Tune in as Siew Hua Seah , Global Editor – Argus Ferrous Markets, Lora Stoyanova , Deputy Editor, Argus Ferrous Markets, and Elena Grebiniuk , Senior Reporter share how EU buyers are shifting their procurement strategy in the face of the Russian steel import ban.
Apr 20, 2022•12 min•Ep. 406
This episode is driven by data and insight from Argus Global Steam Cracker Economics, a global monthly report and downloadable dataset. The service outlines cost and margin advantages of various feedstocks being cracked into ethylene by region, including a three-month forecast. Listening to this episode will give you insights into: The impact of energy price volatility on chemical production economics Where’s the best money to be made – assessing ethylene production and coproduct yields Where to...
Apr 19, 2022•10 min•Ep. 405
Sanctions on Russia have disrupted crude oil trade and escalated political pleas for additional sources of supply to cover a period of increasing fundamental supply/demand uncertainties. Stephen Jones , SVP Oil Markets Strategy and Chief Economist David Fyfe explore the supply losses, the coming strategic stock releases and what might come next. Learn more about the Argus Crude report...
Apr 19, 2022•19 min•Ep. 404
Hydrogen & Future Fuels podcasts are back! William Rowe Founder and CEO of Octopus Hydrogen joins Tim Hard , SVP Energy Transition at Argus, to discuss distributed vs centralised hydrogen production models, moving projects from excel to production and an ‘easy-to-abate’ sector – city construction sites. Get complimentary access to Argus Hydrogen and Future Fuels Service Learn more about Argus’ natural gas / LNG coverage Download COP26 Energy and Emissions Country Profiles...
Apr 18, 2022•29 min•Ep. 402
Os diferenciais portuários no paper market de Paranaguá atingiram valores recordes no mês de março e seguem pressionados no mês de abril. Junte-se a Camila Dias , diretora da Argus no Brasil, e Alessandra Mello , editora assistente da publicação Argus Brasil Grãos e Fertilizantes . Elas conversam sobre o que vem influenciando este mercado e quais as tendências para 2022. Fique por dentro de tudo o que acontece no mercado de agricultura...
Apr 14, 2022•14 min•Ep. 403
Argus Crude deputy editor Nicola de Sanctis joins James Gooder in this episode to discuss how the disruptions to and redirections of Russian supply are affecting that other great swing producing region — West Africa. We also give an update on changes to our pricing methodology for a couple of Nigerian crude assessments, and where to find them. Argus publishes more West Africa crude prices than anyone else - click through to learn more....
Apr 13, 2022•14 min•Ep. 401
How exactly is sustainable aviation fuel (SAF) made? What feedstocks are used and through which processes? Listen in as SAF market experts Bea O’Kelly and Giulia Squadrin go into more detail about how SAF is made, the different pathways and feedstocks that are most commonly used to produce the bio-jet and listen as they question whether there is enough feedstock production to meet the growing demand for sustainable flying....
Apr 13, 2022•8 min•Ep. 400
Argus Vice President for Global Business Development Muhamad Fadhil talks to Tricon Energy’s President and CEO Ignacio Torras and Chief Sustainability Officer Elizabeth Carlson about sustainability in the chemicals industry. In this exclusive interview with Argus, Ignacio and Elizabeth discuss: How sustainability and ESG impact Tricon and its global customers Tricon’s future plans for sustainability The biggest challenges implementing ESG initiatives in the chemical industry Get more information...
Apr 12, 2022•17 min•Ep. 399
Desde o início do conflito entre Rússia e Ucrânia, importadores lidam com a limitação de diesel disponível para embarque na costa do Golfo Americano e buscam produto em fontes como Golfo Pérsico, oeste da África e Índia, que requerem prazos de entrega mais longos. Junte-se a Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis. Elas conversam sobre o prolongamento dos prazos de entrega e a ampliação na diversificação das origens do combu...
Apr 07, 2022•7 min•Ep. 398
In this episode of Global LPG Conversations, Argus’ VP for Crude and African Markets, James Gooder , talks to David Appleton , VP Business Development LPG, about developments in LPG in Africa, as well as the impact of the recent surge in prices on-demand on the continent. Learn more about our LPG services, including market news, price assessments and analytical outlooks...
Apr 06, 2022•12 min•Ep. 397
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...
Apr 05, 2022•13 min•Ep. 396
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...
Apr 04, 2022•23 min•Ep. 395
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....
Apr 01, 2022•13 min•Ep. 394
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?...
Apr 01, 2022•11 min•Ep. 393
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...
Apr 01, 2022•31 min•Ep. 392
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...
Mar 30, 2022•23 min•Ep. 391
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...
Mar 30, 2022•11 min•Ep. 390
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?...
Mar 25, 2022•13 min•Ep. 389
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...
Mar 24, 2022•12 min•Ep. 388
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...
Mar 21, 2022•8 min•Ep. 387
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
Mar 21, 2022•12 min•Ep. 386
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...
Mar 18, 2022•7 min•Ep. 385
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...
Mar 17, 2022•13 min•Ep. 384
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...
Mar 17, 2022•14 min•Ep. 383
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...
Mar 17, 2022•8 min•Ep. 382
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...
Mar 17, 2022•8 min•Ep. 381
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...
Mar 15, 2022•13 min•Ep. 380
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...
Mar 14, 2022•8 min•Ep. 379
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...
Mar 14, 2022•16 min•Ep. 378
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...
Mar 11, 2022•9 min•Ep. 377