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11 декабря, 18:00

Insight from Shanghai: NEV regime takes off training wheels as government slashes subsidies

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China has put leadership in the development of New Energy Vehicles (NEVs) – battery electric, plug in hybrid and fuel cell vehicles – at the heart of its industrial policy. The country is the world’s largest market for electric vehicles, with 2.3 million battery electric and plug in hybrid vehicles on the road in 2018, […] The post Insight from Shanghai: NEV regime takes off training wheels as government slashes subsidies appeared first on Platts Insight.

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10 декабря, 16:55

Asia’s crude oil buyers pivot towards US crude

Crude oil buyers in Asia dialed up their efforts to diversify supply this year, after Iranian barrels became off limits and repeated attacks endangered Middle Eastern oil supply chains, Gawoon Philip Vahn writes. This is the third article in a series examining key energy sector trends, ahead of the S&P Global Platts Global Energy Awards. […] The post Asia’s crude oil buyers pivot towards US crude appeared first on Platts Insight.

10 декабря, 14:30

Qatar and Saudi Arabia eye peace, a mega gas deal could follow

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Qatar and Saudi Arabia have several good reasons to finally settle their political differences. Agreeing what could be the gas deal of the century is perhaps the best. The kingdom burned almost 900,000 b/d of valuable liquid fuels for industrial use and power generation in 2017, according to the Riyadh-based energy think tank, King Abdullah […] The post Qatar and Saudi Arabia eye peace, a mega gas deal could follow appeared first on Platts Insight.

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09 декабря, 18:53

The biggest challenges to decarbonization are still ahead

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To achieve a clean and affordable energy supply, we will need the right balance of technology and regulation, writes Chris Midgley, global director of S&P Global Platts Analytics. This is the second article in a series looking at key energy sector trends, ahead of the S&P Global Platts Global Energy Awards. The Extinction Rebellion protests […] The post The biggest challenges to decarbonization are still ahead appeared first on Platts Insight.

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09 декабря, 14:33

Commodity Tracker: 5 charts to watch this week

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Oil markets are digesting the latest OPEC announcement on production cuts this week, while regional LNG prices converge and nickel continues on a bearish streak, in S&P Global Platts editors’ pick of energy and commodity trends. 1. OPEC, allies agree to new oil output cuts at eleventh hour     What’s happening? OPEC, Russia and […] The post Commodity Tracker: 5 charts to watch this week appeared first on Platts Insight.

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06 декабря, 19:51

Five commodity themes for 2020

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What will be the biggest drivers and concerns for global commodity and energy markets in 2020? S&P Global Platts president Martin Fraenkel shares his outlook. This year has been marked by a tug of war between geopolitical tensions and macroeconomic concerns, rangebound commodity prices and – perhaps most importantly – rising consumer awareness of climate […] The post Five commodity themes for 2020 appeared first on Platts Insight.

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06 декабря, 16:31

China Macro & Metals: Steel output falls, but property creates bright spots

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Chinese steel production posted a rare drop in October, while domestic steel prices have been buoyed by the property sector. Paul Bartholomew and Sebastian Lewis analyze China’s key economic indicators, and what they mean for the metals sector. Crude steel production growth falls for first time in nearly 4 years   China’s crude steel production […] The post China Macro & Metals: Steel output falls, but property creates bright spots appeared first on Platts Insight.

05 декабря, 14:11

LNG displaces Atlantic basin pipe gas, but meets resistance in Asia

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Liquefied natural gas (LNG) cargoes have displaced pipeline natural gas volumes in the Atlantic Basin throughout 2019, due to historically low spot prices of the shipped fuel. Higher LNG spot market activity has helped unleash some of the commodity’s inherent flexibility. It is inherent because a spot cargo that can move to any importing nation […] The post LNG displaces Atlantic basin pipe gas, but meets resistance in Asia appeared first on Platts Insight.

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04 декабря, 13:02

Tariffs and tribulations: recasting US metals industries

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“Trade wars are good, and easy to win,” President Donald Trump tweeted in March 2018 after imposing sweeping tariffs on US imports of steel and aluminum. The application of a little-known trade remedy sent shockwaves across the metal markets and upended well-established supply chains. More than two years have passed since the Section 232 investigation […] The post Tariffs and tribulations: recasting US metals industries appeared first on Platts Insight.

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03 декабря, 11:33

US utilities race to slash emissions as ESG reporting takes off

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US utilities have stepped up their efforts to provide environmental, social and governance (ESG) reports with clear emissions reduction goals, writes Jeffrey Ryser. This is the first in a series of articles assessing key energy sector trends, ahead of the S&P Global Platts Global Energy Awards. The year 2019 may come to be seen as […] The post US utilities race to slash emissions as ESG reporting takes off appeared first on Platts Insight.

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02 декабря, 15:21

Commodity Tracker: 6 charts to watch this week

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As COP25 kicks off in Madrid, S&P Global Platts editors take a look at the CO2 impact from OPEC oil production. European gas and nuclear, and IMO 2020’s impact on commodities as diverse as fuel oil and iron ore, are also on the agenda in this week’s pick of charts. 1. OPEC oil-only CO2 output […] The post Commodity Tracker: 6 charts to watch this week appeared first on Platts Insight.

29 ноября, 09:18

An evolving Russian gas industry deserves new clichés

The Russian gas industry has long been portrayed by means of predictable and dated clichés. Mention of Russian bears, gas as the new cold war, or pipelines forming the new Iron Curtain, have littered both journalistic and analytical coverage of Russia’s gas sector for decades. It is no secret that the divide between the handful […] The post An evolving Russian gas industry deserves new clichés appeared first on Platts Insight.