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Argus Media

Argus Mediawww.argusmedia.com
Argus Media podcast
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Episodes

Metal Movers: Zeroing in on Zorba

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. Sign up for our free Argus Metals Market Highlights...

Feb 22, 202218 minEp. 366

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

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: Desaf...

Feb 17, 20229 minEp. 365

The Crude Report: WTI makes waves

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. ...

Feb 16, 202215 minEp. 364

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

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’ controll...

Feb 10, 20229 minEp. 363

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

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 acionár...

Feb 10, 20229 minEp. 362

Global LPG Conversations: Price drivers and 2022 global outlook

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. Join us for our Argus Oil Markets Forum 2022 - Hybrid Event...

Feb 09, 202211 minEp. 361

The Crude Report: China re-stocking their shelves

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. Sign up to the Argus crude oil newsletter...

Feb 09, 20229 minEp. 360

Metal Movers: Redefining non-ferrous scrap

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. Sign up for our free Argus Metals Market Highlights...

Feb 07, 202213 minEp. 359

Falando de Mercado: Perspectivas para o setor elétrico em 2022

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.

Feb 03, 202213 minEp. 358

Chemical Conversations: Global polymer conversations with RAI Polymers

Join Muhamed Fadhil, VP of Global Business Development at Argus Media and senior officials from RAI : Mr Arul Dhasan , Senior Vice President – Polymer Business, RAI and Mr Tareq Al Naqeeb , Senior Vice President, Business Development, RAI as they discuss recent developments, key drivers in the polymer market and sustainability in the Middle East Market....

Feb 03, 202214 minEp. 357

Metal Movers: EU scrap restrictions – The deep dive

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. Sign up for our free Argus Metals Market Highlights

Jan 31, 202218 minEp. 356

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

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 conve...

Jan 27, 20227 minEp. 355

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

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.

Jan 26, 202216 minEp. 354

The Crude Report: Some fundamentals, some geopolitics

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. Sign up to the Argus crude oil newsletter...

Jan 26, 202216 minEp. 353

Driving Discussions: RFS, implications for 2022 and beyond

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.

Jan 21, 202211 minEp. 352

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

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 agric...

Jan 21, 202211 minEp. 351

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

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. Sign up for our free Argus Metals Market Highlights...

Jan 19, 202229 minEp. 350

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

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 . Sign up to the Argus crude oil newsletter...

Jan 19, 202215 minEp. 349

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

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...

Jan 11, 202211 minEp. 348

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

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. S...

Jan 11, 202210 minEp. 347

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

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 ....

Jan 11, 20226 minEp. 346

Falando de Mercado: O começo do mercado aberto de biodiesel

A reta final antes da abertura do novo mercado de biodiesel, que acontece hoje, foi repleta de surpresas e resoluções de última hora. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Amance Boutin, editor da publicação Argus Brasil Combustíveis . Elas conversam sobre esta transição e os principais desafios pela frente com o começo do novo modelo. Quer ficar por dentro de tudo que acontece no mercado de biocombustíveis?...

Jan 03, 20228 minEp. 345

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

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 Bras...

Dec 29, 20218 minEp. 344

The Crude Report: Opec+ likely to stay the course

After having weathered the storm of uncertainty last month, expectations are that Opec and its non-Opec partners will once again opt to stick to the script and agree on a 400,000 b/d increase in its production ceiling, as planned. In this episode of The Crude Report , our Mideast Gulf Editor Nader Itayim discusses what Opec+ ministers will need to consider when they next meet on 4 January.

Dec 29, 202111 minEp. 343

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

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: Thi...

Dec 28, 202113 minEp. 342

The Crude Report: Rocky markets follow Trans Mountain shutdown

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....

Dec 22, 20218 minEp. 341

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

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 mer...

Dec 22, 202113 minEp. 340

Metal Movers: What now for European and US HRC?

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 overc...

Dec 17, 202117 minEp. 338

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

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 ...

Dec 17, 202119 minEp. 339

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

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 ...

Dec 16, 20217 minEp. 337
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