Commodities Focus

For the first time since Platts began tracking these markets, frozen boneless chicken legs shipped to North Asia are priced higher than skinless boneless breast meat destined for the Middle East. This shift highlights changing demand and supply dynamics in the global poultry market. The podcast explores the impact of bird flu, supply chain disruptions, and how producers like Brazil are adapting to consumer preferences.
Join S&P Global Energy's Graham Style, price reporter for agriculture and food (EMEA), Rubashiny Veeramohan, associate price reporter for agriculture and food (APAC), and Jessie Khor, principal analyst for Proteins, as they discuss how global events and shifting demand are reshaping the poultry landscape.

India's greenhouse gas emissions in the hard-to-abate and power sectors are expected to rise in the decades to come, necessitating an examination of strategies deployed for energy transition in these crucial segments. Though steps have been initiated to help reduce emissions, a bespoke, sector-specific decarbonization roadmap over a multi-year timeframe can help guide this journey.
Join Amit Sharma, managing director & chief executive officer at Tata Consulting Engineers, Ashish Singla, director for South Asia power and renewables research at S&P Global Energy and Ruchira Singh, editor, energy transition at S&P Global Energy, in a discussion about the requirements for India's industrial decarbonization.

Asian flows of MTBE to arbitrage markets in Europe and Latin America have come to an abrupt halt after the start of the US-Iran war. Through early 2026, Chinese MTBE producers were able to overcome muted blending demand around Singapore by pushing their production to hungry buyers in Europe as well as Latin America. With the European summer driving season on the horizon, Asian MTBE producers were eyeing growing demand over the next few months. 
The podcast dissects and discusses how the initial flows have stalled and what lies ahead for producers in China and Southeast Asia as well as buyers in Europe and Latin America.
Join S&P Global Energy's Pankaj Rao, senior price reporter, chemicals, Baran Serdaroglu, price reporter, chemicals Europe, Leo Engels, price reporter Americas and Felipe Perez, lead Latin American fuels and refining, in a discussion about the impact of the ongoing conflict on product flows and on retail prices for gasoline.

In this episode of the Commodities Focus Podcast by S&P Global Energy, host Tina Allagh, lead specialist for nonferrous metals pricing, is joined by senior nonferrous price reporter Colleen Ferguson, metals news reporter Anthony Rizkala and principal aluminum analyst Karen Norton to review the key industry and pricing takeaways from the Miami symposium Feb. 1-3.
How has the current macroeconomic backdrop, with 50% import duties in place since June, impacted sentiment within the domestic aluminum industry? What does the demand environment look like after the removal of electric vehicle incentives and the rise of data center construction? Within the physical aluminum market, what does spot activity look like as existing stocks continue to dwindle?
From current market drivers to the year's forecasted supply and demand balance globally, this episode explores the numerous uncertainties weighing on US aluminum trade.
Related link:
Specification Guide: Global Nonferrous Metals: global_nonferrous.pdf

The US import tariffs for shrimp are redefining cost structures and market access for major suppliers. As the American buyers restructure and rebalance their origin portfolio, major suppliers, India and Ecuador, are dealing with the domino effect. The podcast discusses how the tariff frictions could reorder global trade flows and influence farmgate pricing and stocking decisions in India and Ecuador.
Join S&P Global Energy's Asim Anand, manager, agriculture & food pricing, Max Bouratoglou, principal analyst, Proteins, Elvis John and Felipe Peroni, price reporters for agriculture & food, in a discussion about the intricacies of the global shrimp trade amid these tariffs.