This latest podcast of the series focuses on US Atlantic Coast distillates, with Senior USAC distillate reporter, Craig Ross and Spot Ticker, Jason Metko. It will touch upon the changes seen since the start of the new year and how the market is shaping up through the rest of winter '23.
Cerca de 75% da capacidade instalada de geração de energia elétrica no Brasil vem de fontes renováveis, enquanto 23% da capacidade é composta por térmicas. O desafio do país é aumentar a geração de energia termelétrica de forma sustentável, menos poluente e complementar à matriz renovável. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gas Natural e Energia. Elas conversam sobre a necessidade de uma oferta flexível de gás natural nesse cenário.
In this episode, International LPG Editor Peter Wilton joins David Appleton, Argus LPG VP, to discuss factors behind European benchmark propane pricing surging 30pc year-to-date. The explanation combines global and local factors and how the latter exacerbates the former.
As we move through winter 2023, changes in weather and in the power generation mix, government intervention and higher-than-average thermal generating costs contribute to volatility on power markets. To find out how it is impacting Europe’s demand for power listen to this podcast, where our regional experts cover all key aspects of the latest developments and share their analysis.
In addition to winning the World Cup in Qatar, Argentina will again make global news… but now in the oil market. Join Josh Vence, Argus Business Development Manager for Latin America, and Giovanni Rosales, Reporter of the Latin America Crude Market, to understand how global markets have shaped themselves so that Argentina's top export grade, Medanito, has become a solution for countries such as the United Kingdom, Italy, the Netherlands, Denmark, Peru and soon Chile, with a 30pc increase in the ...
Listen to our short and concise sulphur podcast reviewing key correlations in sulphur pricing in early 2023, presented by Maria Mosquera, Editor - Argus Sulphur.
Os estoques de passagem historicamente mais altos e a baixa demanda devem manter as compras de nitrogenados e potássicos reduzidas no início do ano, enquanto a negociação de volumes remanescente para soja 2023-24 eleva a movimentação entre os fosfatados. Camila Dias, diretora da Argus no Brasil e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre a tendência dos principais fertilizantes no mercado de importação e doméstico do Brasil para o início de 2023....
Brazil's historically high inventories and weak demand are set to maintain nitrogen and potash purchases slow in early 2023, while negotiations for soybeans 2023-24 move phosphates market. Join Camila Dias, Argus Brazil Country Manager, and Gisele Augusto, reporter for Argus Brazil Grains and Fertilizers publication, as they talk about the tendency for the macro nutrients activity, both imports and at the domestic market for early 2023.
Join Thomas Kavanagh, Associate Editor, as he explores the significant drop in lithium hydroxide and lithium carbonate from the record highs of last year. Will Talbot, Senior Analyst – Battery Materials, expands on the longer-term prospects for battery materials while Raghav Jain, Senior Market Analyst, provides an update on nickel’s role as a battery material.
Após um ano repleto de incertezas e com muitas oscilações nos fretes de grãos e fertilizantes, o mercado espera em 2023 uma tendência mais sólida de preços, em patamares elevados. A baixa oferta de veículos e de armazenamento, além das expectativas de safras recordes para soja e milho, devem contribuir para este cenário. Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre o que esperar do comportamen...
Argus has introduced new month average prices for Bakken DAPL, Bakken at Patoka, and for light sweet crude at Guernsey. These new month averages reflect the volume-weighted average of all deals done during the trade month. In this podcast, Amanda Smith and Jeff Kralowetz explain how these monthly VWA prices will allow traders to use robust Argus data in a format they have used for many years.
O ex-deputado e ex-senador Alexandre Silveira assumiu no início de janeiro o Ministério de Minas e Energia com um grande desafio: reduzir a desigualdade energética sem se prender a clichês desenvolvimentistas e armadilhas do passado. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas analisam o discurso de posse do ministro e os planos da pasta para os setores de gás natural e eletricidade no país.
In this episode of Global LPG Conversations, David Appleton , Argus’ vice-president of LPG, and LPG reporter Waldemar Jaszczyk discuss Poland’s recent efforts to reduce its dependence on Russian supply through seaborne imports and the likelihood of Warsaw imposing a unilateral embargo on LPG from the east. They also examine how these factors impacted the recently launched Argus propane price assessment at Polish ports. Learn more about our LPG services, including market news, price assessments a...
Brazil’s 2022-23 corn harvest might set a record high, and market participants expect exports to grow this year. Join Camila Dias, Argus Brazil Country Manager, and Alessandra Mello, Deputy Editor for the Argus Brazil Grains and Fertilizer publication as they talk about perspectives for the corn sector and the beginning of deliveries to China.
A safra de milho 2022-23 deve ser recorde no Brasil e a expectativa do mercado é de que as exportações também cresçam neste ano. Junte-se a Camila Dias, diretora da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas falam sobre as perspectivas para o setor e o início dos embarques para a China.
O mercado de gás natural enfrentou vários desafios durante seu primeiro ano de abertura, com pressões internas e externas afetando preços e motivando alguns consumidores a postergarem sua migração para o mercado livre. Essa situação criou novos desafios e possibilidades para o gás e o GNL no Brasil. Junte-se a Camila Dias , diretora da Argus no Brasil, e Rebecca Gompertz , repórter de Gás Natural e Energia. Elas discutem o futuro do mercado livre de gás natural no Brasil, após o primeiro ano de ...
Hydrogen gas is diffuse, making transportation out of pipelines impractical. This poses a particular barrier to trans-oceanic hydrogen trade, where the race is on between competing technologies, each aiming to be the ‘carrier’ of choice in the hydrogen economy. All the candidates are liquid: hydrogen, ammonia and Liquid Organic Hydrogen Carriers (LOHCs). Leading LOHC experts Osamu Ikeda of Chiyoda Corporation and Dr Andreas Lehmann of Hydrogenious join Tim Hard of Argus to discuss use cases, fut...
Listen to Argus’ experts Louise Burke, Alfonso Berrocal and Giulia Squadrin, as they look back at 2022 and discuss the developments of the SAF market in Europe and the Americas and share their expectations for 2023. Listen to the other episodes in the SAF Insights podcast series Learn more about Argus’ comprehensive SAF market coverage...
A equipe de Minas e Energia do governo de transição do presidente eleito Luiz Inácio Lula da Silva avalia que há custos extras de R$500 bilhões a serem pagos pelos consumidores de energia elétrica nos próximos anos. Esse é um dos desafios do próximo ministro da área, mas não o único. O relacionamento com o setor e com o Congresso deve dominar boa parte da agenda do futuro ministro. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas discut...
In this edition of Global LPG conversations, LPG specialist Celia Chen from Argus’ Shanghai office talks to Argus vice-president LPG, David Appleton, about the latest developments to round out a challenging year in Chinese Petrochemicals and offers some views on what to expect as China moves away from its zero-COVID strategy. Learn more in-depth analysis on the Chinese market in the Argus LPG viewpoint: China's LPG term volumes fall on uncertainty - Term contracted volumes by Chinese buyers are ...
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....
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 ...
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...
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...
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...
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...
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...
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?
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.
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.
