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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
Donald Trump
Energy Security
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.

PublishesTwice monthlyEpisodes650Founded10 years ago
Number of ListenersCategories
Business NewsInvestingBusinessNews

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Artwork for Commodities Focus

Latest Episodes

The Middle East imports the majority of the chicken it consumes, with Brazil the dominant origin and most cargo routed through the Strait of Hormuz to Gulf ports. When that route was effectively disrupted in early March 2026, the Platts CIF Middle Ea... more

India's emerging compliance carbon market under the Carbon Credit Trading Scheme (CCTS) is moving into its early implementation phase, with an intensity-based design that sets operational-level obligations for emission-intensive sectors. The scheme i... more

India's corporate renewable energy market is entering a new phase. While International Renewable Energy Certificates still lead the way for buyers seeking flexibility, simplicity, and cost-effective compliance, larger corporates are increasingly expl... more

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

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Recent Guests

Utsab Sil Roy
Head of Operations at Climate Cred
Climate Cred
Episode: India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?
Ahmad Afiq
Senior Price Reporter at Platts
Platts
Episode: India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?
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

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

Key themes from listener reviews, highlighting what works and what could be improved about the show.

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.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?
Q: How are VPPA developments influencing Indian IREC participation even before VPPA adoption becomes widespread?
VPPA discussions are causing a wait-and-see approach among corporates, with questions about whether a VPPA would be RE100-approved and how it would integrate with existing IREC frameworks. This hesitation tends to dampen demand momentum in the near term rather than causing an immediate market share shift.
India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?
Q: What are the key factors driving the price movement of Indian IRECs over the past 18-24 months, and are price cycles becoming more predictable now?
Prices have moved cyclically due to a simple tension between certificate availability and buyer urgency. Oversupply in late 2024 pushed prices down to around 40 cents/MWh, while tightening supply in late 2024 and early 2025 supported a rebound. The pattern has become more predictable with a recurring early-year recovery, mid-year softening as redemption urgency wanes, and a late-year pickup as demand accelerates and spot supply tightens.
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.

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?

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. The HC Commodities Podcast
2. Oil Markets
3. At Any Rate
4. Motley Fool Hidden Gems Investing
5. Redefining Energy

How many episodes of Commodities Focus are there?

Commodities Focus launched 10 years ago and published 650 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. Utsab Sil Roy
2. Ahmad Afiq
3. Nishaanth Balashanmugam
4. Vipul Garg
5. Han Lu
6. Yuya Pan
7. Ruilin Wang
8. Aditya Saroha

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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