C. Coats

Head of S&P Global Commodity Insights news for the Americas. Opinions are my own and not my employer's.

[Electric Power by S&P Global Energy @SPGEnergyPower]

Stay updated on Brazil's rapidly changing gas and power markets with Platts Brazil Energy Trader. Get weekly insights on benchmark gas prices, power curves, infrastructure, expert analyses, and the latest news, all in English and Portuguese

[Robert Perkins @RobPana]

Europe's record-breaking hot, dry summer is taking an increasing toll on commodity flows around its most vital commercial shipping c
orridors. #OOTT #Shipping https://t.co/0fg5ngLelS

[Electric Power by S&P Global Energy @SPGEnergyPower]

FACTBOX: European drought snarls inland commodity flows, cuts power supplies

▪️Inland markets face squeeze on fuel, chemicals, metals and grains
▪️Power plants reduce output due to cooling water limitations

🖥️Full story: https://t.co/SnpFRdDF6Z

[Electric Power by S&P Global Energy @SPGEnergyPower]

PJM’s latest capacity auction hit the $325/MW-day price cap yet still fell 6.8 GW short of its reliability target.

We discuss what this means for reliability and how fast-growing data center demand is reshaping power markets.

🎙️Listen here: https://t.co/Fb8Y9ddnQa

[LNG by S&P Global Energy @SPGEnergyLNG]

Egypt is coordinating with Jordan after a drone strike caused a fire at an LNG import ship on its Mediterranean coast. The strike adds more pressure in a region already reeling from widespread fighting.

🔗https://t.co/vFltD6XY6q

[LNG by S&P Global Energy @SPGEnergyLNG]

Egypt leads US LNG cargo destinations in July amid cross-basin competition for supply

▪️Egypt receives 21 US LNG cargoes in July
▪️Asia-Pacific maintains 39% share of US exports

🖥️Full story: https://t.co/IE33Pl0HFs

[LNG by S&P Global Energy @SPGEnergyLNG]

INTERVIEW: Wartime experience bolsters Ukraine's winter gas prep, says Naftogaz acting CEO

🔷 Dismisses prospect of near-term lifting of gas export ban
🔷 Warns coming winter could be 'even tougher' than previous ones

https://t.co/o34Vd5ekW3

[Oil by S&P Global Energy @SPGEnergyOil]

Indian cabinet approves $8.8B to expand offshore oil and gas exploration

▪️Investment under National Offshore Exploration Scheme
▪️Scheme targets 600 mil mt of oil equivalent

https://t.co/RIhsCLyVC1

[LNG by S&P Global Energy @SPGEnergyLNG]

Five months on: The Middle East War’s continued impact on Atlantic Basin LNG

🔷 Prices expected to remain elevated on tight global supply
🔷 No LNG vessels have transited the Strait of Hormuz since July 12
🔷 US exports increased by nearly 25% in H1 2026

https://t.co/OiiN8lR4gH

[Electric Power by S&P Global Energy @SPGEnergyPower]

PJM Interconnection hit its capacity price cap again, but the market is still not buying enough supply. With data center load surging, attention now turns to PJM's planned September backstop procurement and what it could mean for reliability and costs.

🔗https://t.co/iB1w3Jcw4n

[Oil by S&P Global Energy @SPGEnergyOil]

Diesel prices have soared, driven by supply constraints through the Strait of #Hormuz and by the ongoing war between Russia and #Ukraine.
In this episode, our experts discuss where this situation leaves Brazil, and dissect the roles of India and the US within this dynamic. #OOTT
🎙️Full podcast here: https://t.co/XCBKy7Cs9W

[Metals by S&P Global Energy @SPGEnergyMetal]

Rheinmetall downplays impact of China's rare earth export curbs

▪️Diversified procurement to offset China restrictions
▪️Stock levels, alternative sources limit exposure

https://t.co/ANbBUZn257

[Metals by S&P Global Energy @SPGEnergyMetal]

#DRC #miners to gain stake in international mining companies

▪️DRC miners gain 5% stakes by July 2026
▪️Government enforces 2018 local ownership law
▪️Penalties loom for non-compliant companies

🖥️Full story: https://t.co/QnbBplRWjI

[Oil by S&P Global Energy @SPGEnergyOil]

US Trade Representative eyes interim #trade deals with Canada, Mexico by year-end

▪️USTR pushes stronger USMCA origin rules
▪️Greer supports trade tools for critical minerals

🖥️Full story: https://t.co/my8ajEdeSu

[LNG by S&P Global Energy @SPGEnergyLNG]

China restarts #LNG re-exports on sufficient summer supply, stronger JKM

▪️Two cargoes reloaded so far in July after April pause
▪️Sufficient supply, higher JKM reopen reload opportunities

🖥️Full story: https://t.co/hMZsWzclk9

[S&P Global Ratings @SPGlobalRatings]

What should market participants consider when assessing tokenized assets?

S&P Global Ratings' Andrew O'Neill joined @BeInCrypto to discuss the evolving #tokenization landscape.

Watch the full interview: https://t.co/WFDJJxIMm6

[Jared Anderson @JAndersonEnergy]

Trump administration must impose stricter 2024 soot rule, federal court rules https://t.co/8Zy6FGK3uE

[Natural Gas by S&P Global Energy @SPGEnergyGas]

INTERVIEW: Data center boom drives European #CCS power uptake: Carbon Clean

▪️UK data centers seek gas power to skip grid queue
▪️Centrifugal tech cuts carbon capture footprint
▪️Pipeline access key constraint for CCS projects

🖥️Full story: https://t.co/D9F2GrvEOj

[Eklavya Gupte @eklavyagupte]

🌡️♨️ With #Heatwaves dominating headlines in recent weeks, it was time to have an #EnergyEvolution episode looking at how extreme temperatures are impacting #EnergyMarkets 🎙️⚡️
https://t.co/BKZYEUYF1D

[Metals by S&P Global Energy @SPGEnergyMetal]

#China's refined #copper output hits record high despite concentrate crunch

▪️Smelters turn to scrap amid shortage
▪️Treatment charges hit multi-year lows

🖥️Full story: https://t.co/EFxiPoPL66