It has been five months since the market started self-sanctioning from buying Russian spot diesel cargoes, thus creating a 2-tier market. The diesel community is now looking towards February 2023 with a degree of uncertainty about the impact of the European sanctions. In this episode Argus’ Alfonso Berrocal and Francis Osborne discuss the outlook for the diesel market in 2023. Links for blog post: Check out the Driving Discussions podcast series...
Sep 15, 2022•21 min•Ep. 496
Chris Cothran, talks to leading olefins expert Sarah Rae, and analysts Dhanish Kalayarasu and Josie Jain about Argus Global Steam Cracker Economics: A snapshot of steam cracker economics trends for the Americas, Asia and Europe Major supply and demand changes on the horizon Anticipated project delays This podcast is delivered by Argus’ chemical experts using data and insight from Argus Global Steam Cracker Economics. Get more information and request a free trial...
Sep 15, 2022•12 min•Ep. 495
In this episode of Global LPG Conversations, Kristen Mueller, Argus Principal for LPG Consulting, and David Appleton, Argus’ vice-president of LPG discuss: Updated forecast for bioLPG supply out to 2030 Different production pathways Policies supporting further market development Learn more about our LPG services, including market news, price assessments and analytical outlooks
Sep 14, 2022•14 min•Ep. 494
Cassidy Staggers, talks to methanol expert Dave McCaskill about the Argus Methanol Outlook: Market direction and underlying trends over the next 12 months Major supply and demand changes on the horizon Insights to help subscribers make better business decisions This podcast is delivered by Argus’ methanol experts using data and insight from the Argus Methanol Outlook. Get more information and request a free trial...
Sep 14, 2022•7 min•Ep. 493
Given the current conflict in Ukraine, the country’s ability to maintain its corn production has been in question. This is crucial for the global corn supply/demand balance as the country typically is a leading producer and exporter. Will Ukraine’s corn production fall significantly? Has the conflict impacted planted and harvested areas? What can we expect for the 2022-23 marketing year? In this Agriculture Insights podcast Argus’ Global Editorial Manager for Agriculture Jade Delafraye is joined...
Sep 13, 2022•10 min•Ep. 492
Si bien el clima de inversiones en México parece aún contener muchas trabas para la participación del sector privado por parte del gobierno de México, acciones recientes como la reapertura de dos terminales privadas de almacenamiento, y el restablecimiento de algunos permisos de importación parecen indicar que existe, al menos, un pequeño rayo de luz para las compañías y un relajamiento de los momentos de mayor rechazo a la iniciativa privada. Acompañe a Josh Vence , gerente de desarrollo de neg...
Sep 12, 2022•12 min•Ep. 491
Alaskan North Slope (ANS) crude assessments against Ice Brent have climbed to a record-high on stronger refinery margins at the US west coast and a halt in Russian crude imports. ANS for delivery to the US west coast in October has been selling at a $6.75/bl premium to CMA Ice Brent, the highest premium against the basis since the Argus assessment was launched in January 2018. The US west coast premium for ANS is up by over $6/bl from a year ago as demand for transportation fuels rebounds from C...
Sep 09, 2022•5 min•Ep. 490
Junte-se a Camila Dias , diretora da Argus no Brasil, e João Petrini , repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as variações nos preços de frete rodoviário com origem no estado de Mato Grosso e os valores que vêm sendo praticados em corredores de exportação....
Sep 08, 2022•10 min•Ep. 489
Dhanish Kalayarasu, talks to leading chlor-alkali experts George Eisenhauer, Stephanie Koenig, and Bernard Law, about the Argus Chlor-Alkali Outlook: • Market direction and underlying trends over the next 12 months across the Americas, Europe and Asia • Major supply and demand changes on the horizon • The impact of high inflation rates on demand for caustic soda and chlorine • Insights to help subscribers make better business decisions This podcast is delivered by Argus’ chlor-alkali experts usi...
Sep 08, 2022•13 min•Ep. 488
How have raw materials, scrap and fuel costs factored into the decline of US HRC and rebar prices? Rye Druzin , Senior Reporter, quizzes Marialuisa Rincón, Reporter, on the downward trends of US rebar and the supply/demand expectations from construction. Rye also reflects on the new price floor for HRC and considers what the short-to-medium term might look like for US steel....
Sep 07, 2022•11 min•Ep. 487
Cassidy Staggers , talks to leading olefins experts Sarah Rae , Ron Baughman , plus senior reporter T.S. Lee about the Argus Olefins Outlook: Market direction and underlying trends over the next 12 months Major supply and demand changes on the horizon Insights to help subscribers make better business decisions This podcast is delivered by Argus’ olefins experts using data and insight from the Argus Olefins Outlook. Get more information and request a free trial...
Sep 07, 2022•9 min•Ep. 486
As the US dollar index breaches 20-year highs, many foresee an imminent cyclical devaluation, although rumours of the demise of the dollar as the de-facto global currency look premature. By Argus Chief Economist, David Fyfe
Sep 05, 2022•6 min•Ep. 485
Sep 02, 2022•30 sec•Ep. 484
O fenômeno La Niña sempre traz preocupações na agricultura brasileira, já que costuma reduzir os volumes de chuva na metade sul do país. Os meteorologistas confirmam que o padrão climático está presente pelo terceiro ano consecutivo e vai se estender pelo menos até o início da safra agrícola 2022-23. Mas será que desta vez será tão intenso quanto na safra passada? E quais os outros fatores climáticos que vão influenciar o tamanho da próxima safra brasileira? Junte-se a Camila Dias, diretora da A...
Sep 01, 2022•9 min•Ep. 483
The La Niña phenomenon always brings concerns in Brazilian agriculture, since it usually reduces rainfall volumes in the country’s southern regions. Meteorologists confirm that this weather pattern is present for the third year in a row and will extend throughout the start of the 2022-23 crop year. But will it be as intense this time as last season? And what other weather factors will influence the Brazilian agricultural output? Join Camila Dias, Argus Brazil Country Manager, and Alessandra Mell...
Sep 01, 2022•10 min•Ep. 482
California's unique structure within the road fuels arena is discussed with Argus Spot Ticker reporter Jason Metko and Senior West Coast reporter Craig Ross. Check out the Driving Discussions podcast series Learn more about Argus’ comprehensive coverage of the US Products market
Aug 23, 2022•10 min•Ep. 481
What challenges lie ahead for Green Lithium as they look to establish a sustainable lithium supply that does not rely on China’s refineries? Thomas Kavanagh , Associate Editor, interview’s Founding Director, Richard Taylor . Topics covered include EU’s current lithium/supply dynamics, the outlook for EVs, government funding, the importance of partners, and other fundamental steps in establishing an independent UK supply chain....
Aug 22, 2022•18 min•Ep. 480
In this episode, Amanda Smith, Argus Deputy editor Americas crude, and Scott Phillips, Argus Market reporter Americas crude, will discuss the US Gulf coast sweet-sour price spread and how that’s tightened with the recent shift in US Strategic Petroleum Reserve sales to mostly sweet crude offerings from mostly sour as Libyan production returns to pre-blockade levels.
Aug 18, 2022•8 min•Ep. 479
Junte-se a Camila Dias , diretora da Argus no Brasil, e Kauanna Navarro , repórter da publicação Argus Americas Asphalt, e fique por dentro da dinâmica entre oferta e demanda de asfalto na América Latina e globalmente. Quer ficar por dentro de tudo que acontece no mercado de asfalto? https://www.argusmedia.com/pt/oil-products/bitumen-asphalt...
Aug 17, 2022•10 min•Ep. 478
Join Camila Dias , Argus Brazil Country Manager, and Kauanna Navarro , the Latin American reporter for the Argus Americas Asphalt publication, and stay tuned about the asphalt supply and demand globally and in Latin markets. Stay connected with the asphalt market: https://www.argusmedia.com/en/oil-products/bitumen-asphalt...
Aug 17, 2022•11 min•Ep. 477
In this episode Bea O’Kelly , Argus European jet fuel market reporter, and Matthew Whitton , World Fuel Services (WFS) Vice President of Land and Aviation supply Europe, talk about how the sustainable aviation fuel (SAF) mandates in Europe work, and from a SAF producer prospective, how they both support and prohibit the market. WFS' operations and logistics is discussed, along with what type of SAF they work with and their main supply destinations, as this episode uncovers the market forces behi...
Aug 17, 2022•12 min•Ep. 476
While Western coal consumption trends see temporary reversal, policy aims at cessation. As some producers look toward gasification with CCS, is decarbonised ammonia rising up traders agenda? Tim Hard speaks with Sabyasachi Mishra , Business Head at JSW International and Andrew Jones , Asia Coal Editor, Argus to find out more. Get complimentary access to Argus Hydrogen and Future Fuels Service Learn more about Argus' natural gas/LNG coverage...
Aug 12, 2022•23 min•Ep. 475
In this edition of Global LPG Conversations, Argus’ vice-president of LPG David Appleton , and Argus LPG World editor Matt Scotland discuss key takeaways from the biennial Argus global LPG storage survey, published last month. Among the topics discussed are key countries and regions, and changes in the global picture since the last survey in 2020. Learn more about our LPG services, including market news, price assessments and analytical outlooks: www.argusmedia.com/en/lpg-ngl...
Aug 11, 2022•9 min•Ep. 474
Junte-se a Camila Dias , diretora da Argus no Brasil, e Kauanna Navarro , repórter de Óleos Básicos para América Latina da publicação Argus Americas Base Oils. Elas falam sobre a dinâmica entre oferta e demanda por óleos básicos na América Latina e globalmente. Conecte-se com o mercado de óleos básicos, acesse: https://www.argusmedia.com/pt/oil-products/argus-base-oils...
Aug 09, 2022•9 min•Ep. 473
Join Camila Dias , Argus Brazil Country Manager, and Kauanna Navarro , the Latin American reporter for the Argus Americas Base Oils publication, as they discuss the base oils supply and demand globally and in Latin markets. Stay in touch with the base oils markets: https://www.argusmedia.com/en/oil-products/argus-base-oils
Aug 09, 2022•9 min•Ep. 472
Join Spot Ticker reporter Jason Metko and Senior Vice President, Head of Global Oil Stephen Jones , as they give an update on the status of the US oil and fuels markets on the halfway point of the summer driving season.
Aug 04, 2022•17 min•Ep. 471
Listen to the next episode in the SAF Insights podcast series with Alfonso Berrocal , Argus Business Development Manager, and Jonathan Wood , VP of Renewable Aviation at Neste, discussing Neste's future development in SAF production, the logistics from origin to the airports, the growing demand for SAF, as well as feedstocks, production costs and how prices will converge as carbon pricing grows in importance. Listen to the other episodes in the SAF Insights podcast series Learn more about Argus’...
Aug 04, 2022•23 min•Ep. 470
The amount of silos and warehouses in Brazil has increased by 26pc in the last 10 years. Market participants say there is a recent surge in investments in new structures. But what is the real storage deficit in the country? Join Camila Dias , Argus Brazil Country Manager, and Alessandra Mello , a Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They talk about the challenges of Brazilian agribusiness for the storage capacity to keep up with the growth of agricultural product...
Aug 02, 2022•10 min•Ep. 469
O número de silos e armazéns no Brasil aumentou 26pc na última década. E os especialistas afirmam que há um movimento recente de aumento nos investimentos em novas estruturas. Mas qual é o real déficit de armazenagem no país? 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 os desafios do agronegócio brasileiro para que a capacidade de armazenagem acompanhe o crescimento da produçã...
Aug 01, 2022•8 min•Ep. 468
The shunning of Russian Urals in Europe’s spot crude oil market has left a hole in supply, and also in price identification. To fill the gap, we are launching Argus Brent Sour – a new index that will help sellers and buyers agree price levels for heavier sourer grades. In this edition of The Crude Report , Michael Carolan and James Gooder explain why this new index has arisen and how it works. Learn more about the Argus Crude report....
Aug 01, 2022•9 min•Ep. 467
