Every week, we can find a SAF supply or an offtake agreement between an airline and a producer or supplier in the news. This collaboration between airlines and producers is needed to invest in the production and decarbonization of the air transport industry. However, other factors like feedstock availability, logistics, regulation, or incentivisation play an important role in how fast decarbonization occurs. To discuss these topics, we have Repsol, a global multi-energy provider working to drive...
Oct 31, 2023•13 min•Ep. 707
Hear Argus’ intriguing review of the history of the fertilizer industry, from early civilization through to the late 1800s. Learn more about the pivotal developments in this period as Mike Nash, Senior Editor and Maria Mosquera, Editor of Argus Sulphur walk you through a pivotal period in the story of fertilizers in the fourth episode of the Fertilizer Matters podcast series. Complimentary download – access small supporting slide pack Get supporting slides covering Chinchas Island’s guano 1840-1...
Oct 27, 2023•13 min•Ep. 706
As vendas de etanol estão disparando, enquanto o consumo de gasolina recua, em uma dinâmica que marca uma mudança no mercado de combustíveis automotivos, na esteira dos reajustes de preços aplicados pela Petrobras em suas refinarias. A produção de gasolina cresce, com o excedente sendo exportado, além de suprir o mercado interno. O editor da publicação Argus Brasil Combustíveis, Amance Boutin , e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni , conversam sobre os combustíveis aut...
Oct 26, 2023•9 min•Ep. 705
This episode explores the drivers behind the ongoing volatility in VLGC freight, where recent moves in rates could be mistaken for an echocardiogram. How will Panama canal delays and LPG fleet growth shape the costs of shipping LPG in the winter season and beyond? Featuring Argus’ Freight Reporter Yohanna Pinheiro and Global Head of Freight, Alex Younevitch
Oct 20, 2023•13 min•Ep. 704
In this latest episode, Argus ' RINS/biofuels reporter, Matthew Cope, joins Argus ’ blendstocks reporter, Jason Metko, to discuss the D4 and D6 markets moving conversely to D3.
Oct 19, 2023•9 min•Ep. 703
O ciclo da safra 2022-23 no Brasil registrou produção recorde de soja e milho, o que poderia estimular valores de frete também elevados, em função de uma maior demanda pelo serviço de transporte. Entretanto, com os baixos preços das commodities, a comercialização da safra foi lenta, levando a um escoamento mais vagaroso. O repórter sênior da publicação Argus Brasil Grãos e Fertilizantes, João Petrini, e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni , conversam sobre este cenário...
Oct 19, 2023•8 min•Ep. 702
A tale of two markets, U.S. is seeing low demand and an oversupply of asphalt; while Latin America, especially Argentina, is seeing increased imports and increased demand of asphalt. Join Argus experts as they breakdown the market drivers for asphalt and what the outlook for prices are the rest of this year and beyond.
Oct 19, 2023•18 min•Ep. 701
Os custos logísticos representam uma parcela considerável na conta das distribuidoras de combustíveis, que dependem muito do modal rodoviário para movimentar seus produtos em todo o Brasil. Com o encarecimento do diesel B na bomba e grandes variações regionais de preços e de disponibilidade de produto, distribuidoras e transportadores enfrentam desafios constantes para mobilizar suas frotas de maneira eficiente. O mês de agosto foi particularmente agitado, com um aumento do custo do combustível ...
Oct 12, 2023•9 min•Ep. 700
Hear Argus’ analysis of phosphates and potash market developments, with a spotlight on Indian subsidies and their impact on both markets. Join Mike Nash , Senior Editor, Julia Campbell , Editor - Argus Potash and Tom Hampson , Reporter – Phosphates as they discuss these topics and more in the third episode of the Fertilizer Matters podcast series. Key topics covered in the podcast: Indian subsidies - how they work and why they’re important Indian DAP and MOP subsidy update, possible impact on de...
Oct 12, 2023•17 min•Ep. 699
On this episode, US downstream Reporter, Nathan Risser, and Argus’ Blendstocks Reporter, Jason Metko, dive into recent US refinery news; from maintenance to quarterly earnings, and give a preview on how 2023 might end within the industry.
Oct 10, 2023•20 min•Ep. 698
Si bien las mayores economías en América Latina dependen de sus exportaciones de combustibles fósiles como el petróleo y el carbón, éstas tienen que adaptar sus políticas económicas para evitar que la temperatura media global exceda los 1.5C acordado bajo el acuerdo de Paris. Sin embargo, así como cada cabeza es un mundo, cada país de la región tiene un plan y una visión distinta. Acompañe a Sergio Meana , gerente de desarrollo de negocios, y a Jacqueline Echevarria , editora de Argus Latín Ener...
Oct 06, 2023•12 min•Ep. 697
The Brazilian region commonly known as Matopiba registered an impressive boost of soybean productions between the 2012-13 and 2022-23 crops, becoming a new important producing oilseed hub for the country. But the next 2023-24 cycle could be challenging for the region’s soy crop and interrupt the series of successive production records registered over the past few seasons. Join Camila Dias , Argus Brazil Country Manager, and Nathalia Giannetti , reporter for the Argus Brazil Grains and Fertilizer...
Oct 05, 2023•7 min•Ep. 696
The Brazilian region known as Matopiba experienced impressive increases in soybean production between the 2012-13 and 2022-23 harvests, becoming seen as a new important oilseed producing hub in the country. However, the 2023-24 cycle could be challenging for culture in the region and interrupt the series of successive records recorded over recent seasons. Join Camila Dias , director of Argus in Brazil, and Nathalia Giannetti , reporter for the publication Argus Brasil Grãos e Fertilizandos. They...
Oct 03, 2023•7 min•Ep. 695
Nitrogen fertilizer market activity is poised to continue reduced in Argentina, where farmers may switch corn acreage to soybeans, as soybeans' cost of production is lower than corn. Ammonium sulphate purchases are expected to intensify in October in Paraguay to supply corn crop fertilizer needs. Join Camila Dias , Argus Brazil Country Manager, and Renata Cardarelli , Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They talk about the nitrogen demand in the Southern Cone ma...
Sep 28, 2023•8 min•Ep. 694
A atividade no mercado de nitrogenados deve continuar reduzida na Argentina, onde agricultores poderão substituir a área plantada de milho por soja, já que o custo de produção da oleaginosa é inferior ao do grão. No Paraguai, negócios de sulfato de amônio devem se intensificar em outubro para atender às necessidades para a safra de milho. Junte-se a Camila Dias , diretora da Argus no Brasil, e Renata Cardarelli , editora adjunta da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam so...
Sep 28, 2023•7 min•Ep. 693
Join our experts David Appleton and Giulia Squadrin as they discuss biopropane market trends and dynamics as Argus prepares to launch a new daily price assessment to expand its coverage of the European hydrotreated biofuels market.
Sep 27, 2023•14 min•Ep. 692
Senior Editor of US products, David Ruisard, joins Argus’ Blendstocks Reporter, Jason Metko, in this new episode
Sep 22, 2023•9 min•Ep. 691
Argus C5 and hydrocarbon resins expert Steve Williams discusses capacity growth and operating rates for hydrocarbon based tackifier production, including: The exceptional capacity growth for hydrocarbon based tackifiers during the 2018-25 period Recent and upcoming capacity additions highlighting the growth in China The dramatic changes in hydrogenated hydrocarbon tackifier capacity since 2018 The repercussions of recent capacity growth on global operating rates for the balance of the decade Req...
Sep 21, 2023•11 min•Ep. 689
Hear Argus’ analysis of sulphuric acid supply, demand and the short-term outlook as unexpected demand from OCP, spot price developments in Chile and 2024 contract negotiations shape a vital period for the global sulphuric acid market. Join Mike Nash , Senior Editor and Liliana Minton , Editor – Sulphuric Acid as they discuss these topics and more in the first episode of our new bi-weekly podcast series - Fertilizer Matters. Complimentary download: Access supporting slide pack including: Chile su...
Sep 20, 2023•10 min•Ep. 688
Em junho, o Supremo Tribunal Federal (STF) decidiu por uma série de mudanças na chamada Lei dos Motoristas, que definiu regras para os motoristas profissionais e estabeleceu normas sobre a jornada de trabalho para o setor. Porém, existe uma grande preocupação do setor logístico, especialmente de grãos e fertilizantes, de que isso provoque uma alta significativa dos custos. A diretora da Argus no Brasil, Camila Dias , e o repórter sênior da publicação Argus Brasil Grãos e Fertilizantes, João Petr...
Sep 19, 2023•8 min•Ep. 687
Senior Reporter for methanol and MTBE, Steven McGinn, and Argus’ Blendstocks Reporter, Jason Metko, recap a very busy summer in the MTBE world, and how the market may finish the remainder of 2023.
Sep 18, 2023•9 min•Ep. 686
Hear Argus’ analysis of sulphuric acid supply, demand and the short-term outlook as unexpected demand from OCP, spot price developments in Chile and 2024 contract negotiations shape a vital period for the global sulphuric acid market. Join Mike Nash, Senior Editor and Lili Minton, Editor – Sulphuric Acid as they discuss these topics and more in the first episode of our new Fertilizer Matters podcast series. Complimentary download: Access supporting slide pack including: Chile sulphuric acid impo...
Sep 15, 2023•13 min•Ep. 685
In this episode, David Appleton, Esther Phua and Frances Goh discuss the current market situation in LPG in Asia-Pacific, focusing on how the Propane Dehydrogenation (PDH) segment is performing and whether what the potential impact of overcapacity will be in 2024
Sep 14, 2023•11 min•Ep. 684
Com a importação de cerca de 85pc dos adubos necessários, a geopolítica é o primeiro entrave enfrentado pelo mercado brasileiro de fertilizantes. Fretes marítimos, transporte rodoviário e armazenamento são outras questões em constante discussão no setor. Além de debates antigos, novos temas estão em pauta, como redução da pegada de carbono, uso de tecnologia, participação de empresas internacionais no mercado doméstico e Plano Nacional de Fertilizantes. Junte-se a Renata Cardarelli , editora ass...
Sep 13, 2023•22 min•Ep. 683
Argus’ aromatics and fuels and octane experts Simon Palmer and Roel Salazar talk to Jeff Eickholt about: The increased demand for aromatic octane components in the U.S. during 2022 and what has changed since The impact on the recovery of aromatics products for chemicals The knock-on impact on other components like MTBE The repercussions overseas and the outlook for 2024
Sep 08, 2023•15 min•Ep. 682
Distribuidores lidam com oferta limitada de diesel nos portos brasileiros e ofertas de venda em níveis elevados em relação ao produto comercializado nas refinarias estatais, resultado da crescente demanda pelo produto e da diminuição das importações em julho. Camila Dias , diretora da Argus Brasil e Gabrielle Moreira , editora-assistente da publicação Argus Brasil Combustíveis, falam da busca acirrada por volumes no mercado doméstico e do fortalecimento da Rússia no fluxo de importações....
Sep 07, 2023•6 min•Ep. 681
What does the supply and demand outlook look like? What impacts do sanctions have? Argus experts, Irina Vinogradova, Keyvan Hedvat, and James Fernandes provide an overview on the outlook for the bitumen markets in Europe and Africa. Learn more about the Argus Asphalt Annual 2023 Check out our weekly pricing report, Argus Bitumen...
Sep 05, 2023•33 min•Ep. 680
Julie-Ann Adams, CEO, EERA, joins Cristina Belda, Associate Editor to discuss the challenges faced by Europe’s rapidly growing e-waste industry. Learn how the organisation acts as a voice for electronics reuse, recycling, and re-processing companies. Our guest speaker also highlights environmental sustainability (including eco-design), recycling highly engineered devices and how the critical raw materials act could be a key driver in e-waste recycling.
Sep 05, 2023•15 min•Ep. 679
Olefins experts Sarah Rae and Craig Barry talk to James Elliott about the outlook for olefins across the US, Europe and Asia Pacific, including: Where is demand going into the end of 2023? Thoughts on the demand situation in China… Will stimulus measures help boost demand? What are the implications for global markets if we see a pick-up in Chinese offtake? How is a challenging demand situation and higher costs impacting on the drive for sustainability...
Sep 04, 2023•20 min•Ep. 678
Provaris Energy CEO Martin Carolan joins the Argus podcast to discuss compression. Hydrogen needs to be moved from point of production to point of use. As pipeline infrastructure build-out takes time, can compression offer solutions for both movement and storage?...
Aug 31, 2023•26 min•Ep. 677
