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Argus Media

Argus Mediawww.argusmedia.com
Argus Media podcast
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Episodes

Global LPG Conversations: The impact of the Ukraine conflict on Asian LPG market developments

Join David Appleton , VP Business Development, and Reza Amanat , Editor Asia LPG, to discuss the impact of the Ukraine crisis on LPG markets, particularly on Asia. David and Reza explore changing market dynamics, price implications and the wider impact for Asian LPG markets. Learn more about our LPG services, including market news, price assessments and analytical outlooks....

Mar 11, 202212 minEp. 376

Falando de Mercado: Corrida presidencial gera incertezas sobre política de preços da Petrobras

A alta dos combustíveis alimenta a inflação em ano eleitoral, colocando na berlinda a política de preços da Petrobras em meio ao salto do petróleo acima de 100 dólares o barril. Saiba o que está em jogo na precificação de diesel e gasolina, segundo as principais plataformas que devem concorrer na corrida presidencial. Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, editor adjunto da publicação Argus Brasil Combustíveis, e fique por dentro da visão das pré-candidaturas ao ...

Mar 10, 202216 minEp. 375

Market Talks: Logistics expansion plans at Brazilian ports

Brazilian ports promise a series of changes throughout this year to improve the country’s logistical efficiency as a whole and reduce the queues for berthing ships. As a result, January recorded positive statistics for some of Brazil's main complexes, meanwhile projects ranging from new terminals to privatisations are expected. Join Camila Dias , Argus Brazil Country Manager, and João Petrini , reporter for the Argus Brazil Grains and Fertilizer report, as they talk about cargo movement since th...

Mar 03, 20229 minEp. 374

Falando de Mercado: Planos de expansão logística nos portos brasileiros

Os portos brasileiros prometem uma série de mudanças ao longo deste ano para melhorar a eficiência logística do país como um todo e reduzir as filas para atracação de navios. Nesse cenário, o mês de janeiro foi de estatísticas positivas para alguns dos principais complexos do Brasil, enquanto aguardam projetos que vão de novos terminais a desestatizações. Junte-se a Camila Dias , Diretora da Argus no Brasil, e João Petrini , repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles convers...

Mar 03, 20229 minEp. 373

Metal Movers: The outlook and geopolitics of lithium

Learn about the variables that drove up the lithium price by 400% since the beginning of 2021 with Thomas Kavanagh , Associate Editor - Battery Metals and Will Talbot, Senior Analyst – Consulting. The episode will cover lithium supply/demand for carbonate and hydroxide, logistical challenges, geopolitics, LFP vs LNMC, EVs and other factors influencing the market. Sign up for our free Argus Metals Market Highlights...

Mar 03, 202211 minEp. 372

Weight of Freight: What if Russian crude gets banned in Europe?

The ripple effects from the Russia-Ukraine conflict are spreading through the oil and shipping markets. Uncertainty rules the day as the industry prepares for potential scenarios. One of those is sanctions being imposed on Russian crude. What would be the impact on crude prices and trade flows and how would the tanker market react to the shuffle in Europe’s oil diet? In this Weight of Freight podcast, Argus’ Head of Freight Alex Younevitch is joined by EMEA Freight Editor Will Collins and Vice P...

Feb 28, 202223 minEp. 371

Global LPG Conversations: US arbitrage and a challenging winter

Join Amy Strahan , editor of Argus NGL Americas, and Brian O’Rourke , Argus North American NGL Business Development Manager, for the latest episode in the Global LPG Conversations podcast series, discussing the Far East Index, Mont Belvieu waterborne propane market and the associated freight market. Amy and Brian discuss how this spread has performed this winter, as well as exploring what might be expected of the market during the remaining weeks of this heating season. Learn more about our LPG ...

Feb 28, 20229 minEp. 370

Market Talks: Brazil’s first steps to an open natural gas market

O episódio explora os resultados iniciais da abertura do mercado de gás natural no Brasil e o fim do monopólio da Petrobras. Analisa como a introdução de novos fornecedores gerou uma queda imediata nos preços do gás no atacado, detalhando os fatores que contribuíram para essa redução. Discute também as perspectivas futuras para o mercado, incluindo a necessidade de novas regulações e a diversificação dos modelos de precificação de contratos.

Feb 24, 20229 minEp. 369

Falando de Mercado: O início do mercado do gás aberto no Brasil

Com o início da abertura do gás natural no Brasil este ano, já é possível ver o reflexo da competição sobre os preços. Junte-se a Camila Dias , Diretora da Argus Brasil, e Flávia Pierry , Editora de Gás Natural e Energia. Elas falam sobre os primeiros resultados após a abertura. Quer ficar por dentro de tudo o que acontece nos mercados de gás natural e energia? Acesse...

Feb 24, 20229 minEp. 368

Driving Discussions: The bumpy road ahead for European diesel prices

The European distillates market, in particular the diesel market, has been going through challenging times due to loss of some refining capacity. At the same time the market has seen demand return, finding high production and hydrotreating cost, historic backwardation levels, and lower stocks, which are complicating the supply of diesel in Europe. Listen in as Alfonso Berrocal , European business development manager, Benedict George , senior European market reporter, and Alina Rapoport , senior ...

Feb 23, 202227 minEp. 367

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
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