

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Will Trump's executive orders increase US mining activities 29:25

3M ago29:25

29:25

This episode of Energy Evolution focuses on the recent executive order signed by President Donald Trump to boost domestic mineral production in the US. This order seeks to reduce reliance on foreign mineral supplies, particularly from China, which dominates the mining and refining sectors for critical minerals. Lithium, cobalt, nickel, and rare ear…

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Fuelling change: May 1st Mediterranean Emissions Control Area and marine fuels 25:08

3M ago25:08

25:08

With the May 1st deadline for Mediterranean Emissions Control Area fast approaching, marine fuel suppliers and shipowners are bracing for impact. In this episode of the Oil Markets podcast, Rowan Staden-Coats is joined by Jan Kedzior and Tommy Petrou to discuss the different fuel options vessels have to comply with the upcoming sulfur emission regu…

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Russian gas in Europe: Is there a way back? 18:18

3M ago18:18

18:18

Having ramped down imports of Russian gas at the start of the Russia-Ukraine war, the European Union may need to answer industry calls for higher imports if peace or a ceasefire are achieved. But will politicians be comfortable with this, and what about the damaged Nord Stream pipelines? And how does the US approach the topic, having become a major…

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Alumina, aluminum markets react to tariffs, new capacity plans 17:59

3M ago17:59

17:59

Will US tariffs reshape aluminum trade flows? How will new alumina capacity out of Indonesia impact prices? In this podcast, Asia nonferrous metals team lead Jenson Ong is joined by Louissa Liau, associate price reporter for Asia nonferrous metals, and Lucy Tang, market news specialist for Asia metals to discuss the latest developments across the a…

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Mexico’s chicken meat importers mull options in case of trade war 21:38

3M ago21:38

21:38

Exporters of chicken meat from the US have been mulling what might happen to their trade in the event of a trade war. Mexico is their largest customer, and Brazil is their largest competitor. However, those US exporters supply fresh, brown chicken meat to Mexico, and they’re quietly confident of their ability to hold onto that market. William Bland…

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Ceasefire, sanctions and tariffs: implications for Asian oil flows 30:50

3M ago30:50

30:50

Russia's temporary halt on attacks on Ukraine's energy infrastructure has raised hopes of the two countries eventually moving towards a peace deal, followed by the potential lifting of sanctions. This has also prompted a debate on whether any normalization of Russian oil flows could lead to an immediate reduction in flows from Russia to Asia—mainly…

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Global copper markets navigate trade flow shifts and smelting challenges 15:04

3M ago15:04

15:04

Copper smelter margins have been facing noticeable pressure in recent months as copper concentrate TC/RCs plunged on tight supply, will this mean more production cuts upcoming? Primary copper prices, premiums, and even byproduct sulfuric acid charges, meanwhile, have been rising. Can these offer enough relief to smelters amid record-low TC/RCs? In …

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Europe's Clean Industrial Deal: Will it work? 22:11

3M ago22:11

22:11

As global competition and trade tensions rise, the EU Commission has pledged to create a supportive business environment for cleantech manufacturing and deployment, including €100 billion in support for manufacturing. But will this be enough to stave off the risk of deindustrialization? In this episode of Energy Evolution, podcast correspondent Cam…