Matthew Mitchell, Market Reporter at Argus sits down with Ivane Abashidze, Georgia's rep to the IMO and Vice Chair to the IMO Legal Commitee as they discuss the IMO's legal committee and some of the issues it deals with including insurance and sanctions. They also discuss the fraudulent registration of vessels and companies to avoid sanctions and disguise other illegal activities including how widespread the problem is and how the IMO, the legal committee, and member states are tackling it....
Dec 16, 2022•23 min•Ep. 556
As importações brasileiras de fertilizantes, especialmente, de MAP, MOP e sulfato de amônio saltaram no primeiro semestre de 2022, em meio ao receio sobre a disponibilidade global. Importadores tiraram o pé do acelerador no segundo semestre, diante da baixa liquidez no mercado doméstico. Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, repórter sênior da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre os fatores que devem culminar no maior estoque de ...
Dec 15, 2022•9 min•Ep. 555
Brazilian fertilizer imports, especially of MAP, MOP and ammonium sulphate, jumped in the first half of 2022, because of concerns about global supplies. Importers slowed the pace in the second half of the year, faced with low liquidity in the domestic market. Join Camila Dias, Argus Brazil Country Manager, and Renata Cardarelli, Senior Reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about the factors that may culminate in the highest carry-over in almost a decade an...
Dec 15, 2022•8 min•Ep. 554
The results obtained in November at COP 27 in Egypt were cautiously celebrated in Latin America. Agreements to create a loss and damage fund were seen as a victory, but efforts to set more ambitious emissions mitigation targets have failed. Join Josh Vence, Argus’ Business Development Manager for Latin America, and Jacqueline Echevarría, Editor of the Argus Latin America Energy, as they discuss the key developments of the COP 27 conference and the implications for Latin America and the Caribbean...
Dec 14, 2022•13 min•Ep. 553
In this episode of Global LPG Conversations, Argus’ Americas NGLs editor, Amy Strahan , and Canadian NGLs, senior reporter, Yulia Golub, examine Canadian propane demand and exports. They discuss how strong Asian demand for Canadian propane is drawing more propane waterborne exports instead of railed exports into the US. Learn more about our LPG services, including market news, price assessments and analytical outlooks...
Dec 14, 2022•5 min•Ep. 552
European distillates’ demand will shape the global flows and the shipping market, which is to become a central element for the supply of Diesel into Europe, particularly from February 2023 onwards, once Russian Diesel is phased out. In this podcast, Alfonso Berrocal speaks to John Ollett, in-house freight expert, about the capacity and availability of Long Range vessels (LR2s) to supply Diesel to Europe. Check out the Driving Discussions podcast series...
Dec 13, 2022•15 min•Ep. 551
As 2022 draws to a close, Claira Lloyd, Phosphate and Phosphate Rock Research Manager and Timothy Evans, Phosphate Analyst join Tim Cheyne, SVP – Global Head of Fertilizers, to discuss and assess key developments across policy, new projects and pricing. Key topics covered by the podcast: Policy update - Possible impact of Indian authorities' increasing vigilance on environmental issues (accumulation of Phosphogypsum) - New Brazilian government and Brazil's President Lula plans to increase domest...
Dec 12, 2022•16 min•Ep. 550
Argus China editor Tom Reed joins James Gooder in the pod to talk about the China's abrupt change of Covid policy - does this mean Chinese oil demand will come roaring back?
Dec 09, 2022•12 min•Ep. 549
The WTI Houston pipeline market price is directly connected to the waterborne WTI price at the US Gulf coast and international market factors. This has been highlighted as some importers diversify away from Russian crude and pipeline premiums rise. Recently high freight rates and shipping costs are weighing on the US pipeline-assessed prices in recent days, further demonstrating its connectedness to the global market.
Dec 05, 2022•8 min•Ep. 548
Geopolitical factors are changing the supply of sulfur for fertilizer producers in Latin America. Firm-priced raw materials are raising production costs, but lower-cost options come with higher risks. Join Josh Vence, Argus Latin America Business Development Manager, and Maria Mosquera, the editor of Argus Sulfur, the sulfur report, on market conditions affecting imported sulfur prices in Latin America.
Dec 01, 2022•12 min•Ep. 547
Lars Rosenløv , Chief Executive Officer of chemical recycling firm Quantafuel, talks to Will Collins , Global Editor for Argus Recycled Polymers, about: The challenges of commissioning a commercial scale pyrolysis plant How the current energy/economic situation might affect the industry How long it could take chemical recycling to reach a level at which supply matches demand for pyrolysis oil What legislators can do to support the growth of the industry...
Dec 01, 2022•23 min•Ep. 546
Join Argus Spot Ticker reporter, Jason Metko, and Senior VP, Global Head of Oil Products, Stephen Jones, as they discuss the current status of the global oil markets, the upcoming EU sanctions for crude and refined products, and how they will affect American consumers and drivers. Check out the Driving Discussions podcast series Learn more about Argus’ comprehensive coverage of the US Products market...
Nov 30, 2022•15 min•Ep. 545
Argus had a team of editors and reports on the ground in Sharm El Sheikh for Cop 27 – this podcast draws on this coverage and provide a review of the key developments and outcomes from the conference. Join Michael Ball , Editor of Argus Air Daily (our service focusing on North American emissions and environmental markets) and Georgia Gratton , Senior Reporter covering energy transition, for our concise and insightful podcast....
Nov 30, 2022•17 min•Ep. 544
Metal Movers: Metal Movers: Lithium supply in EU with Tees Valley Lithium Listen to our latest podcast to learn about the new 96,000t lithium hydroxide project from Tees Valley Lithium with Thomas Kavanagh, Associate Editor, Argus and John Walker, CEO, Tees Valley Lithium. This episode also touches on the LFP vs NCM debate, the logistical challenges of establishing a European lithium supply chain and the battery material demand oulook for 2030.
Nov 28, 2022•17 min•Ep. 543
What is the power-to-liquid SAF production pathway, when can we expect production, and how does it compare with the most popular SAF pathway, HEFA? Check out the latest episode of SAF Insights with Argus European SAF reporter Bea O’Kelly, and Sasol EcoFT senior vice president D Helge Sachs. Listen to the other episodes in the SAF Insights podcast series Learn more about Argus’ comprehensive SAF market coverage...
Nov 25, 2022•16 min•Ep. 542
This podcast takes a deep dive into the minor bulk trade in the Americas, and touches on the shifting global grain trade including Asia-Pacific’s increasing focus on South American grains over US Gulf coast and west coast North American suppliers. Shipbroking firm Pacific Rim ’s Kelle Horn speaks with Argus dry bulk freight reporter Ross Griffith about everything you ever wanted to know about the minor bulk trade in 2022, but were too afraid to ask. Learn more about the Argus Freight Service...
Nov 24, 2022•39 min•Ep. 541
This latest Weight of Freight podcast episode focuses on the 2023 orderbook, the return of the European refineries, Polish demand and what these could all mean for freight rates. Listen in as Gibson’s LPG Shipbroker Charlie Jones joins Argus’ Senior Gas Freight Reporter Jamie Aldridge to discuss the winter outlook for LPG coaster market and what lies ahead in 2023. Learn more about the Argus Freight Service...
Nov 23, 2022•9 min•Ep. 540
In this new episode, Alfonso Berrocal, European business development manager, interviews Benedict George, Senior European Market Reporter, and John Ollett, Deputy Editor for Freight on the impact of the Russian Diesel phase out in Europe, and the waves it is bringing to the global shipping market. Links for blog post: Check out the Driving Discussions podcast series
Nov 18, 2022•36 min•Ep. 539
James Elliott , talks to polyolefins experts Alex Sands and Sam Hashmi about European polyolefins contract pricing, including insights on: October contract price settlements and early indicators for November Why we had to wait several days for the November ethylene and propylene settlements and what this means for PE and PP What the latest electricity prices mean for polyolefins costs and margins The Argus contract price methodology and why it doesn’t include energy surcharges...
Nov 18, 2022•10 min•Ep. 538
Las elecciones intermedias en Estados Unidos podrían no ser tan sonadas como las presidenciales, pero éstas tienen una implicación especial para el mercado energético mexicano. Únase a Josh Vence, el gerente de desarrollo de negocios en Argus para América Latina, y Sergio Meana, corresponsal senior en México para Argus Media, y entérese del nuevo clima político y financiero para el amplio mercado de combustibles en México. Enlaces adicionales: Argus Mexico Fuel Markets Argus US Products...
Nov 17, 2022•13 min•Ep. 537
In this episode, Michelle Gantert, Argus Analytics and consulting manager, and David Appleton, Argus’ vice-president LPG, discuss the annual report published on behalf of the World LPG Association. The report features supply, demand and trade statistics in 2021 for over 120 countries. Key findings in the report highlight LPG’s role as an essential fuel, making it one of the most resilient fuels in the industry.
Nov 17, 2022•15 min•Ep. 536
Argus explores the essential role of copper in the global energy transition with LSEG. Tune in as Mark Seddon , Senior Manager - Metals, quizzes LSEG experts Karen Norton , Lead Base Metals Analyst, and Bruce Alway , Director – Metals Research, on the forecast for copper demand and the impact of EVs, renewables and other transition industries....
Nov 17, 2022•24 min•Ep. 535
Timo Bollerhey , Managing Director at Hint.Co GmbH / H2Global joins Tim Hard , SVP Energy Transition at Argus, to discuss development taking place at COP27 and the funding surge at H2Global. They offer a platform which breaks long-term offtakes into shorter tenors, bridging the gap between bids and offers. Listen to Timo Bollerhey as he shares the progress made to put in crucial financial infrastructure to help develop hydrogen sector’s supply chain. Get complimentary access to Argus Hydrogen an...
Nov 17, 2022•29 min•Ep. 534
O Brasil pode se tornar um grande exportador de hidrogênio verde nos próximos anos, com os menores custos de produção do mundo. Rebecca Gompertz, repórter da publicação Argus Brazil Gas & Power, conversa com Armando Juliani, diretor executivo de Serviços e Soluções na Siemens Energy Brasil, sobre o potencial do país nesse novo mercado que está se desenvolvendo. Quer ficar por dentro de tudo que acontece no mercado de hidrogênio? Acesse: https://www.argusmedia.com/pt/net-zero/hydrogen...
Nov 16, 2022•19 min•Ep. 533
Brazil is finally moving closer to start shipping corn to China seven years after an export protocol signed between the two parties. This comes at a time of tightening import supply for China, with high corn prices in the US and increasingly uncertain flows from Ukraine. How can Brazilian imports reshape China’s corn market? Is China set to see strong receipts anytime soon or are there still many bureaucratic, technical hurdles left? In this Agriculture Insights podcast Argus’ AgriMarkets Editor...
Nov 15, 2022•17 min•Ep. 532
Matt Drinkwater Manager Gas and Power Analysis at Argus speaks to Natasha Fielding Editor, Gas and Justin Colley Editor Electricity at Argus on policy interventions EU lawmakers are considering and the volatility in the gas and power markets. Extremely high gas and power prices since the spring have prompted EU lawmakers to generate some radical ideas for policy intervention, in an effort to shield citizens from eye-watering utility bills. These proposals will be refined in the coming months, ju...
Nov 14, 2022•20 min•Ep. 531
Químicos de pinus, ou pine chemicals, são produtos químicos derivados das árvores de pinus ou pinheiros. O Brasil desempenha um papel relevante neste mercado mundial. Camila Dias, diretora da Argus no Brasil, e Leonardo Siqueira, editor de pine chemicals da Argus, conversam sobre o tamanho, a relevância e as perspectivas para este mercado. Quer ficar por dentro de tudo que acontece no mercado de químicos? Acesse: https://view.argusmedia.com/argus-pine-chemicals.html...
Nov 10, 2022•8 min•Ep. 530
This episode highlights the real-world impact of diversity in mining through the lens of Women in Mining UK. Host Ellie Saklatvala , Editor, is joined by Dr Stacy Hope , Managing Director of Women in Mining UK, and Chairperson of the Advisory Board for the Fair Cobalt Alliance. Listen in to understand how mining industry leaders are tackling gender inequality and broader ESG (environmental, social and governance) issues in mining, including how to measure success....
Nov 10, 2022•28 min•Ep. 529
Latin America is one of the regions most impacted by climate change, with extreme weather events becoming increasingly frequent – but despite climate change and unstable policies and economies across several countries in the region, Latin America has shown its commitment to the energy transition by making great strides in recent years. Join Josh Vence, Business Development Manager, and Jacqueline Echevarría, Editor of Argus Latin America Energy, as they discuss the region’s progress and climate ...
Nov 07, 2022•18 min•Ep. 528
On this latest podcast, Argus spot ticker, Jason Metko and base oil reporter, John Dietrich, will focus on the the current global surplus overhang, how US refiners are reacting and what's coming in 2023. Check out the Driving Discussions podcast series
Nov 01, 2022•11 min•Ep. 527
