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Argus Media

Argus Mediawww.argusmedia.com
Argus Media podcast
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Episodes

Hablando de Mercado - RGana diésel ruso competencia en mercado brasil

El aumento del volumen de diésel ruso en Brasil trae una serie de impactos a las negociacionesdel producto en los puertos de ese país que afecta los planes de los importadores brasileños, pero también el mercado de América Latina en su conjunto. La llegada de diésel ruso a Brasil incluso tiene afectaciones en el mercado de Estados Unidos. Acompañe a Sergio Meana, gerente de desarrollo de negocios para América Latina, y Julio Faldin, vicepresidente de desarrollos de negocias para América del Sur,...

Jun 02, 20239 minEp. 635

Falando de Mercado: Gás de novos campos pode demorar demais e não criar novo mercado

Equinor, Petrobras e Repsol Sinopec recentemente anunciaram a decisão de investimento do campo BM-C-33, que pode fornecer 16mn m³/d de gás natural. Junto com outros novos projetos, a Petrobras afirma que o Brasil terá um “choque de gás”. Mas a realidade pode ser bem menos animadora para os consumidores. Junte-se a Camila Dias , diretora da Argus no Brasil, e Flávia Pierry , editora de Gás Natural e Energia. Elas conversam sobre prazos, características e perspectivas para os preços dessa oferta d...

Jun 01, 202311 minEp. 634

Chemical Conversations - Caustic Soda: Shifting landscape impacts long-term fundamentals

Chlor-Alkali experts George Eisenhauer , Bernard Law and Stephanie Koenig talk to Lauren Williamson , VP, Product, about the long-term fundamentals of the caustic soda market, including: Policy impact on battery demand and what that means for the North American supply chain Where European opportunities lie among continued optimisation processes and net zero targets How Northeast Asia's role will change with diminished reinvestment in export capability, and against a backdrop of Southeast Asia's ...

May 24, 20238 minEp. 633

Chemical Conversations: MTBE Outlook

MTBE expert Roel Salazar talks to Lauren Williamson, VP, Product, about the outlook for MTBE, including: Current trends and their effect on the MTBE market and its key drivers over the next 12-24 months How Argus approaches its 5-year MTBE forecast Where additional MTBE from a new Texas MTBE-ETBE unit might be absorbed and the challenges U.S. industry might face with that Other key factors industry should monitor in 2023 and beyond This podcast is delivered by Argus’ MTBE experts using data and ...

May 24, 20238 minEp. 632

Chemical Conversations: Chlor-Alkali Outlook

Chlor-Alkali experts George Eisenhauer and Bernard Law talk to Lauren Williamson, VP, Product, about the outlook for chlor-alkali, including Current trends and their effect on the chlor-alkali market and its key drivers over the next 12-24 months How Argus approaches its 5-year chlor-alkali forecast and what industry should be looking out for The top The top three factors Argus is focusing on for the remainder of the year This podcast is delivered by Argus’ butadiene experts using data and insig...

May 23, 20238 minEp. 631

Driving Discussions: The evolving world of US refineries

On this episode, US Downstream reporter Nathan Risser sits down with Jason Metko to talk over the changes within the domestic refinery landscape since the COVID-19 pandemic, and how those changes will affect road fuel consumers during the 2023 summer driving season.

May 22, 202317 minEp. 630

How is the SAF spot market developing and where is it heading?

Listen to Argus experts Alfonso Berrocal and Giulia Squadrin as they discuss the latest developments of the SAF spot market, the role of biofuels tickets, and recent updates on the EU-wide SAF mandate set to kick-in in less than two years.

May 22, 202314 minEp. 629

Global LPG Conversations: Poland’s eastern dilemma

Has the Polish LPG industry reduced its dependency on Russia? How have price volatility and supply disruptions impacted demand? Should the market expect another year of logistical bottlenecks? In this episode of Global LPG conversations, David Appleton, VP LPG, and LPG reporter Waldemar Jaszczyk try to answer those questions and more as they closely examine the market's attempts to juggle supply security with a yawning east-west price gap and logistical limitations. The podcast draws on a recent...

May 17, 202316 minEp. 628

Chemical Conversations: Polyolefins Outlook

Polyolefins expert Terry Glass talks to Amanda Richardson about the outlook for polyolefins, including: Current trends and their effect on the polyolefins market and its key drivers over the next 12-24 months How Argus approaches its 5-year forecast and what industry should be looking out for Asian, and especially Chinese capacity additions and what that means for rationalization and trade flows elsewhere Other key factors industry needs to stay close to in 2023 and beyond...

May 17, 202310 minEp. 627

Olefins Outlook Podcast

Listen as olefins expert Craig Barry talks to @manda Richardson about the outlook for olefins, including: Whether we’ve reached the bottom of the market How the market will absorb recent and upcoming capacity additions The impact of decarbonization in circularity initiatives on the market

May 12, 20235 minEp. 626

Falando de Mercado: Mercado de Cbios reage às mudanças no Renovabio

O governo restabeleceu o período de 12 meses até dezembro de cada ano para comprovação das metasdo Renovabio, praticamente dando início à agenda de fortalecimento da Política Nacional deBiocombustíveis. Receio sobre o cenário de oferta de Cbios em 2024 e conversas de fundos parafomentar a liquidez do mercado estão no radar de produtores de biocombustíveis e distribuidoras decombustíveis. Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação ArgusBrasil C...

May 10, 202315 minEp. 625

Chemical Conversations: Butadiene Outlook

Lauren Williamson, VP, Product, talks to Angie Joe, VP, Crude C4 and Derivatives, about the Argus Butadiene Outlook: Current trends and their affect on the butadiene market and its key drivers over the next 12-24 months How Argus approaches its 5-year forecast and what industry should be looking out for What Northeast Asia capacity additions means for global trade flows Other key factors industry needs to stay close to in 2023 and beyond This podcast is delivered by Argus’ butadiene experts usin...

May 05, 202312 minEp. 623

Hablando de Mercado: America Latina: No solo exportadores, sino también importadores de crudo

Acompañe a Sergio Meana, gerente de desarrollo de negocios para América Latina de Argus, y a Giovann Rosales, reportera del mercado de crudo de Latinoamérica para escuchar como el mercado de América Latina se ha convertido en un destino de demanda para los crudos de Ecuador y Argentina y el impacto que la demanda tiene sobre los grados Oriente, Napo y Medanito.

May 04, 202312 minEp. 622

Falando de Mercado: Comercialização lenta do milho pode frear alta dos fretes

A produção da segunda safra de milho 2022-23 deve bater recorde, segundo projeções, o que poderia elevar a necessidade pelo serviço de transporte. Entretanto, com um ritmo de venda mais lento na comparação com anos anteriores, a alta dos fretes de grãos em Mato Grosso pode não ser tão acentuada durante o pico da demanda na colheita. 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 de...

May 04, 20238 minEp. 621

Weight of Freight: How expensive is shipping Russian crude?

How much does it cost to move Russian crude and how do the oil price cap and “shadow fleet” influence the sanctions price tag for every barrel? Alex Younevitch, Global Head of Freight at Argus is joined by Deputy Editor for Freight, John Ollett to answer all these questions and more.

May 02, 202311 minEp. 620

Falando de Mercado: Panorama do mercado brasileiro de fertilizantes em 2023

A importação brasileira de MAP foi recorde no primeiro trimestre do ano, totalizando 1,2 milhão de toneladas, ante 567 mil toneladas no mesmo período de 2022, mas a baixa liquidez predomina no mercado doméstico e produtores de soja esperam pela melhora da relação de troca. Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre as importações de fertilizantes no primeiro trimestre e os fat...

Apr 27, 202310 minEp. 619

Metal Movers: ILiA on reaching net zero with lithium

The latest Metal Movers podcast explores the crucial role of lithium in the transition to net zero. Listen now to better understand the drivers and challenges faced by this emerging industry. Anand Sheth , Founding Chairman of the International Lithium Association shares his thoughts on lithium production, refining technologies, project pipelines and the availability of scrap with Chi Hin Ling , Editor at Argus Media. Download a sample of Argus Battery Materials or request a trial for the latest...

Apr 26, 202316 minEp. 618

Hablando de Mercado: Una visión del mercado brasileño de fertilizantes en 2023

Las importaciones brasileñas de MAP fueron récords en el primer trimestre del año, totalizando 1,2 millón de toneladas, en comparación con 567.000 toneladas en el mismo período de 2022, pero la baja liquidez prevalece en el mercado interno y productores de soja esperan una mejora en la relación de cambio. Acompañe Sergio Meana, Gerente de desarrollo de Negocios en Argus para América Latina, y Renata Cardarelli, editora asistente de la publicación Argus Brazil Grains and Fertilizers , y entérese ...

Apr 21, 202314 minEp. 616

Russia-Ukraine conflict: Impact on FSU sulphur flows to the Mediterranean and North Africa

Listen to our short and concise sulphur podcast reviewing FSU sulphur exports and their impact on the Mediterranean and North African regions following more than a year of the Russian-Ukraine conflict and resulting sanctions Join Maria Mosquera , Editor of the Global sulphur report, and Bea O’Kelly , Sulphur Reporter, as they discuss the impact of the Russia- Ukraine conflict on FSU sulphur flows to the Mediterranean and North African markets, more than one year on from the onset of the conflict...

Apr 21, 20239 minEp. 615

NetZero Transition: Pyrolysis- Policy and Production routes

Mitsubishi Heavy Industries (MHI) is deploying low-carbon technology solutions around the world. MHI-EMEA Duisburg Branch EVP Professor Dr. Emmanouil Kakaras joins the Argus podcast to discuss the impacts of policy, CCS demand expansion, fuel NOx control/fuel choices at generators, compression, cracking and the medium-term challenge of pyrolysis to other production routes. Listen to the podcast now. Book complementary demo of Argus Hydrogen and Future Fuels Service Sign up for Hydrogen Highlight...

Apr 21, 202336 minEp. 614

Metal Movers: Boosting mining with Biosurfactants

Thomas Kavanagh, Editor, Argus, quizzes Gabi Knesel, VP Mining and Minerals Processing at Locus Mining Solutions on the emerging importance of biosurfactants in the mining industry with a focus on transition metals, like copper, graphite, lithium and mo

Apr 21, 202316 minEp. 613

Falando de mercado: A competição do diesel russo nas importações do combustível pelo Brasil

O aumento do volume de diesel russo no Brasil traz uma série de impactos para as negociações do produto nos portos do país e afeta os planos de importadores. Conrado Mazzoni, editor-assistente da publicação Argus Brasil Combustíveis, e Gabrielle Moreira, repórter sênior da publicação, falam sobre os desdobramentos dessa dinâmica no mercado doméstico.

Apr 20, 20237 minEp. 612

Falando de Mercado: Mudanças na precificação de etanol em Paulínia

O aumento do volume de etanol transportado por duto do Centro-Oeste até os principais polos de consumo de São Paulo tem influenciado a dinâmica de frete rodoviário no estado, acentuando as diferenças de preços entre o biocombustível vendido nas usinas e o produto comercializado no terminal. Aliado à expansão do etanolduto, o uso do modal ferroviário para o transporte do biocombustível também dá sinais de crescimento. Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórt...

Apr 13, 202312 minEp. 611

Driving Discussions: Challenges in base oils

Base oils reporter John Dietrich joins Blendstocks reporter and host Jason Metko, in the latest episode focusing on recent challenges within the base oils market, from inventory, to demand drivers, oversupply and more. Links for blog post: Check out the Driving Discussions podcast series

Apr 11, 20239 minEp. 610

Falando de Mercado: As perspectivas para o segundo ano do mercado de gás natural no Brasil

O mercado brasileiro de gás natural completou um ano desde sua liberalização. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia, que conversam sobre as perspectivas deste momento do mercado, preço do gás, novos investimentos e novas empresas entrando neste mercado em 2023.

Apr 06, 202317 minEp. 609

Hablando de Mercado: Los retos que enfrentan las empresas del sector privado en el mercado mexicano de combustibles

Las empresas del sector privado que participan en el mercado de combustibles de México continúan sorteando las trabas regulatorias que el gobierno de ese país les impone en su afán de fortalecer a la estatal Pemex. Aunque ya existe una queja formal del gobierno estadounidense respecto a la política discriminatoria del gobierno mexicano en dicho mercado desde el año pasado, todavía no existe una resolución sobre esta disputa, lo que ha empezado a impacientar a empresarios y legisladores de Estado...

Apr 06, 202314 minEp. 607
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