logo
episode-header-image
Nov 2019
19m 29s

2020: The shakeout year to come for US L...

S&P Global Commodity Insights
About this episode

S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts head of Americas gas news Joe Fisher the outlook for US LNG export growth in 2020, which projects will advance, which ones remain on the bubble, and how the ongoing trade dispute between the US and China will impact the landscape.

Up next
Jul 24
El Nino and agriculture: How are Asian rice markets navigating the weather risks?
The National Oceanic and Atmospheric Administration has forecast high chances of El Nino developing in 2026, potentially disrupting weather patterns worldwide. Renewed weather volatility driven by a strong El Nino is spotlighting supply security, price trends, and export flows ac ... Show More
22m 38s
Jul 20
Asian LNG under pressure: what comes next for prices amid the Middle East conflict?
Asian LNG markets are facing renewed pressure as the US–Iran conflict raises concerns over supply security and shipping through the Strait of Hormuz. With the initial price shock now absorbed, the focus is shifting to the next phase of the crisis: how the supply-demand balance is ... Show More
15m 7s
Jul 14
From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade
The Middle East imports the majority of the chicken it consumes, with Brazil the dominant origin and most cargo routed through the Strait of Hormuz to Gulf ports. When that route was effectively disrupted in early March 2026, the Platts CIF Middle East chicken breast assessment m ... Show More
17m 33s
Recommended Episodes
Oct 2021
'Seller' LNG market makes US exporters flexible on indexation
<p>Amid a crowded field of US liquefaction projects, Commonwealth LNG is looking to build momentum for its proposed 8.4 million mt/year facility in Louisiana as it targets a final investment decision in late 2022 and shipping its first LNG in 2025.</p> <p>Senior editor Harry Webe ... Show More
18m 3s
Jan 2021
A look at North American LNG with Tellurian's Charif Souki
Today we are examining the outlook for new North American liquefaction projects to be sanctioned in 2021 amid a virtual standstill in 2020. The recent runup in the Platts JKM has buoyed developers, but challenges remain. S&P Global Platts natural writer Harry Weber spoke with Cha ... Show More
31 m
Aug 2024
Fuel for Thought: Rising Tide of LNG May Become a Glut
A wave of new liquefied natural gas projects are due to be commissioned by the end of the decade. Yet a sharp increase in supply runs the risk of creating a glut, and with the rise of this transportable commodity, what impacts one market could have a ripple effect around the worl ... Show More
35m 50s
May 2024
Driving Discussions: How is US refined oil products export market affected by USGC medium range tanker rates bouncing back?
<p>Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, ... Show More
17m 52s
Jul 2025
PODCAST: Daily Energy Markets - July 3rd
Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US ... Show More
32m 38s
Apr 2024
Global LPG Conversations: Insights from ARDA Week 2024
<p>LPG was a hot topic at this year’s African Refiners and Distributors Association event, with new opportunities in the horizon.</p> <p>This special episode of Global LPG Conversations comes from the sidelines of the event, with Argus’ David Appleton, VP LPG, and James Gooder, V ... Show More
11m 28s
Oct 2025
US-China Trade Tensions Grow
Bloomberg’s Caroline Hyde and Ed Ludlow break down the escalating trade tensions between China, the US... and now Europe too and what it means for the tech sector. Plus, concerns of an AI bubble grow louder among global fund managers and Instagram's Global Director of Policy on h ... Show More
44m 6s
Jan 2025
PODCAST: How Trump Tariffs Could Shape US-LATAM Energy Trades In 2025?
<p>Exploring the evolving dynamics of US-LATAM energy trade, experts debate the potential impacts of Trump tariffs on key players like Venezuela and Mexico, and the rising influence of China in the region. Listen in to this panel session which unpacks the strategic shifts, energy ... Show More
31m 7s