HeyJaredCommodities Focus
S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.
- Indexed episodes, last 90 days
- 6
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- Sep 22, 2026
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- Jul 13, 2026
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El Niño and agriculture: Shrimp markets face uncertainty over crop quality, feed prices (opens the original)
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The ongoing El Niño is reshaping global seafood markets by warming Pacific waters and disrupting rainfall, currents, and nutrient flows. Shrimp producers face disease risks, salinity fluctuations, flooding, drought, and elevated feed costs, which pressure output and margins. In Peru, warmer seas can push anchovy stocks deeper or farther offshore, curbing catches and fishmeal production. Reduced fishmeal availability raises feed prices, affecting shrimp supply, trade flows, and profitability worl
Why food inflation is no longer just about supply and demand (opens the original)
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The next phase of food inflation may be determined as much by energy policy and geopolitics as by crop yields. In this episode of Platts Commodities Focus podcast, the S&P Global Energy news team explores the structural forces reshaping agricultural markets, from tightening global beef supplies and rising biofuel demand to trade tensions between Washington and Beijing and the growing threat of El Niño. Join Aditya Kondalamahanty , senior editor, agriculture and food, Sampad Nandy , editor, grain
El Nino and agriculture: How are Asian rice markets navigating the weather risks? (opens the original)
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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 across Asian rice markets. As demand for rice stays resilient, market participants are closely monitoring the risks from erratic monsoons, reduced water availability, and rising input costs in major producing countries. In
Asian LNG under pressure: what comes next for prices amid the Middle East conflict? (opens the original)
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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 evolving and which market signals will drive price direction. Join Jaime Wong , commodity associate, APAC LNG pricing, Cindy Yeo , price reporter, Suyash Pande , senior price reporter, and James Taverner , executive dir
From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade (opens the original)
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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 moved from $2,320 a tonne in early February to a peak of $3,150 by mid-April — a 36% increase over eight weeks, driven by freight and routing costs rather than any change in supply or demand. This episode traces how that
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