Commodities Focus

Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, take stock of the market a few weeks into winter, revisiting several topics from the bulls vs. bears discussion and how they are holding up in early winter.

Mexico's Pemex recently announced it had discovered more than 1.2 billion barrels of oil equivalent in an onshore complex in the state of Tabasco, near the site where the company is planning to build its Dos Bocas refinery.

That's a large discovery, but there are serious questions about Pemex's ability to reach its stated production goals.

S&P Global Platts editors Sheky Espejo in Mexico City and Starr Spencer in Houston examine Mexico's newest discovery.

It's already become clear which areas of the US power market are likely to face challenges this summer, with alerts and price spikes in Texas and California in recent weeks, where drought, wildfires and other factors have become recurring threats.

The S&P Global Platts power news team gives its summer power market outlook, looking at trends around the country with additional insights from Platts Analytics.

Plastic usage and recycling has become a hot-button topic recently, as the push for sustainable products is forefront in manufacturing goals.

Aluminum has long been touted the beverage package of choice because of the perceived sustainability it offers, but are the two closer in the race for sustainability than we think?

We take a closer look at the economic and environmental sustainability of recycling a can versus recycling a plastic bottle, and what it means for the industry at large.

Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentiment has cooled off a red-hot market and cast doubt on the future of domestic lithium supply for North America’s electric vehicles and other energy transition applications.

S&P Global Commodity Insights metals editor Nick Lazzaro speaks with Viral Shah, managing editor for low carbon and base metals in EMEA, and Adriana Carvalho, senior managing editor for Americas metals markets, about the changing dynamics in global lithium markets this year, new pricing trends in the US, and the future prospects for North American lithium supply.

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