Join Neste’s VP of Renewable Aviation, Alexander Kueper and Argus’ Biofuels associated editor, Giulia Squadrin as they talk about recent trends and evolving dynamics in the global SAF market, including: Current state of the market Short- and long-term supply and demand outlook Development and scalability of SAF production pathways
Sep 27, 2024•15 min•Ep. 850
Hear Argus’ analysis of the surprising decision by the Ethiopian Agricultural Businesses Corporation (EABC) to issue a tender for DAP instead of NPS this year. The podcast focuses on what the impetus was for this change, and what it means for the tender and the market. Join David Maher, Editor, Argus NPKs and Nykole King, Reporter – NPKs and Potash as they discuss this development in the latest episode of Argus’ Fertilizer Matters podcast series.
Sep 26, 2024•10 min•Ep. 849
Lower cotton production costs encouraged produces to invest in the fiber in 2023-24, boosting its exports to record levels this season. Join Renata Cardarelli , editor of the Argus Brazil Grains e Fertilizers publication, and Nathalia Giannetti , reporter of the Argus Brazil Grains e Fertilizers publication, in a talk on what factors were important to cotton’s higher profitability, where most of production is located and where these volumes are headed to....
Sep 24, 2024•8 min•Ep. 848
Custos de produção de algodão mais baixos incentivaram produtores a investir na fibra safra 2023-24, elevando as exportações do país também para uma alta histórica. Junte-se a Renata Cardarelli , editora da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti , repórter da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre quais fatores influenciaram a maior rentabilidade do algodão no país, onde está localizada a maior parte de produção e quais são seus principa...
Sep 24, 2024•8 min•Ep. 847
Diesel refinery margins in Europe have weakened significantly and been at their lowest rates since a year ago. Listen to this episode of our podcast - Driving Discussions: Diesel Draught Turns into Floods - as our market experts Alfonso Berrocal (VP - Middle Distillates and Sustainable Aviation Fuels) and Benedict George (European Associate Editor - Oil Products) discuss the drivers of these low margins and the impact on refineries.
Sep 24, 2024•23 min•Ep. 846
The fall in prices for spodumene and lithium carbonate since the start of 2023 has weighed on both established and emerging projects the world over, with many producers cutting or delaying production targets until prices rebound. For emerging spodumene producers in southern Africa, often operating on low grades, many lithium projects are struggling to get off the ground. As Argus launches spot spodumene lithium prices fob southern Africa, Tom Kavanagh, Editor of Argus Battery Materials, is joine...
Sep 24, 2024•14 min•Ep. 845
Argus’ James Elliott is joined by global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments in the US and global polyurethanes market. Ahead of The Center for the Polyurethanes Industry’s (CPI's) annual Polyurethanes Technical Conference in Atlanta Georgia next week, the team discuss: The latest developments for MDI, TDI and polyols in the US market. Market updates in Europe, Latin America and China. What to look out for in the p...
Sep 23, 2024•7 min•Ep. 844
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. This week’s episode features: US retail motor fuels prices extend declines US court asked for third Citgo auction extension Co...
Sep 20, 2024•3 min•Ep. 843
Argus’ James Elliott is joined by global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments in the US and global polyurethanes market. Ahead of The Center for the Polyurethanes Industry’s (CPI's) annual Polyurethanes Technical Conference in Atlanta Georgia next week, the team discuss: The latest developments for MDI, TDI and polyols in the US market. Market updates in Europe, Latin America and China. What to look out for in the p...
Sep 20, 2024•8 min•Ep. 842
Ammonia freight is stepping up from traditional smaller gas carriers with a rush of high-tech, very large ammonia carriers (VLACs). Listen to Lisa Assmann , Senior Shipbroker at the Sales & Purchase/Project department at Norwegian shipbroking company Steem1960, which focuses on ammonia projects, Mathias Kyllingstad , Gas Analyst at Steem1960, and Yohanna Pinheiro , Argus Gas Freight Reporter, discuss how the gas carrier markets will evolve in the wake of clean ammonia momentum. Key topics co...
Sep 17, 2024•23 min•Ep. 841
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. This week’s episode features: Hurricane Francine brings a pause to Louisiana’s oil infrastructure | Read more US Summer Drivin...
Sep 16, 2024•3 min•Ep. 840
Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, the Argus global methanol team ( Dave McCaskill , Cassidy Staggers , Roel Salazar , Victoria Baghdjian , Becky Zhang ) recap events and discussions from this year’s Argus Methanol Forum, including: News of Methanex’s acquisition of OCI’s methanol business Insights from speaker presentations and panels Implications on international supply/demand fundamentals and pricing dire...
Sep 12, 2024•15 min•Ep. 839
The rapid evolution of the TMX market is starting to impact the supply profile along the US west coast, with Latin American producers beginning to feel the pressure from increased competition. Asia-Pacific producers may soon also feel the pinch with an active delivered market in Shandong opening the door for Canadian volumes to enter the region. As the reach of the TMX barrels continues to expand, prices in Vancouver and Shandong appear to be increasing, reflecting global market fundamentals. Jo...
Sep 09, 2024•8 min•Ep. 838
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. This week’s episode features: WTI, Gasoline and Diesel continue declines | Read more Edgewater to purchase Shell assets near H...
Sep 06, 2024•4 min•Ep. 837
The spread between automotive grade urea (AGU) — a feedstock to produce Arla 32 — and the nitrogen fertilizer continues to increase, reducing demand for AGU in a market with low international availability. Join Renata Cardarelli , editor of the Argus Brazil Grains and Fertilizer publication, and reporter Gisele Augusto as they discuss the context of the Brazilian market for AGU amid logistical challenges and its usage as a feedstock....
Sep 06, 2024•7 min•Ep. 836
O prêmio entre a ureia grau automotivo e o nitrogenado grau fertilizante segue aumentando, reduzindo a busca pelo grau correto para a produção de Arla 32, em um mercado marcado pela baixa disponibilidade internacional. Junte-se a repórter do relatório Argus Brasil Grãos e Fertilizantes, Gisele Augusto e a editora do relatório Argus Brasil Grãos e Fertilizantes, Renata Cardarelli . Elas conversam sobre o cenário do mercado brasileiro de ureia automotiva em meio aos desafios logísticos e ao uso da...
Sep 06, 2024•7 min•Ep. 835
The change of the UK government comes at a time when the future of LPG is being decided. The recent Biomass Strategy, for the first time, carved out a role for the fuel in decarbonising off-grid heating. However, officials raised serious questions about the availability of bioLPG and volumes of sustainable feedstocks. In this episode of Global LPG Conversations Argus’ David Appleton, VP LPG, and Senior LPG Reporter Waldemar Jaszczyk zoom in on the UK to discuss what the new Labour administration...
Sep 02, 2024•15 min•Ep. 834
Hear analysis of Argus’ carbon-adjusted price of ammonia (CAPA) assessments, including what CAPA is and how it reflects the future impact of the carbon border adjustment mechanism (CBAM). The podcast explains Argus’ methodology for calculating CAPA and how it is being utilized by the market - including helping with risk management and evaluating how CAPA will impact and incentivise their business. Join Ruth Sharpe, Editor, Argus Ammonia and Andrea Valentini, VP, Business Development – Ammonia as...
Sep 02, 2024•11 min•Ep. 833
Stay informed with Fuels Focus, the essential podcast from 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 second episode, we dive into: US Gulf coast diesel cash prices reach a low | Read more Retail fuel prices continue pric...
Sep 02, 2024•3 min•Ep. 832
O Projeto Autazes deve atender especialmente o mercado de Mato Grosso, com parte da produção voltada para o sul do Amazonas e Rondônia, segundo o presidente da Potássio do Brasil, Adriano Espechit. O projeto é visto como essencial para o Plano Nacional de Fertilizantes, que tem o objetivo de reduzir a dependência externa de nutrientes. Entre os desafios de Autazes, está a logística da região, considerando a manutenção de hidrovias no Amazonas. O repórter sênior da publicação Argus Brasil Grãos e...
Aug 29, 2024•19 min•Ep. 831
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, 2024•19 min•Ep. 830
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, 2024•9 min•Ep. 829
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, 2024•3 min•Ep. 828
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, 2024•16 min•Ep. 827
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, 2024•30 min•Ep. 824
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, 2024•9 min•Ep. 823
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, 2024•15 min•Ep. 822
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, 2024•11 min•Ep. 821
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, 2024•11 min•Ep. 820
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, 2024•9 min•Ep. 819