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Commodities Focus

S&P Global Energy
India
China
Brazil
Tariffs
United States
US Aluminum Market
Critical Minerals
Natural Gas
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.

PublishesWeeklyEpisodes647Founded10 years ago
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InvestingBusiness NewsNewsBusiness

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Artwork for Commodities Focus

Latest Episodes

India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydrogen and ammonia for both domestic industrial use ... more

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

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Recent Guests

Nishaanth Balashanmugam
CEO and Director of GH2 India, industry body focused on advancing renewable hydrogen in India
GH2 India
Episode: India's renewable hydrogen projects face cost, delay risks from global conflicts
Vipul Garg
Senior price reporter for hydrogen at S&P Global Energy
S&P Global Energy
Episode: India's renewable hydrogen projects face cost, delay risks from global conflicts
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?

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

Listeners Say

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Some listeners seek more consistent sound design and production quality across episodes.
Accent concerns about host delivery and potential influence on listeners' speech patterns.
Audio quality varies across episodes, with issues in mic mixing and levels.
Overall, the show delivers timely, data-driven market insights despite occasional technical drawbacks.

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Talking Points

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India's renewable hydrogen projects face cost, delay risks from global conflicts
Q: What is the shape of the market in terms of international off-takes and deals?
There is growing momentum with several binding deals and export-oriented activity, including with Korea, Japan, and Europe; while domestic policy supports are strong, international off-takes depend on long-term agreement visibility and geopolitical considerations.
India's renewable hydrogen projects face cost, delay risks from global conflicts
Q: Is there a single price point India is aiming for in the global market for renewable hydrogen?
No single price; expected price ranges cluster around mid-600s to high-600s USD per tonne in some deals, but depending on location and incentives, costs can vary; domestic auctions have shown bids below 700 USD, while other markets may see higher benchmarks.
India's renewable hydrogen projects face cost, delay risks from global conflicts
Q: How do you demystify the renewable hydrogen price of India and what goes into deriving the assessments?
India's price is market-based, derived from weekly offers and bids across buyers and sellers, reflecting long-term contracts over 15-25 years and volumes aligned with refinery and ammonia tenders; it's not a simple cost-based price and will vary with project specifics and location.
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.

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Frequently Asked Questions About Commodities Focus

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

A data-driven deep dive into energy, commodities, and global trade, with frequent focus on metals, fertilizers, oil products, agriculture, and power markets. Episodes spotlight price dynamics, supply constraints, policy shifts, and regional market nuances, often mixing fundamental analysis with near-term price forecasting. Noteworthy are expert guests from major energy and commodities organisations and a emphasis on practical implications for industry players, traders, and energy managers. The show tends to balance detailed market mechanics with strategic context, making it useful for professionals tracking pricing, policy, and demand trends across sectors.

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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. At Any Rate
4. Oil Ground Up
5. Odd Lots

How many episodes of Commodities Focus are there?

Commodities Focus launched 10 years ago and published 647 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. Nishaanth Balashanmugam
2. Vipul Garg
3. Han Lu
4. Yuya Pan
5. Ruilin Wang
6. Aditya Saroha
7. Srija Basu Roy
8. Jessica Jin

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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