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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 Global Platts editors. 1. US rig count declines slow as WTI rebounds…   What’s happening? Since oil prices plunged in mid-March, upstream producers have cut their capital budgets and sharply curtailed drilling activity, resulting in a collapse in rig counts. But oil rig count declines...

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Commodity Tracker: 5 charts to watch this week

A look at crude oil quality across countries that have committed to cutting production, tumbling global gas prices, and trends in steelmaking raw materials all feature in this week’s pick of visuals. 1. As OPEC+ agreement kicks in, heavier crude could see bulk of cuts   Click to enlarge What’s happening? The OPEC+ production cuts go into effect May 1, and the beleaguered oil market will be watching to see if the 23-country alliance led by Saudi Arabia and Russia fulfills its...

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Tracking global energy transition in turbulent times: solar stutters, coal keeps growing

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 been shifting due to coronavirus-related disruption of manufacturing activity and logistics, but delays will most likely be short-lived. The global power capacity mix has already been shifting toward renewables. S&P Global Platts Analytics estimates that solar photovoltaic, wind and hydro...

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India’s King Coal faces challenge as renewables look to scale up

Coal remains central in the power mix of the developing world, with coal plants still being built across Asia in order to meet rising baseload electricity needs. However, a more challenging macroeconomic environment and slowing power demand growth are raising some questions around the growth of coal even in developing economies. Last year may have marked a turning point in India – a country where coal accounts for over 70% of the power mix – as S&P Global Platts Analytics data shows the...

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EU energy in 2019: a year of unprecedented events

Seemingly any energy industry commentator will claim that any given moment in the energy industry is the most exciting, uncertain, dynamic, unpredictable or unprecedented moment since, well… since the last unprecedented moment. However, rather than being a reflection of groupthink on the part of a whole industry, this obsession with events each more unprecedented than the last is more a reflection of the fast moving, unpredictable and often economic logic-defying nature of the energy sector...

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US utilities race to slash emissions as ESG reporting takes off

US utilities have stepped up their efforts to provide environmental, social and governance (ESG) reports with clear emissions reduction goals, writes Jeffrey Ryser. This is the first in a series of articles assessing key energy sector trends, ahead of the S&P Global Platts Global Energy Awards. The year 2019 may come to be seen as pivotal in the transformation of the US electricity sector. A drive by dozens of US electricity utility holding companies to provide ESG reports has brought to...

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Commodity Tracker: 6 charts to watch this week

As COP25 kicks off in Madrid, S&P Global Platts editors take a look at the CO2 impact from OPEC oil production. European gas and nuclear, and IMO 2020’s impact on commodities as diverse as fuel oil and iron ore, are also on the agenda in this week’s pick of charts. 1. OPEC oil-only CO2 output dwarfs EU total emissions   Click to enlarge   What’s happening? OPEC is meeting this week to decide on output quotas, but climate change isn’t on the agenda for the group of...

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Commodity Tracker: 6 charts to watch this week

Nuclear generation in the US and France faces contrasting challenges of power market prices and safety concerns, as this week’s graphics show. Other top trends picked by S&P Global Platts editors include China’s falling LNG imports, stuttering gold prices, refinery margins and coking coal prices. 1. US nuclear sector struggles amid weak power prices…     What’s happening? Across the US Northeast, largely in states with deregulated power markets, nuclear power plants are being...

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Commodity Tracker: 6 charts to watch this week

Geopolitical risk and oil markets top this week’s pick of energy and commodities themes from S&P Global Platts editors. Plus, Ukraine’s role in European gas supply, steel scrap prices as a bellwether for economies, and a milestone approaches for US LNG exports. 1. Global oil markets on alert after attacks on Saudi oil facilities   Click for full-size infographic What’s happening? Attacks on Saudi Arabian oil facilities at Abaiq and the kingdom’s second-largest oil field,...

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Japan’s nuclear power generation ramps up in 2019 but hurdles lie ahead

Dynamics in the Japanese power market have been a major bearish force acting on the global LNG market this year. Weak power demand, increasing renewable generation, notably solar, and higher nuclear output have depressed fossil fuel needs, and LNG in particular, as S&P Global Platts Analytics highlighted in a recent report. Ahead of the Platts Analytics Client Seminar in Singapore, Bruno Brunetti and Andre Lambine explore key aspects of the Japanese power market. Japan’s nuclear...

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