S&P Global Energy RedThread

Videos

Beyond barrels: Why minerals matter
At APPEC 2025, Vera Blei reveals the critical dynamics shaping the battery metals market, highlighting China's supply chain dominance and the urgent need for copper investments amidst plummeting lithium and nickel prices. Explore the geopolitical influences on oil prices and the essential collaboration between governments…
APPEC with Co-President Dave Ernsberger
At APPEC 2025, three themes are dominating the conversation. First, supply, with OPEC bringing more barrels back to market, raising questions about how much demand is really out there to absorb it. Second, demand, from shifting dynamics in China and India to what lower oil prices could mean for unexpected growth elsewhere.…
APPEC 2025 with Jim Burkhard
OPEC+ is boosting production again — but what does that mean for prices, demand, and global trade flows? At APPEC 2025 in Singapore, we break down the key drivers shaping today’s oil market, from China’s massive stock building to U.S. production risks and the outlook for supply in 2026 and beyond. Watch now for insights on…

CBAM: EU carbon tax set to disrupt metals trading
The European Union's Carbon Border Adjustment Mechanism (CBAM) is set to be fully implemented by January 1, 2026, and is poised to significantly influence global trade and accelerate the energy transition. The mechanism targets importers of specific energy-intensive goods, including iron, steel, aluminium, fertilizers,…
Cheatsheet: The Different Types of Fertilizers
Corn farmers celebrate EPA’s 15 billion gallon biofuel blending mandate as a win for agriculture
Officials from leading US corn and grain organizations have expressed their support for the Environmental Protection Agency's proposed Renewable Fuel Standards (RFS) for 2026 and 2027, released on June 13. The EPA's proposal mandates that refiners blend 15 billion gallons of conventional biofuels into the fuel supply.…

$750 billion energy agreement between the EU and the US
The EU has agreed to buy $750 billion worth of energy from the US as part of the two sides’ trade agreement, which could focus on LNG, oil and nuclear fuels.
Chinese importers optimistic on US ethane flows following Trump-Xi phone call
Chinese ethylene makers that use imported US ethane are more optimistic on the future for trade flows of the feedstock between the two countries after President Trump and his Chinese counterpart Xi Jinping agreed to further trade talks following their phone call June 5. The call was the first time the leaders had spoken…
Climate change jeopardizes key port infrastructure, energy flows: JP Morgan
HIGHLIGHTS Crude equivalent to around 20% of seaborne trade volumes Maritime trade may double by 2050 Climate change threatens around $7.6 billion a year of port infrastructure, risking energy flows, according to a report by JP Morgan. Ports are exposed to significant risks from natural hazards such as hurricanes,…