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Argus Media

Argus Mediawww.argusmedia.com
Argus Media podcast
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Episodes

Falando de Mercado: O potencial do mercado de bio-bunker

A mistura de biodiesel no combustível marítimo pode ajudar empresas na agenda de reduzir a pegada de carbono do transporte, abrindo uma demanda potencial para o biocombustível em um mercado de 4 milhões de toneladas de bunker consumidas anualmente no Brasil. Junte-se a Amance Boutin, editor da publicação Argus Brasil Combustíveis, e Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, em uma conversa sobre detalhes dessa mistura voluntária, recentemente autorizada pela ANP, inclusive em...

Aug 28, 202419 minEp. 830

Driving Discussions: Demand Dynamics in the Downstream

The last few months have undoubtedly been very busy for the downstream market, particularly for refineries, with huge impact on demand and profits. Listen to Jason Metko (Associate Editor of US Products) and Nathan Risser (Senior Correspondent) as they discuss the Demand Dynamics in the Downstream.

Aug 27, 20249 minEp. 829

Fuels Focus: Your Weekly Insight into the US Refined Products Market

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. In our first episode, we dive into: Gulf Coast gasoline prices hitting their lowest mark since January, alongside a rise in di...

Aug 23, 20243 minEp. 828

Chemical Conversations: Global Methanol Outlook & Methanol Forum Preview

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Argus methanol expert Dave McCaskill and senior analyst Cassidy Staggers discuss global methanol markets, including: Current events affecting supply and demand. Forward view on pricing direction. What you can expect at the Argus Methanol Forum, 9-11 September. Methanol Market Puts-and-Takes podcasts are driven by data and insight from Argus' methanol portfolio - get more in...

Aug 23, 202416 minEp. 827

U.S. corn and soybean: How does the USDA calculate yields?

Listen in as Eduardo Gonzales , Argus US grains and oilseeds analyst, discusses the new USDA WASDE report with industry expert, Scott Irwin. This episode will cover: What data the USDA uses for their yield calculations How does the USDA collect this data Overall historic accuracy Market impacts from the WASDE reports

Aug 07, 202430 minEp. 824

Chinese propylene tightens grip on Asian LPG in summer

Listen about LPG demand from the Chinese petrochemical sector this summer and the near term price outlook, with Toong Shien Lee, Associate Editor, Chemicals and Frances Goh, Editor, LPG.

Aug 06, 20249 minEp. 823

Fertilizer Matters EP17: Urea – Global supply and demand, Aug 2024

Hear Argus’ analysis of key factors driving global urea supply and demand, with a particular focus on India, Egypt and China. Join Mike Nash, Senior Editor and Harry Minihan, Editor, Argus Nitrogen as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.

Aug 05, 202415 minEp. 822

Falando de Mercado: Preços internacionais de soja e milho desestimulam vendas de safra brasileira

O ritmo de farmer selling para as safras brasileiras de soja e milho progride lentamente desde a temporada 2022-23, à medida que produtores acreditavam que os preços subiriam em 2023. Mas o excesso de oferta global pressiona para baixo os preços da oleaginosa e do grão desde então. Diante da lentidão das vendas, qual o cenário atual para a safra 2023-24 e o que podemos esperar para a temporada 2024-25? Junte-se a Renata Cardarelli , editora da publicação Argus Brasil Grãos e Fertilizantes , e Na...

Jul 26, 202411 minEp. 821

Brazil corn and soybeans: farmer selling, harvest update and 2024-25 outlook

Since the 2022-23 season, farmers have been selling at a historically slow pace, believing that prices would maintain an upward trend, but the global oversupply continued pressuring prices down. What can we expect for this season’s soybeans and corn crops, and what’s the likely picture for the 2024-25 season? Listen to this podcast where our experts will address: Farmer selling pace and planting decisions for corn and soybeans 2023-24 crop estimates and initial outlook for the 2024-25 season Dem...

Jul 25, 202411 minEp. 820

Driving Discussions: Dropping in on USAC Diesel

In this episode we take a look back on recent developments in the region, the state of play during the summer of 2024 and an early forecast of what may lie ahead in the fall. Argus' Senior US Atlantic Coast distillate report Cooper Sukaly and Associate Editor of US Products Jason Metko.

Jul 23, 20249 minEp. 819

Falando de Mercado: O impacto da reforma tributária nas commodities

A reforma tributária terá grande impacto nos mercados de petróleo, gás, minérios e combustíveis. Após a aprovação do primeiro projeto de regulamentação da pauta na Câmara, o texto segue agora para o Senado. Junte-se a Rebecca Gompertz , repórter da publicação Argus Brazil Gas Markets, e Diogo Martins Teixeira , sócio no escritório de advocacia Machado Meyer e especialista em tributação, e saiba mais sobre o projeto aprovado e quais mudanças ainda estão em discussão no Senado.”...

Jul 18, 202429 minEp. 818

SAF Insights with EcoCeres

Asia Biofuels & Net Zero Deputy Editor Lauren Moffitt speaks to EcoCeres’ Global Head of SAF, Phil Moore, on recent issues affecting SAF markets and their implications for the nascent Asian industry. Topics include impacts of the anti-dumping investigations the EU and UK have launched into Chinese biofuels imports, regional and global developments in SAF mandates and how they will affect the Asian market, changes to SAF feedstocks accepted in the US and EU and pricing trends and outlook....

Jul 17, 202427 minEp. 817

Marine fuels dialogue: Red Sea blues and its impact

The key bunkering hub of Singapore has seen an increase in vessel arrivals in the first half of 2024, particularly as ships divert around the Cape of Good Hope. Fuel prices and freight rates continue to be elevated compared to a year back, reflecting varied constraints in vessel routes, supplies, and firm buying interest for conventional fuels in Asia. Join Argus’ team of reporters from freight, oil products and marine fuels desks in this lively discussion, as they analyse the impact of geopolit...

Jul 16, 20248 minEp. 816

Fertilizer Matters Episode 16: Ammonia – New capacity, price outlook, trade flows

Hear Argus’ analysis of key factors driving global ammonia market sentiment, with a particular focus on significant new capacity additions and its potential impact on prices and trade routes. Join Ruth Sharpe, Editor, Argus Ammonia and Sophie Mason, Manager, Urea and Ammonia Analytics as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series. Key topics covered in the podcast: Overview of travel in Q2 and main themes raised in market The latest on new capacit...

Jul 09, 202413 minEp. 814

The Crude Report: The TMX series - As volumes hit the water, markets and prices emerge

The start of waterborne loadings from the 590,000 b/d Trans Mountain Expansion (TMX) pipeline is already providing a glimpse of how markets and prices will evolve around this new development. While still in its early stages, the new flows of heavy Canadian crude are having some impact on global markets and have shown to be perhaps less competitive than initially expected. Join Argus’ crude and LPG editorial manager Gus Vasquez and Pacific coast reporter Rachel McGuire in discussing the most rece...

Jul 09, 202412 minEp. 813

Falando de Mercado: O “tarifaço” na malha da NTS

O aumento inesperado nas tarifas de transporte da NTS vem gerando discussões no mercado de gás natural, com participantes apontando para a atuação da Agência Nacional de Petróleo, Gás Natural e Biocombustíveis (ANP) e para decisões da Petrobras como as principais causas do “tarifaço”. Junte-se a Camila Dias , diretora da Argus no Brasil, e Rebecca Gompertz , repórter da publicação Argus Brazil Gas Markets, em um bate-papo sobre o que está acontecendo na malha da NTS e quais as repercussões no me...

Jul 01, 20247 minEp. 812

Driving Discussions: Musings from Mexico

Listen to the outcome of the Mexican presidential election and how the markets will shape over the summer, with Argus Senior Reporter Steven McGinn and Associate Editor of US Products Jason Metko. With refineries incidents and maintenance around Mexico in May, how did all that impact imports into the Country, specifically from Gulf Coast refineries and gasoline blenders?

Jun 24, 20248 minEp. 811

Global LPG conversations: LPG outlook for 2024 and beyond

Since the Covid pandemic, LPG markets have become far more volatile, but in 2024, prices appear to have paused for breath. Listen to David Appleton and Jack Greenwood as they discuss the market so far in 2024, the forecast for the rest of the year and beyond, and take a look at biopropane forecasting.

Jun 20, 202418 minEp. 810

The Biofuels Report: Asian UCO exports to US surge

With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil. Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malacca price assessments to reflect the growing flows of UCO out of China and SE Asia to the US. How will these flows affect UCO demand around the world? Listen in on this latest episode with our market experts, Jamuna Gautam and Sarah...

Jun 20, 20247 minEp. 809

Falando de Mercado: Demanda por fretes e adubo diante do próximo ciclo de plantio

O ano de 2024 tem tido diferentes particularidades no mercado brasileiro, tanto nos fretes rodoviários, quanto na comercialização de grãos e da compra de fertilizantes. Seja por aspectos no mercado internacional ou doméstico, as circunstâncias estão interligadas e afetam umas as outras. A editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, Renata Cardarelli , e o repórter sênior, João Petrini , conversam sobre o atual cenário dos mercados e os efeitos de fretes rodoviários abaixo d...

Jun 12, 202411 minEp. 808

Fertilizer Matters: Episode 15 - Brazil, June 2024

Hear Argus’ analysis of current fertilizer market dynamics in Brazil - one of the largest and most influential fertilizer markets in the world. Join Mike Nash , Senior Editor - Fertilizers and Gisele Augusto , Reporter - Argus Brazil Grains and Fertilizer as they discuss this market in the latest episode of Argus’ Fertilizer Matters podcast series. Key topics covered in the podcast: How the Brazilian fertilizer market has been developing in 2024 Farmers' increased focus on purchasing potash Soyb...

Jun 10, 20246 minEp. 807

Chemical Conversations: Navigating pine chemicals and hydrocarbon resins amid plant shutdowns

Pine chemicals editor Leonardo Siqueira talks to Steve Williams, VP of Argus C5 and Hydrocarbon Resins, about navigating the pine chemicals and hydrocarbon resins markets, including: How plant shutdowns may impact trade flows and regional supply/demand balances. The impact of Chinese consumption taxes on C5 tackifier markets. CTO demand in the US and Europe. Other key factors the industry need to stay close to in 2024 and beyond. This podcast is delivered by Argus’ chemical experts using data an...

Jun 10, 202417 minEp. 806

Falando de Mercado: Insegurança jurídica afeta precificação de Cbio

A inadimplência crescente no cumprimento das metas do Renovabio tem pautado as conversas de participantes do mercado de Cbios, com o capítulo de judicialização contra o programa ofuscando os fundamentos e encolhendo a liquidez dos créditos de descarbonização. Junte-se a Conrado Mazzoni , chefe adjunto de redação da Argus no Brasil, e Rebecca Gompertz , repórter do relatório Argus Brazil Gas Markets, e saiba mais sobre as perspectivas para o rumo do mercado de Cbios....

Jun 06, 202413 minEp. 805

The Crude Report: The TMX series - Canadian heavy crude flows hit the Pacific markets

The new 590,000 b/d Trans Mountain Expansion (TMX) pipeline has the potential to shift export patterns for heavy sour Canadian crude away from the US Gulf coast by adding new capacity out of Vancouver’s Westridge terminal, but some obstacles persist. Join Argus’ crude and LPG editorial manager Gus Vasquez and deputy editor Amanda Hilow in discussing the new pipeline, its purpose and early trade patterns surrounding its deliveries. Key topics covered in the podcast: Canadian crude buyers seek a m...

May 31, 202410 minEp. 804

The Biofuels Report: Waste based ethanol on the rise with Raizen

Why Raizen decided to invest into waste-based origin ethanol, capacity plans, feedstocks? And, where is future demand expected to come from? Paulo Côrte-Real Neves, Global EVP President Raizen Trading, explains to Josefine Ahlström, Argus VP Business Development Europe.

May 31, 202434 minEp. 803

Falando de Mercado: Mudança no fluxo de gasolina para o Brasil

Depois de se consolidar como fornecedor de diesel, a Rússia começa a se destacar nas importações de gasolina pelo Brasil. Ofertas do produto estão chegando aos compradores brasileiros, que veem preços mais baixos em relação aos fornecedores tradicionais, como Estados Unidos e Europa. Neste episódio, a editora associada da publicação Argus Brasil Combustíveis, Gabrielle Moreira , e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni , conversam sobre o cenário competitivo e de preços n...

May 29, 20248 minEp. 802

Global LPG Conversations: How is China’s LPG demand in 2024?

Get insights into the LPG market in this podcast. Find out more about: China’s LPG import increased by 20pc yoy in 2023. Will this momentum be sustained in 2024? PDHs demand for propane and crackers demand. Iranian LPG is still an important part of China’s imports. Chinese importers like to use more AFEI, because it reflects the supply/demand balance and could help some importers hedge via trade AFEI swap/DCE PP futures.

May 29, 202426 minEp. 801

Taking Stock of Clean Hydrogen Demand-side Policies

Argus’ John Scott talks to hydrogen experts Stefan Krümpelmann, editor of the Argus Hydrogen and Future Fuels service, and Michał Żuk, hydrogen analyst at LSEG's Data and Analytics Supply Chain and Commodities Research Team, about: Promising EU-wide demand-side policies for hydrogen Individual member state policies Whether current measures are enough to help production projects secure offtake agreements Non-monetary support CBAM and importing hydrogen Demand-side initiatives outside of the EU Fo...

May 29, 202420 minEp. 800

Weight of Freight: Navigating the Essentials of EU ETS and Maritime Decarbonisation

The global shipping industry is a cornerstone of the world's economy, yet it faces the critical challenge of reducing emissions. To help you navigate the new EU Emissions Trading System (ETS) for shipping, join experts Andrew Khaw , Editor Asia Freight, Mahua Chakravarty , Editor Asia Marine Fuels from Argus Media, and Brijesh Tewari , Lead Maritime Decarbonisation Consultant from Lloyd's Register. Key topics covered in the podcast: Understanding the EU ETS for Shipping: What it is and how it wo...

May 27, 202438 minEp. 799

Fertilizer Matters: Phosphates in Asia, May 2024

Hear Argus’ analysis of changing market dynamics in the Chinese phosphate rock market in response to growing LFP battery demand, and the growth in DAP imports to South East Asia. Join Andrea Valentini , VP, Business Development and Huijun Yao , Editor, Asia Fertilizers as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series. Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://w...

May 22, 20247 minEp. 798
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