Clik here to view.
Why Chinese steel output is up despite capacity cuts
With China’s crude steel output in the first ten months of 2016 up nearly one percent year on year, many have wondered aloud how to make sense of the data, especially as fresh claims of progress on...
View ArticleClik here to view.
Zombies or revenants: Who will roam the shipping market in 2020?
Now, if someone, who was long considered dead is suddenly walking around, it is not necessarily a miracle of biblical proportions. So before you raise your hands in joyful prayer for the holy revenant,...
View ArticleShould we expect the expected in the US steel sheet market in 2017?
The New Year’s hangovers have all worn off by now and US sheet market players are all back at their desks, but questions remain about what should be expected in 2017. The age-old response — “If I knew,...
View ArticleUS border policy could curb travel amid already weak jet fuel demand
Uncertainty surrounding the Trump administration’s efforts to harden the US border could cut into business travel demand this year at a time when jet fuel demand is already quite weak, at least...
View ArticleCautious progress in Libya’s oil output
Rising Libyan oil production is primarily the result of the military success of General Khalifa Haftar, whose so-called Libyan National Army forces are wresting unitary control of the oil supply chain...
View ArticleNord Stream 2: with Europe already divided, the US adds a new layer of...
When Gazprom officially launched plans to build the second Nord Stream gas pipeline system to Germany in June 2015, the accusations that Gazprom’s main aim was to increase its dominance over European...
View ArticleUS coal’s future – not exactly bullish, but hardly bearish
Over lunch at a recent energy conference, a fellow attendee asked where I worked and what I did, and I explained that I lead coverage of the US thermal coal market for S&P Global Platts. The...
View ArticleNew Russia-Ukraine natural gas dispute: a lot of noise for nothing?
Relations between Russia and Ukraine in the gas sector have been infamously strained for more than a decade, with the memory of the cut in supplies to Europe in both 2006 and 2009 still fresh in...
View ArticleClik here to view.
Diversification pays dividends for South Korean thermal coal buyers
South Korean thermal coal buyers have been working hard over the past year to diversify their supply sources and take advantage of price arbitrages in the seaborne market, according to an S&P...
View ArticleAluminum swings in the spotlight — largely a tale of scarcity concerns and...
Aluminum, like steel, has grabbed headlines in 2018. The all-in price of this primary metal used in everything from transportation, to construction, to consumer goods has fluctuated since January —...
View Article