Asia’s LNG market has been disrupted by the war in Ukraine at a time when supply was already tight because of outages, low inventories and a rebound in economic activity. Global gas prices continue to flirt with record high levels with every escalation in the Russia-Ukraine conflict. The unwinding from Russian gas supply threatens to further disrupt spot trade and long-term gas dependence for Asian gas importers in 2022. In this podcast, S&P Global Commodity Insights’ Eric Yep, Kenneth Foo and Jeffrey Moore talk about the way ahead for Asia’s LNG market.
Field to fork: US grilling season and Brazil’s role in beef trade (part 1)
UK oil refining struggles in the age of energy transition
Amid ambitious expansion plans, India's steel production may face headwinds for raw material supply
Indonesia’s rice import surge, ban on Indian exports: what lies ahead for rice markets?
Does the UK need the North Sea for its energy future?
How are gas operators navigating the difficult gas environment in 2024?
Red Sea crisis forces carriers and shippers to rethink strategies as cost of operation rises
Lithium producers pump brakes on North American projects amid low prices
Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024
Supply disruptions drive copper TC to three-year low; smelters may cut production
US power markets weather winter storms with more success
Brazil’s emergence as a dominant agriculture exporter
Asian aluminum, alumina markets mixed on demand expectations, cost pressures
Confidence returns to copper markets for now, outlook for 2024 still uncertain
Winter is coming, with little gas flowing from Russia...can the US meet Europe’s demand?
Buyers’ choice: Global oversupply of single-use plastics makes recycling uneconomical
El Niño spells dire straits for shippers at the Panama Canal
Summer slump: Global recycled polymer markets wait for western markets to find solid footing
Narrow margins are back for US gas, but will producers slow output?
How have early drought conditions impacted the US harvest?
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