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Commodities Focus

S&P Global Energy
India
China
Brazil
Tariffs
United States
US Aluminum Market
Natural Gas
Critical Minerals
Electric Vehicles
Canada
North Sea
Ferrous Scrap
Aluminum Symposium
Steel Industry
Energy Security
Donald Trump
US Tariffs
Inflation Reduction Act
Shrimp
Data Centers

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

PublishesWeeklyEpisodes646Founded10 years ago
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BusinessNewsBusiness NewsInvesting

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Artwork for Commodities Focus

Latest Episodes

Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America, and a potential El Niño in Australia are all in focus. At the same tim... more

Copper TC/RCs have plunged 89% since January, hitting record lows as concentrate supply tightens and demand stays firm. At the same time, the Middle East war has driven sulfuric acid prices – an important by-product for copper production - up 156% si... more

Global beef prices are rising, with multiple record highs recorded for beef from Australia and Brazil, as well as in the US lean trimmings import market during the first quarter. Although strong US demand has supported the market, the global beef ind... more

The Indian solar market has grown considerably over the past decade as the country continues to invest in its module and cell manufacturing capacities. However, the recent imposition of additional duties by the country's largest export market – the U... more

Key Facts

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Recent Guests

Han Lu
Copper pricing reporter
Platts (S&P Global)
Episode: Copper markets react to high sulfuric acid prices, Middle East conflict
Yuya Pan
Lead sulfuric acid analyst
S&P Global Energy, CERA
Episode: Copper markets react to high sulfuric acid prices, Middle East conflict
Ruilin Wang
Lead copper analyst
CERA
Episode: Copper markets react to high sulfuric acid prices, Middle East conflict
Aditya Saroha
Associate Price Reporter
S&P Global Energy
Episode: India's solar market faces export hurdles, pivots to domestic power
Srija Basu Roy
Price Reporter
S&P Global Energy
Episode: India's solar market faces export hurdles, pivots to domestic power
Jessica Jin
Principal Analyst of Clean Technologies and Supply Chains
S&P Global Horizons
Episode: India's solar market faces export hurdles, pivots to domestic power
Fernando Lopes
Director at Totum Institute
Totum Institute
Episode: In the fast-growing Brazilian I-RECs market, what challenges and opportunities lie ahead?
Vittoria Morini
Americas Renewables Manager
S&P Global Energy
Episode: In the fast-growing Brazilian I-RECs market, what challenges and opportunities lie ahead?
Jessie Khor
Principal analyst for protein in the Asia Pacific block
S&P Global Commodity Insights
Episode: Unpacking the global poultry price flip: Why are chicken legs now pricier than breast meat?

Hosts

Asim Anand
Manager, Agriculture and Food Pricing. Focuses on market trends within the agriculture sector.
Vaibhav
Host of the analysis and insights into global commodity markets.
Jenson Ong
Market Engagement Lead for Global Refined Oil Products with insights into oil markets.
Kristen Hays
Manager of Americas Freight Markets specializing in logistics and transportation issues relevant to commodities.
Aditya K.
Senior Editor focused on Agriculture News evaluating market changes and pricing.

Reviews

4.3 out of 5 stars from 90 ratings
  • Concerns about the accent

    Is it possible to find a host and journalist with less pronounced accents? I have concerns that prolonged exposure to heavy accents, as in Platts' podcast, could influence both my own accent and that of my students, which is why I hesitate to use the valuable information they provide.

    Apple Podcasts
    1
    appreciateitthankyou
    United States3 years ago
  • Poor audio

    The mixing on mic levels of guests and between episodes is truly rough. Some are like a whisper, others booming. Often this leads me to delete episodes and forego content.

    Apple Podcasts
    2
    Cheesesteak622
    United States6 years ago

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Criticisms have been made about audio quality, particularly inconsistencies in mic levels between episodes affecting the listening experience.
Some listeners expressed concerns about host accents potentially affecting their own and their students' language development.

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Talking Points

Recent interactions between the hosts and their guests.

Copper markets react to high sulfuric acid prices, Middle East conflict
Q: How are copper prices and downstream demand likely to trend given these dynamics?
Copper prices remain volatile but broadly elevated; downstream demand shifts with price levels show pockets like AI data centers and energy storage driving growth, while EV-related demand may slow due to policy changes, suggesting a mixed but cautiously positive outlook if prices moderate later in the year.
Copper markets react to high sulfuric acid prices, Middle East conflict
Q: What's your take on the sulfuric acid market going forward? Could high prices sustain through 2026 or cause demand destruction?
Prices are likely to stay under upward pressure near term due to limited spot availability and market structure, but a later-year correction is possible if sulfuric acid demand weakens or supply rebalance occurs, with some sectors experiencing demand destruction while others absorb costs more easily.
Copper markets react to high sulfuric acid prices, Middle East conflict
Q: Let's start with upstream copper concentrates. What are the main drivers pressuring TCRCs, and how can copper smelters survive at these low levels?
TCRCs are being pushed down by persistent tight copper concentrate supply and strong demand, with high sulfuric acid prices allowing smelters to accept lower TCRCs because the byproduct margin remains favorable, especially as China's smelting capacity grows and demand from ex-China markets increases.
Decarbonizing India's industrial, power sectors: challenges and roadmaps
Q: What impact will India's Emissions Trading Scheme have on industry, and how can carbon credits drive decarbonization?
The scheme can turn emissions into a revenue stream by rewarding efficiency through carbon credits, with regulated targets and a voluntary market expanding participation; it will push sectors to decarbonize while enabling some buyers and sellers to monetize strategies, though robust policy design and phased rollout are essential.
Decarbonizing India's industrial, power sectors: challenges and roadmaps
Q: What should a credible sector-specific decarbonization roadmap include, and what steps can industries take to put it into action?
A credible roadmap should anchor itself in national interest and global markets, with sector-specific milestones over 10–15 years, phased and risk-adjusted steps that address energy efficiency, alternative fuels, circularity, and carbon capture, while aligning supply chains, policy stability, and financing. Industries should prioritize energy efficiency, capex planning, and pilots for CCUS and green hydrogen, then gradually scale up to more ambitious, lower-emission technologies as costs and markets mature.

Audience Metrics

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Frequently Asked Questions About Commodities Focus

What is Commodities Focus about and what kind of topics does it cover?

Analysis and commentary on global pricing issues and key news developments in markets crucial to commerce, including shipping, agriculture, coal, power, natural gas, and petrochemicals are highlighted in recent episodes. Expect discussions that address shifts in market dynamics due to geopolitical tensions, tariff impacts, and emerging trade patterns. The content not only covers market fluctuations but also delves into specific commodities' roles in the global economy, making it especially beneficial for professionals and stakeholders in the commodities sector who seek a deeper understanding of current trends and forecasts.

Where can I find podcast stats for Commodities Focus?

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How many listeners does Commodities Focus get?

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Which podcasts are similar to Commodities Focus?

These podcasts share a similar audience with Commodities Focus:

1. Oil Markets
2. The HC Commodities Podcast
3. Switched On
4. Oil Ground Up
5. Columbia Energy Exchange

How many episodes of Commodities Focus are there?

Commodities Focus launched 10 years ago and published 646 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Commodities Focus?

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What guests have appeared on Commodities Focus?

Recent guests on Commodities Focus include:

1. Han Lu
2. Yuya Pan
3. Ruilin Wang
4. Aditya Saroha
5. Srija Basu Roy
6. Jessica Jin
7. Fernando Lopes
8. Vittoria Morini

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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