This edition features USAC distillate reporter Craig Ross, with a brief recap of the summer season in Atlantic coast diesel and jet fuels, and the challenges and shifts that await the markets this fall and winter.
A temporada 2023-24 começa com uma perspectiva otimista para o esmagamento de cana-de-açúcar no Norte e Nordeste do país. Mas limitações de capacidade industrial e condições climáticas desafiadoras podem ter imposto um teto aos níveis de processamento da matéria-prima nas usinas locais. Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles falam sobre as expectativas do setor sucroalcooleiro para essa safra e os obstáculos...
Description: Despite a recent surge of European demand for US light sweet crude, midsize tanker rates from the US to Europe have declined as the G7 price cap pulls ships from the Russian crude trade. In this podcast, listen from Tray Swanson, Freight Reporter - Crude Tankers, and Calder Jett, Associate Editor for US Waterborne Crude.
Las elecciones en Ecuador del pasado 20 de agosto fueron para elegir a un presidente solo hasta 2025, luego de una crisis política en el actual gobierno. Sin embargo, esta elección puede definir el panorama para un periodo mucho más largo e impactar de manera importante la producción de crudo y minerales en el país y en América Latina. Acompañe a Sergio Meana, Gerente de Desarrollo de Negocios y a Carla Bass, editora en jefe de noticias para la región, en un nuevo episodio de Hablando del Mercad...
No 150º episódio da série de podcasts Falando de Mercado, Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, conversa com Alexandre Melo, repórter sênior da Argus, sobre a transformação em curso no mercado de gordura animal. As exportações de sebo bovino brasileiro devem superar a marca de 100.000t neste ano, estimuladas pela demanda do mercado internacional de biocombustíveis, especialmente Estados Unidos, colocando a gordura animal em posição de destaque como matéria-prima nas rotas...
Learn more about the uses of bionaphtha and its price trends. Understand why demand for renewable feedstocks is growing in the petrochemicals market and what effects the competition with the mandated road transport sector has on bionaphtha prices and supply. In this podcast Muhamad Fadhil, SVP strategy and business development, Sarah Rae, VP Olefins and Giulia Squadrin, Associate Editor Biofuels.
In this podcast, Argus’ crude tanker expert Matt Mitchell discusses the impact of Urals prices breaching the EU/G7-established cap on tanker freight and the result of the drone strikes on Black Sea freight. And deputy editor John Ollett will cover the new destinations for Russian products and how the MR market is evolving to accommodate the new trading patterns. The pair will also discuss what steps insurers might take to mitigate the new risks and the outlook for both clean and crude Black Sea ...
Com a aceleração da construção do gasoduto argentino Nestor Kirchner, crescem as expectativas de que o Brasil pode receber gás de Vaca Muerta, sem depender de grandes investimentos em infraestrutura. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre os rumos do gás da Bolívia e como essa integração pode acontecer.
Hear Argus’ analysis of phosphate rock and processed phosphates supply, demand, outlooks and policy trends. Join Claira Lloyd, Phosphate and Phosphate Rock Research Manager, Timothy Evans, Phosphate Analyst and Tim Cheyne, SVP – Global Head of Agriculture, Fertilizers and Energy Transition (Ammonia) as they discuss these topics and more in the latest episode of the Inside Fertilizer Analytics podcast series.
Net Zero Transition: Trucks, Twin Clean Fuels & Tevva Tevva is a UK firm producing zero-emission trucks. Harsh Pershad , head of government partnerships joins the podcast to discuss range, efficiency, economics, obstacles to deployment and effective support for the sector.
Podcast | Metal Movers: The Breakout with Hybar We welcome Dave Stickler, CEO of Hybar, in the second episode of our special Metal Mover series, The Breakout. Argus experts Michael Fitzgerald, VP – Business Development – Metals and Marialuisa Rincón, Market Reporter, kick off our podcast with a quick industry update before diving into our interview with Hybar.
Port costs are now calculated based on the vessel's deadweight, that is, the total weight of the ship's cargo. Previously, the cost considered handling cargo in each Brazilian port. That change raises questions about the formula and whether the responsibility for payment lies with the importer, shipping agent or shipowner. Join Renata Cardarelli, Deputy Editor for the Argus Brazil Grains and Fertilizer publication, and Fernando Valle, Commercial and New Projects Manager at shipping agency Unimar...
A tarifa portuária passou a ser calculada com base no deadweight da embarcação, ou seja, o peso total de carga do navio. Anteriormente, a cobrança era feita por movimentação de carga em cada porto brasileiro. Além de dúvidas sobre o cálculo, a mudança na cobrança de custos portuários gera questionamentos sobre se a responsabilidade de pagamento é do importador, agente marítimo ou armador. Junte-se a Renata Cardarelli, editora assistente da publicação Argus Brasil Grãos e Fertilizantes, e Fernand...
Os preços de fertilizantes no mercado brasileiro caíram no primeiro semestre do ano, em meio à menor demanda, mas o ritmo nos mercados doméstico e de importação não foi linear. As compras regionais começaram o ano de forma mais lenta, com o elevado estoque de passagem permitindo que agricultores adiassem as negociações diante do risco reduzido de escassez de fertilizantes. Camila Dias, diretora da Argus no Brasil, conversa com Flavia Bohone, editora da publicação Argus Brasil Grãos e Fertilizant...
A number of developments are taking place in the biomass sector across South Americas. Alex Comerford founder of Sustainable Pellets and Erisa Senerdem editor Argus Biomass Markets report discuss the wood industry there, its potential and the current situation with the capacity challenges. Listen to podcast today....
In this episode, Elaine Levin, President of Powerhouse, DC-based risk management and hedging organization, joins Argus’ Blendstocks Reporter, Jason Metko, to discuss the current state of the downstream industry, and how the next few months will play out in the US crude, diesel and gasoline markets.
We welcome Barry Zekelman, Executive Chairman and CEO of the largest independent steel pipe and tube manufacturer in North America in this first episode of our special Metal Mover series, The Breakout. Argus experts Michael Fitzgerald, VP – Business Development – Metals and Rye Druzin, Associate Editor – Steel & Pipe, kick off our podcast with a quick industry update before diving into our interview with Zekelman Industries.
Acumulando alta de 70pc desde o início do ano, o preço do Cbio, o crédito de descarbonização negociado na B3, se aproximou dos R$150. A concentração de demanda de grandes distribuidoras e varejistas regionais elevou o volume de negociação dos créditos na Bolsa. Se há certa tranquilidade quanto ao cumprimento das metas de 2022 e 2023, sobram dúvidas para a meta de 2024. O mercado debate a chance de revisão para baixo, enquanto monitora a probabilidade de continuidade do mix açucareiro e incerteza...
US sour crude grades included in the Argus Sour Crude Index have tightened their discounts to light sweet WTI Houston in August. The upcoming refill of the US Strategic Petroleum Reserve (SPR) in August will see 3mn bl of US-produced sour crude returned to the Big Hill site near Houston. Global support for medium sour grades has come from Opec+ supply cuts from Russia and Saudi Arabia. This new episode with Gus Vasquez, Americas crude editor, and Scott Phillips, Americas crude market reporter....
A pesar de que el mercado de combustibles en México es todavía un reto para la inversión privada - debido a políticas que favorecen a la empresa estatal Pemex - la reanudación del acceso público a los precios en terminal de Pemex a partir de junio ofrece un poco de luz en medio de la oscuridad que ha prevalecido durante la presente administración. Acompañe a Sergio Meana, Gerente de Desarrollo de Negocios en Argus para América Latina, María Eugenia García, editora del reporte Argus Mexico Fuel M...
O volume de diesel russo atingiu participação recorde nas importações pelo Brasil no mês de junho, reflexo dos preços mais competitivos e do maior número de compradores negociando o combustível com o país em conflito com a Ucrânia. Camila Dias, diretora da Argus no Brasil, e Gabrielle Moreira, editora-assistente da publicação Argus Brasil Combustíveis, falam sobre o atual cenário para o combustível importado no mercado doméstico.
With critical minerals suffering from an ugly reputation, especially amongst younger demographics, how can the industry educate the broader public and emphasise the importance of this subsector? Metal Movers welcomes Charles Stephenson , Analyst for ARCH Emerging Markets Partners on the series to discuss the importance of critical minerals and the potential for nimbyism to tighten the supply/demand balance. Listen now as our noble alloys and coltan reporter, Sian Morris , explores this growing m...
A baixa liquidez no mercado brasileiro de fertilizantes tem deixado vários setores preocupados com a possibilidade de gargalos logísticos quando os produtos armazenados nos portos forem transportados. A lenta compra de insumos para a próxima safra de soja está ligada a alguns fatores, como a comercialização de milho e soja atrasada, assim como entregas de nutrientes mais lentas. Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Ferti...
The Brent benchmark, the world's premier oil price index, has undergone the biggest change in its near half-century history. Argus Crude editor Michael Carolan joins Crude VP James Gooder in the podcast to discuss how this change affects the price and what users need to watch to understand this new benchmark iteration.
Description: RINS reporter, Matthew Cope, returns on the driving discussions series with Jason Metko, to discuss the recent EPA announcement regarding finalized biofuel blending volumes for the future, learning about HOBO and BOHO, and how the market is shaping up the for the rest of 2023.
This episode explores the recent jump in Atlantic Capesize rates, the possibility of Chinese real estate market stimulus, and the increasing importance of sentiment on the market as dry bulk rates remain lower than anticipated in the second half of 2023. Shipbroking firm Arrow Shipbroking Group’s Burak Cetinok speaks with Argus dry bulk freight reporter Ross Griffith about the shifting landscape of the dry bulk freight market in the post-pandemic world.
In this episode, Argus' LPG Editor Peter Wilton and Senior Reporter Waldemar Jaszczyk join David Appleton, LPG VP, to discuss factors behind the current weakness in propane and butane European large cargo markets. The quarter has seen strong US imports combined with muted local demand to produce severe price depreciations.
O mercado brasileiro de biometano é visto como uma das maiores apostas do setor de gás natural no país. Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter da publicação Argus Brazil Gas and Power. Elas conversam sobre as perspectivas de crescimento, precificação e inovações tecnológicas que podem influenciar esse novo mercado.
In this new episode, vice presidents of business development Louise Burke and John Demopolous, join host Jason Metko to chat about the Clean Fuel Regulations (CFR) program, how Argus plans to support transparency in the market, and how it affects the Canadian consumer.
In this episode, get an update on the diesel market halfway into 2023 and the demand-supply expectations going forward. Learn more about the impact of the Russian sanctions on the way that refineries source vacuum gas oil (VGO) and its spreads. Presenting Alfonso Berrocal , European business development manager, oil products, Benedict George, associate editor, European products, and Georgie McCartney, reporter, products and VGO....
