/ COMMODITIES
Interactive: Middle East and North Africa state wheat buyers' subsidy policies
This interactive illustrates the reliance of countries in North Africa and...
/ COMMODITIES
/ COMMODITIES
This interactive illustrates the reliance of countries in North Africa and...
/ COMMODITIES
Join Piero CarelloGlobal Pricing DirectorAgriculture and Food and Ryan UrieGlobal Head of Meatand Livestock Analytics at SP Global Commodity Insights as they discuss current dynamics and critical developments in the proteins markets such as how increased volatility in the Agriculture Food sector has resulted in a need for more price transparency.Commodity Insights LIVE is showcasing protein price assessments and they can be viewed here. These prices will allow the market to have full visibility on how protein prices impact crop and feed prices and vice versa.
Amid the peak of South American harvesting, SPGCI analysts discuss negotiations between fresh fruit buyers and suppliers, in addition to shifting trade dynamics and the impact of recent wildfires. Agricultural markets’ adaptations to the ongoing situation in the Red Sea are also covered in this month’s video.KNOW MORE
Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Black Sea and the Red Sea. Does this imply the weight of a larger global supply in the year ahead and that the markets have adapted to a new normal amidst geopolitical tensions or are there choppier waves to come?In this podcast, Vivien Tang, associate grains editor, Victoria Sinitsyna, associate director, Grains Analytics and Nikolaos Aidinis Antonopoulos, senior freight pricing specialist discuss the potential challenges faced by the wheat markets and provide an outlook on global wheat production and freight markets in 2024.Related: CFR Indonesia wheat price matrixAPW Wheat CFR IndonesiaCWRS 13.5% Wheat CFR Indonesia EU 11.5% Wheat CFR Indonesia More listening options:
Join Stephen LiResearch DirectorBiofuelsS P Global Commodity Insights as they divlge the capabilities within the bio-naphtha sector.CERAWeek is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more insights and cutting-edge coverage.
Listen to Gajendra KumarDirector Process Economics Program at SP Global Commodity Insights, coming straight from the World Petrochemical ConferenceWPC) in HoustonTXUSA. Gajendra highlights the discussion centering production of sustainable transportation fuels harnessing carbon dioxide and the industry's outlook on investment in alternative fuels. WPC is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more chemical insights and cutting-edge coverage.
The role of biofuels in energy transition is growing, as they can help decarbonize hard-to-abate transport sectors, but more supply is needed to keep the world on track with net-zero goals. S&P Global Commodity Insights explores how regional policies are driving adoption and evolving technology is widening the feedstock pool, as well as supply and demand outlooks across transport sectors. READ MORE
Ellie MaruyamaPrincipal Consultant with SP Global Commodity Insights Downstream and Refining Advisory Team, and Lingqi LouConsultant with SP Global Commodity Insights Agribusiness Advisory Team, discuss what we will be looking for in the upcoming release of a modified GREET model, which will be designed to calculate emission reductions of Sustainable Aviation FuelSAF) under the Inflation Reduction ActIRA). This development will have implications for the United States’ ability to achieve ambitious SAF targets.
Join Nicholas FlandersCEO Co-Founder, Twelve as they take a deep dive on the revolutionary technology of teansforming carbon dioxide into jet fuel among other useful products.CERAWeek is taking place from March 18-22 and LIVE is your all-access pass to the conference. Check back for more insights and cutting-edge coverage.
The ethanol industry is angling to be a bigger part of the US decarbonization strategy, but so far, the Biden administration has sent some mixed signals on the issue. For instance, the Treasury Department has made some policy decisions that could provide some big opportunities for ethanol, but the Environmental Protection Agency is slow walking other policies the industry has called for.Brian Jennings, CEO of the American Coalition for Ethanol, joins the podcast to discuss the administration’s recent policy decisions, and outline additional actions the industry is seeking.Stick around after the interview for Jeff Mower with the Market Minute, a near-term look at oil market drivers.Related content:US Treasury allows GREET model for SAF credit, opening opportunity for ethanol (subscriber content)EPA looks to issue E15 rule in March; biofuel groups want swifter action(subscriber content)
Join Michał KurtykaPresidentCOP24 Polish Minister of Climate and Taylor KuykendallSenior Metals and Mining ReporterS P Global Commodity Insights as they reflect on the changes on how the world is navigating the path to net-zero.CERAWeek is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more insights and cutting-edge coverage.
Listen to Georgy EliseevLead Research Analyst at SP Global Commodity Insights, coming straight from the World Petrochemical ConferenceWPC) in HoustonTXUSA. Georgy brings to you all-things ammonia and its potential as a fuel within the energy transition dynamics. WPC is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more chemical insights and cutting-edge coverage.
Fertilizer Assessments
FERTECON PHOSPHATE: DAP indicative value at $570-590/st FOB NOLA, US, prompt shipment: Trader.FERTECON PHOSPHATE: DAP offer at $610/st FOB NOLA, US, loaded barge: Trader.FERTECON PHOSPHATE: DAP offer at $630/st FCA central Florida, US: Producer.FERTECON PHOSPHATE: MAP offer at $655/st FCA central Florida, US: Producer.FERTECON PHOSPHATE: MAP sale at $635/st FOB NOLA, US, March shipment: Producer.FERTECON PHOSPHATE: DAP sale at $590/st FOB NOLA, US, April shipment: Producer.FERTECON CAN: Indicative value at €275/mt CIF Benelux, Location: Benelux, Source: TraderFERTECON CAN: Indicative value at €285/mt bulk delivered retail Benelux, Location: Benelux, Source: TraderFERTECON GRANULAR MOP: Indicative value at €370/mt FCA Benelux, Location: Benelux, Source: TraderFERTECON SULPHUR: FOB Mediterranean indicated below $100/mt: ConsumerFERTECON UREA BRAZIL Sale at $340/mt CFR Brazil, Location: Brazil, Source: TraderFERTECON UREA NOLA Sale at $392/st FOB NOLA, Location: NOLA, Shipment: March, Source: DistributorFERTECON SULPHUR: Freight in the Mediterranean indicated at $35-40/mt ConsumerFERTECON SULPHUR: Q2 contract with Kazakh producers in the mid $60s/mt FOB Baltic: ConsumerFERTECON SULPHUR: Q2 CFR North Africa contract prices with end users in the low to mid $80s/mt for crushed lump: ConsumerFERTECON SULPHUR: Q2 CFR North Africa contract prices with end users in the high $90s/mt: ConsumerFERTECON SULPHUR: Q2 FOB Middle East contract prices with end users in the mdi $70s/mt: ConsumerFERTECON GRANULAR UREA EGYPT Offer at $330 /mt FOB Egypt, Location: Egypt, Source: TraderFERTECON UREA FREIGHT BALTIC - BRAZIL (25-30KT) COF Assessment $50-55 /mt FOB Baltic-Brazil, Location: Baltic-Brazil, Source: TraderFERTECON GRANULAR UREA EGYPT Indicative Value at $352 /mt FOB Egypt, Location: Egypt, Source: TraderFERTECON GRANULAR UREA BS Indicative Value at $300-305 /mt FOB Black Sea, Location: Black Sea, Source: TraderFERTECON GRANULAR UREA BS Indicative netback at $300 /mt FOB Black Sea, Location: Black Sea, Source: TraderFERTECON GRANULAR UREA EGYPT Indicative Value at $327-330 /mt FOB Egypt, Location: Egypt, Source: TraderFERTECON UEA FREIGHT BLACK SEA - BRAZIL (25-30KT) COF Assessment $40-45 /mt FOB Black Sea-Brazil, Location: Black Sea-Brazil, Source: TraderFERTECON PRILLED UREA BALTIC Indicative Value at $280-290 /mt FOB Baltic, Location: Baltic, Source: Trader
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