In this exclusive interview, Thomas Kavanagh , Associate Editor, Argus speaks with Ukrainian titanium producer, Velta . Andrey Brodsky, CEO discuss their vertically integrated titanium-production system and long-term strategy for navigating this unprecedented and challenging environment with translation courtesy of Olena Lesnyak , Deputy CEO...
May 25, 2022•14 min•Ep. 426
What is the latest in the US fuel oil market? How has the pandemic the crisis in Ukraine has affected the normal ebs and flows of the market? Listen in as Jason Metko , US Spot Ticker reporter, and Kayla Meyertons , US Products editor, provide an overview on what fuel oil is, how the product is used and what the current status is of the fuel oils market and what’s to come. Links: Check out the Driving Discussions podcast series Learn more about Argus’ comprehensive coverage of the US Products ma...
May 24, 2022•7 min•Ep. 425
Lauren Williamson, VP for Commercial Products, talks to leading chlor-alkali experts George Eisenhauer in Houston, Bernard Law in Kuala Lumpur, and analyst Dhanish Kalayarasu in London, about the launch of Argus Chlor-Alkali Outlook service, including: • The global outlook and the regions driving change in the next 12 months, including what to watch for in Asia • The methodology, modelling and data frameworks supporting the 24-month rolling forecast • Why industry have demanded this service and ...
May 24, 2022•11 min•Ep. 424
Buyer reticence over Russian crude volumes has grown ever since the country’s conflict with Ukraine began in late February, leading to a dramatic redirection in flows of the key Urals grade that has reverberated round the world. The situation is likely to intensify over the coming months, as more and more Russian volumes currently locked into long-term contracts will need to find a home. Learn more about the Argus Crude report....
May 23, 2022•11 min•Ep. 423
The European diesel market continues to struggle as we see steep backwardation, lack of liquidity and more companies adding self-sanctions against the use of Russian barrels. With no clear path in sight and major oil companies and trading firms no longer buying Russian diesel cargoes, what does a potential total phase out, if any, look like? Continuing the discussion that began back in February, Alfonso Berrocal , Benedict George , and Alina Rapoport provide an update to the current diesel marke...
May 19, 2022•24 min•Ep. 422
Para resolver a judicialização sobre os preços de contratos de gás natural com distribuidoras de seis estados, a Petrobras está oferecendo manter os preços de 2021, mas alongar os contratos. Mas isso pode prejudicar a concorrência no mercado de gás? Junte-se a Camila Dias , diretora da Argus no Brasil, e Flávia Pierry , editora de Gás Natural e Energia. Elas conversam sobre o impacto da judicialização na abertura do mercado de gás. Quer ficar por dentro de tudo o que acontece nos mercados de gás...
May 18, 2022•11 min•Ep. 421
St James, Louisiana, was once the gateway for imported and domestic crude into midcontinent markets. However, as shale production, pipeline reversals and legislation have changed to allow US crude exports, the role of the old hub has changed. St James still has extensive blending operations with service to major US Gulf coast refining capacity, but it is now set to better compete in the US export market. Learn more about the Argus Crude report...
May 16, 2022•14 min•Ep. 420
Com a disparada do preço do barril de petróleo em meio aos problemas internacionais, o diesel no Brasil acumula alta significativa ao longo de 2022. Isso vem criando um cenário desafiador para os setores agrícola e de fertilizantes na questão logística, por causa do aumento nos fretes de grãos e de nutrientes. Junte-se a Camila Dias , diretora da Argus no Brasil, e João Petrini , repórter da publicação Argus Brasil Grãos e Fertilizantes . Eles conversam sobre os impactos do aumento das tarifas c...
May 13, 2022•8 min•Ep. 419
Join Argus VP of business development Jeff Kralowetz and Americas crude editor Gus Vasquez for this podcast on the rapid rise of the WCS Houston price assessment as a benchmark for sour crude throughout the Western Hemisphere, and beyond. The podcast looks at rising Canadian oil sands production, increased pipeline capacity to the Gulf coast, and the potential for growing competition between Padd 2 (US Midcontinent) and Padd 3 (US Gulf coast) refiners for Canadian crude. It also provides updates...
May 09, 2022•19 min•Ep. 418
In this edition of Global LPG Conversations, Argus VP David Appleton and Senior Reporter Jamie Aldridge talk about recent trends and drivers in global LPG freight rates. Learn more about our LPG services, including market news, price assessments and analytical outlooks
May 06, 2022•4 min•Ep. 417
Argus Vice President for Global Business Development Muhamad Fadhil talks to the CEO of Nexeo Plastics Paul Tayler about resin demand, global inflation, and sustainability in the chemicals industry. In this exclusive interview with Argus, Paul and Fadhil discuss: How inflation impacts resin demand for Nexeo in the US and globally Rising energy costs in Europe Polymer freight rates The importance of sustainability in the plastics industry Get more information about Argus chemicals ....
May 06, 2022•14 min•Ep. 416
This special episode of Metal Movers focuses on the aerospace supply chain and the challenges faced by the industry in the wake of Covid-19 and Russia’s invasion of Ukraine. Listen in as guest speaker Alex Krutz , Managing Director, Patriot Industrial Partners , explores the supply chain challenges faced by OEMs and Tier 1 – 3 suppliers with host Ellie Saklatvala , Editor, Argus Metals International . Our expert speakers discuss manufacturing strategies, make or buy analysis, inventory managemen...
May 05, 2022•26 min•Ep. 415
O preço do Cbio, o crédito de descarbonização negociado na B3, bateu recorde na faixa de R$101 recentemente, com o apetite de distribuidoras de combustíveis para cumprirem suas metas anuais, enquanto cada vez mais usinas buscam certificação para emitir Cbios. Saiba quais as perspectivas para a equação apertada de oferta e demanda nesse mercado. Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação Argus Brasil Combustíveis, e fique por dentro do que está...
May 05, 2022•15 min•Ep. 414
As the US scrambles to replace 60% of its pig iron supply and economic sanctions tighten on Russia, how will the steel industry correct? Listen in as Blake Hurtik , Editorial Manager and Zach Schumacher , Deputy Editor, explore this unprecedented market turn.
May 04, 2022•17 min•Ep. 413
Brazilian producers are likely to cut potash usage in the 2022-23 crop more than phosphates and nitrogen use, amid rising global fertilizer prices and tighter global supply. The consensus is that deliveries may decrease by around 10-15pc over the 45.8 million metric tonnes delivered in 2021. Join Camila Dias , Argus Brazil Country Manager, and Renata Cardarelli , reporter for the Argus Brazil Grains and Fertilizer publication. They talk about decreasing fertilizer use during Brazilian 2022-23 cr...
Apr 28, 2022•8 min•Ep. 412
Produtores brasileiros devem reduzir o uso de cloreto potássio na safra 2022-23 em maior proporção do que fosfatados e nitrogenados, em um cenário de aumento dos preços globais de fertilizantes e de oferta global mais restrita. Consenso do mercado aponta para redução de 10-15pc ante as 45,8 milhões de t entregues em 2021. Junte-se a Camila Dias , diretora da Argus no Brasil, e Renata Cardarelli , repórter da publicação Argus Brasil Grãos e Fertilizantes . Elas conversam sobre as discussões quant...
Apr 28, 2022•9 min•Ep. 411
The ongoing conflict between Russian and Ukraine has prompted a need to replace Russian Urals and ESPO. Sour crude demand from Latin America and the US Gulf coast has increased to help fill the gap left by bans on Russian supplies. As price volatility increases amid geopolitical tensions, Argus also re-launches two Latin American price assessments. Learn more about the Argus Crude report
Apr 27, 2022•11 min•Ep. 410
Join Amy Strahan , Editor of Argus NGL Americas, and Brian O’Rourke , Manager Business Development NGLs and Olefins, for a discussion of US petrochemical consumption of propane, and the corresponding impact on North American propane markets. Amy and Brian will discuss current petrochemical demand, the changes in industry consumptions patterns over the last several years, and how those changes have impacted the olefins market. In addition, they will briefly touch upon propane market seasonality a...
Apr 26, 2022•7 min•Ep. 409
With the growing demand for sustainable aviation fuel (SAF), is there enough feedstock to cover the market? What geographic areas represent new opportunities? In this podcast, Amandeep Parmar , Argus net zero editor with Sami Jauhiainen, VP for renewable aviation in APAC, discuss in more depth the main challenges and opportunities for SAF producers. Touching topics from feedstock procurement, new technologies and growing SAF interest in APAC, to encouraging policies suitable for aviation and car...
Apr 25, 2022•17 min•Ep. 408
A PetroReconcavo é uma das petroleiras a se lançar no novo mercado de gás e buscar novos negócios, com a compra de novos ativos e assinatura de contratos de suprimento de gás no mercado livre. Junte-se a Flávia Pierry , Editora de Gás Natural e Eletricidade da Argus no Brasil, e João Vitor Moreira , diretor de Regulação e Novos Negócios da empresa. Eles conversam sobre o panorama da Petrorecôncavo no novo mercado, planos e o que precisa ser aprimorado no setor. Quer ficar por dentro de tudo o qu...
Apr 21, 2022•24 min•Ep. 407
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