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Covid lockdowns threaten to crush Chinese short term oil consumption, adding another layer of complexity to a market plagued by sky-high prices in the wake of sanctions. Some 200mn Chinese oil consumers were put under mobility restrictions of varying severity this month, as China faced its most significant spike in Covid cases since early-2020. This threatens to eliminate a large component of the "pull factor" that shifted the centre of oil demand growth to Asia from the OECD in recent years. Le...
The European diesel market continues to see challenging times as the market struggles through loss of liquidity, self-sanctioning due to the conflict in Ukraine, high freight costs, and overall market uncertainty. Diesel is still moving through Europe at a normal rate despite the conflict in Ukraine, but prices indicate tight supply. What is causing this and what is the answer to Europe’s diesel problem? Listen in as Alfonso Berrocal , European business development manager, Benedict George , sen...
What exactly is sustainable aviation fuel (SAF)? How is it derived and how is it priced? Listen in as SAF market experts Bea O’Kelly and Louise Burke break down the fast-growing SAF market and provide an overview of how SAF is produced, the differences between SAF and renewable diesel/HVO, market fundamentals, and pricing mechanisms....
Com a abertura mais profunda do mercado de eletricidade, permitindo a portabilidade de conta de energia elétrica, o setor precisa de alterações e modernizações em seus regramentos. Esse debate está em fase final no Congresso Nacional. Junte-se a Camila Dias , diretora da Argus no Brasil, e Flávia Pierry , Editora de Gás Natural e Eletricidade. Elas debatem o tema e seus desdobramentos. Quer ficar por dentro de tudo o que acontece nos mercados de gás natural e energia?...
The phosphate market has had to contend with the impact of the Russia-Ukraine conflict and ongoing Chinese export restrictions. Meanwhile, there is growing interest in lithium iron phosphate (LFP) batteries and the opportunities this presents to phosphate rock and phosphoric acid producers. New DAP Indian capacity and new phosphate rock projects will also impact the market. Claira Lloyd , Phosphate and Phosphate Rock Research Manager and Tim Evans , Phosphate Analyst join Tim Cheyne , VP Fertili...
This latest Weight of Freight episode provides a shipowner’s perspective on current clean tanker market fundamentals, ‘self-sanctioning’ Russian oil, and how elevated bunker prices have affected trading. d’Amico Tankers CFO Carlos Balestra di Mottola joins Argus Freight Reporter Michael Connolly to discuss the impact of the ongoing Russia-Ukraine conflict on the global clean tanker market and how his company has responded to the shifting market dynamics. Learn more about the Argus Freight servic...
David Appleton , VP Business Development LPG, and Esther Phua, Senior Editor Singapore, discuss the Argus Ningbo Index , the drive behind its launch, and the key differences with the Argus Far East Index . They touch on contracts in the current market to conclude with the risk management tools and new opportunities arising from this new index. Learn more about our LPG services , including market news, price assessments and analytical outlooks...
Após a abertura de capital em julho de 2021, a empresa do agronegócio 3tentos investe na expansão dos negócios e estuda diversificar sua atuação. Junte-se a Alexandre Melo, repórter da publicação Argus Brasil Combustíveis , e Luiz Osório Dumoncel, presidente da 3tentos. Eles conversam sobre o crescimento no país e planos de produzir etanol de milho no futuro. Fique por dentro de tudo o que acontece no mercado de biocombustíveis?...
Government sanctions on Russia and self-sanctioning by companies have altered global oil, coal and grain trade flows. But what impact has that had on freight rates? In this Weight of Freight podcast, Argus freight reporter Michael Connolly interviews VesselsValue analysts Vivek Srivastava and Ynes Benotmane about how the ongoing Russia-Ukraine conflict has impacted freight rates and trade flows for both the tanker and dry bulk markets. Learn more about the Argus Freight Service...
Join Sarah Rae , Vice President of Olefins, Polymers & Derivatives, Kristen Mueller , Principal for LPG Consulting, and Toong Shien Lee , Olefins specialist and Editorial manager based in Shanghai, to discuss the rapid expansion of PDH capacity around the globe and the implications for propane demand. They will also touch upon profitability in the propylene sector and factors driving utilisation rates. Learn more about our LPG services, including market news, price assessments and analytical...
This episode covers silicon carbide with a focus on decarbonisation across electrified industries. Tune in as Caroline Messecar, Senior Reporter - Rare Earths and Electronic Metals, quizzes Exawatt CEO, Simon Price and Adam Dawson, Senior Research Analyst, on this crucial semiconductor material. Sign up for our free Argus Metals Market Highlights
James Elliott talks to leading MTBE expert Roel Salazar , and lead analyst Cassidy Staggers , about the Argus MTBE Outlook: Market direction and underlying trends over the next 12 months Expansion projects and regulatory policies that could affect prices and trade flows Information or visuals with deep relevance to the market How we forecast 24 months ahead Insights to help subscribers make better business decisions This podcast is delivered by Argus’ MTBE experts using data and insight from the...
Lauren Williamson , VP for Commercial Products, talks to leading methanol expert Dave McCaskill , and lead analyst Cassidy Staggers about the Argus Methanol Outlook: Market direction and underlying trends over the next 12 months Expansion projects and regulatory policies that could affect prices and trade flows Information or visuals with deep relevance to the market How we forecast 24 months ahead Insights to help subscribers make better business decisions This podcast is delivered by Argus’ me...
James Elliott talks to leading benzene expert Simon Palmer , and lead analyst Jason Faulk , about the Argus Benzene Outlook: Market direction and underlying trends over the next 12 months Expansion projects and regulatory policies that could affect prices and trade flows Information or visuals with deep relevance to the market How we forecast 24 months ahead Insights to help subscribers make better business decisions This podcast is delivered by Argus’ benzene experts using data and insight from...
O governo brasileiro lançou no início de março o plano nacional de fertilizantes, que busca reduzir a dependência da importação de fertilizantes, em meio a apreensões sobre a alta de preços no mercado global e a restrições de exportações de importantes produtores globais. O plano trabalha com distintos cenários para a redução da dependência da importação de nitrogenados, fosfatados e cloreto de potássio até 2050. Junte-se a Camila Dias , diretora da Argus no Brasil, e Renata Cardarelli , repórte...
Brazil launched the fertilizer plan in early March to reduce the share of fertilizer it sources from imports, amid concerns on global market rising prices and restrictions on major global producer exports. The plan projects different scenarios to reduce nitrogen, phosphates and potash imports dependency by 2050. Join Camila Dias , Argus Brazil Country Manager, and Renata Cardarelli , reporter for the Argus Brazil Grains and Fertilizer publication. They talk about the main points of Brazil’s fert...
James Elliott talks to leading toluene and xylenes expert Anjani Singh, and lead analyst Jason Faulk , about the Argus Toluene and Xylenes Outlook: Market direction and underlying trends over the next 12 months Expansion projects and regulatory policies that could affect prices and trade flows Information or visuals with deep relevance to the market How we forecast 24 months ahead Insights to help subscribers make better business decisions This podcast is delivered by Argus’ toluene/xylenes expe...
Lauren Williamson talks to leading olefins expert Angie Joe about the Argus Butadiene Outlook : Market direction and underlying trends over the next 12 months Expansion projects and regulatory policies that could affect prices and trade flows Information or visuals with deep relevance to the market How we forecast 24 months ahead Insights to help subscribers make better business decisions This podcast is delivered by Argus’ butadiene expert using data and insight from the Argus Butadiene Outlook...
Russian crude grades, including ESPO, are being avoided in the oil market. What impact will it have on crude flows as tanker rates in Asia hit 2-year highs? In this Weight of Freight podcast, Argus’ Freight Editor for Asia, Andrew Khaw is joined by Crude Editor Azlin Ahmad and Freight reporter Hamren Hamid, to discuss how crude and tanker markets might handle a drop in ESPO crude supplies. Related links Argus Freight Argus Crude...
Lauren Williamson , VP for Commercial Products, talks to leading olefins experts Sarah Rae , Jimmy Levine , and Ron Baughman , plus analyst Chris Cothran about the Argus Olefins Outlook : • Market direction and underlying trends over the next 12 months • Expansion projects and regulatory policies that could affect prices and trade flows • Information or visuals with deep relevance to the market • How we forecast 24 months ahead • Insights to help subscribers make better business decisions This p...
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....
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 ...
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...
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...
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...
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...
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 ...
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.
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...
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 ...
