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19 сентября, 14:57

Energy transition dampens appetite for Asian mega-refinery projects

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Asia has been the last bastion of large oil refinery projects for years, but overcapacity in the near term and the decarbonization of transport fuels further out have raised questions over the need for more large-scale refining projects. China and the Middle East are still adding new capacity that will come online in the next […] The post Energy transition dampens appetite for Asian mega-refinery projects appeared first on Platts Insight.

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18 сентября, 17:45

Alternative tech could dent diesel demand in US road freight sector

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Semi trucks are the workhorse of modern road freight. These large, two or three axel on-road trucks are used to haul freight trailers and, on average, each one travels over five times the distance of a typical US driver annually – at one-fifth the miles per gallon efficiency. In 2018, US semi trucks demanded over […] The post Alternative tech could dent diesel demand in US road freight sector appeared first on Platts Insight.

17 сентября, 10:08

LNG sector transformation underway as long-term contracts dwindle

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Global LNG procurement trends are undoubtedly shifting toward shorter contracts with smaller volumes and increasingly flexible commercial terms. With many long-term supply contracts set to roll off in the coming years, renewals are likely to be for shorter timeframes. The traditional 15-20 year agreements that underpin LNG projects will be much harder to come by, […] The post LNG sector transformation underway as long-term contracts dwindle appeared first on Platts Insight.

16 сентября, 17:27

Commodity Tracker: 6 charts to watch this week

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Geopolitical risk and oil markets top this week’s pick of energy and commodities themes from S&P Global Platts editors. Plus, Ukraine’s role in European gas supply, steel scrap prices as a bellwether for economies, and a milestone approaches for US LNG exports. 1. Global oil markets on alert after attacks on Saudi oil facilities   […] The post Commodity Tracker: 6 charts to watch this week appeared first on Platts Insight.

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13 сентября, 14:09

Ferrous scrap plays catch up after steel’s dramatic tumble

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Ferrous scrap prices have crashed over the past five weeks, finally coming more in line with weakened steel prices, which have fallen by a larger magnitude since the middle of 2018. Using CFR Turkey scrap as a gauge, spot prices of HMS I/II 80:20 have fallen $136.5/mt from their peak in March 2018 as of […] The post Ferrous scrap plays catch up after steel’s dramatic tumble appeared first on Platts Insight.

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12 сентября, 11:41

China steel, refining capacity rises as supply-side reforms come under pressure

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China’s supply-side reform agenda was launched by President Xi Jinping in late 2015 with a view to stripping out excess capacity that had built up in key industries during China’s emergence as an economic power. Industries targeted in a five-year plan presented in 2016 by the country’s top economic planner, the National Development and Reform […] The post China steel, refining capacity rises as supply-side reforms come under pressure appeared first on Platts Insight.

10 сентября, 17:42

London missing out on Aramco IPO could be a blessing in disguise

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Saudi Arabia is getting deadly serious about the stock market flotation of state oil giant Aramco, just not in London. Once tipped as a potential host for what could be the world’s largest initial public offering, Brexit chaos and the prospect of Jeremy Corbyn seizing power have significantly diminished the City’s chances of becoming the […] The post London missing out on Aramco IPO could be a blessing in disguise appeared first on Platts Insight.

09 сентября, 18:44

Japan’s nuclear power generation ramps up in 2019 but hurdles lie ahead

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Dynamics in the Japanese power market have been a major bearish force acting on the global LNG market this year. Weak power demand, increasing renewable generation, notably solar, and higher nuclear output have depressed fossil fuel needs, and LNG in particular, as S&P Global Platts Analytics highlighted in a recent report. Ahead of the Platts […] The post Japan’s nuclear power generation ramps up in 2019 but hurdles lie ahead appeared first on Platts Insight.

09 сентября, 12:21

Commodity Tracker: 6 charts to watch this week

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Globalization of natural gas markets, OPEC’s struggle to balance oil supply and price, and platinum coming to the fore as an investment vehicle are all covered in this week’s selection of essential charts from S&P Global Platts editors. 1. Global gas price differentials keep tightening…   What’s happening? Gas spot prices across regions have converged […] The post Commodity Tracker: 6 charts to watch this week appeared first on Platts Insight.

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09 сентября, 06:30

IMO 2020 and the Forties de-escalator in Dated Brent

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The International Maritime Organization’s decision to cap the sulfur level of global marine fuels on January 1, 2020 has been the dominant story in the oil markets for the last two years. Among the many questions raised by the imminent 0.5% cap on sulfur in marine fuels, some crude oil market participants are now asking […] The post IMO 2020 and the Forties de-escalator in Dated Brent appeared first on Platts Insight.

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06 сентября, 12:41

LNG must become more price-transparent and sustainable to thrive in next decade

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The trend towards LNG commoditization has gathered pace, fueled by significant additions of elastic supply and demand and growing liquidity in both physical and financial LNG markets. This presents immense opportunities to LNG stakeholders. But the prospect of supply shortfalls and gluts through the next decade to 2030 is a warning sign that the industry […] The post LNG must become more price-transparent and sustainable to thrive in next decade appeared first on Platts Insight.

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05 сентября, 15:12

Fujairah eyes growth in bunkering, oil storage and refining

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Ahead of the S&P Global Platts Asia Pacific Petroleum Conference (APPEC 2019), Insight presents a series of articles exploring aspects of the global trade in crude oil and refined products. In the final instalment, Dania EL Saadi reports on developments at the UAE’s port of Fujairah, a key bunker hub with ambitions to rival Rotterdam […] The post Fujairah eyes growth in bunkering, oil storage and refining appeared first on Platts Insight.