As a UK general election looms, energy security and the transition to net-zero are high on the agenda. In this episode of the Commodities Focus podcast, our experts sift through the policy options, from windfall taxes to licensing bans, and discuss why they matter, not just for the UK, but for Europe and beyond. Nick Coleman, senior editor for oil news, is joined by Gethin Baker, senior technical research analyst specialising in the North Sea, and Stuart Elliott, news reporter focusing on the UK and European gas markets. Related Price Assessments:  <a href= "https://plattsconnect.spglobal.com/web/#platts/priceprofile?symbol=PCAAS00"> PCAAS00 Dated Brent</a> <a href= "https://plattsconnect.spglobal.com/web/#platts/priceProfile?symbol=GTFTX00"> GTFTX00 Dutch TTF Eur/MWh Day Ahead</a>

<description>&lt;p&gt;As a UK general election looms, energy security and the transition to net-zero are high on the agenda.&lt;br /&gt; In this episode of the Commodities Focus podcast, our experts sift through the policy options, from windfall taxes to licensing bans, and discuss why they matter, not just for the UK, but for Europe and beyond.&lt;br /&gt; Nick Coleman, senior editor for oil news, is joined by Gethin Baker, senior technical research analyst specialising in the North Sea, and Stuart Elliott, news reporter focusing on the UK and European gas markets.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;Related Price Assessments: &lt;/strong&gt;&lt;br /&gt; &lt;a href= "https://plattsconnect.spglobal.com/web/#platts/priceprofile?symbol=PCAAS00"&gt; PCAAS00 Dated Brent&lt;/a&gt;&lt;br /&gt; &lt;a href= "https://plattsconnect.spglobal.com/web/#platts/priceProfile?symbol=GTFTX00"&gt; GTFTX00 Dutch TTF Eur/MWh Day Ahead&lt;/a&gt;&lt;/p&gt;</description>

As a UK general election looms, energy security and the transition to net-zero are high on the agenda. In this episode of the Commodities Focus podcast, our experts sift through the policy options, from windfall taxes to licensing bans, and discuss...

Does the UK need the North Sea for its energy future?

Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024. But there are signs of price improvement along the futures curve in late 2024 and thereafter, due in part to the arrival of new LNG facilities, giving operators reason for optimism. In this episode, Jeremy Beaman, natural gas news editor, talks with Bryan Mcnamara and Imre Kugler, directors of upstream research about how natural gas producers are approaching a difficult price environment and what their plans are for 2024 and 2025. <a href= "https://commodityinsights.spglobal.com/global-power-markets-conference.html?utm_source=partner&utm_medium=display&utm_campaign=q2_2024_energy_transition_nam_new_logo_gas_power_event_pd412_GPM&utm_content=pocast-lith&utm_term=conferences" target="_blank" rel="noopener">Register for Global Power Markets</a>

<description>&lt;p&gt;Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024. But there are signs of price improvement along the futures curve in late 2024 and thereafter, due in part to the arrival of new LNG facilities, giving operators reason for optimism.&lt;/p&gt; &lt;p&gt;In this episode, Jeremy Beaman, natural gas news editor, talks with Bryan Mcnamara and Imre Kugler, directors of upstream research about how natural gas producers are approaching a difficult price environment and what their plans are for 2024 and 2025.&lt;/p&gt; &lt;p&gt;&lt;a href= "https://commodityinsights.spglobal.com/global-power-markets-conference.html?utm_source=partner&amp;utm_medium=display&amp;utm_campaign=q2_2024_energy_transition_nam_new_logo_gas_power_event_pd412_GPM&amp;utm_content=pocast-lith&amp;utm_term=conferences" target="_blank" rel="noopener"&gt;Register for Global Power Markets&lt;/a&gt;&lt;/p&gt; &lt;p&gt; &lt;/p&gt; &lt;p&gt; &lt;/p&gt;</description>

Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024. But there are signs of price improvement along the futures curve in late 2024 and...

How are gas operators navigating the difficult gas environment in 2024?

Red sea crisis has forced carriers and shippers alike to adjust strategies. Container freight rates not only reached yearly high after receding throughout 2023 but carriers also seized a profit making opportunity they were looking for after the post pandemic lull. The change in this dynamic has forced shippers to again look for alternatives in the hopes of making their supply chain more agile. S&P Global Commodity Insights containers editor Tanya Kalra speaks with Chris Rogers, Head of Supply Chain and Research, S&P Global Market Intelligence, Greg Knowler, Senior Editor, Journal of Commerce and Mohammed Al Ansare, Associate Editor, EMEA Containers, S&P Global Commodity Insights about the changing dynamics in the containers market and how carriers and shippers are navigating through them.

<description>&lt;p&gt;Red sea crisis has forced carriers and shippers alike to adjust strategies. Container freight rates not only reached yearly high after receding throughout 2023 but carriers also seized a profit making opportunity they were looking for after the post pandemic lull. The change in this dynamic has forced shippers to again look for alternatives in the hopes of making their supply chain more agile.&lt;/p&gt; &lt;p style="margin-bottom: 6.0pt;"&gt;S&amp;P Global Commodity Insights containers editor Tanya Kalra speaks with Chris Rogers, Head of Supply Chain and Research, S&amp;P Global Market Intelligence, Greg Knowler, Senior Editor, Journal of Commerce and Mohammed Al Ansare, Associate Editor, EMEA Containers, S&amp;P Global Commodity Insights about the changing dynamics in the containers market and how carriers and shippers are navigating through them. &lt;/p&gt;</description>

Red sea crisis has forced carriers and shippers alike to adjust strategies. Container freight rates not only reached yearly high after receding throughout 2023 but carriers also seized a profit making opportunity they were looking for after the post...

Red Sea crisis forces carriers and shippers to rethink strategies as cost of operation rises

Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentiment has cooled off a red-hot market and cast doubt on the future of domestic lithium supply for North America’s electric vehicles and other energy transition applications. S&P Global Commodity Insights metals editor Nick Lazzaro speaks with Viral Shah, managing editor for low carbon and base metals in EMEA, and Adriana Carvalho, senior managing editor for Americas metals markets, about the changing dynamics in global lithium markets this year, new pricing trends in the US, and the future prospects for North American lithium supply. <a href= "https://commodityinsights.spglobal.com/global-power-markets-conference.html?utm_source=partner&utm_medium=display&utm_campaign=q2_2024_energy_transition_nam_new_logo_gas_power_event_pd412_GPM&utm_content=pocast-lith&utm_term=conferences" target="_blank" rel="noopener">Register for Global Power Markets Conference</a> <a href= "https://www.spglobal.com/commodityinsights/en/events">S&P Global Commodity Insights events</a>

<description>&lt;p&gt;Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentiment has cooled off a red-hot market and cast doubt on the future of domestic lithium supply for North America’s electric vehicles and other energy transition applications.&lt;/p&gt; &lt;p&gt;S&amp;P Global Commodity Insights metals editor &lt;strong&gt;Nick Lazzaro&lt;/strong&gt; speaks with &lt;strong&gt;Viral Shah&lt;/strong&gt;, managing editor for low carbon and base metals in EMEA, and &lt;strong&gt;Adriana Carvalho&lt;/strong&gt;, senior managing editor for Americas metals markets, about the changing dynamics in global lithium markets this year, new pricing trends in the US, and the future prospects for North American lithium supply.&lt;/p&gt; &lt;p&gt;&lt;a href= "https://commodityinsights.spglobal.com/global-power-markets-conference.html?utm_source=partner&amp;utm_medium=display&amp;utm_campaign=q2_2024_energy_transition_nam_new_logo_gas_power_event_pd412_GPM&amp;utm_content=pocast-lith&amp;utm_term=conferences" target="_blank" rel="noopener"&gt;Register for Global Power Markets Conference&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.spglobal.com/commodityinsights/en/events"&gt;S&amp;P Global Commodity Insights events&lt;/a&gt;&lt;/p&gt;</description>

Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentiment has cooled off a red-hot market and cast doubt...

Lithium producers pump brakes on North American projects amid low prices

Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Black Sea and the Red Sea. Does this imply the weight of a larger global supply in the year ahead and that the markets have adapted to a new normal amidst geopolitical tensions? Or are there choppier waves to come?   In this podcast, Vivien Tang, associate grains editor, grains, Victoria Sinitsyna, associate director, Grains Analytics and Nikolaos Aidinis Antonopoulos, senior freight pricing specialist discuss the potential challenges faced by the wheat markets and provide an outlook on global wheat production and freight markets in 2024.

<description>&lt;p style="margin: 0in; background: white;"&gt;&lt;span style= "font-size: 11.0pt; font-family: 'Calibri',sans-serif; color: #242424;"&gt; Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Black Sea and the Red Sea. Does this imply the weight of a larger global supply in the year ahead and that the markets have adapted to a new normal amidst geopolitical tensions? Or are there choppier waves to come?&lt;/span&gt;&lt;/p&gt; &lt;p style="margin: 0in; background: white;"&gt;&lt;span style= "font-size: 11.0pt; font-family: 'Calibri',sans-serif; color: #242424;"&gt;  &lt;/span&gt;&lt;/p&gt; &lt;p class="xxxmsonormal" style="margin: 0in; background: white;"&gt; &lt;span style= "font-size: 11.0pt; font-family: 'Calibri',sans-serif; color: #242424;"&gt; In this podcast, Vivien Tang, associate grains editor, grains, Victoria Sinitsyna, associate director, Grains Analytics and Nikolaos Aidinis Antonopoulos, senior freight pricing specialist discuss the potential challenges faced by the wheat markets and provide an outlook on global wheat production and freight markets in 2024.&lt;/span&gt;&lt;/p&gt;</description>

Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Black Sea and the Red Sea. Does this imply the weight...

Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

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