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19 июля, 15:25

Energy and commodities highlights: Hormuz tensions, trading houses vs NOCs, recycled plastics

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After a calmer start to the week in geopolitics, US-Iran tensions erupted again on July 18 when President Donald Trump said the US Navy had shot down an Iranian drone in the Strait of Hormuz. Brent crude prices responded with a near 2% increase by in Singapore morning trading hours. However, the impact of US […] The post Energy and commodities highlights: Hormuz tensions, trading houses vs NOCs, recycled plastics appeared first on Platts Insight.

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17 июля, 14:48

Iron ore’s latest rally comes despite improved supply picture

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Iron ore, the “red dirt” that is the key ingredient for the manufacture of steel, is attracting significant interest again, both internationally and within China. Its price has just seen one of its sharpest ever rallies, almost doubling in value over seven months to hit $126.35/mt on July 3, responding to a confluence of supply […] The post Iron ore’s latest rally comes despite improved supply picture appeared first on Platts Insight.

16 июля, 12:19

Oil pipelines not Royal Navy warships will solve Hormuz Iran threat

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Deploying more of the Royal Navy to protect oil tankers from Iranian attack as they sail through the Strait of Hormuz is a short-term fix to a historic problem of providing energy security in the Persian Gulf. Instead of Britain adding to the crowded fleet of warships converging on the region, new export routes such […] The post Oil pipelines not Royal Navy warships will solve Hormuz Iran threat appeared first on Platts Insight.

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15 июля, 12:26

Commodity tracker: 6 charts to watch this week

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S&P Global Platts editors’ pick of unfolding commodities trends. This week, bunker values at Fujairah plunge, mine overcapacity puts pressure on key battery metal lithium, and US LNG exporters face tight margins over the summer. Plus Chinese refiners’ growing taste for Saudi crude, EU CO2 prices and gas and coal profitability. 1. Fujairah bunker values […] The post Commodity tracker: 6 charts to watch this week appeared first on Platts Insight.

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12 июля, 15:40

Energy and commodity highlights: Tropical storm Barry, UK-Iran tanker spat, Asian LNG demand

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As Tropical Storm Barry approaches the US Gulf Coast, offshore oil and gas producers, refineries and ports have been shuttering facilities in preparation. Utilities are also on alert. As of July 11, US offshore drillers have shut 1 million b/d (53%) of Gulf of Mexico oil production and 1.2 Bcf/d (45%) of natural gas output. […] The post Energy and commodity highlights: Tropical storm Barry, UK-Iran tanker spat, Asian LNG demand appeared first on Platts Insight.

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11 июля, 18:40

Heavier, sour US crude prices fall on high supply, global demand concerns

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Values for heavier, sour crude oil grades available on the US Gulf Coast have dropped as the outlook for global demand deteriorates, production remains strong and the deadline to implement low sulfur standards for marine fuel approaches. The front-month differential for benchmark medium sour crude Mars plunged to WTI plus $2.40/b on June 27, which […] The post Heavier, sour US crude prices fall on high supply, global demand concerns appeared first on Platts Insight.

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11 июля, 11:53

US uranium buyers consider options as Trump mulls trade action

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US-based uranium market participants are anxiously awaiting a decision from President Donald Trump on whether to take protectionist action on imports of the element that fuels nuclear reactors. Trump is weighing a decision on a January 2018 petition by US uranium producers Energy Fuels and Ur-Energy that asked him to require US nuclear plant operators […] The post US uranium buyers consider options as Trump mulls trade action appeared first on Platts Insight.

10 июля, 11:41

Myanmar’s growing taste for wheat launches new journeys

When the bulk carrier New Journey was put to sea in January 2015, Myanmar was in the depths of civil war. Clashes between the Myanmar Army and Myanmar National Democratic Alliance Army killed more than 200 people in the early months of 2015, and displaced over 50,000 civilians. The South Asian country hadn’t held an […] The post Myanmar’s growing taste for wheat launches new journeys appeared first on Platts Insight.

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09 июля, 12:07

OPEC is playing into Thunberg’s hands on climate change

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OPEC would be wise to avoid picking a fight with Greta Thunberg. The 16-year-old poster child of the Extinction Rebellion movement wants to bring the fossil fuel era to an abrupt end, regardless of the economic risks. Branding her populist methods an enemy could make big oil an easier target for protesters to aim at. […] The post OPEC is playing into Thunberg’s hands on climate change appeared first on Platts Insight.

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08 июля, 09:03

Commodity tracker: 5 charts to watch this week

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S&P Global Platts editors’ pick of unfolding commodities trends. This week, record iron ore prices are crushing Chinese steelmakers’ margins and Germany’s coal-fired generation is under intense pressure from gas and renewables, while in European wholesale gas markets, Gazprom is registering ever-higher sales through its auction platform. Finally, OPEC is targeting a thorough rebalancing of […] The post Commodity tracker: 5 charts to watch this week appeared first on Platts Insight.

05 июля, 16:48

Energy and commodities highlights: China upstream, OPEC’s output discipline and Chevron in Kazakhstan

China announced landmark reforms in upstream oil and gas policy this week, lifting restrictions on foreign investment in conventional oil and gas projects. The city gas distribution sector is also being opened up, in a move that could attract oil majors and energy companies eager to tap into China’s growing appetite for LNG. Chinese LNG […] The post Energy and commodities highlights: China upstream, OPEC’s output discipline and Chevron in Kazakhstan appeared first on Platts Insight.

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04 июля, 09:30

Auto sector targets EV charging infrastructure in bid to speed growth

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With more auto makers investing big in the electric vehicle space, consumers and forecasters continue to fret over the ability to actually charge these shiny new cars. Worries about the distance a battery can power a vehicle before needing to be plugged in – sometimes referred to as “range anxiety” – have been viewed as […] The post Auto sector targets EV charging infrastructure in bid to speed growth appeared first on Platts Insight.