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@PlattsOil: In this week's #PlattsMM Americas, presented by Nicole Baquerizo: • Cold weather, high demand pressure #gas #storage • Raging #power #demand set to decline late in week • #Container premiums fall ahead of LNY, Olympics • Bullish #coal, political tensions boost US #petcoke

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After two years of war, Europe emerging from shadow of Russian gas

Two years since Russia launched its full-scale invasion of Ukraine, helping to trigger..

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LNG exports, pauses, climate impacts: Are we having the wrong debate?

The US Department of Energy in late January hit "pause" on its work issuing key LNG export permits. About 30 million mt/year of probable export capacity additions in the US and Mexico are at risk because of the permitting hold.Climate activists have celebrated the White House decision as a massive win, while industry groups have warned that it could endanger future LNG projects and undermine the role of the US as an LNG exporter. But Arvind Ravikumar, co-director of the Energy Emissions Modeling and Data Lab and a professor within the University of Texas at Austin’s Department of Petroleum and Geosystems Engineering, believes this is the wrong debate to be having.SP Global Commodity Insights Americas LNG reporter Corey Paul caught up with Ravikumar for the podcast. And Ravikumar shared his perspective on the way we should be thinking about the future of US LNG exports.Stick around for Jeff Mower with the Market Minute, a look at near-term oil market drivers.Related content:We are having the wrong debate about Biden’s decision on liquefied natural gas: Arvind RavikumarWhite House declares pause on key US LNG export permits, policy reviewUS producers tout LNG growth outlook despite regulatory uncertaintyUS Senate weighs long-term impact of Biden's LNG permitting pause (subscriber content)

Interactive: European LNG imports tracker

How are gas operators navigating the difficult gas environment in 2024?

Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024. But there are signs of price improvement along the futures curve in late 2024 and thereafter, due in part to the arrival of new LNG facilities, giving operators reason for optimism.In this episode, Jeremy Beaman, natural gas news editor, talks with Bryan Mcnamara and Imre Kugler, directors of upstream research, about how natural gas producers are approaching a difficult price environment and what their plans are for 2024 and 2025.Register for Global Power MarketsMore listening options:

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What's next for oil following China's announcement of its 2024 targets?

Economic power-house China has set out 10 targets for 2024, which is pro-growth for oil demand, keen on energy security, and prioritizing accelerated industry modernization and development of new productive forces.In this episode of Platts Oil Markets podcast, Managing Editor for refined oil products, Wanda Wang has invited China experts Grace Lee, Asia analyst from the AltView team, Sijia Sun, Associate Director, China Oil Market, and Oceana Zhou, Oil Market Specialist, to discuss the oil-market related highlights following China’s "Two Session" meetings -- the biggest annual political gathering in the country, which happened over March 4-11.More listening options:

Infographic: Indonesia Election: Policy direction to test commodity clout

LatAm shuffles the heavy sour oil deck in the Americas

Latin American crude production is on the rise, with countries like Brazil, Guyana and Argentina leading the way. However, Latin American heavy sour crude output is expected to decline, and flows will be reshuffled as Canada’s Trans Mountain crude pipeline expansion starts up and as operations begin at Pemex’s Olmeca refinery. Why is heavy sour crude output declining, and what does the output decline and reshuffling of barrels mean for crude prices? SPGCI's Americas oil news director Jeff Mower discusses these questions and more with oil research analysts Stephanie Rivera and Nick Blanco and crude pricing associate editorial director Beth BrownRegister for CERAWeekRegister for World Petrochemical ConferenceRelated content:Latin America Short-Term Outlook – Crude Oil (report)Liza FOB Guyana (price) Oriente FOB Esmeraldas (price) Western Canadian Select at Hardisty (price) More listening options:

A tale of two gasoils: Diesel and gasoil and a widening sulfur spread

As the European ultra-low sulfur diesel complex rallies on concerns around Eastern resupply unable to pass through the Red Sea, gasoil – its high-sulfur counterpart – is under unusual pressure. In this episode of the Platts Oil Markets podcast, editors Natasha Tan and Nadia Bliznikova discuss recent trends with Francesco Di Salvo.Further reading: Med ULSD-gasoil spread at 14-month high on tight diesel, weak gasoil (subscribers)Related price assessments: AAVJJ00 - Gasoil .1%S (1000ppm) CIF Med Cargo (NextGen MOC) AAUQC00 - Gasoil .005%S (50ppm) FOB ARA Barge (NextGen MOC) AAWYZ00 - ULSD 10ppmS CIF Med CargoMore listening options:

Policies, politics and partings

After several great years, Capitol Crude is coming to an end. We want to thank all our listeners for tuning in and supporting us over the years. Going forward, you can find Jasmin and Kate contributing to other SP Global Commodity Insights podcasts, including Platts Oil MarketsCommodities Focus, and Future EnergyFor our last episode, American Petroleum Institute President and CEO Mike Sommers joined the podcast to give the rundown on the policies and rulemakings that could have the biggest impact on the oil sector. He also shared how the sector is coping with the elections frenzy and how who ends up in the White House for the next four years could shape the industry’s future.Related content:Gas, oil trade groups urge US DOE to rehear LNG pause decision (subscriber content)API hauls US Interior to court over five-year offshore oil, gas leasing program (subscriber content)Policy push for EVs sparks debate over pace of change among oil, clean energy groups (subscriber content)

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