Three months after the car carrier Galaxy Leader was hijacked in the Red Sea, attacks on merchant shipping in the region have continued. Freight and insurance costs have risen with diversions around the Cape of Good Hope, adding another three weeks to voyages. Maxence Servelle , head of cargo at Diot-Siaci Asia, joins Argus' senior freight reporter Sean Zhuang to discuss the increasing impact of insurance in maritime. Key topics covered in the podcast: Rising tensions in the Red Sea prompted LR ...
May 06, 2024•22 min•Ep. 787
Os diferenciais logísticos das usinas de biodiesel caíram consideravelmente, influenciados pelo atraso na coleta do produto pelas distribuidoras em meio ao cenário de sobreoferta de diesel e atraso na comercialização da soja. Nesta edição do ‘Falando de Mercado’, o chefe adjunto de redação da Argus Brasil, Conrado Mazzoni , e o repórter sênior Alexandre Melo conversam a respeito das negociações para a contratação do biodiesel que abastecerá o mercado brasileiro em maio e junho . Os serviços da A...
May 03, 2024•14 min•Ep. 786
The Black Sea region has been one of the most important price makers on the market for many years now. Today, wheat prices are recovering from multi-year lows, supported by the weather market, geopolitical risks and strong export demand. Market participants are keeping a close eye on crop conditions in the major exporting countries. Listen to our experts discussing the findings of Argus’ Black Sea crop tour and get exclusive insight on the wheat crop conditions in Russia, Ukraine and Romania in ...
May 03, 2024•10 min•Ep. 785
In this first episode of this new podcast series, get some insights from last week's Argus Biofuels and Feedstock Conference in Singapore. Among the prominent topics were emerging regional mandates in Asia, particularly on SAF, changing trade flows and increased traceability for feedstocks, as well as some exciting updates on SAF blends. The team also share highlights from the Women in Biofuels breakfast panel which attracted a large audience at the conference. Listen to Josefine Ahlström , VP B...
May 02, 2024•15 min•Ep. 784
Um cenário complexo ampliou o desafio de programação da logística de combustíveis no primeiro trimestre, com tendências distintas de oferta e demanda do serviço de transporte, dinâmicas regionais de safras e oportunidades de otimização de fluxos. Camila Dias , diretora da Argus no Brasil, e Amance Boutin , editor da publicação Argus Brasil Combustíveis, conversam sobre a variação de fretes de transporte de combustíveis e biocombustíveis. Os serviços da Argus cobrem toda a gama de produtos deriva...
Apr 30, 2024•7 min•Ep. 783
Learn the benefits of the first real-time, electronic price discovery platform for SAF with Argus experts Alfonso Berrocal and Giulia Squadrin. They discuss the successful debut of fob ARA range SAF on Argus Open Markets (AOM), as well as recent market trends and expectations for the coming months.
Apr 30, 2024•13 min•Ep. 782
Adam Nye, VP of Business Development for Argus Global Carbon Markets, talks to Nadeem Khan, CEO and Founder of Indus Delta Capital, and Chris Villiers, Director of Portfolio Management at Respira, about blue carbon, including: Key fundamentals and co-benefits of blue carbon. Future developments on mangrove restorations, protection projects and methodologies. Opportunities and challenges that current blue carbon projects face. 12-month outlook for the blue carbon market....
Apr 30, 2024•29 min•Ep. 781
Hear Argus’ concise analysis of the logistics situation on the Mississippi river in the US, focusing on the lack of snowpack in the northern plains and how that impacts water levels, fertilizer barge traffic and regional fertilizer market prices. Join Mike Nash, Senior Editor, and Meghan Yoyotte, Reporter – Argus North American Fertilizer reporter as they discuss this topic in the latest episode of Argus’ Fertilizer Matters podcast series. Key topics covered in the podcast: Low snow pack in the ...
Apr 26, 2024•8 min•Ep. 780
LPG was a hot topic at this year’s African Refiners and Distributors Association event, with new opportunities in the horizon. This special episode of Global LPG Conversations comes from the sidelines of the event, with Argus’ David Appleton, VP LPG, and James Gooder, VP Crude, where they discuss trends for LPG in the African region, potential growth in the global market, along with the focus on ‘energy transition’ and biofuel production in the region.
Apr 25, 2024•11 min•Ep. 779
In this episode of Global LPG Conversations, Argus’ editor of the NGL Americas report Amy Strahan and senior reporter for the Canadian NGL market Yulia Golub discuss decreasing Canadian propane exports to the US, potential challenges, and growth projects.
Apr 24, 2024•6 min•Ep. 778
O mercado de certificados voluntários de rastreabilidade vem atraindo mais atenção no setor de biometano, com destaque para o GAS-REC, emitido localmente pelo Instituto Totum. Junte-se a Rebecca Gompertz , repórter da publicação Argus Brazil Gas Markets, e Fernando Giachini Lopes , diretor do Instituto Totum, e saiba mais sobre as perspectivas para os certificados de garantia de origem de biometano no Brasil. A Argus oferece informações de preço, análises de nossos experts, dados e fundamentos p...
Apr 19, 2024•16 min•Ep. 777
US Midcontinent distillate reporter Hunter Fite joins Associate Editor of US Products Jason Metko on a chat focusing on the region's spring planting season, and the implications for those in the diesel world. Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-produc...
Apr 17, 2024•9 min•Ep. 776
Compras de insumos em ritmo lento, expectativa de queda nos preços de fertilizantes e posicionamentos firmes por parte de produtores têm marcado o mercado brasileiro de fertilizantes desde o início do ano. Nesse cenário, novas oportunidades também se abrem para investimentos, expansões e novas tecnologias. A repórter do relatório Argus Brasil Grãos e Fertilizantes Gisele Augusto e o country manager da Mosaic Brasil, Eduardo Monteiro, conversam sobre expectativas e desafios do mercado brasileiro ...
Apr 16, 2024•20 min•Ep. 775
Adam Nye, VP of Business Development for Argus Global Carbon Markets, talks to Molly Brown, Head of Carbon Strategy at BURN, and Daniel Fisher, Origination Manager at Abatable, about cookstove projects, including: Principles, timeline and co-benefits around cookstove projects. Cookstove projects’ impact on voluntary carbon market’s supply chain and credit demand. Key drivers the industry needs to stay close to for the future. 12-month outlook for the carbon markets. Request a free trial or more ...
Apr 12, 2024•36 min•Ep. 774
A Braskem, maior produtora petroquímica do Brasil, diz que o atual ciclo de queda no setor é o pior em décadas e afeta diretamente suas vendas de polímeros no Brasil e no exterior. O declínio no crescimento chinês e o aumento das capacidades operacionais de polímeros na China e nos EUA afetaram os negócios da companhia em 2023. Camila Dias , diretora da Argus no Brasil, conversa com Fred Fernandes , repórter sênior do mercado de polímeros da América Latina, sobre o cenário para os petroquímicos ...
Apr 09, 2024•5 min•Ep. 773
On this episode, hear about how the upcoming November US election will play into the biofuels market, and possible changes to the BOHO spread. With RINS reporter Matthew Cope , and Associate Editor of US Products, Jason Metko . Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products...
Apr 02, 2024•12 min•Ep. 772
Apr 02, 2024•22 min•Ep. 771
A transformação do mercado de sebo bovino deu um passo decisivo com o recorde de exportações do produto brasileiro. A procura pela matéria-prima também utilizada na rota de biocombustíveis avançados dos Estados Unidos acirra a concorrência com os setores de biodiesel e saboaria, tradicionais compradores da gordura animal. Atenta ao fluxo exportador, a Argus ampliou a cobertura de preços de sebo bovino, lançando uma referência para as cargas embarcadas nos principais portos. Junte-se a Conrado Ma...
Apr 01, 2024•14 min•Ep. 770
Mar 28, 2024•13 min•Ep. 769
Hear Argus’ analysis of the growth in MOP supply from Laos and planned project expansions, following a recent mine visit in Laos. Join Julia Campbell , Editor of Argus Potash and Huijun Yao , Editor, Asia Fertilizers as they discuss this topic in the latest episode of Argus’ Fertilizer Matters podcast series. Key topics covered in the podcast: The emergence of Laos as a major MOP supplier in southeast Asia The expansion plans of potash producers Lao Kaiyuan and Asia Potash Challenges Lao Kaiyuan...
Mar 28, 2024•8 min•Ep. 768
Ahead of the IEA’s summit on clean cooking in Africa this May, Matt Scotland speaks with WLGA’s Michael Kelly to understand the meeting’s goals and how LPG fits into the solutions for achieving cleaner energy access for the region. Michael, who is WLGA’s chief advocacy office and deputy managing director, explains why LPG as a domestic energy source is key to driving change for communities in sub-Saharan Africa. Argus offers price assessments, news, analysis, fundamentals data and price forecast...
Mar 27, 2024•14 min•Ep. 767
Listen to the latest podcast episode from SAF Insights as Louise Burke , Global Head of Aviation at Argus, and Jamie Escobar , Director of Fuel and Airport Changes at ALTA (Latin American and Caribbean Air Transport Association) look back at the recent ALTA Fuel and Sustainability Conference held March 15, 2024. They will review key takeaways from the various panel discussions, look at future SAF and biofuels market opportunities in Colombia, discuss the most important feedstocks in the region f...
Mar 26, 2024•9 min•Ep. 766
O mercado brasileiro de biometano passa por um momento crucial de desenvolvimento, com 10 usinas previstas para entrarem em operação apenas neste ano. Junte-se a Camila Dias , diretora da Argus no Brasil, e Rebecca Gompertz , repórter da publicação Argus Brazil Gas Markets. Elas conversam sobre a importância da criação de um preço para a transparência deste mercado florescente no Brasil. Learn how Argus specialists can help you navigate through changes in the Brazilian gas and power markets: htt...
Mar 22, 2024•6 min•Ep. 765
Find out about current US MTBE pricing, and how this summer's Mexican presidential election may play into the market, with senior methanol and MTBE reporter Steven McGinn, and host and associate editor of US products, Jason Metko.
Mar 19, 2024•8 min•Ep. 764
En el último año de gobierno del presidente Andrés Manuel López Obrador, los precios de la gasolina y diésel en México se ven influenciados por factores políticos, de producción doméstica y de mercados internacionales. Acompañe a Sergio Meana , gerente de desarrollo de negocios en Argus para América Latina y Antonio Gozain , corresponsal en México para la publicación Argus Mexico Fuels Market, y entérese sobre la actualidad de los precios del combustible en el país y los factores a tomar en cuen...
Mar 14, 2024•11 min•Ep. 763
Com vendas em ritmo lento e mudanças no suporte de preços, participantes de mercado se reuniram na conferência da indústria de fertilizantes Fertilizer Latino Americano, em busca de clareza, sobretudo a respeito da retomada das exportações de nitrogenados e fosfatados pela China. Conrado Mazzoni , chefe adjunto de redação da Argus Brasil, e Gisele Augusto , repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre os principais pontos debatidos durante a FLA, incluindo a visão a...
Mar 14, 2024•11 min•Ep. 762
O mercado de certificação de energia renovável ganhou tração no Brasil nos últimos anos, com cada vez mais empresas buscando assegurar garantia de origem para as compras de energia. Com o mercado mirando menor pegada de carbono, a expectativa é que os certificados de energia renovável (RECs) entrem no foco da estratégia de negócios das empresas – para além do viés somente reputacional. A repórter do relatório Argus Brazil Gas Markets, Rebecca Gompertz, e o diretor do Instituto Totum, Fernando Gi...
Mar 05, 2024•17 min•Ep. 761
Three months after the car carrier Galaxy Leader was hijacked in the Red Sea, attacks on merchant shipping in the region have continued. Freight and insurance costs have risen with diversions around the Cape of Good Hope, adding another three weeks to voyages. Munro Anderson, head of operations at marine conflict risk insurer Vessel Protect, joins Argus' crude freight reporter Matthew Mitchell to discuss the risks faced now by shipowners and charterers. Key topics covered in the podcast: How mar...
Mar 04, 2024•27 min•Ep. 760
Mar 04, 2024•19 min•Ep. 759
In this new episode - DME: policy developments and market trends. Listen to Dimeta's head of advocacy and communications, Sophia Haywood and Argus' LPG market reporter, Oliver Binks as they discuss recent developments in the renewable liquids market and the role of Renewable and Recycled Carbon DME in the energy transition.
Mar 04, 2024•19 min•Ep. 758
