Join S&P Global experts from our Commodity Insights and Mobility divisions as they delve into the potential roadblocks facing the electric vehicle market in 2023. From fluctuating lithium prices to the phasing out of government subsidies, learn how these factors may impact EV sales and the battery metals market. Stay ahead of the curve as we navigate the challenges and opportunities of the ever-evolving EV industry . Related price assessments: BATLC04 - Lithium Carbonate CIF North Asia $/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

The Federal Energy Regulatory Commission is starting the new year with a 2-2 partisan split after former Chairman Richard Glick was forced to bid adieu to the agency after his renomination stalled out. The divide could complicate action on some of the thornier issues before the agency, and there is a risk of 2-2 deadlocked votes that could stall project authorizations. S&P Global senior editor Maya Weber joined the podcast to break down what’s happening at FERC and what its agenda could mean for natural gas producers and other stakeholders. She also shed light on climate actions being pursued by the Biden administration that could impact the gas sector and provided some clarity on whether President Joe Biden is really trying to ban gas stoves. Stick around after the interview for Chris van Moessner with the Market Minute, a look at near-term oil market drivers. Related content: New FERC chair sets sights on reliability, transmission, environmental justice (premium content) White House guidance on GHGs could add to friction for natural gas projects (premium content) Biden to tap Phillips to head US FERC until permanent chair is confirmed: WH official More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

In this episode of the Commodities Focus podcast, our experts delve into the Black Sea wheat trade situation amid the ongoing Russia-Ukraine War, from the impact of the Black Sea Grain Initiative on global food security to the challenges faced by the initiative and the future of wheat exports in the region. Additionally, our experts also discuss the impact of sanctions on Russian fertilizer supplies and how it will shape the global demand in 2023. Related content on Platts Dimensions Pro: Grains news and insights Dry Freight news and insights More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

China has already hinted at its first batch of oil product export quota for 2023, which has left some market watchers nervous amid the current economic headwinds at the start of this year. In this episode, we look deeper at the implications of the oil product export quota from China, how it could impact the oil product supply-demand fundamentals in Asia, and what the rest of Asia can expect. S&P Global Commodity Insights' experts Oceana Zhou and Su Yeen Cheong from the Platts editorial team, and Wang Zhuwei, Manager for Asia oil analytics. Related price symbols: PGAEY00 - Gasoline Unl 92 FOB Spore Cargo PJABF00 - Jet Kero FOB Spore Cargo AAOVC00 - Gasoil .001%S (10ppm) FOB Spore Cargo POABC00 - Gasoil FOB Spore Cargo PUADV00 - FO 180 CST 3.5%S FOB Spore Cargo PPXDK00 - FO 380 CST 3.5%S FOB Spore Cargo PAAAD00 - Naphtha C+F Japan Cargo $/mt (NextGen MOC) More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

Natural gas supply disruptions into Europe saw both LPG and gasoil heating fuels used as substitutes in 2022 with concern over preparations for winter amid a low stocks environment. However, a mild winter thus far has kept heating fuel markets weak, limiting switching between different fuels. In this episode of the Platts Oil Markets Podcast, S&P Global Commodity Insights editors Aly Blakeway, Patrick McAllister and Maxim Kotenev discuss with Gary Clark supply, demand and prices for European gasoil, LPG and kerosene for heating markets amid a mild winter, and ahead of sanctions on Russian oil product exports into the European Union from February 5. Price assessments on Platts Dimensions Pro: Platts Propane CIF NWE Large Cargo: #PMABA00 Platts Gasoil 0.1%S CIF NWE Cargo: #AAYWS00 Platts Jet CIF NWE Cargo: #PJAAU00 More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

Weather plays an important role in agricultural productivity and adverse weather events due to climate change are going to increasingly impact agriculture. In this podcast, S&P Global Commodity Insights' reporters Shikha Singh and Mugunthan Kesavan speak to Dr. Cynthia Rosenzweig, Senior Research Scientist with NASA, and recipient of the 2022 World Food Prize Award on greenhouse emissions, rising temperatures and their impact on agriculture. James McMahon , CEO of The Climate Service at S&P Global’s Sustainable 1, also joins the discussion and shares his thoughts on global emissions and the modelling of climate risks. Learn more about climate-related physical risks and transition risks . More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

As EU sanctions on Russian crude and oil products come into force, the Baltic and Black Sea shipping markets face uncertainty. In this episode of the Platts Commodities Focus podcast, our EMEA Tanker Editors and Freight Analytics team delve into the challenges and opportunities facing shipowners in these regions. From navigating new strategies to considering the potential impact of these sanctions, join us as we explore what the future holds for shipping in the west. Learn more: Europe & Africa Crude Oil | Dirty Tanker Freight | Shipping News & Insights Infographic: Sanctions on Russian commodities tracker More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

Price regulation plays an important political and economic role in emerging countries, and Latin American countries this year have faced oil price volatility that has forced them to look for buffer alternatives. News experts Jeff Mower and Sheky Espejo sat down with pricing experts Maria Jimenez and Sarah Hernandez to discuss how price regulation has been applied in Colombia, Brazil and Mexico and how that has affected domestic and export refined products markets. Also check out: Platts Capitol Crude podcast More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

The US Environmental Protection Agency has pitched raising the amount of renewable fuel that US refiners must mix with gasoline and diesel over the next three years. Ethanol producers generally applauded the agency’s latest proposal for the Renewable Fuel Standard program, but the biodiesel sector was dismayed and accused the EPA of lowballing the renewable volume obligations for biomass-based diesel, undermining biodiesel and renewable diesel’s growth potential. Kurt Kovarik , vice president of federal affairs at Clean Fuels Alliance America, which represents the biodiesel, renewable diesel and sustainable aviation fuel industries, joined the podcast to share his thoughts on the EPA’s proposed RFS rule, its potential impacts on clean fuel projects in the pipeline and the likelihood that the EPA will, in his words, “course-correct,” in the final rule due in June. Stick around after the interview for Starr Spencer with the Market Minute, a look at near-term oil market drivers. Related content: US EPA proposes higher biofuel blending mandates for next three years Group urges US EPA to pursue ‘aggressive growth’ in biodiesel as mulls new RFS mandates More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

With the European Union ban on Russian seaborne crude imports and the price cap of $60 a barrel taking effect, the spotlight is now on China and India as the market tries to assess to what extent top Asian buyers can absorb the additional displaced barrels from Europe. In this podcast, Sambit Mohanty , Asia Energy Editor, discusses with Calvin Lee , Asia head of content, Alice Niu , China head of content and Pulkit Agarwal , India head of content, the implications of the $60/b price cap for Asian buyers, the impact of the decision of OPEC and its allies to keep their policy unchanged, and China's oil consumption outlook amid easing of pandemic-related restrictions. Related infographic : G7 price cap hangs over Russian oil flows Subscribe to Platts Dimensions Pro for access to assessments and premium content covering crude oil. Click here to listen to the Capitol Crude podcast series . More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

Demand for moving goods around the world has dramatically fallen as the cost of living rises and consumers start to tighten their belts. However, many shipowners have been left with bumper profits accumulated during the peak. Are freight rates going to continue their downward trend?How will the market react to the upcoming ESG regulations? In the latest Platts Commodities Focus podcast, our container editors take a look at what is to come up as the market embraces new regulations, namely IMO 2023, and the prospect of oversupply in the market given the record-high order book. For all our container freight content, check out Platts Dimensions Pro. More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

The development of Mexico’s upstream oil sector has slowed since President Lopez Obrador was elected in 2018, as Lopez Obrador halted the upstream auctions put in place by the liberalization process that started in 2013. However, several companies were able to get their foot in the door, and as a result production from the private sector is expected to edge higher in coming years. Sheky Espejo, S&P Global Commodity Insights’ Mexico energy correspondent, joins Jeff Mower, director of Americas oil news, to discuss this trend. Related assessments: AAYMP00 – Maya market parity price AAXWA00 – CIF Eastern Mexico gasoline More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

Despite serving multiple purposes in the energy transition , batteries have their own footprint, and downstream players want to have that addressed. With automakers in the driving seat, ESG requirements have been spreading out through battery supply chains , although there remains a lack of standardized guidelines. In this episode of the Platts Future Energy podcast, metals editors Henrique Ribeiro and Leah Chen discuss the main ESG challenges faced by the battery industry and what steps are being taken to mitigate the risks. More listening options: Related price assessments: BATLC04 - Lithium Carbonate CIF North Asia $/mt BATCA04 - Lithium Carbonate DDP China Yuan/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt BATHY04 - Lithium Hydroxide DDP China Yuan/mt BATSP03 - Lithium Spodumene 6% FOB Australia $/mt Wkly BATCO04 - Cobalt Sulfate 20.5% CIF North Asia $/mt BATCS04 - Cobalt Sulfate min 20.5% DDP China BATCH04 - Cobalt Hydroxide CIF China $/lb BATNS04 - Nickel Sulfate DDP China Yuan/mt BATMS00 - Manganese Sulfate DDP China Yuan/mt No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

Despite serving multiple purposes in the energy transition , batteries have their own footprint, and downstream players want to have that addressed. With automakers in the driving seat, ESG requirements have been spreading out through battery supply chains , although there remains a lack of standardized guidelines. In this episode of the Platts Future Energy podcast, metals editors Henrique Ribeiro and Leah Chen discuss the main ESG challenges faced by the battery industry and what steps are being taken to mitigate the risks. More listening options: Related price assessments: BATLC04 - Lithium Carbonate CIF North Asia $/mt BATCA04 - Lithium Carbonate DDP China Yuan/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt BATHY04 - Lithium Hydroxide DDP China Yuan/mt BATSP03 - Lithium Spodumene 6% FOB Australia $/mt Wkly BATCO04 - Cobalt Sulfate 20.5% CIF North Asia $/mt BATCS04 - Cobalt Sulfate min 20.5% DDP China BATCH04 - Cobalt Hydroxide CIF China $/lb BATNS04 - Nickel Sulfate DDP China Yuan/mt BATMS00 - Manganese Sulfate DDP China Yuan/mt No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).

With longer-haul voyages and the 'dark fleet' growing, tight freight availability is pushing shipping rates to fresh highs. What does strong shipping market mean for the crude competing to replace Russian flows? S&P Global Commodity Insights reporters George Papageorgiou, Sam Angell, and George Delaney discuss with Joel Hanley the spike in rates and the effect on oil from the Mediterranean and Africa. Related stories: Soaring tanker freight depresses FOB differentials for Med, West African crudes FEATURE: Growing maritime risks as shadow tanker fleet expands to cover Russian trades Related price assessments: AAGXN00 - Qua Iboe FOB Nigeria vs WAF Dtd Strip AAGXJ00 - Urals Rotterdam vs Med Dtd Strip TDACS00 - West Africa-UKC 260kt $/mt TDACR00 - West Africa-UKC 130kt $/mt TDABL00 - Ceyhan-Med 80kt $/mt More listening options: No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).