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. Get complimentary access to Argus Hydrogen and Future Fuels Service Download COP26 Ene...
Dec 16, 2021•30 min•Ep. 336
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...
Dec 15, 2021•14 min•Ep. 335
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?...
Dec 10, 2021•8 min•Ep. 334
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
Dec 10, 2021•9 min•Ep. 333
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 la...
Dec 08, 2021•14 min•Ep. 332
In this episode, we discuss the drivers behind PVC markets and the exciting launch of the new 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 S...
Dec 02, 2021•12 min•Ep. 331
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 petroleira...
Dec 01, 2021•12 min•Ep. 330
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....
Dec 01, 2021•20 min•Ep. 329
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, a...
Nov 26, 2021•17 min•Ep. 328
Desde outubro, vemos um maior interesse comprador de diesel importado nos portos do Sul e do Sudeste, mesmo com os valores bem acima do produto comercializado nas refinarias da Petrobras. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis. Elas conversam sobre os fatores que tem estimulado essa demanda e seus desdobramentos. Quer ficar por dentro de tudo que acontece no mercado de combustíveis?...
Nov 25, 2021•6 min•Ep. 327
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 discu...
Nov 24, 2021•11 min•Ep. 326
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 H...
Nov 19, 2021•12 min•Ep. 325
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 i...
Nov 18, 2021•7 min•Ep. 324
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. Argu...
Nov 17, 2021•12 min•Ep. 323
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 p...
Nov 16, 2021•11 min•Ep. 322
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. Learn more about Argus’ global oil products coverage Listen to other episodes in the Driving Discussions series See more Argus coverage ...
Nov 16, 2021•16 min•Ep. 321
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 viabilit...
Nov 15, 2021•19 min•Ep. 320
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 depende...
Nov 11, 2021•7 min•Ep. 319
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 Fertil...
Nov 11, 2021•6 min•Ep. 318
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 decarbonisa...
Nov 10, 2021•16 min•Ep. 317
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
