Brussels to Beijing: Commodity Policy in Europe and Asia Podcast

VAT cut take center stage in China's policy program

Russia's Nord Stream 2 natural gas link to Germany is set to have to reveal data on its costs and tariffs under a draft accord to apply EU market rules to it. This could help Ukraine price its alternative transit route to Europe low enough to compete, but Ukraine is also hoping the rules will force...

Russia's Nord Stream 2 gas link set to face EU regulated tariffs

2019 is set to be the year that coal-to-gas switching in power generation takes off in continental Europe. Carbon prices supported by the new market stability reserve cutting supplies, coupled with potentially lower gas prices, could prompt unprecedented coal-to-gas switching volumes, according to...

Tighter EU carbon market set to prompt more power fuel switching in Europe

The recent decision by China's National Development and Reform Commission to impose restrictions on seaborne coal imports entering the country has left the thermal and metallurgical coal market participants scratching their heads. In this Brussels to Beijing Commodity Policy Podcast, S&P Global...

Uncertainties over China's port restrictions hound thermal, metallurgical coal markets

EU carbon prices have surged to 10-year highs of nearly Eur26/mt in recent weeks, boosted by policy changes to tackle oversupply as part of the EU's wider efforts to combat climate change by cutting emissions. But while policy-makers are often told high carbon prices will push out coal-fired power...

EU carbon prices surge on policy changes, but coal burn continues

Sebastian Lewis, S&P Global Platts head of Content for Greater China, talks to Paul Gruenwald, Chief Economist S&P Global, about the impact of the Chinese government’s deleveraging programme on the economy and commodities and what recent changes in policy mean for the rest of 2018.

Is China's deleveraging on hold, and what does it mean for commodities?

Russia sees EU demand for its natural gas growing 10% to 15% in the next five to 10 years, and is considering delivering these extra volumes via Ukraine. The extra volumes needed could even reach around 20 Bcm/year by 2025 -- up to 20% more -- according to S&P Global Platts Analytics. This...

Russia mulls sending extra EU natural gas demand from 2020 via Ukraine

On July 6, 2018, the United States is expected to put tariffs on an estimated $34 billion worth of Chinese imports - the first shot in what many are describing as a trade war between the two economic giants. China is expected to retaliate, with tariffs on agricultural products, commodities and...

China-US trade war: Impact on key commodities

Tackling growing road transport emissions is one of the EU's biggest challenges in meeting its long-term climate change commitments. The European Commission's recent proposals to set CO2 emissions standards for new large trucks from 2025 could be good news for companies like Italy's Snam offering...

EU war on truck emissions to boost LNG but oil demand impact limited

In this podcast, S&P Global Platts Senior Managing Editor Paul Bartholomew and Senior Analyst Zhang Jing examine the current state of China's steel market in relation to supply-side reforms and environmental protection drive, which led to the closure of induction furnaces in 2017; the outlook...

Revisiting China's environmental protection policy and its impact on steel production

EU and Russian regulators seem happy to support blockchain, smart contracts and other digital technologies that can make existing energy sector processes cheaper and more efficient, but are more cautious about true innovations like peer-to- peer trading. S&P Global Platts editors Siobhan Hall,...

EU, Russian regulators favor blockchain efficiency in energy projects

The emergence of independent refiners in China over the last few years has not come without a fallout.In this Brussels to Beijing Commodity Policy podcast, Mriganka Jaipuriyar and Oceana Zhou from the S&P Global Platts Asian Oil and Energy News and Analysis team examine how reforms in China...

China's 2018 oil sector policies focus on taxation, monitoring

Global policies to cut shipping emissions could create massive new demand for LNG as a bunker fuel, with Europe in particular planning to invest nearly Eur2 billion ($2.4 billion) in LNG refueling infrastructure at both sea and inland ports to 2030. Some observers are saying LNG could displace up...

LNG bunkering: a small market with big policy-driven potential

The EU is taking steps to prevent Brexit from inadvertently crashing the EU carbon price next year. Policy-makers fear that UK companies could decide to sell all their EU allowances issued from 2018 if they believe they will no longer need them for compliance with the EU Emissions Trading System...

EU acts to protect carbon price from Brexit-induced crash

The Association of Southeast Asian Nations is on track to be the world's fourth largest economy by 2030 and beyond. Its oil demand is expected to rise by about 1.2 million b/d in 2025, LNG demand is seen at 30 million mt/year by 2022, and there's a huge push for renewables in the energy mix. But...

ASEAN beyond 50: Commodity demand outlook and how policy can support growth

Listen to our monthly analysis of how rules and regulation impacts global commodities markets.

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Brussels to Beijing: Commodity Policy in Europe and Asia Pod...

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