Ag & Industrial Minerals

Central Bank Digital Currencies: 4 Questions and Answers

By Tobias Adrian and Tommaso Mancini-Griffoli Central Bank Digital Currencies (CBDC) is a complex and multidisciplinary topic requiring active analysis and debate. It raises questions related to monetary policy, central banking operations, and payment systems—as well as financial stability and ...

Asia’s crude oil buyers pivot towards US crude

Crude oil buyers in Asia dialed up their efforts to diversify supply this year, after Iranian barrels became off limits and repeated attacks endangered Middle Eastern oil supply chains, Gawoon Philip Vahn writes. This is the third article in a series examining key energy sector trends, ahead of the ...

The biggest challenges to decarbonization are still ahead

To achieve a clean and affordable energy supply, we will need the right balance of technology and regulation, writes Chris Midgley, global director of S&P Global Platts Analytics. This is the second article in a series looking at key energy sector trends, ahead of the S&P Global Platts Global Energ ...

You Should Be Buying Gold Stocks Now

A few weeks ago we noted the bullish setup for 2020. Macro developments, one way or another will tend to favor Gold. There isn’t a realistic scenario that isn’t Gold bullish. Note the comments from various Fed-heads last week. They are laying the groundwork to target higher than 2% inflation a ...

Tech Talk for Wednesday December 4th 2019

Pre-opening Comments for Wednesday December 4th U.S. equity index futures were higher this morning. S&P 500 futures were up 10 points in pre-opening trade. Index futures responded to news that trade negotiations between China and the U.S. are progressing. Index futures moved lower following relea ...

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 ...

Insight from Brussels: Taxing times for diesel in Europe

Ending tax breaks for fossil fuels like diesel is a key policy pledge for the incoming EU commissioners, as part of the drive to make the EU carbon neutral by 2050. This is set to be a major test of national governments’ commitment to reducing fossil fuel use, as fuel tax changes are very visible ...

North Sea’s latest crude oil stream is out of fashion, but still in demand: Fuel for Thought

The razzle dazzle of US tight oil and new rules on marine fuels could have meant a chilly reception for the arrival of the North Sea’s Johan Sverdrup. The medium sour crude grade could be the region’s last big production boost at a time when, especially in Europe, there has been a shift to clea ...

Commodity Tracker: 5 charts to watch this week

In this week’s pick of energy and commodity charts, Asian jet fuel suppliers feel the pinch from Hong Kong’s weak demand as protests in the city persist. Plus: Fujairah stocks and IMO 2020, global gas exporters meet in Equatorial Guinea, and more. 1. Hong Kong unrest causes jet fuel demand to ...

More and more West Texas crude heading Down Under

The US is quickly becoming a top supplier of crude for Australia, with the first full laden VLCC with WTI en route to Australia. Like a microcosm of the overall US crude oil export growth phenomenon, Australian refineries are increasingly importing crude oil from the US, quickly making the it one o ...