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<br /> S&P Global Platts<br /> December 2019<br /> Five commodity themes<br /> for 2020<br /> US utilities race to<br /> cut emissions<br /> Energy markets<br /> evolve<br /> Technology,<br /> China shakes up<br /> sustainability and<br /> EV policy<br /> customer focus<br /> Information alone<br /> isn't informative.<br /> Add insight.<br /> Our broad market coverage provides you with an<br /> integrated world view, along with independent price<br /> benchmarks and analysis, that have brought clarity<br /> and transparency to the energy and commodities<br /> markets for more than 100 years.<br /> #SPGPlattsInsight<br /> Visit spglobal.com/plattsinsight<br /> Insight<br /> ISSN 2153-1528 (print)<br /> ISSN 2153-1536 (online)<br /> Publisher<br /> Murray Fisher, +1 720 264 6644<br /> murray.fisher@spglobal.com<br /> <a title="2019 Insight GEA page 1" href="https://secure.viewer.zmags.com/publication/243628e3?page=1"> S&P Global Platts December 2019 Five</a> <a title="2019 Insight GEA page 2" href="https://secure.viewer.zmags.com/publication/243628e3?page=2"> Information alone isn't informative. Add insight.</a> <a title="2019 Insight GEA page 3" href="https://secure.viewer.zmags.com/publication/243628e3?page=3"> Insight ISSN 2153-1528 (print) ISSN 2153-1536 (o</a> <a title="2019 Insight GEA page 4" href="https://secure.viewer.zmags.com/publication/243628e3?page=4"> Contents December 2019 08 26 8 Fiv</a> <a title="2019 Insight GEA page 5" href="https://secure.viewer.zmags.com/publication/243628e3?page=5"> 50 36 64 58 Recycled plastics: consume</a> <a title="2019 Insight GEA page 6" href="https://secure.viewer.zmags.com/publication/243628e3?page=6"> Editor’s Note This year has been full of geopolit</a> <a title="2019 Insight GEA page 7" href="https://secure.viewer.zmags.com/publication/243628e3?page=7"> Best of the Rest Our website spglobal.com/platts </a> <a title="2019 Insight GEA page 8" href="https://secure.viewer.zmags.com/publication/243628e3?page=8"> 8 Insight </a> <a title="2019 Insight GEA page 9" href="https://secure.viewer.zmags.com/publication/243628e3?page=9"> Five commodity themes for 2020 What will be the </a> <a title="2019 Insight GEA page 10" href="https://secure.viewer.zmags.com/publication/243628e3?page=10"> Five commodity themes for 2020 </a> <a title="2019 Insight GEA page 11" href="https://secure.viewer.zmags.com/publication/243628e3?page=11"> Economic slowdown in China Tariffs and trade war</a> <a title="2019 Insight GEA page 12" href="https://secure.viewer.zmags.com/publication/243628e3?page=12"> Five commodity themes for 2020 with many br</a> <a title="2019 Insight GEA page 13" href="https://secure.viewer.zmags.com/publication/243628e3?page=13"> Five commodity themes for 2020 </a> <a title="2019 Insight GEA page 14" href="https://secure.viewer.zmags.com/publication/243628e3?page=14"> 14 Insight </a> <a title="2019 Insight GEA page 15" href="https://secure.viewer.zmags.com/publication/243628e3?page=15"> Lithium sector looks for equilibrium Lithium se</a> <a title="2019 Insight GEA page 16" href="https://secure.viewer.zmags.com/publication/243628e3?page=16"> Lithium sector looks for equilibrium Nevert</a> <a title="2019 Insight GEA page 17" href="https://secure.viewer.zmags.com/publication/243628e3?page=17"> Lithium sector looks for equilibrium Global </a> <a title="2019 Insight GEA page 18" href="https://secure.viewer.zmags.com/publication/243628e3?page=18"> The supply/demand imbalance has also been exacerb</a> <a title="2019 Insight GEA page 19" href="https://secure.viewer.zmags.com/publication/243628e3?page=19"> Europe, however, is expected to add only one new </a> <a title="2019 Insight GEA page 20" href="https://secure.viewer.zmags.com/publication/243628e3?page=20"> Platts periodic table of oil Tr</a> <a title="2019 Insight GEA page 21" href="https://secure.viewer.zmags.com/publication/243628e3?page=21"> The crude oil spectrum S&P Global Platts has crea</a> <a title="2019 Insight GEA page 22" href="https://secure.viewer.zmags.com/publication/243628e3?page=22"> The crude oil spectrum T he global </a> <a title="2019 Insight GEA page 23" href="https://secure.viewer.zmags.com/publication/243628e3?page=23"> The crude oil spectrum launching a futures </a> <a title="2019 Insight GEA page 24" href="https://secure.viewer.zmags.com/publication/243628e3?page=24"> The crude oil spectrum Doba’s demand used t</a> <a title="2019 Insight GEA page 25" href="https://secure.viewer.zmags.com/publication/243628e3?page=25"> </a> <a title="2019 Insight GEA page 26" href="https://secure.viewer.zmags.com/publication/243628e3?page=26"> The biggest challenges to decarbonization are sti</a> <a title="2019 Insight GEA page 27" href="https://secure.viewer.zmags.com/publication/243628e3?page=27"> The biggest challenges to decarbonization are sti</a> <a title="2019 Insight GEA page 28" href="https://secure.viewer.zmags.com/publication/243628e3?page=28"> The biggest challenges to decarbonization are sti</a> <a title="2019 Insight GEA page 29" href="https://secure.viewer.zmags.com/publication/243628e3?page=29"> The biggest challenges to decarbonization are sti</a> <a title="2019 Insight GEA page 30" href="https://secure.viewer.zmags.com/publication/243628e3?page=30"> Insight Conversation: Alex Schneiter, Lundin Petr</a> <a title="2019 Insight GEA page 31" href="https://secure.viewer.zmags.com/publication/243628e3?page=31"> Insight Conversation: Alex Schneiter, Lundin Petr</a> <a title="2019 Insight GEA page 32" href="https://secure.viewer.zmags.com/publication/243628e3?page=32"> Insight Conversation: Alex Schneiter, Lundin Petr</a> <a title="2019 Insight GEA page 33" href="https://secure.viewer.zmags.com/publication/243628e3?page=33"> Home of Global Energy Where energy markets are pr</a> <a title="2019 Insight GEA page 34" href="https://secure.viewer.zmags.com/publication/243628e3?page=34"> </a> <a title="2019 Insight GEA page 35" href="https://secure.viewer.zmags.com/publication/243628e3?page=35"> New wave The global energy system is constantly </a> <a title="2019 Insight GEA page 36" href="https://secure.viewer.zmags.com/publication/243628e3?page=36"> 36 Insight </a> <a title="2019 Insight GEA page 37" href="https://secure.viewer.zmags.com/publication/243628e3?page=37"> Defining the value of “green” power Defining the </a> <a title="2019 Insight GEA page 38" href="https://secure.viewer.zmags.com/publication/243628e3?page=38"> Defining the value of “green” power </a> <a title="2019 Insight GEA page 39" href="https://secure.viewer.zmags.com/publication/243628e3?page=39"> Defining the value of “green” power Local cou</a> <a title="2019 Insight GEA page 40" href="https://secure.viewer.zmags.com/publication/243628e3?page=40"> 40 Insight </a> <a title="2019 Insight GEA page 41" href="https://secure.viewer.zmags.com/publication/243628e3?page=41"> JKTC: an Asian spot LNG hub emerges JKTC: an As</a> <a title="2019 Insight GEA page 42" href="https://secure.viewer.zmags.com/publication/243628e3?page=42"> JKTC: an Asian spot LNG hub emerges expandi</a> <a title="2019 Insight GEA page 43" href="https://secure.viewer.zmags.com/publication/243628e3?page=43"> JKTC: an Asian spot LNG hub emerges </a> <a title="2019 Insight GEA page 44" href="https://secure.viewer.zmags.com/publication/243628e3?page=44"> Trading up Persian Gulf producers are set to musc</a> <a title="2019 Insight GEA page 45" href="https://secure.viewer.zmags.com/publication/243628e3?page=45"> December 2019 </a> <a title="2019 Insight GEA page 46" href="https://secure.viewer.zmags.com/publication/243628e3?page=46"> Trading up C rude oil trading, a</a> <a title="2019 Insight GEA page 47" href="https://secure.viewer.zmags.com/publication/243628e3?page=47"> Some market watchers believe it is a matter of ti</a> <a title="2019 Insight GEA page 48" href="https://secure.viewer.zmags.com/publication/243628e3?page=48"> NOC titans leverage oil flows in global expansion </a> <a title="2019 Insight GEA page 49" href="https://secure.viewer.zmags.com/publication/243628e3?page=49"> National oil companies rule the roost when it com</a> <a title="2019 Insight GEA page 50" href="https://secure.viewer.zmags.com/publication/243628e3?page=50"> 50 Insight </a> <a title="2019 Insight GEA page 51" href="https://secure.viewer.zmags.com/publication/243628e3?page=51"> Race to zero Race to zero US utilities have step</a> <a title="2019 Insight GEA page 52" href="https://secure.viewer.zmags.com/publication/243628e3?page=52"> Race to zero in CO emissions by 2030.” That</a> <a title="2019 Insight GEA page 53" href="https://secure.viewer.zmags.com/publication/243628e3?page=53"> One of the seven is Duke Energy, which in Septemb</a> <a title="2019 Insight GEA page 54" href="https://secure.viewer.zmags.com/publication/243628e3?page=54"> Race to zero A national price on carbon The</a> <a title="2019 Insight GEA page 55" href="https://secure.viewer.zmags.com/publication/243628e3?page=55"> Race to zero Pushing the clean agenda Deloi</a> <a title="2019 Insight GEA page 56" href="https://secure.viewer.zmags.com/publication/243628e3?page=56"> Race to zero combined capacity of 12,400 MW</a> <a title="2019 Insight GEA page 57" href="https://secure.viewer.zmags.com/publication/243628e3?page=57"> Race to zero AEP’s about-face on coal, renewa</a> <a title="2019 Insight GEA page 58" href="https://secure.viewer.zmags.com/publication/243628e3?page=58"> 58 Insight </a> <a title="2019 Insight GEA page 59" href="https://secure.viewer.zmags.com/publication/243628e3?page=59"> Recycled plastics: consumer demand vs economic re</a> <a title="2019 Insight GEA page 60" href="https://secure.viewer.zmags.com/publication/243628e3?page=60"> Recycled plastics: consumer demand vs economic re</a> <a title="2019 Insight GEA page 61" href="https://secure.viewer.zmags.com/publication/243628e3?page=61"> Recycled plastics: consumer demand vs economic re</a> <a title="2019 Insight GEA page 62" href="https://secure.viewer.zmags.com/publication/243628e3?page=62"> </a> <a title="2019 Insight GEA page 63" href="https://secure.viewer.zmags.com/publication/243628e3?page=63"> </a> <a title="2019 Insight GEA page 64" href="https://secure.viewer.zmags.com/publication/243628e3?page=64"> Asia’s pivot to US crude With Iranian barrels ou</a> <a title="2019 Insight GEA page 65" href="https://secure.viewer.zmags.com/publication/243628e3?page=65"> December 2019 </a> <a title="2019 Insight GEA page 66" href="https://secure.viewer.zmags.com/publication/243628e3?page=66"> Asia’s pivot to US crude A sia h</a> <a title="2019 Insight GEA page 67" href="https://secure.viewer.zmags.com/publication/243628e3?page=67"> The country’s efforts to diversify crude import s</a> <a title="2019 Insight GEA page 68" href="https://secure.viewer.zmags.com/publication/243628e3?page=68"> Asia’s pivot to US crude $5.57/b year to da</a> <a title="2019 Insight GEA page 69" href="https://secure.viewer.zmags.com/publication/243628e3?page=69"> Asia’s pivot to US crude waivers for key cu</a> <a title="2019 Insight GEA page 70" href="https://secure.viewer.zmags.com/publication/243628e3?page=70"> Asia’s pivot to US crude In retaliation for</a> <a title="2019 Insight GEA page 71" href="https://secure.viewer.zmags.com/publication/243628e3?page=71"> Innovation, Leadership, Performance. At Occident</a> <a title="2019 Insight GEA page 72" href="https://secure.viewer.zmags.com/publication/243628e3?page=72"> 72 Insight </a> <a title="2019 Insight GEA page 73" href="https://secure.viewer.zmags.com/publication/243628e3?page=73"> Tariffs and tribulations: recasting US metals ind</a> <a title="2019 Insight GEA page 74" href="https://secure.viewer.zmags.com/publication/243628e3?page=74"> Tariffs and tribulations: recasting US metals ind</a> <a title="2019 Insight GEA page 75" href="https://secure.viewer.zmags.com/publication/243628e3?page=75"> Tariffs and tribulations: recasting US metals ind</a> <a title="2019 Insight GEA page 76" href="https://secure.viewer.zmags.com/publication/243628e3?page=76"> Tariffs and tribulations: recasting US metals ind</a> <a title="2019 Insight GEA page 77" href="https://secure.viewer.zmags.com/publication/243628e3?page=77"> Tariffs and tribulations: recasting US metals ind</a> <a title="2019 Insight GEA page 78" href="https://secure.viewer.zmags.com/publication/243628e3?page=78"> Tariffs and tribulations: recasting US metals ind</a> <a title="2019 Insight GEA page 79" href="https://secure.viewer.zmags.com/publication/243628e3?page=79"> </a> <a title="2019 Insight GEA page 80" href="https://secure.viewer.zmags.com/publication/243628e3?page=80"> Insight from Washington Insight from Washington</a> <a title="2019 Insight GEA page 81" href="https://secure.viewer.zmags.com/publication/243628e3?page=81"> Insight from Washington Permian drillers ha</a> <a title="2019 Insight GEA page 82" href="https://secure.viewer.zmags.com/publication/243628e3?page=82"> Insight from Brussels Insight from Brussels </a> <a title="2019 Insight GEA page 83" href="https://secure.viewer.zmags.com/publication/243628e3?page=83"> Insight from Brussels This means road freig</a> <a title="2019 Insight GEA page 84" href="https://secure.viewer.zmags.com/publication/243628e3?page=84"> Insight from Shanghai Insight from Shanghai 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