A reforma tributária terá grande impacto nos mercados de petróleo, gás, minérios e combustíveis. Após a aprovação do primeiro projeto de regulamentação da pauta na Câmara, o texto segue agora para o Senado. Junte-se a Rebecca Gompertz , repórter da publicação Argus Brazil Gas Markets, e Diogo Martins Teixeira , sócio no escritório de advocacia Machado Meyer e especialista em tributação, e saiba mais sobre o projeto aprovado e quais mudanças ainda estão em discussão no Senado.”...
Jul 18, 2024•29 min•Ep. 818
Asia Biofuels & Net Zero Deputy Editor Lauren Moffitt speaks to EcoCeres’ Global Head of SAF, Phil Moore, on recent issues affecting SAF markets and their implications for the nascent Asian industry. Topics include impacts of the anti-dumping investigations the EU and UK have launched into Chinese biofuels imports, regional and global developments in SAF mandates and how they will affect the Asian market, changes to SAF feedstocks accepted in the US and EU and pricing trends and outlook....
Jul 17, 2024•27 min•Ep. 817
The key bunkering hub of Singapore has seen an increase in vessel arrivals in the first half of 2024, particularly as ships divert around the Cape of Good Hope. Fuel prices and freight rates continue to be elevated compared to a year back, reflecting varied constraints in vessel routes, supplies, and firm buying interest for conventional fuels in Asia. Join Argus’ team of reporters from freight, oil products and marine fuels desks in this lively discussion, as they analyse the impact of geopolit...
Jul 16, 2024•8 min•Ep. 816
Hear Argus’ analysis of key factors driving global ammonia market sentiment, with a particular focus on significant new capacity additions and its potential impact on prices and trade routes. Join Ruth Sharpe, Editor, Argus Ammonia and Sophie Mason, Manager, Urea and Ammonia Analytics as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series. Key topics covered in the podcast: Overview of travel in Q2 and main themes raised in market The latest on new capacit...
Jul 09, 2024•13 min•Ep. 814
The start of waterborne loadings from the 590,000 b/d Trans Mountain Expansion (TMX) pipeline is already providing a glimpse of how markets and prices will evolve around this new development. While still in its early stages, the new flows of heavy Canadian crude are having some impact on global markets and have shown to be perhaps less competitive than initially expected. Join Argus’ crude and LPG editorial manager Gus Vasquez and Pacific coast reporter Rachel McGuire in discussing the most rece...
Jul 09, 2024•12 min•Ep. 813
O aumento inesperado nas tarifas de transporte da NTS vem gerando discussões no mercado de gás natural, com participantes apontando para a atuação da Agência Nacional de Petróleo, Gás Natural e Biocombustíveis (ANP) e para decisões da Petrobras como as principais causas do “tarifaço”. Junte-se a Camila Dias , diretora da Argus no Brasil, e Rebecca Gompertz , repórter da publicação Argus Brazil Gas Markets, em um bate-papo sobre o que está acontecendo na malha da NTS e quais as repercussões no me...
Jul 01, 2024•7 min•Ep. 812
Listen to the outcome of the Mexican presidential election and how the markets will shape over the summer, with Argus Senior Reporter Steven McGinn and Associate Editor of US Products Jason Metko. With refineries incidents and maintenance around Mexico in May, how did all that impact imports into the Country, specifically from Gulf Coast refineries and gasoline blenders?
Jun 24, 2024•8 min•Ep. 811
Since the Covid pandemic, LPG markets have become far more volatile, but in 2024, prices appear to have paused for breath. Listen to David Appleton and Jack Greenwood as they discuss the market so far in 2024, the forecast for the rest of the year and beyond, and take a look at biopropane forecasting.
Jun 20, 2024•18 min•Ep. 810
With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil. Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malacca price assessments to reflect the growing flows of UCO out of China and SE Asia to the US. How will these flows affect UCO demand around the world? Listen in on this latest episode with our market experts, Jamuna Gautam and Sarah...
Jun 20, 2024•7 min•Ep. 809
O ano de 2024 tem tido diferentes particularidades no mercado brasileiro, tanto nos fretes rodoviários, quanto na comercialização de grãos e da compra de fertilizantes. Seja por aspectos no mercado internacional ou doméstico, as circunstâncias estão interligadas e afetam umas as outras. A editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, Renata Cardarelli , e o repórter sênior, João Petrini , conversam sobre o atual cenário dos mercados e os efeitos de fretes rodoviários abaixo d...
Jun 12, 2024•11 min•Ep. 808
Hear Argus’ analysis of current fertilizer market dynamics in Brazil - one of the largest and most influential fertilizer markets in the world. Join Mike Nash , Senior Editor - Fertilizers and Gisele Augusto , Reporter - Argus Brazil Grains and Fertilizer as they discuss this market in the latest episode of Argus’ Fertilizer Matters podcast series. Key topics covered in the podcast: How the Brazilian fertilizer market has been developing in 2024 Farmers' increased focus on purchasing potash Soyb...
Jun 10, 2024•6 min•Ep. 807
Pine chemicals editor Leonardo Siqueira talks to Steve Williams, VP of Argus C5 and Hydrocarbon Resins, about navigating the pine chemicals and hydrocarbon resins markets, including: How plant shutdowns may impact trade flows and regional supply/demand balances. The impact of Chinese consumption taxes on C5 tackifier markets. CTO demand in the US and Europe. Other key factors the industry need to stay close to in 2024 and beyond. This podcast is delivered by Argus’ chemical experts using data an...
Jun 10, 2024•17 min•Ep. 806
A inadimplência crescente no cumprimento das metas do Renovabio tem pautado as conversas de participantes do mercado de Cbios, com o capítulo de judicialização contra o programa ofuscando os fundamentos e encolhendo a liquidez dos créditos de descarbonização. Junte-se a Conrado Mazzoni , chefe adjunto de redação da Argus no Brasil, e Rebecca Gompertz , repórter do relatório Argus Brazil Gas Markets, e saiba mais sobre as perspectivas para o rumo do mercado de Cbios....
Jun 06, 2024•13 min•Ep. 805
The new 590,000 b/d Trans Mountain Expansion (TMX) pipeline has the potential to shift export patterns for heavy sour Canadian crude away from the US Gulf coast by adding new capacity out of Vancouver’s Westridge terminal, but some obstacles persist. Join Argus’ crude and LPG editorial manager Gus Vasquez and deputy editor Amanda Hilow in discussing the new pipeline, its purpose and early trade patterns surrounding its deliveries. Key topics covered in the podcast: Canadian crude buyers seek a m...
May 31, 2024•10 min•Ep. 804
Why Raizen decided to invest into waste-based origin ethanol, capacity plans, feedstocks? And, where is future demand expected to come from? Paulo Côrte-Real Neves, Global EVP President Raizen Trading, explains to Josefine Ahlström, Argus VP Business Development Europe.
May 31, 2024•34 min•Ep. 803
Depois de se consolidar como fornecedor de diesel, a Rússia começa a se destacar nas importações de gasolina pelo Brasil. Ofertas do produto estão chegando aos compradores brasileiros, que veem preços mais baixos em relação aos fornecedores tradicionais, como Estados Unidos e Europa. Neste episódio, a editora associada da publicação Argus Brasil Combustíveis, Gabrielle Moreira , e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni , conversam sobre o cenário competitivo e de preços n...
May 29, 2024•8 min•Ep. 802
Get insights into the LPG market in this podcast. Find out more about: China’s LPG import increased by 20pc yoy in 2023. Will this momentum be sustained in 2024? PDHs demand for propane and crackers demand. Iranian LPG is still an important part of China’s imports. Chinese importers like to use more AFEI, because it reflects the supply/demand balance and could help some importers hedge via trade AFEI swap/DCE PP futures.
May 29, 2024•26 min•Ep. 801
Argus’ John Scott talks to hydrogen experts Stefan Krümpelmann, editor of the Argus Hydrogen and Future Fuels service, and Michał Żuk, hydrogen analyst at LSEG's Data and Analytics Supply Chain and Commodities Research Team, about: Promising EU-wide demand-side policies for hydrogen Individual member state policies Whether current measures are enough to help production projects secure offtake agreements Non-monetary support CBAM and importing hydrogen Demand-side initiatives outside of the EU Fo...
May 29, 2024•20 min•Ep. 800
The global shipping industry is a cornerstone of the world's economy, yet it faces the critical challenge of reducing emissions. To help you navigate the new EU Emissions Trading System (ETS) for shipping, join experts Andrew Khaw , Editor Asia Freight, Mahua Chakravarty , Editor Asia Marine Fuels from Argus Media, and Brijesh Tewari , Lead Maritime Decarbonisation Consultant from Lloyd's Register. Key topics covered in the podcast: Understanding the EU ETS for Shipping: What it is and how it wo...
May 27, 2024•38 min•Ep. 799
Hear Argus’ analysis of changing market dynamics in the Chinese phosphate rock market in response to growing LFP battery demand, and the growth in DAP imports to South East Asia. Join Andrea Valentini , VP, Business Development and Huijun Yao , Editor, Asia Fertilizers as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series. Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://w...
May 22, 2024•7 min•Ep. 798
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
