Best SP Global Commodity Insights Podcasts (2025)

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Fleet constraints, rising rates 19:34

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2h ago19:34

19:34

Global tanker markets are riding high as shipowners post strong third-quarter earnings amid bullish forecasts. What's driving the surge in day rates? Why are newbuilds still lagging even as fleet capacity tightens? How have sanctions reshaped both dirty and clean tanker markets? And could US shipyards stage a comeback in the global shipbuilding rac…

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India, Pakistan jostle over exclusive rights for basmati rice 24:04

3h ago24:04

24:04

The global demand for basmati rice has been rising, especially in the Middle East and the EU. As a result, the competition to sell this long-grain variety has intensified in recent years. The world's biggest Basmati suppliers -- India and Pakistan -- claim proprietary ownership over this long-grain Asian indica rice. In this podcast, we will shine …

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The AI-driven gas turbine renaissance 20:29

2h ago20:29

20:29

The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for power. In this episode, host Eklavya Gupte sits down with Javier Cavada, president and CEO for EMEA at Mitsubishi Power, to examine how AI's demand for 24/7 power has created multi-year waiting times fo…

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The final countdown: Europe readies for full Russian LPG ban 18:51

5d ago18:51

18:51

Europe's 19th sanctions package has promised to shut the door on the last remaining flows of Russian energy still trading into the region, including butane and isobutane that was previously exempted from import bans. From Jan 2026, the new LPG embargo will force lead buyer Poland to find alternatives to Russian supplies, adding support to an alread…

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Asia's coal transition dilemma amid renewable energy push 22:07

1d ago22:07

22:07

The energy landscape in Asia has been evolving in recent years. With a global push towards renewable energy, the longstanding dependence of many Asian countries on coal comes into the limelight. The discussions surround critical questions about whether these nations will be able to transition from primarily fossil fuel-based to a more clean-powered…

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India's race to 500 GW of renewable power by 2030 29:37

2d ago29:37

29:37

India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a long-standing reliance on coal to become an integrated renewable energy company aiming for a 70% clean power capacity mix by 2030. In this episode, S&P Global Commodity Insights editor Ruchira Singh int…

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Low prices, high stakes in the Caribbean 28:28

7d ago28:28

28:28

The US has ramped up its naval presence in the Caribbean, following several strikes against suspected drug smuggling vessels off the coast of major oil producer Venezuela. Yet oil prices have barely budged as Latin American production continues to ramp up. What is the role of Guyana and Argentina's emerging crudes, and how do flows to destinations …

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Explaining Germany's energy transition 'reality check' 24:54

15d ago24:54

24:54

The energy policy of Europe's largest economy, Germany, is the focus of this week's episode. The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion. Andreas Franke, editorial lead at S&P Global Com…

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With winter approaching, Asian diesel and jet fuel markets react 12:37

21d ago12:37

12:37

In this Oil Markets podcast, we discuss the outlook for diesel and jet fuel/kerosene demand in Asia in the fourth quarter of 2025. This period is always critical, but as we approach the end of the year, a complex interplay of seasonal patterns, supply constraints, geopolitical developments, and economic factors is shaping the landscape. S&P Global …

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Transatlantic divide: US and EU chart different energy transition paths 26:02

24d ago26:02

26:02

In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term. As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns …

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Kirkuk crude resurgence: Navigating new trade dynamics 8:28

29d ago8:28

8:28

Following the resumption of Kirkuk crude exports on September 27, 2025, the oil markets are poised for significant shifts. This development marks a crucial turning point for the Mediterranean oil landscape, as the Iraqi grade reenters the market amid ongoing geopolitical dynamics and supply chain adjustments. In this episode, John Morley is joined …

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How will the EU's new carbon market affect energy costs and inflation? 16:02

24d ago16:02

16:02

In this episode of Energy Evolution, host Eklavya Gupte examines the rising concerns among EU member states about the upcoming Emissions Trading System 2 (ETS2), set to launch in 2027. Worries are growing that ETS2 -- encompassing road transport, buildings, and small businesses -- could lead to substantial increases in energy prices, highlighting t…

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High sulfur fuel oil prices get a boost from rising US crude exports 22:07

28d ago22:07

22:07

A jump in US crude exports has helped to boost prices for high sulfur fuel oil, supplies of which are currently tight. What is driving demand for US crude to South Korea and India? What is the connection between low US imports of heavy crudes and HSFO supply tightness? What is the short-term outlook for HSFO? And why is the Trump administration pus…

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A tale of two tariff pauses 24:28

30d ago24:28

24:28

The first pause of triple-digit tariffs between the US and China prompted a container shipping surge. The second pause? Not so much. The US and China in May took a 90-day breather from triple-digit tariffs that largely halted container ship traffic between the world's two largest economies. Shippers and buyers raced to get Chinese goods on the wate…

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What's driving the rush for I-RECs? 15:50

1M ago15:50

15:50

While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs) has seen a dramatic surge in demand, signaling a fundamental shift in corporate sustainability strategies. In this episode, host Eklavya Gupte sits down with Vittoria Morini, global I-RECs lead at S&…

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EU sanctions package on Russian oil set to reshape European diesel and jet trade flows 14:43

1M ago14:43

14:43

With European imports of products refined from Russian crude oil set to be banned in the beginning of 2026, the spotlight is on exporters such as India and Turkey, and how flows of diesel and jet fuel in the EMEA region are anticipated to change in the coming months. Gary Clark is joined by middle-distillate reporters Nadia Bliznikova and Aruni Sun…

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Traders on alert: What lies ahead for European gas this winter? 20:58

1M ago20:58

20:58

Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG news reporter, and Roudy Dirani, managing editor for European natural gas pricing, to explore what could be a volatile few months as Europe faces its first winter without pipeline Russian gas supplies. …

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Insights from APPEC 2025 on China's oil demand and global shipping 26:23

2M ago26:23

26:23

In the wake of APPEC 2025, China's evolving oil demand and the impact on global shipping markets are in the spotlight. With China's oil consumption slowing and India's robust demand outlook, the intricate balance of these factors has major implications for global energy supply chains. Asia energy editor Sambit Mohanty sits down with head of China c…

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Path to net-zero gets bumpy for US, European utilities 16:20

1M ago16:20

16:20

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin R…

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What impact is Dangote's ramp-up having on the global fuel oil market? 14:26

2M ago14:26

14:26

Dangote's RFCC outage has added additional length to the global fuel oil market, with Singapore blending significant volumes of feedstocks into their very low sulfur fuel oil bunkering pool. Host Gary Clark is joined by Charlie Wright, Joseph Jaffe and Kelly Norways to explore the impact of the outage on the fuel oil market in the EMEA and Asia reg…

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US coal production is back on the rise 22:07

2M ago22:07

22:07

In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, r…

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Seasonal gasoline transition in US shapes refining strategies, blendstock trade 26:09

2M ago26:09

26:09

As the US transitions to higher-volatility gasoline grades, refiners are adjusting their strategies to balance supply and demand amid seasonal maintenance and export pressures, which also have implications for butane demand. In this episode, the team unpacks the mechanics of the RVP transition, the impact of refinery issues in Mexico, and the growi…

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FuelEU Maritime: A new trading opportunity in shipping 20:14

2M ago20:14

20:14

In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels. Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year f…

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What is behind diverging LPG fundamentals over the summer period? 15:05

2M ago15:05

15:05

During the summer season, warmer temperatures and muted levels of demand should traditionally bring length to the LPG markets. This certainly appears to have materialized in the propane markets, but a tightness in the butane market seems to be painting a different picture. How has supply been affected over the summer months, and what can we expect …

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Navigating the shifting tides of Asia's gasoline market 12:37

2M ago12:37

12:37

The landscape of gasoline pricing and supply in Southeast Asia is evolving. The rising demand for low-sulfur blend stocks as Australia prepares for its transition, the effects of reduced non-oxygenated gasoline exports from India and Malaysia's upcoming subsidy increase for 95 RON gasoline--all these factors could influence regional demand, despite…

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Unlocking the future potential of hydrogen energy in India 22:23

2M ago22:23

22:23

As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to take place Sept. 25–26 in New Delhi — is set to bring together the nation's decision-makers and industry experts to examine the regulatory frameworks, investment opportunities, and technological innovati…

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APPEC to look at Asia's changing energy narrative amid tariffs and transition 25:25

3M ago25:25

25:25

APPEC to look at Asia's changing energy narrative amid tariffs and transition Navigating trade, technology and transition—that's the theme of this year's Asia Pacific Petroleum Conference, or APPEC 2025, by S&P Global Commodity Insights. It is scheduled to take place during September 8-11 in Singapore, where CEOs, government officials and market ex…

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Talking offshore wind: Communication in a polarized world 41:15

2M ago41:15

41:15

Seen by hundreds of thousands, Swedish utility Vattenfall's expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore wind farms, yes or no? On this week's episode of Energy Evolution, Vattenfall's head of brand Monica Holmvik Persdotter explains the process behind the campaign and how the utility thinks about public…

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Drones hammer Russian, Ukrainian energy infrastructure amid push for peace deal 23:42

3M ago23:42

23:42

The world's attention has turned the US in recent days after back-to-back peace summits separately involving Russia's and Ukraine's presidents. But in the absence of a ceasefire deal, drone attacks have taken on a new intensity, continuing to claim civilian lives and knocking out critical infrastructure. In the past week alone, Russia has sustained…

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Shifting gears: Will states take the wheel on US electric vehicle policy? 26:42

3M ago26:42

26:42

In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on encouraging the transition to electric vehicles. With states varying wildly in their interest and support in electric vehicles and charging infrastructure, what will happen to the deployment of lower…

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What's in store for US diesel and jet? 22:45

3M ago22:45

22:45

US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With diesel stocks remaining tight, export demand, refinery maintenance and hurricane season present upside risks to prices. In contrast, jet fuel is well supplied, keeping a lid on prices. The outlook for…

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One Big Beautiful Bill: Another ride on the solar coaster? 19:56

3M ago19:56

19:56

In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewables supply chains and project development. The OBBBA was a sweeping budget reconciliation bill which US President Donald Trump signed on July 4. Cuts to the tax credit regime introduced in the Inflation…

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Tainted crude: Europe responds to Azeri Light contamination 20:39

3M ago20:39

20:39

An outbreak of crude contamination impacting Azerbaijan's Azeri Light supply has set Europe's refiners on edge. As buyers seek to avoid being hit with corrosive organic chlorides, prices for the premium crude grade have tumbled, and some refiners have been forced to draw on emergency oil reserves. Kelly Norways, a downstream oil news reporter, is j…

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Break up or not? Europe's zonal pricing conundrum 13:54

3M ago13:54

13:54

In this week's episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divided in Europe's power markets. In markets with only one price zone, such as Germany and Britain, widening geographic distances between demand centers and new renewables development are starting to rais…

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Tightness in USGC heavy crude puts spotlight on Canadian access 25:35

3M ago25:35

25:35

Heavy crude supplies to the US Gulf Coast have tightened. Waterborne imports have dropped sharply, driven largely by declines from Mexico and Venezuela. Canadian wildfires have further limited access to heavy barrels, and refiners like Valero are starting to feel the squeeze. Why are Mexican and Venezuelan crude imports collapsing, and can they rec…