Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, to discuss a series of topics including: Shifting trade flows on geopolitical turmoil Rising Mexican refinery output Panama Canal disruptions and demand outlooks for 2024...
May 22, 2024•18 min•Ep. 797
Rio Grande do Sul is Brazil’s main producer of rice, wheat and summer corn, and it is set to become the country’s second largest producers of soybeans in the 2023-24 season. Considering the state is a large agricultural producer, Rio Grande do Sul is one of the main consumers of fertilizers in Brazil. Understand the impacts of the floods in the agricultural production and in logistics in Brazil. Join Renata Cardarelli , deputy editor for the Argus Brazil Grains and Fertilizer publication, and Na...
May 20, 2024•10 min•Ep. 796
O Rio Grande do Sul é o principal produtor de arroz, trigo e milho de verão do Brasil e deverá ser o segundo maior produtor de soja na safra 2023-24. Considerando que o estado é um grande produtor agrícola, o Rio Grande do Sul é um dos principais consumidores de fertilizantes do Brasil. Entenda quais são os impactos das enchentes na produção agrícola e na logística. Junte-se a Renata Cardarelli , editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti , repórter da...
May 20, 2024•11 min•Ep. 795
Listen to Carbon Neutral Fuels’ (CNF) co-founders Sophie Zienkiewicz and Alasdair Lumsden and Argus’ Giulia Squadrin as they discuss novel SAF production technologies as well as the project CNF and its partners are developing in the UK.
May 16, 2024•13 min•Ep. 794
Com uma dependência externa de mais de 85pc do fertilizante que consome, o Brasil segue procurando alternativas para elevar sua independência. A produtora Eurochem inaugurou em abril o projeto Serra do Salitre, em Minas Gerais, que deve contribuir para o Brasil reduzir a necessidade de importação de fosfatados. Já neste ano, a companhia deve fornecer TSP e SSP para a safra 2024-25 de soja. A repórter do relatório Argus Brasil Grãos e Fertilizantes Gisele Augusto e o diretor-presidente da Euroche...
May 14, 2024•21 min•Ep. 793
Cassidy Staggers , Sector Analyst for Argus Chemicals, talks to Roel Salazar , Lead Consultant for Argus MTBE and Octane Blending Components, about key trends, the market outlook and new enhancements to the Argus Octane Blending Outlook service. This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Octane Blending Outlook service. Request a free trial or more information for Argus Octane Blending Outlook....
May 14, 2024•8 min•Ep. 792
Adam Nye, VP of Business Development for Carbon Markets at Argus, talks to Joshua Strauss, President of Environmental Products at Anew Climate, and Lizzie Aldrich, VP of Business Development at Anew Climate, about Improved Forest Management (IFM), including the: Key methods and diverse co-benefits of IFM. Changes taking place in forest management practices to optimise carbon sequestration. Outlook on IFM from both commercial and development perspectives....
May 14, 2024•29 min•Ep. 791
US Products Associate Editor Craig Ross sits down with Jason Metko discussing the recent lowering trends in the New York Harbor and Atlantic Coast distillate markets.
May 13, 2024•10 min•Ep. 790
Volatility, uncertainty, complexity, and ambiguity (VUCA) defined the dry bulk market in Q1 2024, and is expected to do so for the rest of 2024. Join Andrew Khaw , Editor Asia Freight and Wilson Wirawan , Dry Bulk Team Lead - Maritime Analyst, to navigate this complex landscape by analysing major events - dry weather, canal delays, Red Sea tensions - and their impact on dry bulk shipping in the short- to medium-term. Key topics covered in the podcast: Q1 2024 in Review: Is comparison the thief o...
May 13, 2024•31 min•Ep. 789
As draught restrictions ease with the start of a much-awaited rainy season in the Panama Canal, difficulties are likely to persist for very large gas carriers (VLGCs) as other shipping markets move back to the route and escalate competition for transit slots. Listen to Andres Pacheco, Analyst at the LPG Trading desk for Spain’s Repsol, and Yohanna Pinheiro, LPG Freight Market Reporter, discuss how increased competition to transit the Panama Canal and other market drivers will shape the costs of ...
May 09, 2024•22 min•Ep. 788
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
