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 ...
Nov 09, 2021•27 min•Ep. 316
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...
Nov 08, 2021•6 min•Ep. 315
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 Metal Market Highlight...
Nov 05, 2021•9 min•Ep. 314
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.
Nov 05, 2021•14 min•Ep. 313
The planting of transgenic wheat in Argentina, the main supplier of the grain to Brazil, is causing a lot of controversy. Will Brazil approve the entry of GM wheat in the country? And if not, what would the effect be on other wheat producing and consuming countries? Join Camila Dias, Argus Brazil Bureau Chief, and Alessandra Mello, Deputy Editor of the Argus Brazil Grains and Fertilizer publication. They discuss what is at stake in this debate about GM wheat. Stay connected with the agriculture ...
Nov 04, 2021•13 min•Ep. 312
O plantio de trigo transgênico na Argentina, principal fornecedor do cereal para o Brasil, está causando muita polêmica. Será que o Brasil vai aprovar a entrada de trigo geneticamente modificado no país? E caso não aprove, qual seria o efeito para outros países produtores e consumidores de trigo? 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 que está em jogo neste debate...
Nov 04, 2021•12 min•Ep. 311
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....
Nov 02, 2021•13 min•Ep. 310
In an environment where energy prices are surging and fertilizer prices are hitting record levels, sulphur is in a intriguing position, intersecting these two markets. What are the prospects for the sulphur market? Join Meena Chauhan, Head of Sulphur and Sulphuric Acid Research, and Tim Cheyne, VP, Fertilizers, as they start with a look at prices, reviewing price trends in the sulphur market through 2021 as well as the short-term pricing outlook. We then focus on supply, addressing the key chang...
Nov 02, 2021•20 min•Ep. 309
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'....
Nov 02, 2021•31 min•Ep. 308
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. Sign up for our free Argus Metals Market Highlights...
Oct 29, 2021•15 min•Ep. 307
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...
Oct 28, 2021•13 min•Ep. 306
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....
Oct 27, 2021•13 min•Ep. 305
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.
Oct 22, 2021•31 min•Ep. 304
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?...
Oct 21, 2021•10 min•Ep. 303
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.
Oct 20, 2021•13 min•Ep. 302
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.
Oct 20, 2021•16 min•Ep. 301
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 ...
Oct 14, 2021•25 min•Ep. 300
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....
Oct 14, 2021•16 min•Ep. 299
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...
Oct 14, 2021•13 min•Ep. 298
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.
Oct 13, 2021•8 min•Ep. 297
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.
Oct 13, 2021•16 min•Ep. 296
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 mercad...
Oct 07, 2021•14 min•Ep. 295
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.
Oct 06, 2021•12 min•Ep. 294
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”....
Sep 30, 2021•6 min•Ep. 293
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...
Sep 30, 2021•6 min•Ep. 292
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 ...
Sep 29, 2021•15 min•Ep. 291
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...
Sep 23, 2021•10 min•Ep. 290
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, l...
Sep 23, 2021•6 min•Ep. 289
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, da...
Sep 22, 2021•7 min•Ep. 288
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.
Sep 21, 2021•13 min•Ep. 287
