In addition to uncertain supply and demand dynamics, increasing energy costs are impacting PVC pricing and contracts. Argus offers a different methodology to assessing PVC prices including clarity on how the energy cost component is taken into account. James Elliott , talks to Michael Vitiello , Global PVC Editor, Aaron May , U.S. PVC Reporter, and Matthew Rajendra , Asian PVC Reporter about Argus Global PVC: PVC supply, demand and price impacts for Europe, the U.S. and Asia Pacific How the vola...
Oct 10, 2022•12 min•Ep. 516
The asphalt US Gulf coast price levels changed during the Covid-19 pandemic, affecting Latin American demand. And the Russia-Ukraine conflict worsened the scenario, reducing material availability and increasing crude and oil products prices. Join Josh Vence, Argus’ Business Development Manager for Latin America, and Kauanna Navarro, journalist for the Argus Americas Asphalt report, as they discuss the dynamics of asphalt supply and demand in Latin America and around the world.
Oct 07, 2022•14 min•Ep. 515
O Brasil passa por um momento de transição em seu mercado de energia elétrica, se preparando para implementar uma série de mudanças que vão da abertura total para o mercado livre até a modernização do setor. Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter de gás natural e energia. Elas falams sobre as perspectivas para o setor nos próximos anos.
Oct 05, 2022•10 min•Ep. 514
How is Turkish ferrous scrap faring against soaring energy prices and a weakening economy, why hasn’t the scrap import price crashed? Tune in as Ronan Murphy and Alex Reynolds explore the strength of Turkish ferrous scrap despite soaring energy costs and other market headwinds, including the August/September price floors supported by EU logistics, demand from India, weaker scrap generation, the absence of Russian swing supply and domestic rebar demand....
Oct 05, 2022•17 min•Ep. 513
In a context of the current conflict in Ukraine, Canada, as one of the major producers and exporters of wheat and other agricultural products, is becoming one of the alternatives to the volumes potentially absent from the Black Sea region. This Summer, Argus teams together with Left Field, our local partner, conducted a crop tour in Canada to estimate soft wheat production in 2022-23. In this Agriculture Insights podcast Angelika Melikian, Argus-Agritel crop tour project manager, is joined by Jo...
Oct 03, 2022•7 min•Ep. 512
Global Head of Wet Freight at Trafigura, Andrea Olivi, joins Argus’ Head of Freight Alex Younevitch. They discuss how the decarbonization is progressing in the tanker market in the wake of geopolitical shocks, shifting crude flows and volatile freight prices.
Oct 03, 2022•29 min•Ep. 511
Trade volumes for US benchmark WTI have just hit record levels of nearly 790,000 b/d at the Magellan East Houston (MEH) pricing hub at the Gulf coast. Join Argus' deputy crude markets editor, Amanda Hilow, and VP of business development Jeff Kralowetz for a quick look at why WTI trade is setting records at the Gulf coast and what to expect in crude markets in the coming weeks.
Sep 29, 2022•8 min•Ep. 510
Brazil's leading presidential candidates promise to reduce the country's fertilizer import dependency, but may differ on how to reach the goal. Join Camila Dias, Argus Brazil Country Manager, and Gisele Augusto, reporter for Argus Brazil Grains and Fertilizers, as they talk about how each of the two candidates will approach the fertilizer sector and the path they may take. Stay connected with the fertilizers market: https://www.argusmedia.com/en/fertilizer
Sep 29, 2022•8 min•Ep. 509
Os candidatos à presidência que lideram as pesquisas eleitorais prometem reduzir a dependência brasileiras das importações de fertilizantes, mas devem divergir quanto à abordagem para alcançar o objetivo. Camila Dias, diretora da Argus no Brasil, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre como cada um dos dois candidatos deve tratar o setor de fertilizantes e os caminhos a serem tomados. Quer ficar por dentro de tudo que acontece no mercado de fe...
Sep 29, 2022•7 min•Ep. 508
As we've reached the last quarter of 2022, what is the current situation in the oil market? And, what is coming up from now until the first quarter of 2023? Senior Vice President and Global Head of Oil Stephen Jones joins Argus Spot Ticker Reporter Jason Metko focusing on where oil markets are as 2022 starts to wrap up and how the upcoming year will be affected by current events. They will discuss the consequence on US road fuels, the price impact of the new EU sanctions, and the increasing biof...
Sep 27, 2022•12 min•Ep. 507
Giulia Squadrin , Associate Editor for Argus Biofuels, and Alfonso Berrocal , Business Development Manager for middle distillates and sustainable aviation fuels (SAF), discuss the challenges and risks when trading SAF, providing insights on how airlines hedge their jet fuel exposure. How can Argus HVO and Argus SAF forward curves help the market when trading SAF? Discover more with this episode of SAF Insights....
Sep 26, 2022•13 min•Ep. 506
En los últimos meses, la demanda de aceites base en América Latina ha aumentado a medida que la oferta se ha reducido en los mercados regionales y globales. El suministro de aceites base estuvo especialmente restringido en los mercados de Europa y EE. UU., ya que los cortes y el mantenimiento de las refinerías redujeron la producción en ambas regiones. Y la logística para transportar material a Latinoamérica sigue siendo la mayor pesadilla para los importadores. Únase con Josh Vence, el gerente ...
Sep 23, 2022•12 min•Ep. 501
Join Amy Strahan, editor of Argus’s NGL Americas report, and Brian O’Rourke, Argus’s Vice President of Business Development for Natural Gas Liquids and Olefins, as they discuss current inventory levels for US propane stocks, and the importance of those stocks as the Northern hemisphere moves into the winter heating season. Amy and Brian will discuss current inventory levels relative to historical benchmarks, and key factors that could be market moving during the coming winter heating season. Lea...
Sep 23, 2022•7 min•Ep. 505
Depois de bater recorde, o preço do Cbio, o crédito de descarbonização negociado na B3, chegou a praticamente zerar os ganhos acumulados em 2022 antes de voltar a reagir, com o mercado debatendo o futuro do Renovabio em meio às propostas de mudanças apresentadas pelo Ministério de Minas e Energia que buscam aliviar o custo da descarbonização. 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 vem a ...
Sep 22, 2022•20 min•Ep. 504
Condições climáticas adversas durante a época de cultivo e a concorrência contínua entre a cana-de-açúcar e outras culturas, como soja e milho, devem reduzir a safra no Centro-Sul este ano. Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles falam sobre como o setor está se organizando e quais as estratégias diante das novas projeções para a safra.
Sep 21, 2022•9 min•Ep. 503
The G7 is planning to impose price caps on exports of Russian oil to destinations outside North America and Europe after 5 December. Argus chief economist David Fyfe, senior news reporter Ruxandra Iordache and editor at large Haik Gugarats discuss details and likely market effects of the plan.
Sep 20, 2022•22 min•Ep. 502
Christopher Cothran, chemicals analyst, talks to leading butadiene expert Angie Joe about the Argus Butadiene Outlook: Market direction and underlying trends over the next 12 months Price and demand changes on the horizon, and how this is affecting producers, both regionally and globally Insights to help subscribers make better business decisions This podcast is delivered by Argus’ butadiene experts using data and insight from the Argus Butadiene Outlook. Get more information and request a free ...
Sep 19, 2022•16 min•Ep. 500
Jeff Eickholt, talks to leading aromatics experts Simon Palmer, Anjani Singh and Santosh Navada about the Argus Benzene and Toluene and Xylenes Outlooks: Price and trading 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’ aromatics experts using data and insight from the Argus Benzene Outlook and Argus Toluene and Xylenes Outlook. Get more information and request a free tri...
Sep 16, 2022•18 min•Ep. 499
Condições climáticas adversas durante a época de cultivo e a concorrência contínua entre a cana-de-açúcar e outras culturas, como soja e milho, devem reduzir a safra no Centro-Sul este ano. Junte-se a Camila Dias , diretora da Argus no Brasil, e Vinícius Damazio , repórter da publicação Argus Brasil Combustíveis. Eles falam sobre como o setor está se organizando e quais as estratégias diante das novas projeções para a safra. Quer ficar por dentro de tudo que acontece no mercado de biocombustívei...
Sep 16, 2022•9 min•Ep. 498
Jeff Eickholt, MTBE analyst, talks to leading MTBE expert Roel Salazar about the Argus MTBE 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’ MTBE experts using data and insight from the Argus MTBE Outlook. Get more information and request a free trial...
Sep 16, 2022•21 min•Ep. 497
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
