Argus Media

Global LPG Conversations: US arbitrage and a challenging winter

Mon, 28 Feb 2022 18:28:33 GMT

Join Amy Strahan, editor of Argus NGL Americas, and Brian O’Rourke, Argus North American NGL Argus North American NGL Business Development Manager, for the latest episode in the Global LPG Conversations podcast series, discussing the Far East Index, Mont Belvieu waterborne propane market and the associated freight market.

Amy and Brian discuss how this spread has performed this winter, as well as exploring what might be expected of the market during the remaining weeks of this heating season.

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: O início do mercado do gás aberto no Brasil

Thu, 24 Feb 2022 12:33:26 GMT

Com o início da abertura do gás natural no Brasil este ano, já é possível ver o reflexo da competição sobre os preços.

Junte-se a Camila Dias, Diretora da Argus Brasil, e Flávia Pierry, Editora de Gás Natural e Energia. Elas falam sobre os primeiros resultados após a abertura.

Quer ficar por dentro de tudo o que acontece nos mercados de gás natural e energia? Acesse

Hosted on Acast. See acast.com/privacy for more information.

Driving Discussions: The bumpy road ahead for European diesel prices

Wed, 23 Feb 2022 16:11:22 GMT

The European distillates market, in particular the diesel market, has been going through challenging times due to loss of some refining capacity.

At the same time the market has seen demand return, finding high production and hydrotreating cost, historic backwardation levels, and lower stocks, which are complicating the supply of diesel in Europe.

Listen in as Alfonso Berrocal, European business development manager, Benedict George, senior European market reporter, and Alina Rapoport, senior markets reporter in Germany, as they break down the diesel picture in Europe and one of its main markets, Germany.

Related links:

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: Zeroing in on Zorba

Tue, 22 Feb 2022 11:26:40 GMT

Hear about the latest variables impacting Zorba with Argus experts Blake Hurtik, Editorial Manager – Metals, and John Betz, Senior Reporter – Aluminum.

Topics include the impact of the container market, China's tightening policies on non-ferrous scrap as well as supply/demand dynamics.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Balanço sobre o sistema de vendas diretas de biodiesel

Thu, 17 Feb 2022 15:10:42 GMT

O sistema de venda direta de biodiesel entre usinas e distribuidoras substituiu os leilões públicos e está perto de completar dois meses de operação.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, que fazem um balanço sobre este mercado e o que influencia as negociações.

Quer ficar por dentro das mudanças no mercado brasileiro de biodiesel? Assista o webinar gratuito on demand: O Novo Mercado Brasileiro de Biodiesel: Desafios e Oportunidades

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: WTI makes waves

Wed, 16 Feb 2022 15:08:44 GMT

On February 11, 2022, the total US drilling rig count was reported to reach 635, the most since April 2020. This increase was led by the prolific Permian basin, where output is expected to hit a record this month.

In this episode of The Crude Report, our senior vice president Matthew Oatway and vice president James Gooder discuss the rising importance of the US Gulf coast as a focal point for light sweet crude pricing across the world, and how it is developing into the world’s marginal barrel.

Hosted on Acast. See acast.com/privacy for more information.

Global LPG Conversations: Price drivers and 2022 global outloo

Wed, 16 Feb 2022 15:01:54 GMT

What can 2021 tell us about LPG price drivers and the outlook for 2022?

In this episode Argus experts David Appleton, Business Development – LPG and Kristen Mueller, Principal Consultant - LPG, discuss the key price drivers for LPG and how these impacted the market at the end of 2021. Looking forward to 2022, they discuss these drivers and how prices are likely to evolve over the course of the year.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Produtores globais de fertilizantes intensificam participação no mercado brasileiro

Thu, 10 Feb 2022 15:06:52 GMT

Acron, Eurochem, Nutrien, OCP, Uralkali movimentam suas peças no tabuleiro do mercado corporativo brasileiro.

O país caminha para ter mais misturadoras e distribuidoras de fertilizantes com controle estrangeiro, em um momento em que o governo estuda expandir a produção nacional de fertilizantes.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre processos de vendas de controles acionários de companhias brasileiras e a participação de estrangeiros no mercado doméstico.

Fique por dentro de tudo o que acontece no mercado de fertilizantes, acesse.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: Global fertilizer producers tighten their grip on the Brazilian market

Thu, 10 Feb 2022 15:05:38 GMT

Acron, Eurochem, Nutrien, OCP, and Uralkali move their pieces on the board of the Brazilian corporate market.

The country is on its way to have more fertilizer blenders and distributors with a foreign controlling share, at a time when the government studies to expand national fertilizer production.

Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about the processes to sell Brazilian companies’ controlling shares and the growth of foreign market share in the domestic market.

Stay in touch with the fertilizers market. Find out more.

Hosted on Acast. See acast.com/privacy for more information.

https://www.argusmedia.com/en/blog/2022/february/9/podcast-the-crude-report-china-restocking-their-shelves

Wed, 09 Feb 2022 15:04:11 GMT

In 2021, Chinese oil imports fell for the first time in 10 years.

In this week’s The Crude Report, vice president Tom Reed explains that Chinese crude oil consumption still grew significantly, and how President Xi Jinping’s long-term plans are disrupting business in the short term.

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: Redefining non-ferrous scrap

Mon, 07 Feb 2022 15:00:57 GMT

This episode focuses on the non-ferrous recycling industry in Europe and spotlights the impact of the new European Union waste shipment regulations (WSR).

Join Jethro Wookey, Senior Reporter - Aluminium, Argus and Murat Bayram, Director – Non-ferrous metals, EMR, as they explore the new EU policy, scrap market fundamentals and the effect of the semi-conductor metals shortage.

Hosted on Acast. See acast.com/privacy for more information.

Chemical Conversations: Global polymer conversations with RAI Polymers

Fri, 04 Feb 2022 09:58:01 GMT

Join Muhamad Fadhil, VP of Global Business Development at Argus Media as he sits down with the senior management of Middle East polymer and chemical distributor Rakha Al Khaleej (RAI).

In this episode, Muhamed Fadhil together with RAI's Mr Arul Dhasan, Senior Vice President – Polymer Business and Mr Tareq Al Naqeeb, Senior Vice President, Business Development discuss key drivers in the polymer markets for 2022 and sustainability.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Perspectivas para o setor elétrico em 2022

Thu, 03 Feb 2022 15:59:44 GMT

Passamos com aperto por 2021, com pouca geração hidrelétrica e altos custos. E em 2022? Vamos passar mais longe do risco de um apagão?

Junte-se a Camila Dias, chefe de redação da Argus Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas falam sobre as perspectivas para o setor elétrico neste ano.

Fique por dentro de tudo o que acontece no mercado de gás e energia. Clique aqui.

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: EU scrap restrictions – The deep dive

Mon, 31 Jan 2022 14:55:45 GMT

This episode focuses on the implications of the new European Union waste ship regulations (WSR).

Learn about the short and long-term impact of the new proposal with Ronan Murphy, European Editor and Chi Hin Ling, Deputy Editor of Argus Metal Prices.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Fretes de grãos no maior patamar para janeiro

Thu, 27 Jan 2022 12:54:31 GMT

Com a colheita mais adiantada da história do estado de Mato Grosso, a alta demanda pelo serviço de transporte também contribuiu para o aumento nos fretes de grãos acontecerem mais cedo do que o usual no ano, em meados de fevereiro.

Nesse cenário, as tarifas atingiram os maiores níveis desde o início da cobertura de fretes de grãos da Argus no Brasil.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre os elementos que contribuem para este cenário, os impactos nos preços de fretes rodoviários e as perspectivas para 2022.

Fique por dentro de tudo que acontece no mercado de frete de grãos e receba um relatório de cortesia.

Hosted on Acast. See acast.com/privacy for more information.

LPG Conversations: US-Europe LPG arb open as stock concerns fade

Wed, 26 Jan 2022 15:51:19 GMT

Specialists from our London LPG team – Peter Wilton, LPG Editor and Emma Reiss, Global Lead for LPG Editorial – explore the key drivers in the European LPG market as 2022 gets underway. An open arb from the US has resulted in significant flows of LPG coming into the region.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Some fundamentals, some geopolitics

Wed, 26 Jan 2022 14:50:11 GMT

While fears of dampening demand from the Omicron variant have seemingly calmed, rising geopolitical tensions are helping to stoke oil prices.

In this episode of The Crude Report, Editor-in-Chief Jim Washer and Mideast Gulf Editor Nader Itayim look ahead to next week’s Opec+ meeting, where ministers look likely to stay the course and sanction another 400,000 b/d output hike for March.

Hosted on Acast. See acast.com/privacy for more information.

Driving Discussions: RFS, implications for 2022 and beyond

Fri, 21 Jan 2022 20:30:42 GMT

What do the latest developments from the Renewable Fuels Standard (RFS) mean for obligated parties?

Listen in as Jason Metko, Argus Spot Ticker reporter, and Zander Capozzola, lead deputy editor Argus US Products, provide an overview of what the developments mean for the market.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Perspectivas para as exportações de soja e milho do Brasil em 2022

Fri, 21 Jan 2022 18:00:18 GMT

O tempo seco na região Sul do Brasil vem reduzindo as projeções para a safra de soja 2021-22. No mercado do milho, apesar das perdas na safra de verão, a expectativa segue otimista para o ciclo de inverno.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alessandra Mello, editora-assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre as expectativas para as exportações de soja e milho em 2022.

Quer ficar por dentro de tudo que acontece no mercado de agricultura?

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: 2022 more of the same, but different…

Wed, 19 Jan 2022 15:00:04 GMT

Many major trends affecting crude oil markets like energy transition, the balancing act between Opec+ and SPRs and Covid-19 continue, but all have evolved in its own way.

In this episode of The Crude Report, vice president Jeff Kralowetz highlights the big topics on everyone’s mind, many of which will covered at next week’s Argus Americas Crude Summit.

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: Introducing Argus PCX and CME China Portside Iron Ore Futures

Wed, 19 Jan 2022 12:30:56 GMT

Featuring special guest speaker, Sachin Patel, Senior Director of Metals at CME Group, this podcast explores the newly launched portside iron derivative contracts.

Listen in as Argus experts Oscar Tarneberg, Business Development – Metals and Deepali Sharma, Editor – Ferrous Markets, discuss the newly launched portside iron derivative contracts on the CME.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Preços de NPK devem desestimular compras brasileiras no início de 2022

Tue, 11 Jan 2022 14:15:00 GMT

Os preços de fertilizantes em níveis historicamente altos, a oferta restrita e relação de troca desfavorável para os agricultores devem levar os importadores brasileiros a comprar volumes menores no início de 2022 e com mais regularidade ao longo do ano, para atender ao mercado doméstico, ao mesmo tempo em que gerenciam os riscos financeiros.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre os destaques do mercado brasileiro de fertilizantes em 2021 e as perspectivas para 2022.

Quer ficar por dentro de tudo que acontece no mercado de fertilizantes?

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: NPK prices might discourage Brazilian purchases in early 2022

Tue, 11 Jan 2022 14:00:00 GMT

Prices at historically high levels, tight supply and an unfavourable barter rate for farmers will likely lead Brazilian importers to purchase lower fertilizer volumes in early 2022 and more regularly throughout the year to meet the domestic demand while managing financial risks.

Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about 2021 Brazilian fertilizer market highlights and the outlook for 2022.

Stay connected with the fertilizer market

Hosted on Acast. See acast.com/privacy for more information.

From the Economist's Chair: USD strength may temper 2022’s more bullish outlooks

Tue, 11 Jan 2022 12:00:00 GMT

Early-year bullish oil and commodity sentiment has been boosted by limited new restrictions due to Omicron and by supply-side tightness. Ongoing demand recovery seems assured for 2022, although a strong USD could place a cap over demand in key developing economies.

By Argus Chief Economist, David Fyfe

To receive this type of analysis more frequently, check out our Argus Crude and Refined Products Outlook.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Tendências para os fretes de grãos do Brasil em 2022

Wed, 29 Dec 2021 18:00:03 GMT

Após diversos problemas enfrentados na safra 2020-21, os fretes de grãos tiveram uma trajetória irregular ao longo deste ano. Agora, com a expectativa de uma próxima safra recorde, sobretudo de soja, qual deve ser a tendência da demanda pelo serviço de transporte de grãos em 2022?

E quais os principais projetos de infraestrutura que devem sair do papel para ferrovias, rodovias e portos? Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as previsões para o setor de logística em 2022.

Quer ficar por dentro de tudo que acontece no mercado de agricultura?

Frete rodoviário para transporte de grãos

Hosted on Acast. See acast.com/privacy for more information.

Weight of Freight: Powering through the pandemic with the Panama Canal’s deputy administrator

Tue, 28 Dec 2021 17:00:19 GMT

This latest Weight of Freight podcast episode focuses on the effects of the pandemic on the Panama Canal, logistical changes made at the canal over the prior year and the increased transit volumes it saw during its 2021 fiscal year.

Panama Canal Deputy Administrator Ilya Espino de Marotta joins Argus Freight Reporter Michael Connolly to discuss the canal’s record year, how they’re dealing with the ongoing pandemic, and recent changes to the canal’s operations.

Argus Freight Market Highlight

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Rocky markets follow Trans Mountain shutdown

Wed, 22 Dec 2021 16:50:08 GMT

The 300,000 b/d Trans Mountain pipeline connecting Canada’s crude hub to refineries and export hubs at the west coast was closed for three weeks starting in November as a precaution to extreme weather conditions. As a result, ANS crude demand and, therefore, prices surged.

In this episode of The Crude Report, market reporters Brett Holmes and Benjamin Peyton explain how the Trans Mountain closure has affected both the Canadian supply and the North American west coast demand pictures.

If you're in need of more in-depth daily coverage of US and Canadian crude oil markets, consider subscribing to Argus Americas Crude.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Cade autorizou a Petrobras a comprar gás do Terminal da Bahia. E agora?

Wed, 22 Dec 2021 12:00:37 GMT

O turbulento momento do mercado de gás natural em todo o mundo, com preços altos e grande demanda, levou o Cade a autorizar a Petrobras que compre gás do Terminal da Bahia.

A decisão trouxe a pergunta: isso atrasa a competição no mercado do gás natural no Brasil em 2022?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia, que falam sobre esse e outros efeitos que a decisão pode trazer.

Quer ficar por dentro de tudo que acontece no mercado de gás natural e eletricidade?

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: What now for European and US HRC

Fri, 17 Dec 2021 16:45:37 GMT

US and EU hot-rolled coil (HRC) is the hot topic in this episode of Metal Movers featuring Colin Richardson, Editor - Steel, and Rye Druzin, Senior Steel Reporter.

US HRC Midwest and southern assessments saw the largest drop since Argus began recording pricing and the lowest price since the beginning of June. Listen now to learn what is drying up domestic spot demand in the US, how the removal of section 232 tariffs may impact the US and EU markets and whether the automotive industry could overcome the semi-conductor shortage to rekindle the European steel industry.

Sign up for our free Argus Metals Market Highlights

Hosted on Acast. See acast.com/privacy for more information.

Weight of Freight: Clean tankers - ending the year with Omicron

Thu, 16 Dec 2021 17:00:45 GMT

This latest Weight of Freight podcast focuses on the current and possible forward state of the clean tanker markets in the East and West of Suez. Fundamentally, demand is strong, but Covid-19 refuses to let the world move on.

The latest Omicron variant has caused concerns and resulted in a more cautious market. In this episode, our freight and transportation specialists explore the impacts of Omicron on the clean tanker market.

With Andrew Khaw, John Ollett and Sean Zhuang.

Argus Freight Market Highlight

Hosted on Acast. See acast.com/privacy for more information.

Net Zero Transition: Tradeable hydrogen markets

Thu, 16 Dec 2021 16:06:47 GMT

How will a global tradeable market for hydrogen develop? What measures do stakeholders need to take? Is natural gas the closest analogue? Doug Wood, European Federation of Energy Traders (EFET) Board Member and Chair of its Gas Committee, and Matthew Drinkwater, Senior Editor Argus Natural Gas/LNG, join Tim Hard, SVP Energy Transition at Argus, to discuss what a tradeable market for hydrogen will look like.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Quais as tendências para a produção de café do Brasil?

Thu, 16 Dec 2021 16:00:38 GMT

Os preços do café atingiram níveis recordes em 2021 sob a influência da quebra de safra o Brasil, que foi bastante afetada pelo clima. Será que existe alguma chance de recuperar a produção na safra 2022-23?

E a alta no preço dos fertilizantes também pode afetar a cafeicultura? A resposta para estas e outras perguntas você confere em mais um episódio do podcast Falando de Mercado. A editora de agricultura e fertilizantes da Argus no Brasil, Flavia Bohone, e a editora assistente de agricultura e fertilizantes, Alessandra Mello, conversam sobre as previsões mais recentes para o setor do café.

Quer ficar por dentro de tudo que acontece no mercado de agricultura?

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: BP’s take on Brent

Wed, 15 Dec 2021 16:01:01 GMT

In with WTI Midland, and out with Brent and Forties – this is BP’s prescription for the future of the Dated Brent benchmark. But is the market ready for Brent-free Brent? Opinions remain sharply divided.

In this episode of The Crude Report, Vice President James Gooder and Argus Crude Editor Michael Carolan discuss the complications of adding WTI into the Brent forwards market and go over some of the ways this could all play out, from the Brent market fragmenting to global benchmarking switching to the US Gulf coast.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Relações de troca e sua influência na demanda brasileira por fertilizantes

Thu, 09 Dec 2021 15:59:12 GMT

As relações de troca no Brasil estão ficando pouco favoráveis para os agricultores e eles terão que ajustar sua produção aos preços elevados.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Kauanna Navarro, Repórter da Publicação Argus Brasil Grãos e Fertilizantes, que conversam sobre esse tópico e seus impactos na demanda brasileira por fertilizantes.

Quer ficar por dentro de tudo que acontece no mercado de grãos e fertilizantes?

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: Barter rate in Brazil and how it may impact the fertilizer demand

Thu, 09 Dec 2021 15:57:25 GMT

The barter rates in Brazil are becoming unfavorable to the farmers and they will need to adjust to the new high prices. Join Camila Dias, Argus Brazil Bureau Chief, and Kauanna Navarro, Argus Brazil Grains and Fertilizers Reporter, as they talk about what about the topic and how it will impact the fertilizer demand in Brazil.

Stay connected with the grains and fertilizers market

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Opec+ keeps markets guessing

Wed, 08 Dec 2021 12:15:32 GMT

Between SPR releases and Omicron, uncertainty was the underlying theme of last week’s monthly Opec+ meeting. And although they sanctioned another 400,000-b/d increase to their production quota in January, Opec+ ministers signaled they’d be watching developments closely and be ready to change course if needed.

In this episode of The Crude Report, Editor-in-Chief Jim Washer and Mideast Gulf Editor Nader Itayim, discuss the outcome of the meeting, the thinking behind the decisions taken, and the latest in the race to be Opec’s next Secretary General.

The Argus Crude service is your must-have source for daily news, prices and analysis for more than 80 different internationally-traded crude streams.

Hosted on Acast. See acast.com/privacy for more information.

Chemical Conversations: turbulent times for PVC markets

Thu, 02 Dec 2021 12:13:32 GMT

This episode focuses on the drivers behind PVC markets and launch of the Argus Global PVC Service, a weekly pricing service containing the latest resin price assessments along with demand information and detailed commentary on key PVC grades and market fundamentals.

Muhamad Fadhil, Vice President of Global Business Development at Argus, talks to Argus Petrochemicals specialists, Alex Sands, European Editor of Petrochemicals and Michael Vitiello, European Petrochemicals Senior Reporter. Together they explore recent supply disruptions, the impact of gas price volatility on PVC markets and the outlook for PVC, its key derivatives and feedstocks as we go in to 2022.

For more information, visit the Argus Global Polyvinyl Chloride service

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Pipeline capacity goes from famine to feast

Wed, 01 Dec 2021 15:00:39 GMT

What began as a frenzy to build crude oil pipelines connecting US oil fields like the Permian basin to ports for export has resulted in more pipeline capacity than the crude to fill it.

In this episode of The Crude Report, our vice president Jeff Kralowetz and Petroleum Transportation North America editor Chris Baltimore go over the latest developments with the US Wink-to-Webster, Capline and DAPL pipelines, and the Trans Mountain expansion and Enbridge Line 3 replacement projects in Canada.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: A reinjeção de gás natural no Brasil e o que a ANP está preparando sobre o tema

Wed, 01 Dec 2021 13:00:20 GMT

O Brasil aproveita pouco mais da metade do gás natural que produz. Isso devido à reinjeção desse gás. O assunto divide produtores e consumidores e agora se tornou um tema de atenção da ANP, agência reguladora do setor.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, Editora de Gás Natural e Energia, que conversam sobre o que a ANP planeja fazer para tentar equalizar o assunto, aumentando a oferta de gás aos consumidores sem comprometer os compromissos das petroleiras.

Quer ficar por dentro de tudo que acontece no mercado de gás natural e eletricidade?

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: The rise of lithium and cobalt

Fri, 26 Nov 2021 10:00:18 GMT

This latest episode in the Metal Movers series visits the world of battery metals, examining the global supply/demand landscape for lithium and cobalt.

Tune in as Anuradha Ramanathan, Deputy Editor – Minor Metals, and Thomas Kavanagh, Associate Editor - Battery Metals, dive into a discussion on two crucial battery metals – lithium and cobalt. The podcast explores near and medium-term demand, the impact of supply tightness, upcoming projects that could shift the current import/export dynamic, as well as industry specifics like Johnson Matthey’s exit from the EV battery space.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Asia’s call for delivered barrels

Wed, 24 Nov 2021 10:03:06 GMT

As crudes from every region compete for market share in Asia-Pacific, refiners are gaining influence over the pricing mechanisms they prefer.

Price discovery increasingly takes place at the delivery point, and while Shandong pioneered this trend, larger refiners elsewhere in China, India, South Korea and Southeast Asia aim to align the pricing of Atlantic basin imports with Middle Eastern supplies.

In this episode of The Crude Report, Argus vice presidents Alejandro Barbajosa and Tom Reed discuss how these market players are focusing on the total value of cargoes, including freight costs.

Metal Movers: China flattens its full-year steel output

Fri, 19 Nov 2021 10:30:00 GMT

China’s October steel output fell to its lowest level ever since December 2017. This episode of Metal Movers focuses on China’s next steps to reach its output and emissions targets.

Join Chris Newman, Senior Editor – Ferrous Markets, and Sharon Liao, Lead Analyst – Asia Steel, as they discuss the latest numbers for China’s steel production, including seasonal restrictions, export numbers, domestic demand and the impact of Beijing’s 2022 Winter Olympics.

Sign up for our free Argus Metals Market Highlights

Hosted on Acast. See acast.com/privacy for more information.

From the Economist‘s Chair: Drag still battling thrust in the US shale space

Thu, 18 Nov 2021 12:48:48 GMT

Some observers have been surprised by the stubbornly slow response of US shale production to WTI’s ascent towards $80/bbl. Sector consolidation, 2021 hedging losses and an ongoing imperative to show financial discipline have been widely noted before. But now supply-chain bottlenecks and cost inflation are also afflicting the shale sector, just as they are the broader economy.

With David Fyfe, Chief Economist for Argus Media.

Visit www.argusmedia.com for more on commodity market pricing, market intelligence and analysis.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: US export conditions volatile

Wed, 17 Nov 2021 10:30:00 GMT

After falling to below 2.7mn b/d in September, US crude oil exports are poised to rebound to the typical volume of more than 3mn b/d temporarily before potentially falling back to depressed levels by the end of the year.

In this episode of The Crude Report, associate editor Amanda Hilow and vice president Jeff Kralowetz review what changes the market has had since September and discuss the volatility of various market fundamentals that will affect crude flows through the remainder of 2021.

Argus Americas Crude

Hosted on Acast. See acast.com/privacy for more information.

Driving Discussions: The final stretch for 2021; winter pressure and holiday stress

Tue, 16 Nov 2021 14:30:20 GMT

As we near the end of 2021 and look back at the year we’ve seen a relatively strong Covid-19 recovery, supply chain shortages and impending winter energy constraints.

Join Jason Metko and Stephen Jones for a look at the current oil market landscape and what’s to come in the remainder of 2021, the first part of 2022 and a quick recap on the COP26 Climate Summit.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: PLD, um problema que o setor elétrico precisa enfrentar

Tue, 16 Nov 2021 11:00:34 GMT

Vimos o Brasil novamente submetido ao risco de racionamento. E, como resultado, os altos custos da geração termelétrica emergencial. Possivelmente, parte dos problemas do setor elétrico brasileiro poderiam ser resolvidos se o país parasse para debater e atualizar o PLD, ou o Preço de Liquidação das Diferenças, o preço da eletricidade no mercado de curto prazo.

Junte-se a Camila Dias, chefe de Redação da Argus no Brasil, e Flávia Pierry, Editora de Gás Natural e Energia. Elas conversam sobre as pecualiaridades do PLD.

Quer ficar por dentro de tudo que acontece no mercado de gás natural e energia?

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: Powering the automotive revolution with the Advanced Propulsion Centre

Mon, 15 Nov 2021 13:00:46 GMT

Our latest episode of Metal Movers invites a special guest to talk about the role of technology in driving the automotive industry to a greener future.

Join Caroline Messecar, Senior Reporter, Rare Earths/Electronic Metals as she quizzes Dave OudeNijeweme, Head of technology trends at Advanced Propulsion Centre, a non-profit organisation that facilitates funding to UK-based research and development projects developing low-carbon emission powertrain technologies. Our speakers explore the viability of EVs in the context of the power electronics supply chain and how it might impact traditional business models.

Sign up for our free Argus Metals Market Highlights: These free bi-weekly newsletters include handpicked industry news, analytical insight, special featured content and key pricing indications to help you stay ahead of the metal markets. Sign up now.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: Brazilian fertilizer dependency to continue

Thu, 11 Nov 2021 16:00:50 GMT

Brazil has launched discussions to boost the output of fertilizer and inputs for the domestic agriculture sector, but progress remains slow with dependency on imports strong. Difficulties in negotiating for the natural gas needed for nitrogen production is one of the reasons for the low Brazilian fertilizer production.

Join Camila Dias, Argus Brazil Bureau Chief, and Kauanna Navarro, reporter of the Argus Brazil Grains and Fertilizer publication. They discuss why the Brazilian fertilizer dependency may continue.

Stay connected with the Fertilizer Market

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Dependência brasileira de fertilizantes importados deve continuar

Thu, 11 Nov 2021 16:00:22 GMT

O Brasil recentemente lançou discussões de alternativas para aumentar a produção nacional de fertilizantes e insumos para o setor agrícola doméstico, mas o progresso continua lento, com forte dependência de importações. A dificuldade de negociação do gás natural necessário para a produção de nitrogenados é um dos motivos da baixa produção brasileira de fertilizantes.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Kauanna Navarro, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre a dependência brasileira dos fertilizantes importados.

Quer ficar por dentro de tudo que acontece no mercado de fertilizantes?

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Net Zero ambitions

Wed, 10 Nov 2021 15:00:52 GMT

The ongoing UN Cop 26 climate summit in Glasgow and the actions that President Joe Biden's administration is taking to implement his ambitious energy transition agenda are of direct relevance for the US oil and gas industry — a net zero emissions pledge by the US and other countries would result in a significantly lower share for fossil fuels in the energy mix. But oil, gasoline and natural gas prices are at seven-year highs, giving Biden’s critics an opening to push back against his decarbonisation agenda.

In this episode of The Crude Report, Argus Air Daily editor Michael Ball, senior reporter Chris Knight and associate editor Haik Gugarats discuss potential outcomes of the climate summit on the US oil and gas industry and policies that Biden has presented to fulfil his net zero emissions goal for the US.

Inside Fertilizer Analytics: Processed Phosphates, Nov. 2021

Tue, 09 Nov 2021 14:15:00 GMT

The processed phosphates market has continued its year of surprises and price rallying since our last processed phosphates podcast episode and it’s the imposition of restrictions on Chinese phosphate exports which have spurred on the most recent wave of concerns and price support.

Claira Lloyd – Phosphate and Phosphate Rock Research Manager joins Tim Cheyne, VP Fertilizers to take a deep dive on the Chinese export cuts and what it means for consuming markets both east and west of Suez, and even how it will cause some difficulties for those markets which are not reliant on Chinese supply. India, Australia, Brazil, Pakistan and the US will be their areas of focus as they explore what the removal of China means for our market.

They will then discuss new supply projects which have been added to the Argus Processed Phosphates Analytics base-case and what environmental restrictions and concerns could mean for their future.

Finally, they review pricing expectations for the rest of this year and in to the medium-term, particularly as market dynamics have changed swiftly with the confirmation of Chinese export limitations.

Hosted on Acast. See acast.com/privacy for more information.

From the Economist’s Chair: How much liquidity is enough?

Mon, 08 Nov 2021 15:39:30 GMT

Both Opec+ and the main central banks are tasked with ensuring adequate liquidity in world markets. But as the last week has shown, deciding when and how far to move is difficult, not least as their respective decisions now increasingly affect each other’s room for manoeuvre.

“From the Economist’s Chair” podcast and blog post from David Fyfe, Argus Media Chief Economist: How much liquidity is enough?

Global oil market highlights

Hosted on Acast. See acast.com/privacy for more information.

Driving Discussions: What impacts will the $1 trillion infrastructure bill have on oil markets?

Fri, 05 Nov 2021 18:00:43 GMT

Learn more about the more than $1 trillion infrastructure bill and the effects on the landscape in particular when it comes to electric vehicles and the energy transition.

Join Jason Metko, Argus Spot Ticker report, and Stephen Jones, SVP Oil Market Strategies, as they breakdown the infrastructure bill and look at Covid-19 recovery and the impacts to the US vehicle fleet.

Find more about the energy transition on our hub page

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: The China coal customs shuffle

Fri, 05 Nov 2021 16:30:55 GMT

Over a year has passed since China imposed an informal ban on Australian coals. What is China's stance today and what has been the impact on the wider market?

Join Siew Hua Seah, Europe Editor, Argus Ferrous Markets, and Brendan Kjellberg-Motton, Reporter - Coking Coal, as they explore the impact on US, Canada and Russia coking coal. Our speakers will also dive into the prices and share thoughts on industry sentiment towards China's restrictions.

Sign up for our free Argus Metals Market Highlights

These free bi-weekly newsletters include handpicked industry news, analytical insight, special featured content and key pricing indications to help you stay ahead of the metal markets.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Opec+ keeping its eye on the prize

Tue, 02 Nov 2021 12:30:35 GMT

Despite growing calls to boost supply more aggressively to help curb rising oil prices, expectations are that Opec+ will once again decide to stay the course and sanction a 400,000 b/d increase its collective output, as planned.

In this episode of The Crude Report, Editor-in-Chief Jim Washer and Dubai Editorial Manager Nader Itayim look at the reasons why the Opec+ coalition is likely to resist change and what challenges it is likely to face in the months ahead.

Hosted on Acast. See acast.com/privacy for more information.

Hydrogen and Future Fuels Insights: Electrolysers

Tue, 02 Nov 2021 10:03:19 GMT

Hydrogen is a central pillar of the IEA’s pathway toward net-zero.

ITM Power’s CEO Dr. Graham Cooley joins Tim Hard SVP Energy Transition at Argus, to share his expert views on how electrolysis and carbon-free green hydrogen can play a key role in the energy transition journey.

What policies at COP26 would be meaningfully supportive? How have costs evolved and how might they? To find out more listen to our podcast ‘Hydrogen & Future Fuels: Electrolysers'.

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers – A story of US steel supply

Fri, 29 Oct 2021 14:59:24 GMT

Join Colin Richardson, Editor - Steel, and Rye Druzin, Senior Steel Reporter, as they explore the drivers behind the US HRC price plummet last year and how the market is now recovering as the supply chain returns to a new normal.

Our Argus speakers also comment on current lead times for steel and the impact of semi-conductor and component shortages on demand.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Quem pode gerar demanda por gás natural e como isso influencia na expansão da infraestrutura?

Fri, 29 Oct 2021 14:58:12 GMT

O marcado de gás natural no Brasil, em processo de abertura, se debruça em mais um dilema: quem vai arcar com a expansão das redes de transporte e distribuição de gás. A resposta está nos consumidores âncora, que demandam grandes volumes. Mas quem são eles?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de gás natural e energia. Elas conversam sobre quem são os consumidores âncora, quais são as limitações e até polêmicas sobre o desenvolvimento desses novos demandantes de gás no Brasil.

Quer ficar por dentro de tudo que acontece no mercado da energia e gás natural?

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: China‘s 5th round of import quotas

Wed, 27 Oct 2021 14:00:00 GMT

On Friday, 22 October 2021, China's ministry of commerce released an unprecedented 5th batch of crude import quotas.

This has allowed the country’s independent refiners to resume purchases of December-arriving crude and triggered a flurry of spot-market deals.

In this episode of The Crude Report, our vice presidents James Gooder and Tom Reed review the latest round of allocations and the effect these quotas have on global trade.

Hosted on Acast. See acast.com/privacy for more information.

Hydrogen and Future Fuels Insights: Hydrogen and potential role in steel production decarbonisation

Fri, 22 Oct 2021 11:07:57 GMT

This is the first episode of our hydrogen and future fuels podcast series. It sheds light on the possible role of hydrogen as a major fuel source to help decarbonise the energy intensive steel production process.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: O último leilão público de biodiesel e a corrida para o mercado aberto

Thu, 21 Oct 2021 14:54:39 GMT

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, em uma conversa sobre o último leilão público de biodiesel e como as distribuidoras estão mudando suas estratégias de compra do biocombustível, de olho na abertura do mercado, prevista para janeiro de 2022.

Quer ficar por dentro de tudo que acontece no mercado de biocombustíveis?

Hosted on Acast. See acast.com/privacy for more information.

Driving Discussions: US road fuels market update

Thu, 21 Oct 2021 14:45:26 GMT

Why is the cost of consumer gasoline rising when its normally dropping this time of year?

Join Jason Metko, Spot Ticker reporter, and Stephen Jones, SVP Oil Market Strategies, as they break down the factors that are impacting the market.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: The effects of surging gas and coal prices

Wed, 20 Oct 2021 14:00:55 GMT

The current strains across power, coal and natural gas markets will likely increase fuel switching around the world, ending with a domino effect on crude oil demand.

In this episode of The Crude Report, Alejandro Barbajosa, VP Business Development and David Fyfe, Chief Economist, discuss how fuel substitution will likely pan out as the northern hemisphere heads into the winter.

Hosted on Acast. See acast.com/privacy for more information.

Metal Movers: Battle for the US scrap throne

Thu, 14 Oct 2021 16:57:12 GMT

The US scrap metal recycling industry is undergoing a wave of consolidation, with mergers and acquisitions driven by scrap-hungry and cash-flush steel mills ramping up over the last few months — with so much competition that it is beginning to feel a bit like a certain dragon-filled HBO drama.

In the debut episode of the Metal Movers podcast, Argus Editor Blake Hurtik and Vice President of Business Development Jennifer Betts discuss the flurry of activity, what it means and what’s to come.

Sign up for our free Argus Metal Market Highlights: These free bi-weekly newsletters include handpicked industry news, analytical insight, special featured content and key pricing indications to help you stay ahead of the metal markets.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: The advance of the grain sector‘s share of the Brazilian stock market

Thu, 14 Oct 2021 13:22:47 GMT

The agribusiness is an important part of the Brazilian economy when we talk about wealth generation. Is this also reflected in the stock market?

Join Camila Dias, Argus Brazil Bureau Chief, and Alessandra Mello, deputy editor of the Argus Brazil Grains and Fertilizers. They talk about the advance of the grain sector's share of the Brazilian stock market, a phenomenon that intensified in 2021.

Stay connected with the grains and fertilizers market.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: O avanço do setor de grãos na Bolsa de Valores Brasileira

Thu, 14 Oct 2021 13:19:33 GMT

O agronegócio tem uma participação importante na economia brasileira, quando se fala de geração de receita, mas, será que isso se reflete no mercado de ações?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre o avanço da participação do setor de grãos na bolsa de valores, um fenômeno que se intensificou em 2021.

Quer ficar por dentro de tudo que acontece no mercado de grãos e fertilizantes?

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: ESPO Blend exports on the rise

Wed, 13 Oct 2021 10:20:43 GMT

The production volume of light sweet ESPO Blend is expected to grow this year, partly due to Russia unwinding its Opec+ output cut agreement.

In this episode of The Crude Report, Argus Asian crude oil editor Nur Azlin Ahmad and crude oil editor Diana Mukhametzyanova discuss the near-term export outlook of ESPO Blend and how the fluctuating Chinese demand is affecting its pricing.

Hosted on Acast. See acast.com/privacy for more information.

Jet Fuel Insights: The future of SAF in Europe with SkyNRG

Wed, 13 Oct 2021 08:31:05 GMT

Join Alfonso Berrocal, Business Development Manager - Oil Products, Argus as he quizzes Oskar Meijerink, Team Lead - Future Fuels, SkyNRG on SAF production capacity in Europe for 2025-2030. Will physical SAF production meet the demand forecast from the EU and UK mandates? Tune in to find out the Argus and SkyNRG view.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Por que o preço do gás natural e do GNL estão batendo recordes?

Thu, 07 Oct 2021 08:33:22 GMT

Preços do gás natural e do gás natural liquefeito (GNL) atingiram níveis recorde, antes mesmo do período do ano em que sazonalmente isso costuma acontecer. O que explica isso e o que esperar do futuro?

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre as causas dessa alta nos preços mundialmente e ainda aspectos do mercado brasileiro de gás e GNL nesse cenário.

Quer ficar por dentro de tudo que acontece no mercado de gas e energia? Cadastre-se e receba notícias em primeira mão.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Life on Mars

Wed, 06 Oct 2021 10:20:31 GMT

Infrastructure supporting the flow of medium-sour crude oil Mars continues to recover from Hurricane Ida damage. Yet despite some setbacks to fully bring back platforms like Shell’s WD-143, the Argus Mars assessment has maintained strong liquidity.

In this episode of The Crude Report, Argus Deputy Editor Amanda Smith and Vice President of Business Development Jeff Kralowetz go over the latest update on the Mars infrastructure and how this price has maintained its resiliency.

Hosted on Acast. See acast.com/privacy for more information.

From the Economist‘s Chair: Hard Yards Ahead

Thu, 30 Sep 2021 11:38:29 GMT

Winter fuel prices risk spiralling to levels that stoke inflation and ultimately cool the nascent economic recovery.

Coal, gas and power prices across Europe and Asia have surged for the second time in a year and are now two to five times higher than they were pre-pandemic. Gas prices have seen the steepest rise, suggesting widespread switching to coal or oil this winter where fuel flexibility exists.

Join David Fyfe, Argus Media Chief Economist, for this episode of “From the Economist’s Chair”.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Filas nos portos elevam fretes de fertilizantes

Thu, 30 Sep 2021 10:02:37 GMT

As longas filas de navios nos principais portos do país contribuem para fretes de fertilizantes mais altos nessa época do ano.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles falam sobre o gargalo logístico que tem levado os preços de transporte de fertilizantes a subir até 40% em algumas das principais rotas do pais.

Conheça mais sobre os serviços da Argus para o Mercado de Grãos e Fertilizantes

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Opec‘s to-do list

Wed, 29 Sep 2021 14:11:19 GMT

Against a backdrop of growing global concern over energy supplies, Opec+ ministers meet next week to discuss and agree output policy for November, and are expected to rubber-stamp the next 400,000 b/d monthly increase under their existing deal.

In this episode of The Crude Report, our Dubai Editorial Manager Nader Itayim and Editor-in-Chief Jim Washer discuss if Opec+ policy is on the right track, whether it can deliver more oil if needed, and what challenges may await the producer alliance in 2022.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Os preços de gás natural no Brasil em um mercado aberto

Thu, 23 Sep 2021 14:13:49 GMT

Com a abertura do mercado do gás natural no Brasil, devem surgir novos contratos de fornecimento de gás, saindo de um modelo de precificação com fórmulas baseadas em petróleo para contratos com preços em gás. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre as mudanças esperadas na formação de preços e o papel da Argus nesse novo mercado.

Conheça mais sobre os serviços da Argus para o mercado de gas natural

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Medanito de Argentina navega en ultramar

Thu, 23 Sep 2021 12:16:06 GMT

En el pasado fue un secreto guardado a nivel local, pero recientemente el crudo Medanito argentino encontró su camino hacia el mercado global. Con una calidad similar al WTI, ha comenzado a encontrar un hogar en Chile, Holanda, Dinamarca y, con más notoriedad, en la costa oeste de Estados Unidos.

En este episodio de The Crude Report, la reportera principal Mónica Rojas Hidalgo y el editor de Argus Americas Crude, Gus Vásquez, analizan cómo han crecido las transacciones spot del crudo Medanito, lo suficiente como para justificar su propia evaluación de mercado.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Argentina’s Medanito sails overseas

Wed, 22 Sep 2021 10:08:09 GMT

Previously a locally-kept secret, Argentina’s Medanito crude oil has found its way into the global market. With its WTI-like quality, it has started finding homes in Chile, The Netherlands, Denmark and, most notably, the US west coast.

In this episode of The Crude Report, senior reporter Monica Rojas Hidalgo and Argus Americas Crude Editor Gus Vasquez discuss how spot trade of Medanito crude has grown – enough to warrant its own market assessment.

For more on the Medanito market and in-depth, daily coverage of the Latin America crude oil markets, consider subscribing to Argus Americas Crude. You can find more information on this service at https://www.argusmedia.com.

Hosted on Acast. See acast.com/privacy for more information.

Chemical Conversations: Argus-Freightos podcast on container supply chain and new polymer freight

Tue, 21 Sep 2021 10:35:55 GMT

Argus VP of Global Business Development Muhamad Fadhil speaks with Argus President of Global Expansion Markets Christopher Flook and Freightos CEO Zvi Schreiber in this exclusive Chemical Conversations podcast. Fadhil, Chris and Zvi discuss in depth the container shipping crisis and the outlook for global supply chains.

Hosted on Acast. See acast.com/privacy for more information.

Jet Fuel Insights: Aviation carbon offset and reduction schemes

Thu, 16 Sep 2021 10:53:48 GMT

Tune in to learn about SAF carbon offsets and emissions reductions in this latest episode in the Jet Fuel Insights series. Alfonso Berrocal, Business Development Manager - Oil Products, teams up with Eleanor Green, Senior Editor - Electricity and Emissions to illuminate the voluntary and regulated emissions markets, the impact of government initiatives, current pricing and challenges faced by industry stakeholders.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: Frosts and drought boost coffee prices

Wed, 15 Sep 2021 21:01:35 GMT

Following frosts in late-July, market is now concerned on droughts impacts in Brazil’s main coffee producing areas, that can impact flowering from September onward. Unfavorable weather conditions contribute to the rise in the grain bags. Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about a recent rally in Brazilian coffee prices and its impact on barter rates.

Find out more about our services for the agriculture market

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Geadas e seca impulsionam preços de café

Wed, 15 Sep 2021 20:57:18 GMT

Depois das geadas no fim de julho, preocupação é com a seca que atinge as regiões produtoras de café e pode atrapalhar a floração das lavouras em setembro. Condições climáticas desfavoráveis contribuem para a alta das sacas do grão. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre recente alta nos preços de café no Brasil e seus impactos nas relações de troca.

Conheça mais sobre os serviços da Argus para o mercado de agricultura

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: ANS flows across the other, bigger pond

Wed, 15 Sep 2021 08:17:06 GMT

Alaskan North Slope (ANS) crude cargoes continue to be exported to the Asia-Pacific. So far in 2021, at least eight cargoes have been loaded, including one that discharged in Japan, which was the country’s first import of ANS in nearly five years.

In this episode of The Crude Report, market reporter Benjamin Peyton explains how US West coast demand is affecting ANS flows to the Asia-Pacific and what is happening at home in Alaska that could ultimately affect production.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: The biodiesel market opening in Brazil

Thu, 09 Sep 2021 08:27:54 GMT

After the announcement that there will be no more public biodiesel auctions as of January 2022, it is necessary to understand the impact of this on the market.

Join Camila Dias, Argus Brazil Bureau Chief, and Alexandre Melo, reporter for Argus Brasil Combustíveis, as they talk about the change in the biodiesel market system with the opening of the market as of January 2022 and its impact.

Find out more about our services for the Biofuels Market

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: A abertura do mercado de biodiesel no Brasil

Thu, 09 Sep 2021 08:22:29 GMT

Diante do anuncio de que não haverá mais leilões públicos de biodiesel a partir de janeiro 2022 é necessário entender impacto disso para o mercado.

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alexandre Melo, repórter da publicação Argus Brasil Combustíveis. Eles conversam sobre a mudança no sistema de comercialização de biodiesel com a abertura do mercado a partir de janeiro de 2022 e seus impactos.

Conheça mais sobre os serviços da Argus para o Mercado de Biocombustíveis

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Hurricane Ida‘s impact at the US Gulf coast

Wed, 08 Sep 2021 11:02:21 GMT

Hurricane Ida landed along the Louisiana coast on 29 August 2021 as a category 4 storm, affecting not only the region’s refineries but also offshore production operations of a lot of the country’s medium sour crude oils.

In this episode of The Crude Report, Argus Americas Crude Associate Editor Amanda Hilow and Deputy Editor Amanda Smith discuss the hurricane’s effect on the region’s oil refining, production and prices, as of the recording date of 5 September 2021.

Hosted on Acast. See acast.com/privacy for more information.

Chemical Conversations - Special Edition on Hurricane Ida and global impact

Tue, 07 Sep 2021 13:26:40 GMT

The effects of the cold snap in February are still being felt today in polymer markets outside of the Americas. Hurricane Ida impacted the production of key plastics producers in the US Gulf. How will this affect markets globally? Tune in to find out as Argus Vice President, Global Business Development Muhamad Fadhil sits down with US polymer editor Michelle Klump, southeast Asia reporter Yee Ying Ang and south Asia and Middle East reporter Matt Rajendra to discuss the implications in this special podcast edition of Global Polymer Conversations.

Hosted on Acast. See acast.com/privacy for more information.

The Petcoke Podcast - Outlook to 2026

Mon, 06 Sep 2021 10:07:27 GMT

In this episode, petroleum coke editor Lauren Masterson and petroleum coke and coal analyst Hayden Atkins analyse the overall outlook for the fuel and anode-grade coke markets over the next five years. To better understand the fast changing market, listen to the Petcoke Podcast today.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: The Brazilian power crisis

Fri, 03 Sep 2021 09:15:07 GMT

Brazil faces a power crisis, making government and sectorial entities search for actions to avoid blackouts and power shortages, with high costs for both the consumers and the country’s economy. Join Camila Dias, Argus Brasil Bureau Chief, and Flávia Pierry, Natural Gas and Power Editor. They discuss the causes of this crisis and its consequences, and what to expect for 2022.

(Podcast is in Portuguese)

Related Links

Find out more about our services for the Energy Markets

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: A atual crise elétrica brasileira

Fri, 03 Sep 2021 09:07:49 GMT

O Brasil passa por uma crise elétrica, com os órgãos de governo e entidades do setor buscando formas de evitar um apagão, com custos altos para o consumidor e para o país. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre as causas dessa crise e suas consequencias, como reflexos nos custos da energia, e o que esperar para 2022.

Links Relacionados

Conheça mais sobre os serviços da Argus para o Mercado de Energia

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: WAF-to-Asia flows at lows

Wed, 01 Sep 2021 13:21:02 GMT

Exports of west African crude to Asia-Pacific refiners plummeted to 1.7mn b/d, amid the spread of the Covid-19 Delta variant, low import quotas in China and refinery shutdowns in India.

In this episode of The Crude Report, Argus West Africa Oil editor Nicola de Sanctis gives more details on other options opening up for WAF producers.

Hosted on Acast. See acast.com/privacy for more information.

Weight of Freight: Challenges for clean tankers with Norden‘s head of chartering

Wed, 01 Sep 2021 12:57:21 GMT

Listen in as John Ollett, Deputy Editor - Freight, Argus and Søren Tolbøll Nielsen, Head of Chartering, DS Norden, discuss challenges within the clean tanker market.

Hosted on Acast. See acast.com/privacy for more information.

Perspectivas del Combustible de Aviación (Turbosina): Cambios hacia la sostenibilidad en Latinoamérica

Tue, 31 Aug 2021 21:30:48 GMT

La producción y el consumo del combustible de aviación sostenible/ bioturbosina, también conocido como SAF (por sus siglas en inglés) aún se encuentra en su infancia. Sin embargo, la importancia de este combustible sigue creciendo alrededor del mundo e incluso en nuestra reunión. ¿Cuán preparados están los países latinoamericanos para enfrentar los nuevos cambios en el mercado de la aviación? Escuche este corto resumen del creciente mercado de combustible de aviación sostenible dado por nuestro gerente de desarrollo de negocios para América Latina, Josh Vence y a Jaime Escobar, Director de Combustible y Cargos Aeroportuarios en ALTA.

Hosted on Acast. See acast.com/privacy for more information.

Jet Fuel Insights: The move to SAF in Latin America

Tue, 31 Aug 2021 21:23:37 GMT

The production and use of SAF is still in its infancy, but the importance of SAF is growing around the world, including Latin America. Are countries in Latin America prepared? Listen in as Josh Vence, business development manager for Latin America at Argus, and Jaime Escobar, head of fuel and user charges at ALTA, give an overview of the growing SAF market in Latin America and what’s next for the region.

To learn more about our global SAF price assessments and coverage check out Argus Jet Fuel and Argus Americas Biofuels.

Listen to other episodes in our Jet Fuel Insights podcast series.

Sign-up to receive a free bi-weekly biofuels newsletter for the latest industry news, insights and analysis, delivered directly to your inbox.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: The Opec+ balancing act continues

Wed, 25 Aug 2021 12:19:04 GMT

Next week’s Opec+ meeting will focus on the next production quota increase, a critical decision that will affect global crude oil prices.

In this episode of The Crude Report, Editor-in-Chief Jim Washer and senior news reporter Rowena Edwards discuss what factors will play into Opec+’s decision and other events in the Middle East sure to affect crude oil markets.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: Brazil’s third corn crop

Tue, 24 Aug 2021 18:20:33 GMT

While other countries, such as the US, have only one corn crop per year, Brazil has three. Join Camila Dias, Argus Brazil Bureau Chief, and Alessandra Mello, Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They talk about the potential of the producing region and the expectation for the third corn crop on the coming seasons.

Find out more about our services for the agriculture market.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: A terceira safra de milho do Brasil

Tue, 24 Aug 2021 18:16:26 GMT

Enquanto outros países, como os Estados Unidos, possuem apenas uma safra de milho por ano, o Brasil possui três. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas falam sobre o potencial da região em que a terceira safra é produzida e a expectativa de produção nos próximos anos.

Conheça mais sobre os serviços da Argus para o Mercado de Agricultura

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Biden juggles Opec and IPCC

Wed, 18 Aug 2021 13:48:11 GMT

President Joe Biden's push for Opec+ members to move faster to unwind crude production cuts has been a gift to his critics in the oil sector, while causing heartburn for allies who say a new climate report shows the need to shift off fossil fuels. But the gambit could pay off if it lowers inflation concerns from moderate Democrats he needs to pass roughly $4.2 trillion in proposed new spending.

In this episode of The Crude Report, senior reporter Chris Knight and associate editor Haik Gugarats discuss the latest US initiatives around energy policy.

Hosted on Acast. See acast.com/privacy for more information.

Jet Fuel Insights: European SAF and regulation changes

Wed, 18 Aug 2021 11:34:16 GMT

Join Alfonso Berrocal, European Business Development manager for oil products and Giulia Squadrin, Associate Editor and Argus specialist in biofuels, to better understand the impact of the European mandate in the SAF market.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: Brazil’s Binatural expands biodiesel capacity

Thu, 12 Aug 2021 08:32:42 GMT

Brazil’s biodiesel producer Binatural will start in September a new mill in the northern state of Bahia, following a R80mn investment. Join Alexandre Melo, reporter at Argus Brazil Motor Fuels publication, and Andre Lavor, Binatural’s CEO. They also talk about the biodiesel market opening expected for 2022 with the end of regular auctions.

(Podcast in Portuguese)

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Binatural expande produção de biodiesel

Thu, 12 Aug 2021 08:29:26 GMT

A fabricante brasileira de biodiesel Binatural vai inaugurar em setembro uma usina na Bahia após investimento de R$80 milhões. Junte-se a Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, e André Lavor, presidente da Binatural. Eles também conversam sobre a abertura do mercado de biodiesel com o fim dos leilões, previsto para 2022.

Links Relacionados

Conheça mais sobre os serviços da Argus para o mercado de Biocombustíveis

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Competition for Chinese demand heats up

Wed, 11 Aug 2021 13:12:42 GMT

The competition to supply crude oil to Chinese markets continues, with Canada being the latest player to up their game.

In this episode of The Crude Report, our vice presidents Jeff Kralowetz and Tom Reed talk through China’s current market condition, their government's latest initiatives around import quotas and the impact on Canada’s future aspirations to directly supply this market.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: The gas market opening in Brazil in 2022

Thu, 05 Aug 2021 16:35:26 GMT

The Brazilian natural gas market will have a new dynamic from January 2022 with its opening defined at the new gas law and Petrobras reducing its market share.

Join Camila Dias, Argus Brazil Bureau Chief, and Flávia Pierry, Brazil Natural Gas and Power Editor, as they talk about the expected changes at each part of the gas chain and the obstacles the industry might face.

Learn more about our natural gas services.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report - The Brent basket’s burden: part 3

Wed, 04 Aug 2021 08:20:51 GMT

In this third instalment of a special series on North Sea benchmark pricing, we discuss the idea of adding US crude oil WTI to the Brent basket.

Join Amanda Hilow and James Gooder as they discuss the details of this option, which has been building steam in recent years. Can it work, and what are the impediments?

Related Links

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Blue ammonia, Aug. 2021

Mon, 02 Aug 2021 13:16:51 GMT

Low-carbon or blue ammonia has seen growing numbers of projects announced, and is perceived as at least a stepping stone towards a carbon-free ammonia market in the future. It is a complex topic however, leading to industry uncertainty, and has raised key questions that Argus has been addressing for our clients. In our latest podcast we tackle these questions and uncertainties, assessing the opportunities and hurdles facing this sector.

Join Andrea Valentini, Principal and Tim Cheyne, VP – Fertilizers as they start with analysis of why production of low-carbon ammonia will need a level of certification, verification and a methodology that will give clarity to the whole value and supply chain. In terms of technology we look at the benefits of adopting autothermal reforming (ATR) technology for ammonia production rather than steam methane reforming (SMR), and assess what role existing conventional ammonia plants will play. We discuss carbon capture, and to what extent future blue ammonia production will be based on enhanced oil recovery (EOR) – and related levels of carbon credits.

We then move to the customer view, and our analysis of how certification systems could develop. We discuss whether this could delay investment in blue ammonia projects, where we expect to see the fastest blue ammonia investments – and why. We then pivot to the question of pricing and whether it will be structured relative to grey and green ammonia. We finish by exploring a long-term scenario where green ammonia could trade at a premium compared to blue ammonia (even considering relative carbon intensities), due to customer priorities and requirements.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: A abertura do mercado de gás no Brasil em 2022

Wed, 28 Jul 2021 19:38:55 GMT

O mercado brasileiro de gás natural passará a ter uma nova dinâmica a partir de janeiro de 2022 com a abertura definida na nova lei do gás e a redução da participação da Petrobras no setor. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre o que muda em cada elo da cadeia do gás no país e quais os obstáculos que o setor deve enfrentar.

Saiba mais sobre nossos serviços para gás natural

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Opec’s row resolved

Wed, 28 Jul 2021 08:34:18 GMT

Editor-in-Chief Jim Washer talks to Dubai Editorial Manager Nader Itayim about the Opec+ alliance’s new output agreement, the Saudi-UAE row that nearly derailed it, and the challenges the group could face, not just through to the end of this current deal, but even beyond.

The easiest way to get Argus global crude podcasts, webinars and blogs: https://bit.ly/3f3yxuJ

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: Fertilizer truck freight rises amid delay in corn harvest

Thu, 22 Jul 2021 08:38:21 GMT

The delay in the second corn crop harvest has been rising truck freight rates in Brazil. Please join Camila Dias, Argus Brazil Bureau Chief, and Joao Petrini, a reporter with Argus Brazil Grain and Fertilizer report. They talk about the reasons behind that truck freight increase and the perspectives for the prices.

(Podcast is in Portuguese)

Related Links

Argus Fertilizer Brazil Map

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Fretes de fertilizantes sobem com atraso na colheita de milho

Thu, 22 Jul 2021 08:34:45 GMT

O atraso na colheita de milho segunda safra tem elevado os fretes rodoviários de fertilizantes no país. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles falam sobre os motivos por trás dessa alta nos fretes e as perspectivas para os preços.

Links Relacionados

Argus Fertilizer Mapa do brasil

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Argus introduces Canadian High-TAN assessments

Wed, 21 Jul 2021 12:57:22 GMT

In this episode, Argus experts Jeff Kralowetz, VP, Business Development and Alex Endress, Senior Crude Reporter, highlight the introduction of a new Canadian High-TAN price assessment at Houston and Cushing, and update the audience on the continued growth, liquidity and transparency of Argus WCS Houston and ICE ARV.

Hosted on Acast. See acast.com/privacy for more information.

Environmental Market Insights: Legislative impacts on RECs at the federal and state level

Tue, 20 Jul 2021 17:53:05 GMT

This fourth and final episode will discuss updates in environmental market programs at the federal and state level.

In this fourth episode, Michael Ball and Patrick Zemanek, break down the impacts of various environmental market programs at the federal and state level due to Biden’s infrastructure plan and other legislation across the country.

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Urea, Jul. 2021

Fri, 16 Jul 2021 09:06:23 GMT

The urea market has seen a surge in demand without a corresponding increase in supply. Will the bull run on prices continue?

Join Alistair Wallace - Principal, Consulting and Tim Cheyne - VP, Fertilizers as they start with a look at what’s been driving unseasonably strong urea prices, covering a confluence of factors such as high crop prices, lack of new supply, plant maintenance, energy prices and the influence of China. We then focus on the outlook for Indian demand over the remainder of 2021 before pivoting to a review of global supply and projects for the rest of the year and 2022. We then move to the outlook for prices and finish with a review of the hot topic in the market - where urea fits in the move to a zero carbon economy.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Safra recorde de milho eleva demanda por nitrogenados

Thu, 15 Jul 2021 09:56:48 GMT

A expectativa de produção recorde de milho na safra 2021-22 tem elevado a demanda por nitrogenados no Brasil. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas falam sobre os fatores por trás do aumento dos preços de nitrogenados e o cenário global para a oferta do nutriente.

Hosted on Acast. See acast.com/privacy for more information.

Market Talks: Brazil record corn crop boosts demand for nitrogen

Thu, 15 Jul 2021 09:51:19 GMT

An expected record corn crop in Brazil on season 2021-22 has been boosting the demand for nitrogen. Join Camila Dias, Argus Brazil bureau chief, and Renata Cardarelli, a reporter for Argus Brazil Grains and Fertilizer publication. They talk about the reasons behind the raise in nitrogen prices and the global supply scenario for the nutrient.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: DJ Light hosts Cushing crude party

Wed, 14 Jul 2021 08:23:51 GMT

As increasing and more diverse light sweet Denver-Julesburg (DJ) crude volumes are delivered into Cushing, Oklahoma, from the Rocky Mountains, a need for better pricing has become all the more important.

And now more buyers than ever are depending on spot supplies due to variable lease supplies and fewer evergreen and term contracts.

In order to meet the needs of this changing market, Argus launched the DJ Light Cushing price on 28 June – which includes trades on four DJ Basin streams at Cushing – to better represent this market.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Iran crude to India post sanctions

Thu, 08 Jul 2021 08:22:15 GMT

Indirect talks between Iran and the US have not yet resolved disagreements over a roadmap toward lifting US sanctions and enforcing Tehran's nuclear compliance. But refiners are watching the developments closely, and the eventual lifting of US sanctions is expected to trigger a revival in Iranian crude sales to Asia.

Hosted on Acast. See acast.com/privacy for more information.

Driving Discussions: What’s causing volatility in the RINs market? Prt.1

Wed, 07 Jul 2021 15:53:52 GMT

Over the last month there has been a lot of volatility in the RINs and RVO markets caused by key government decisions. Listen in as Louise Burke, VP renewables for Argus Media, and Thom Dwyer, US biofuels reporter for Argus Media, give an overview on the RINs and RVO markets, discuss refinery biofuels waivers, and the impacts on the long-awaited decisions on US biofuel blending requirements.

Hosted on Acast. See acast.com/privacy for more information.

Environmental Market Insights: What’s next for LCFS programs?

Tue, 06 Jul 2021 20:48:48 GMT

This third episode in a new mini-series will discuss growth in low carbon fuel standards programs across the US and Canada.

In this third episode, Jessica Dell and Elliott Blackburn break down the expansion of low carbon fuel standards (LCFS) programs across North America as more states and regions look to cut the carbon intensity of the transportation pool.

Hosted on Acast. See acast.com/privacy for more information.

From the Economist’s Chair: A Fork in the Road

Tue, 06 Jul 2021 14:14:19 GMT

Hello, I’m David Fyfe and welcome to another Argus podcast and blog in the “From the Economist’s Chair” series.

Opec+ Ministers failed to agree a route forward for crude production on 5 July, leaving a market that arguably needs more barrels short-term, but then seeks tighter restraint once again from 2022.

Stay ahead of the rapidly changing energy and commodity markets with the latest Argus news and insight. Argus Market Highlights FREE industry-specific email updates help you to understand the key drivers behind market trends and price movements.

Hosted on Acast. See acast.com/privacy for more information.

Driving Discussions: New pricing solutions for the transition to E10 in Europe

Fri, 02 Jul 2021 11:58:42 GMT

Listen in as Elliot Radley, Editor European Products, and George King Cassell, Associate Editor of European Products, give an overview of Europe’s transition to E10 fuel, the non-oxy gasoline cargo market and new pricing solutions available to accurately assess this transition.

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Phosphate Rock, Jul. 2021

Thu, 01 Jul 2021 12:05:00 GMT

The phosphate rock market has seen structural changes in Egypt, changes in Indian market dynamics and intriguing developments around projects in Israel, Australasia and China. How have these and other factors influenced our view of the phosphate rock market?

Join Claira Lloyd - Phosphate and Phosphate Rock Research Manager, Harry Minihan - Editor, Argus Phosphates, Claudia Wlk – Deputy Editor, Argus Phosphates and Tim Cheyne - VP, Fertilizers as they start with a look at structural changes in the Egyptian market and the timely addition of two new Argus phosphate rock export price assessments from Egypt and a new import price into South East Asia. We then assess developments in the Indian phosphate rock market, looking at pricing, demand side concerns, production levels and Indian buyers moving to source phosphate rock from Algeria, Syria, Senegal and Jordan. We review demand levels in South East Asia, liquidity issues, price increases and the factors influencing these market dynamics. We then pivot to the medium term view, analysing the intriguing situation in Israel where an ICL mine closure and significant ramp of production in two other mines could lead to Israel to becoming a net importer of phosphate rock by 2026. We then move to a short review of projects in USA, New Zealand and French Polynesia. We review the Yangtze river protection law impact on the phosphate rock market supply outlook. We finish with how we see phosphate rock prices developing in the mid to long term.

Hosted on Acast. See acast.com/privacy for more information.

Weight of Freight: Is high price of crude good for tanker market?

Thu, 01 Jul 2021 10:10:28 GMT

We welcome a special guest from Vortexa in this next instalment of the Weight of Freight podcast series.

Recent history says that high price of oil usually spells trouble for tanker freight. Will this be different in 2021 where shipowners place hopes on rising post-pandemic demand and anticipated boost in oil production.

In this episode of Weight of Freight, Arthur Richier, Senior Freight Analyst at Vortexa joins Argus’ Head of Freight Alex Younevitch to explore if tanker freight could benefit from recovering crude prices and extra OPEC barrels, connection between marine fuels and fleet utilization and other topics.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: The Brent basket’s burden: Part 2

Wed, 30 Jun 2021 12:28:33 GMT

The staple crude oil price benchmark Dated Brent needs reinforcements, but how should the North Sea maintain its status in the global oil markets?

In a recent informal poll run by Argus, voters were asked how the Brent basket should be bolstered – by adding US crude or new Norwegian grade Johan Sverdrup. In this episode of The Crude Report we take a look at how voters responded.

Hosted on Acast. See acast.com/privacy for more information.

Chemical Conversations: US butadiene prices expected to remain strong

Tue, 29 Jun 2021 16:19:30 GMT

How did the US butadiene market become the global price leader and how long will this trend continue?

In a twist, US butadiene (BD) prices are the highest globally because of ongoing supply constraints, planned and unplanned cracker maintenance globally and strong demand. Typically the world market looks to Asia for price direction. But North America has yet to fully recover from a mid-February winter storm that unexpectedly shut US Gulf coast BD production for several weeks. As such, the US has purchased spot volumes primarily from Europe but also Asia-Pacific. This, in turn, has supported higher prices in other regions.

In this episode of Chemical Conversations, Ron Baughman and Angie Joe walk listeners through the developments leading up to current conditions and take a peak to see what lies ahead.

Related Links

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: IFAD Murban – a maturing crude oil benchmark?

Wed, 23 Jun 2021 08:25:23 GMT

In this episode of The Crude Report, Alejandro Barbajosa, VP Business Development and Karl Kleemeier, Head Oil in Asia, take a closer look at how the contract is faring. We aim to provide answers as to how fast Murban may evolve from a fledgling price reference to a maturing crude benchmark in the Middle East, looking at liquidity, market depth and levels of participation relative to expectations.

Hosted on Acast. See acast.com/privacy for more information.

Environmental Market Insights: New cap-and-trade programs

Tue, 22 Jun 2021 13:58:42 GMT

This second episode in a new mini-series will discuss the expanding cap-and-trade programs across the US.

Over the coming weeks we will be discussing growth in the US environmental markets including the new NOx allowance program, expansion of cap-and-trade programs, expansion of LCFS programs, and an update on renewable energy certificates. In this second episode, Michael Ball and Julia Martinez break down the new cap-and-trade programs coming online in Washington State, Oregon and the east coast. They will also provide a view into changes to come for the cap-and-trade program in California.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Midland narrows in on Houston

Wed, 16 Jun 2021 08:21:54 GMT

More than one year after the Nymex Cushing benchmark sank below zero for the first time ever, crude oil demand remains weak as a poor arbitrage from the Permian basin limits sell-side opportunities. Permian spot trade liquidity at the US Gulf coast has shifted toward refinery supply rather than exports, ultimately deteriorating the pipeline arbitrage and weighing on spot trade liquidity as speculative buying dies out.

In this episode of The Crude Report, Argus Americas Crude Associate Editor Amanda Hilow and Deputy Editor Amanda Smith, discuss the Midland-to-Houston spread, key elements weighing on market opportunities and expectations going forward.

Falando de mercado: Déficit de armazenagem de grãos

Thu, 10 Jun 2021 15:27:36 GMT

O Brasil enfrenta historicamente um déficit de armazenagem de grãos, o que eleva bastante os custos ao longo da cadeia produtiva. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as perspectivas para esse segmento e as alternativas para reduzir o gargalo no armazenamento da produção de grãos no país.

Links Relacionados

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Potash, Jun. 2021

Wed, 09 Jun 2021 14:21:01 GMT

Join David Riley - Lead Potash Analyst, Ewan Thomson - Editor, Potash and Tim Cheyne - VP, Fertilizers as they begin with a discussion of possible European and US sanctions on Belarus and the potential impact on the Belarussian potash industry - particularly export routes, production output and investment levels.

Hosted on Acast. See acast.com/privacy for more information.

Environmental Market Insights: NOx allowance program

Tue, 08 Jun 2021 16:21:13 GMT

This first episode in a new mini-series will take a deep dive into the NOx market and changes coming this summer.

Over the coming weeks we will be discussing growth in the US environmental markets including the new NOx allowance program, expansion of cap-and-trade programs, expansion of LCFS programs, and an update on renewable energy certificates. In this first episode, Jessica Dell and Michael Ball break down the new NOx allowance program including market trends, pricing and more.

Related Links

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: The move to renewables – a concern for Russian Urals?

Tue, 08 Jun 2021 12:08:26 GMT

Several key European customers of Russian medium sour Urals have been making steady progress towards co-processing renewables along with crude supplies at their refineries.

In this episode of The Crude Report, Argus Crude editor Michael Carolan and Crude Report Felix Todd, discuss just how much of a concern this trend is for sellers of Urals in northwest Europe, at a time when pressure from competing North Sea and long-haul US grades is starting to tell.

Hosted on Acast. See acast.com/privacy for more information.

Global LPG Conversations: Pricing LPG in Africa’s emerging markets

Tue, 08 Jun 2021 08:55:04 GMT

In this episode of Global LPG Conversations, James Gooder, VP for Africa, talks to David Appleton about his views on how LPG markets have evolved over the recent years and the challenges looking forward.

LPG demand in Africa has continued to grow each year as the fuel plays an increasingly important role in the cooking sector, not only in the more mature North African region but also across East, West and Southern Africa. Growth has been particularly strong in Nigeria, which is now consuming around 1 million tonnes per year, with government and industry plans to increase this figure substantially in the coming years. In East and southern Africa, new or potential upcoming storage and terminal projects are likely to push consumption up across the region well into the next decade.

Learn more about Argus’ suite of LPG services by visiting our webpage.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: The Brent basket’s burden

Wed, 02 Jun 2021 18:41:19 GMT

The physical basis of Dated Brent is not what it used to be, and BFOET production volumes have continued to fall.

In this episode of The Crude Report, vice president James Gooder and Argus Crude editor Michael Carolan revisit the Dated Brent discussion, and assess if the price can be resurrected with options like Johan Sverdrup or WTI.

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Green ammonia, June 2021

Wed, 02 Jun 2021 10:52:58 GMT

Join Andrea Valentini, Principal – Projects and Tim Cheyne, VP – Fertilizers as they discuss the key questions facing the exciting green ammonia sector. We start with a high level view on green ammonia pricing, the commercial application of green ammonia and how it could be priced.

Hosted on Acast. See acast.com/privacy for more information.

Global LPG Conversations: Factors affecting supply and demand over the medium term

Tue, 01 Jun 2021 13:22:58 GMT

In this latest episode, Kristen Mueller, principal consultant for Argus LPG, talks with David Appleton about the outlook for LPG in 2021, the medium-term developments on the supply side of the balance and the key factors that could reshape the market over the long-term.

The LPG demand in 2021 has evolved a bit differently than expected. The demand trends significantly differ based on a geographical split and the Covid-19 impact on those regions. Chinese petrochemicals demand remains bullish similar to 2020 with new plants coming online while India remains an area of concern given the recent surge in cases across the country.

In the mid-term, Europe has seen a number of closures to facilities while Asia and the Middle East saw a number of large refineries come online. The supply from US remains bullish. The bigger question over the long-term will relate to the developments in African market and the support from local governments.

Learn more about Argus' suite of analytics products by visiting our webpage.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Principais indicadores de preços de gás no mundo

Fri, 28 May 2021 14:09:36 GMT

A Petrobras passará a permitir que contratos de gás firmados com a petroleira sejam precificados com o indicador norte-americano Henry Hub. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flavia Pierry, editora de Gás Natural e Energia no Brasil. Elas falam sobre os principais indicadores de preço de gás no Brasil e no mundo e discutem as mudanças esperadas para esse mercado no Brasil com a sanção da nova Lei do Gás em abril.

Links Relacionados

Hosted on Acast. See acast.com/privacy for more information.

Weight of Freight: Mideast refinery expansions to add 100,000 b/d of distillate exports

Thu, 27 May 2021 10:31:59 GMT

Refining growth in Asia, India’s Covid-19 uptick, and shifting Asian fuel trades are key topics in this episode featuring Argus freight reporter Vivien Gu and special guest Stefanos Kazantzis, the commercial director at McQuilling Services.

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Processed phosphates, May 2021

Wed, 26 May 2021 19:17:01 GMT

At the start of the year DAP prices were on firm footing and increasing, MAP showed more stability – particularly in Latin America, while US duties on Russian and Moroccan phosphates were proposed. How have things developed since then?

Join Claira Lloyd - Phosphate and Phosphate Rock Research Manager and Tim Cheyne - VP, Fertilizers as they begin with a discussion on the return of firmness in the MAP market, and the reasons for this change. We then move on to the impact of US duties on Russian and Moroccan phosphates and the resulting change in trade flows. We review legislation in China (the Yangtze river protection law) and assess its potential impact on key Chinese phosphate producers within the Yangtze river economic region. We review how seasonality of purchasing in India has evolved, India’s DAP subsidy and our view of its influence. We cover India and Pakistan’s potential DAP capacity additions and their expected impact on East of Suez market dynamics in the medium term. We finish with how we see processed phosphates prices developing in the medium term.

Related Links

Hosted on Acast. See acast.com/privacy for more information.

El Reporte de Crudo: China sorprende con un golpe tributario a Venezuela

Wed, 26 May 2021 13:17:23 GMT

Un nuevo impuesto chino sobre derivados esotéricos presenta un desafío al crudo pesado, sobre todo el Merey de Venezuela.

En este episodio del Reporte de Crudo, editora senior Patricia Garip conversa con Julio Faldin de business development sobre el nuevo tributo que amenaza con abandonar unos 400,000 b/d de importaciones de crudo venezolano — que han sido una salvación para Caracas desde que los EEUU le impuso sanciones petroleras en enero del 2019.

Obtener más información

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: China taxes out Venezuelan barrels

Wed, 26 May 2021 08:14:56 GMT

A new Chinese tax on esoteric oil products poses a challenge for heavy sour crude, particularly from Venezuela.

In this episode of The Crude Report, vice president Tom Reed and senior contributing editor Patricia Garip discuss how Beijing’s new import tax threatens to orphan 400,000 b/d of Venezuelan crude that has been a lifeline for Caracas since the US imposed sanctions in 2019.

Weight of Freight: The “King’s” carriage: Can tanker owners break the cycle of low rates?

Tue, 25 May 2021 10:44:41 GMT

We welcome a special guest from Teekay Tankers in this next instalment of the Weight of Freight podcast series.

The dirty tanker market has been severely depressed for over a year now. Shipowners are struggling with low earnings, uncertainty in demand and looming decarbonization goals. Can they break the status quo in the market where “cargo is king”?

In this episode of Weight of Freight, Mikkel Seidelin, Director, Chartering & Freight Trading at Teekay Tankers joins Argus’ Head of Freight Alex Younevitch to discuss how tanker owners can make money in a weak market, the challenges of fleet supply and decarbonization and other topics.

Hosted on Acast. See acast.com/privacy for more information.

Chemical Conversations: Petrochemical supply chains in the Middle East Gulf

Mon, 24 May 2021 20:42:37 GMT

Muhamad Fadhil, VP – Petrochemicals, Argus, is joined by Dr. Abdulwahab Al Sadoun, Secretary General of the GPCA, to discuss the regional and global supply chains and lifecycles in a Covid-19 environment. Dr. Sadoun also shares his thoughts on how companies are taking steps to address high container rates and promptly moving towards sustainable supply chains and digitization.

Argus will be joining GPCA as a networking partner at the 12th GPCA Supply Chain Conference, 26-27 May 2021 to discuss the above topics in detail.

The Middle East petrochemical industry saw a significant wave of changes and supply chain disruptions since the start of the Covid-19 pandemic in 2020. Rising container freight rates from Middle East to US, Europe and Asia impacted regional producers and their petrochemical export strategy. Higher freight rates erode margins in highly oversupplied petrochemical markets, where Middle East producers face increased competition.

Looking into the longer term, international shipping companies are actively promoting digitization in logistics, shipping and supply chain management. Covid-19 accelerated this move due to an increasing need for contactless supply chains, but digitization would also lower costs and reduce the need for paperwork for regional and global players.

Related Links

Learn more about Argus petrochemical services
Argus recently launched two new weekly polymer services. Learn more about Argus Global Polyethylene and Argus Global Polypropylene

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: China’s sweet and sour story

Wed, 19 May 2021 08:18:43 GMT

China is back in the market for sweet crude oil ahead of the release of new import quotas for independent refiners — but demand for the sourer grades favoured by state-owned firms looks weaker.

In this episode of The Crude Report, vice presidents Tom Reed and James Gooder discuss the two sides of China’s crude market.

Related linksArgus China Petroleum service

Hosted on Acast. See acast.com/privacy for more information.

Driving Discussions: Colonial Pipeline shutdown and repercussions

Thu, 13 May 2021 20:01:02 GMT

This Driving Discussions episode looks at the colonial pipeline shutdown and the impacts to the transportation fuels market over the last few days.

Join Stephen Jones, SVP, Oil Markets, John Demopoulos, VP, Americas Refined Products and Dave Ruisard, Editor, US Refined Products as they discuss the impacts to the transportation fuels market for the restart and learnings for the summer driving season ahead.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: India's demand reversal

Wed, 12 May 2021 13:23:26 GMT

After India’s total oil sales just returned to pre-Covid-19 levels in March, preliminary data suggests that total April demand could have declined by 1mn b/d in response to the tragic deterioration in the county’s Covid-19 situation.

In this episode of The Crude Report, Argus’ vice president Alejandro Barbajosa and head of forecasting Francis Osborne discuss the impact on India’s oil sector and how it may affect global crude oil and refined products markets more widely.

Hosted on Acast. See acast.com/privacy for more information.

The Petcoke Podcast: The shift towards low carbon aluminium (Part 2)

Wed, 05 May 2021 14:02:34 GMT

In this, our second episode of the Petcoke Podcast with calciner Rain Carbon, Argus editor Lauren Masterson continues her discussion with Les Edwards, Vice President of Production Control and Technical Services, about the aluminium industry’s efforts to design an inert anode that could replace carbon anodes made from petcoke.

Listen in as they discuss key innovations, challenges and the ongoing research and development needed as the industry moves towards a lower carbon future.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Biden’s first 100 days

Wed, 05 May 2021 14:00:28 GMT

President Joe Biden’s first 100 days in office have featured major economic and energy policy initiatives that aim to transform the environment in which oil, gas and renewable industries operate in the decades to come. During that time, many oil and gas companies have started to embrace once taboo ideas, such as a carbon tax. Conversely, on the international arena Biden has moved slower than expected in reviewing sanctions on Iran and Venezuela, but his virtual Climate Summit featured major announcements of emission cut pledges by the US and other countries.

In this episode of The Crude Report, senior reporter Chris Knight and associate editor Haik Gugarats discuss the outcomes of Biden’s energy, climate and foreign policy priorities in his first 100 days in office and what to expect in coming months.

Hosted on Acast. See acast.com/privacy for more information.

From the Economist's Chair - Covid-19: Anatomy of a crisis and identifying the new normal

Wed, 05 May 2021 12:48:17 GMT

In this edition of the From the Economist's Chair podcast series, David Fyfe, Argus' chief economist, is joined by Conor Browne, an independent consultant specialising in biosecurity. After beginning his career in epidemiology with the World Health Organisation, Conor then added a Master’s degree in security studies to his academic qualifications and has subsequently consulted for UNHCR, NATO, NGOs, government research institutions and commercial enterprises. Since the Covid-19 pandemic began he has focused on biosecurity, business continuity and forecasting for the energy sector.

Looking at the commodity markets generally, after becoming rather becalmed in March, prices rebounded over the course of April, with unprecedented fiscal stimulus underway in a number of markets; and commodities are again being seen as a potential inflation hedge. There is even talk of a commodity super cycle in the air once more, but we are still living with the Covid-19 pandemic, which risks derailing economic recovery. For every positive macro indicator out there from China or the US, there remain offsetting concerns about resurgent Covid cases in parts of Europe, Latin America, and most recently in India.

Conor provides an in-depth examination of the pandemic's progress to date, and also how policymakers might prepare for similar episodes in the future.

Conor Browne: contact detailsEmail: brownecfm@gmail.comLinkedIn: Conor BrowneTwitter: @brownecfm

Argus publishes a wide range of news and analysis exploring all corners of the energy transition: https://www.argusmedia.com/hubs/energy-transition

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Sulphuric acid, Apr. 2021

Fri, 30 Apr 2021 18:49:43 GMT

The closure of Inovyn’s Runcorn sulphuric acid plant has impacted the European market, while the tightness in supply is set to influence global prices in the longer term.

Join Meena Chauhan - Head of Sulphur and Sulphuric Acid Research, Siobhan Lismore-Scott - Editor, Sulphuric Acid and Tim Cheyne - VP, Fertilizers as they discuss trade, prices and the impact of supply disruptions on the market.

We start with a review of the global sulphuric acid price rally and its causes, the evolution of contract pricing in Europe – including Argus’ new NW European sulphur burning contract price – before moving on to the 2021 outlook for pricing in the global market. We then assess global market drivers in the mid to long-term, before moving on to the impact of Inovyn’s closure of the Runcorn plant and a global outlook for new capacity and associated risk factors. We review drivers of demand in the short, mid and long-term, with key insight on increasing demand from the metals sector. We end with an intriguing look at shifting trade flows.

Related Links

Hosted on Acast. See acast.com/privacy for more information.

Global Polymer Conversations: Sabic’s new polymer marketing responsibilities

Fri, 30 Apr 2021 12:49:53 GMT

Saudi Aramco and Sabic jointly announced a new structure for their sales and marketing responsibilities on 29 April. Sabic will now be taking over polymer sales while Saudi Aramco will handle the sales of fuel products. Aramco will also transfer responsibilities for Malaysia’s PRefChem and South Korea-based S-Oil joint-ventures.

In this episode as a part of the Global Polymer Conversations, Argus VP Muhamad Fadhil and Middle East reporter Matt Rajendra discuss the implications of these latest updates on the market.

The Petcoke Podcast: The shift towards low carbon aluminium (Part 1)

Wed, 28 Apr 2021 16:06:27 GMT

In this episode of the Petcoke Podcast, Argus editor Lauren Masterson speaks to Les Edwards, Vice President of Production Control and Technical Services for Rain Carbon, about the shift towards lower carbon aluminium and its effects on petcoke markets. Hear about the initiatives that Rain, as a carbon and chemicals producer, is working on to transition towards a lower carbon footprint and the outlook for carbon product demand as the world seeks to counter climate change.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Canada’s great escape

Wed, 28 Apr 2021 08:25:51 GMT

Much has been said about US president Joe Biden’s rejection of the Keystone XL project. The now-suspended project would have provided 830,000 b/d of pipeline capacity from Canada’s oil sands to the US midcontinent, but after years of delays, Canadian crude oil producers have been forced to seek other means of transportation. Crude-by-rail was an early outlet for incremental barrels, but other pipeline expansions are also underway.

In this episode of The Crude Report, our reporters Alex Endress and Brett Holmes discuss how the Canadian crude market has moved along despite Keystone XL and how Canadian crude prices are faring from Hardisty to the US Gulf coast.

Don't miss news and analysis like this - sign up for our free newsletter to stay updated on Argus' latest crude oil content.

Visit us:ArgusMedia.com LinkedIn Twitter Facebook

Hosted on Acast. See acast.com/privacy for more information.

Weight of Freight: US-Brazil fuel trade to play a leading role for MR tankers

Thu, 22 Apr 2021 10:30:19 GMT

For this episode we are joined by a special guest Stefanos Kazantzis, Commercial Director at McQuilling Services, for a deep dive discussion on the Atlantic clean tanker market.

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: WTI pricing at the USGC nears uniformity

Wed, 21 Apr 2021 08:17:02 GMT

The transparency of locational spreads between the various US Gulf coast terminals that make up Argus AGS has proven quite popular, as it helps to highlight each connection’s unique market fundamentals.

In this episode of The Crude Report, Argus Associate Editor Amanda Hilow and Argus Americas Crude Editor Gus Vasquez explain Argus AGS’ newest methodology changes and what factors have contributed to the downward trend between locational spreads.

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Ammonium Sulphate, Apr. 2021

Mon, 19 Apr 2021 20:30:43 GMT

With growing agronomic demand for ‘sulphur as a nutrient’, ammonium sulphate (AS) has a key place in this delivery, whether it is directly applied, blended or used as a feedstock in the production of more advanced N+S products or compound NPK+S.

Join Matt Lisley – Senior Analyst and Tim Cheyne - VP, Fertilizers, as they discuss AS production routes, future capacity additions coming on-stream & price mechanisms. We move on to the impact of Chinese caprolactam and compaction capacity on price premiums for different grades and quality of AS product; and finish with an intriguing look at the recent news surrounding the environmental impact of phosphogypsum, and how ammonium sulphate may play a part in the circular economy.

Hosted on Acast. See acast.com/privacy for more information.

Falando de Mercado: Como a Argus apura os preços de etanol do Nordeste

Thu, 15 Apr 2021 12:40:22 GMT

O mercado de etanol do Nordeste brasileiro segue crescendo em importância, com uma dinâmica de preços muito particular. Junte-se a Camila Dias, Chefe de Redação da Argus no Brasil, e Amance Boutin, Editor do relatório Argus Brasil Combustíveis, para conhecer a robusta metodologia adotada pela Argus para publicar indicadores de preços de etanol comercializado no Nordeste brasileiro com total transparência.

Links relacionados

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Revisiting negative oil prices with the CFTC

Wed, 14 Apr 2021 12:58:41 GMT

It has been nearly one year since 20 April 2020, a turbulent day for oil markets when WTI crude prices fell to a settlement price of negative $37.63/bl, which left some producers in the unusual position of paying someone to take their oil. Limited storage in Cushing, Oklahoma, and travel restrictions from Covid-19 both contributed to the volatile market dynamics that day, but others have sought a more robust "root cause" analysis to determine why oil prices fell so fast yet recovered so quickly the next day.

In this episode of The Crude Report, Commodity Futures Trading Commission member Dan Berkovitz offers his perspective on the dip into negative oil prices, the need to analyze the significant increase in "trading at settlement" contracts on 20 April, and his push for a more thorough review by regulators of market activity that day.

Don't miss news and analysis like this — sign up for our free newsletter to stay updated on Argus' latest crude oil content.

Hosted on Acast. See acast.com/privacy for more information.

Global LPG Conversations: Update on Asia-Pacific markets and Indonesia’s LPG plans

Fri, 09 Apr 2021 14:40:17 GMT

In this latest episode, Asia-Pacific LPG editor, Reza Amanat, talks with David Appleton about the lack of reaction in Asia-Pacific prices to several logistical issues impacting the market in the past quarter, as well as Indonesia’s long-term plans for LPG in the residential sector.

Related Links

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Opec+’s Spring surprise

Wed, 07 Apr 2021 08:58:06 GMT

Last week's Opec+ meeting surprised markets with an agreement to lift production quotas by over 1.1mn b/d between May and July, not including Saudi Arabia’s own pledge to unwind its own 1mn b/d of additional voluntary cuts over the same period. While the global crude oil market seemed to take the news well, Opec+ has acknowledged that these plans aren't set in stone and could still change should circumstances require.

In this episode of The Crude Report, Argus Opec correspondent and Dubai Editorial manager Nader Itayim details what was agreed upon, and what factors could result in Opec+ changing course - a big possibility should we see a potential return of Iranian volumes in the coming months.

Hosted on Acast. See acast.com/privacy for more information.

Global Polymer Conversations: PE and PP review of Q1 2021 and outlook

Thu, 01 Apr 2021 09:20:30 GMT

In this episode of Global Polymer Conversations, Argus VP of Petrochemicals Muhamad Fadhil and reporters Yee Ying Ang and Matt Rajendra discuss the outlook for global polyethylene (PE) and polypropylene (PP). Together, they discuss the first three months of 2021, new capacities in China and the global container crunch.

On September 4, 2020, Argus launched two new reports, the Global Polyethylene and Global Polypropylene, providing readers with an in-depth view on petrochemical feedstocks, resin pricing, buy-side information and freight. To know more about the service, please visit:

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Dirty tanker rates to face “painful” recovery

Mon, 29 Mar 2021 14:23:44 GMT

In this episode of The Crude Report, Richard Matthews, Head of Research at Gibson Shipbrokers, joins Argus’ Head of Freight Alex Younevitch, to discuss the impact of Opec+ ongoing production cuts, projected fleet growth and illicit trades by older vessels on crude freight in 2021 and beyond.

Hosted on Acast. See acast.com/privacy for more information.

This is So Exhausting! - Episode 2

Thu, 25 Mar 2021 09:51:45 GMT

In this episode of the “This is So Exhausting!” Podcast, George and Tim speak to Miron Thoms, Head of Volvo Penta India.

Topics covered include the Covid lockdown in India, improvements in fuel quality, and the implications of the next steps of the complex off-road emissions regulations in India including the introduction of SCR without DOC or DPF in Volvo Penta’s engine range.

We also debate the challenges of moving from mechanical to electronically controlled engines with modern fuel injection, the introduction of BS V for non-road from 2024/25, and the possibility to electrify non-road equipment in India.

Find all the This is So Exhausting episodes here: https://thisissoexhausting.podbean.com/

Hosted on Acast. See acast.com/privacy for more information.

The Crude Report: Counting down to Murban futures

Wed, 24 Mar 2021 13:56:55 GMT

The highly-anticipated IFAD Murban futures contract will be launching next week, on Monday, 29 March 2021.

In this episode of The Crude Report, Argus vice presidents Alejandro Barbajosa and Karl Kleemeier discuss what IFAD has learned from the similar DME Oman launch, how IFAD Murban is expected to impact global benchmarking and how the contract might deal with further Opec+ production cuts.

Hosted on Acast. See acast.com/privacy for more information.

Inside Fertilizer Analytics: Technical grade urea, Mar. 2021

Tue, 23 Mar 2021 16:18:00 GMT

Urea is primarily used as a fertilizer, but so-called technical grade urea (TGU) is also a feedstock to a range of industrial activities, including resins, animal feed and NOx reduction for diesel engines.

Join Will Talbot - Analyst, Fabricio Cardoso - Lead TGU Analyst and Tim Cheyne - VP, Fertilizers as they discuss the size of the TGU market and volumes across the industrial and automotive sectors. We also review global resin and automotive demand and the impact of Covid-19 as well as prospects for 2021. We move on to quantifying the impact on consumption, the key indices tracked and why demand in Europe dropped more significantly than North America. We finish with a discussion on the transition from diesel to electric powertrains, and its impact on future TGU demand.