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Tracking global energy transition in turbulent times: solar stutters, coal...
As the extent of the impact of the coronavirus outbreak on economic activity and power demand emerges, newbuild activity in global power faces old and new sets of challenges. The short-term focus has...
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As lockdown alters food and fuel demand, is it ‘mayday’ for European sugar...
At the start of 2020 European sugar producers could have been forgiven for thinking the worst was behind them. After falling to historic lows in 2018, European sugar prices were on an upward trend,...
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Commodity Tracker: 5 charts to watch this week
The US oil production slowdown, China’s domestic gasoline pricing policy, and power market outlooks on both sides of the Atlantic feature in this week’s pick of commodity market trends from S&P...
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Bland LNG contracts need a bit of seasoning
The LNG market has clung tenaciously to traditional contracting structures, but so many of the justifications – the rationale for oil indexation, limited LNG supply, and lack of spot gas trade or...
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European steel industry looks for way forward amid coronavirus demand blow
The coronavirus has dealt the European steel sector a heavy blow. Coming on the heels of Brexit and global trade tensions, the crisis has also highlighted the region’s overcapacity problem, raising the...
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Deglobalization trend gains pace in lithium battery supply chain
The COVID-19 crisis has exacerbated concerns across the lithium-ion battery industry about China’s dominance of the supply chain. The pandemic has also highlighted the need for local supply chains, in...
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Commodity Tracker: 5 charts to watch this week
California’s power market feels pressure from extreme high temperatures in this week’s selection of energy and commodities trends to watch. Plus, EU gas vs coal power generation, the link between crude...
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Commodity Tracker: 5 charts to watch this week
As the 36th Asia-Pacific Petroleum Conference (APPEC) opens, this week’s Tracker kicks off with a look at Saudi crude oil pricing into Asia. In Europe, meanwhile, steel prices are recovering, and...
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Commodity Tracker: 5 charts to watch this week
The global oil supply path into 2021 is in focus this week, along with the impact of storms on US oil output. Away from oil, we also survey they outlook for LNG demand in Asia and the European power...
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Commodity Tracker: 5 charts to watch this week
How is energy demand faring across different sectors and regions amid the evolving coronavirus pandemic? In this week’s Commodity Tracker, S&P Global Platts editors look at global aviation, Chinese...
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