In this week's highlights: Oil markets to focus on monthly reports from OPEC and the International Energy Agency, uncertainties around Russian gas continue to preoccupy European markets, and the coal embargo piles feedstock pain on the power sector. OPEC and IEA monthly reports this week (00:10) Russia gas worries continue for Europe (01:00) Coal embargo piles feedstock pain on power market (02:09)

In this week's highlights: Oil markets to focus on monthly reports from OPEC and the International Energy Agency, uncertainties around Russian gas continue to preoccupy European markets, and the coal embargo piles feedstock pain on the power sector. OPEC and IEA monthly reports this week (00:10) Russia gas worries continue for Europe (01:00) Coal embargo piles feedstock pain on power market (02:09)

In this week’s Market Movers Americas, presented by Colleen Ferguson: • Replacing Russian oil skyrockets tanker freight (00:20) • Rail issues hinder US spot coal movements (01:11) • Heat wave set to widen spot gas basis spreads (01:49) • MISO to unveil capacity auction results (02:33) View Full Transcript In this week’s Market Movers: Europe’s efforts to replace Russian oil make tanker freight surge, slow rail cycle times impair coal movements, warm weather in the Northeast US is set to widen spot gas basis spreads, and MYSO will publicly discuss its latest capacity auction results. Starting in shipping, Europe’s efforts to replace 2.7 million barrels per day of self-sanctioned Russian crude and nearly 900,000 barrels per day of clean oil products will continue to drive US Gulf Coast-loading tanker freight rates this week. Since Russia’s invasion of Ukraine, freight rates on the USGC-Europe routes have risen 74.1% for crude tankers and 260% to transport 38,000 metric tons of mainly diesel and naphtha cargoes. High export volumes have rapidly depleted the number of tankers available to load on the US Gulf Coast, and charterers will increasingly eye upsizing stems wherever possible. The Very Large Crude Carriers and Long Range 1 tankers will see heightened interest for voyages to Europe. In coal, slow rail cycle times are preventing US spot thermal and metallurgical coal from getting to seaborne markets despite surging global demand amid the war in Ukraine. Ports have coal export capacity, but there’s no rail service available to bring the additional coal to market. Without enough trains to take coal away, production has stopped at some mines as stockpiles reach permitted maximums. This brings us to our social media question of the week: With transportation issues ongoing, are end-users in danger of energy shortages or will suppliers provide it at any cost? Tweet us your thoughts. Moving to natural gas, a minor heat wave forecast in the US Northeast for April 12-14 is expected to slash heating demand in the area for natural gas. This could dramatically widen regional spot gas prices’ discounts to cash Henry Hub in the near term. S&P Global projects that Northeast residential-commercial demand will average 5.3 billion cubic feet per day for that period, down 45% from the April 1-7 average of 9.6 billion cubic feet per day. CustomWeather forecast that average temperatures in the Northeast will rise into the low 60s Fahrenheit for April 12-14, which would be about 10 degrees above normal for mid-April. And finally in power, the Midcontinent Independent System Operator will discuss its latest capacity auction results during a public meeting on April 15. MYSO will outline the price and amount of capacity that market participants obtained to meet resource adequacy requirements for the period starting June 1. The planning resource auction ran from March 28 to March 31. The Platts Atlas of Energy Transition is your map to the sustainable commodity markets of the future. You can explore the Atlas by visiting the address displayed on your screen. Thanks for kicking off your Monday with us and have a great week ahead.

In this week’s Market Movers Americas, presented by Marieke Alsguth: – Cold weather, storage outlook boost NYMEX gas (00:19) – Ontario building out its EV and battery industries (00:51) – Trans-Atlantic tanker rates surge amid Ukraine war (01:32) – Power and Gas M&A Symposium approaches (02:18)

In this week’s Market Movers Americas, presented by Marieke Alsguth: – Cold weather, storage outlook boost NYMEX gas (00:19) – Ontario building out its EV and battery industries (00:51) – Trans-Atlantic tanker rates surge amid Ukraine war (01:32) – Power and Gas M&A Symposium approaches (02:18)

On this week’s S&P Global Commodity Insights’ Market Movers Asia with Aditya Kondalamahanty: New COVID-19 clusters in China, South Korea, Vietnam, and Hong Kong may hurt the recent resurgence in oil demand (00:23) More highlights from Asia’s commodity markets: *COVID-19 lockdowns in China hit raw material supplies to steel mills (01:07) *Rising lithium, nickel prices weigh on China’s electric vehicle manufacturers (01:32) *Spotlight is on S&P Global’s Asia Energy Transition Conference (02:13) *Asian buyers will track US Department of Agriculture’s quarterly stocks report for wheat, corn and soybeans (02:47) *Asian coal prices remain firm amid tight supply (03:25)

In this week's Market Movers Americas, presented by Joshua Pedrick:- Metals markets watch upcoming US-UK trade talks (00:21)- Withdrawal season ends for gas storage (01:03)- Regional grid operator's board will meet to discuss big grid projects (01:47)- California LCFS carbon credit price slumps to four-year low (02:38)

In this week's highlights: Western governments consider response to oil supply squeeze; the EU mulls over measures to combat soaring gas prices; talks to accelerate renewable energy projects; and COVID-19 lockdowns in China a concern for container shipping markets.-- Oil markets grapple with Ukraine crisis, uncertain demand (00:12)-- Policy leaders to discuss emergency energy measures (01:11)-- Lockdown in China hits container shipping market (02:20)

On this week's S&P Global Commodity Insights' Market Movers Asia with Fred Wang: Tight movement restrictions and regional lockdowns in China to control the COVID-19 outbreak are expected to impact oil and gas demand in the coming weeks (00:16)Other highlights from Asia's commodity markets:*All eyes will be on Chinese oil companies' business strategies for 2022 (01:51)*China's nickel consumers are awaiting pricing cues as they held back procurements amid volatile prices (02:20)*Asian thermal coal prices volatile as Chinese demand weakens (02:57)*Australian and Indian wheat are expected to fill the gap from absent Black Sea supplies (03:21)

On this week's S&P Global Commodity Insights' Market Movers Asia with Sampad Nandy: China-based independent refiners are shying away from buying Far East Russian sweet crudes. (00:17)Other highlights from Asia's commodity markets:*Eyes on S&P Global's Asian Refining and Petrochemicals Summit (00:58)*Buyers defer bunker fuel requirements amid sharp rise in prices (01:16)*Commodity markets will watch out for data on China's key economic indicators (01:42)*India is emerging as a key wheat exporter (02:12)*Asian coal prices are likely to remain bullish (02:56)

In this week’s highlights: The international effort to isolate Russia dominates oil markets; gas markets continue to grapple with the fallout from Russia’s invasion of Ukraine; French nuclear power generation is set to fall further; and UK plastics producers face additional costs from a new tax. -Russian standoff roils oil markets, OPEC+ to meet (00:17) -Gas markets remain volatile on Ukraine, ruble order (01:27) -Nuclear summer woes, long-term boost (02:28) -UK plastic tax in force from April 1 (03:00)

Workshop — Voluntary Carbon Markets Moderated By: Paula Vanlaningham, Global Head of Carbon Silvia Favasuli, EMEA Editor, Carbon Michael Evans, EU/UK Compliance Analyst Deb Ryan, Head of Low Carbon Market Analytics

In this week's Market Movers Americas, presented by Kate Winston:-The White House considers a ban on Russian oil imports (00:20)-Brazilian merchant pig iron prices soar amid stalled supply from Russia and Ukraine (01:11)-US natural gas production rebounds from recent freeze-offs (01:57)-New York regulators seek input on proceedings to boost renewables (02:42)

Volatility and uncertainty are set to dominate again this week as the Ukraine crisis continues to send shockwaves through commodities markets.-Price volatility continues in gas (00:09)-Atomic agency strives to access Ukraine sites (01:08)-Buyers shun Russian oil despite no sanctions (01:48)-High premiums for loading in Baltic, Black sea (02:23)-Iran negotiations continue (02:58)-European energy resilience in focus (03:57)

In this week's Market Movers Americas, presented by Nicole Johnson:-Biden will address climate policy and Russia-Ukraine conflict during State of the Union address (00:21)-Geopolitical tension sends tanker rates soaring (01:04)-Grains prices react to the uncertainty in major producing country Ukraine (02:05)-Derivative US benzene prices continue to lag crude futures gains (02:51)S&P Global Platts at AFPM Annual Meeting March 12 – 14, 2022 | New Orleans, Louisiana Learn more: https://cvent.me/28R0XG?RefId=Event+Registration S&P Global Platts at the 2022 International Petrochemical Conference March 27-29, 2022 | San Antonio, Texas Learn more: https://events.spglobal.com/yGrXzm?RefId=Event+Registration