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Explore every episode of the podcast Argus Media

Dive into the complete episode list for Argus Media. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Global LPG Conversations: The UK election and the future of LPG02 Sep 202400:14:31

The change of the UK government comes at a time when the future of LPG is being decided. The recent Biomass Strategy, for the first time, carved out a role for the fuel in decarbonising off-grid heating. However, officials raised serious questions about the availability of bioLPG and volumes of sustainable feedstocks.

In this episode of Global LPG Conversations Argus’ David Appleton, VP LPG, and Senior LPG Reporter Waldemar Jaszczyk zoom in on the UK to discuss what the new Labour administration means for the industry.

Fertilizer Matters EP18: Carbon-adjusted price of ammonia02 Sep 202400:10:46

Hear analysis of Argus’ carbon-adjusted price of ammonia (CAPA) assessments, including what CAPA is and how it reflects the future impact of the carbon border adjustment mechanism (CBAM). The podcast explains Argus’ methodology for calculating CAPA and how it is being utilized by the market - including helping with risk management and evaluating how CAPA will impact and incentivise their business.

Join Ruth Sharpe, Editor, Argus Ammonia and Andrea Valentini, VP, Business Development – Ammonia as they discuss CAPA and introduce our Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB), in the latest episode of Argus’ Fertilizer Matters podcast series.

Download our supporting guide to clean ammonia pricing. It includes:

  • What are the most likely clean ammonia pricing structures?
  • What is Carbon-Adjusted Price of Ammonia (CAPA)
  • CAPA and low-carbon price formation in Europe – and CAPA’s relevance beyond Europe
  • What is the Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB)
  • How JKLAB can help potential offtakers in Japan and South Korea

Key topics covered in the podcast::

  • What is CAPA and how is it calculated?
  • How the price is being utilized by the market – and how will it help with risk management
  • Measuring carbon intensity
  • What is CBAM’s impact on existing ammonia prices?
  • What is the Argus Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB)

Related links:

Fertilizer Matters EP17: Urea – Global supply and demand, Aug 202405 Aug 202400:14:42

Hear Argus’ analysis of key factors driving global urea supply and demand, with a particular focus on India, Egypt and China.

 

Join Mike Nash, Senior Editor and Harry Minihan, Editor, Argus Nitrogen as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.

Falando de Mercado: Etanol brasileiro busca seu papel no SAF14 Dec 202300:12:17

As companhias locais de etanol estão se movimentando para surfar a onda da descarbonização do setor aéreo no contexto internacional. No Brasil, no entanto, isso ainda caminha a passos lentos.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis. Eles falam sobre quais passos são necessários para que o país alavanque a indústria do SAF e as opções na mesa dos usineiros brasileiros.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products

SAF Year End Wrap14 Dec 202300:17:54

In this last episode of SAF Insight for 2023, our Argus experts provide a round up of the key legislative developments in Asia and the US, supply and demand trends, and expectations for 2024.

Fertilizer Matters: How metals demand disrupts sulphur and sulphuric acid markets, Dec 202311 Dec 202300:06:32

Hear Argus’ concise analysis of how metals demand is disrupting sulphur and sulphuric acid markets, with a particular focus on Indonesia and southern Africa.

 

Join Bea O’Kelly, Senior Reporter – Sulphur and Deon Ngee, Senior Reporter Asia – Sulphur and Sulphuric Acid as they discuss this topic in the latest episode of Argus’ Fertilizer Matters podcast series.

 

Key topics covered in the podcast:

 

  • How is sulphur/sulphuric acid used in the metals leeching process
  • The relationship between sulphur and sulphuric acid
  • Main regions impacted by metals demand (Indonesia, southern Africa)
  • Key buyers in the region
  • Potential impact on pricing
  • Expectations for the coming year

 

Related links

Falando de Mercado: Portos brasileiros enfrentam longas filas para grãos e fertilizantes no fim do ano07 Dec 202300:06:50

Filas nos portos brasileiros não são uma novidade. Entretanto, neste segundo semestre de 2023, o tempo médio de espera para atracação de navios de grãos e fertilizantes está acima da média de anos anteriores. Uma combinação de fatores envolvendo clima adverso - com seca no Norte e fortes chuvas no Sul e Sudeste -, baixa liquidez no mercado de fertilizantes e lenta comercialização de safras vêm contribuindo para esse cenário.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter sênior da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as atuais circunstâncias e os efeitos do elevado tempo de espera para as exportações e importações do país, elevando custos logísticos.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer 

Fertilizer Matters: Potash, Dec 202301 Dec 202300:07:44

Hear Argus’ analysis of potash market developments, focusing on Belarussian exports and their recovery in 2023. Join Julia Campbell, Editor of Argus Potash and David Maher, Editor of Argus NPKs as they discuss this topic in the latest episode of Argus’ Fertilizer Matters podcast series. Key topics covered in the podcast:

  • Recap on sanctions imposed on Belarus and the impact of Lithuania's ban on transport of Belarussian products to the port of Klaipeda
  • BPC's potash exports recovery this year through several new supply routes, with an increased focus on two Russian ports
  • The logistical pressure on the Russian rail system
  • The emergence of China as a key potash outlet for Belarus
  • Impact of discounts on Belarussian potash last year, in contrast to reduced discounting this year

Related links

Falando de Mercado: Brasil defende etanol como combustível marítimo29 Nov 202300:17:02

A defesa do uso do etanol como combustível marítimo ganha cada vez mais adeptos no setor energético brasileiro, em um momento em que armadores buscam opções viáveis para descarbonizar a navegação. Embora o uso do etanol como alternativa ao óleo combustível marítimo tenha ocorrido apenas em fase de teste, o governo estuda, em parceria com empresas navais e companhias sucroalcooleiras, um caminho para alavancar a adoção do biocombustível.

Junte-se a Vinícius Damazio, repórter da publicação Argus Brasil Combustíveis, e Mario Barbosa, gerente sênior de vendas da Wärtsilä na América Latina. Eles falam sobre os estudos feitos para a conversão de motores, a parceria com a sucroalcooleira Raízen e os próximos desafios para que o etanol brasileiro possa ajudar a indústria naval a atingir as metas regulatórias da Organização Marítima Internacional (IMO, na sigla em inglês) para 2050.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-pt

Fertilizer Matters Episode 6 Sulphur and Sulphuric Acid28 Nov 202300:08:05

Join Maria Mosquera, Editor of Argus Sulphur and Lili Minton, Editor of Argus Sulphuric Acid as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.

Chemical Conversations: Chlorine Analytics Service28 Nov 202300:16:53

Chlor-alkali experts Stephanie Koenig, Bernard Law and George Eisenhauer talk to Lauren Williamson about the outlook for chlorine in Europe, Asia and the Americas, including: 

  • Europe: Any signs of a recovery? What are the opportunities and challenges for chlorine over the next 5-10 years? 
  • Asia: How is chlorine and its derivatives going to perform? Will this differ across Asia? 
  • Americas: How is idled chlorine capacity on the U.S. Gulf Coast affecting the market? Which chlorine derivatives are holding up best, which are struggling? And when might demand recover overall? 

 

This podcast is delivered by Argus’ chlor-alkali experts using data and insight from  

Argus Chlorine Analytics. 

Request a free trial or more information 

 

 

Falando de Mercado: Seca no Norte do Brasil afeta logística de grãos e fertilizantes21 Nov 202300:06:53

Uma grave estiagem vem atingindo a região Norte do país, afetando o nível dos rios, sobretudo dos estados do Amazonas e do Pará. Isso provoca limitações na navegação em hidrovias, que são utilizadas para o transporte de grãos e fertilizantes no Arco Norte. Além disso, os fluxos de carga precisam ser deslocados para outros portos e pontos de transbordo, aumentando a demanda em outras regiões do Brasil.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter sênior da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre os problemas climáticos e os efeitos das limitações nas hidrovias para os fretes de grãos e fertilizantes monitorados semanalmente pela Argus.

Driving Discussions: November notations from the midcontinent21 Nov 202300:10:13

Senior Editor of US Products, David Ruisard, joins host and blendstocks reporter, Jason Metko, in this new podcast. They provide

  • updates on refinery turnaround season,

  • the current situation in the midcontinent, and

  • events transpiring in a unique part of the world.

Falando de Mercado: Preços internacionais de soja e milho desestimulam vendas de safra brasileira26 Jul 202400:11:06

O ritmo de farmer selling para as safras brasileiras de soja e milho progride lentamente desde a temporada 2022-23, à medida que produtores acreditavam que os preços subiriam em 2023. Mas o excesso de oferta global pressiona para baixo os preços da oleaginosa e do grão desde então. Diante da lentidão das vendas, qual o cenário atual para a safra 2023-24 e o que podemos esperar para a temporada 2024-25? 

Junte-se a Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti repórter da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre a comercialização da safra brasileira, diferencial portuário de soja e milho em relação à Bolsa de Chicago e perspectivas para a próxima temporada.

Metal Movers: Expanding into the Mexican ferrous market20 Nov 202300:06:16

The Mexican steel industry stands as the second largest in Latin America and continues to grow. As a result, Argus launched new Monterrey and Saltillo ferrous scrap prices – a strategic move aimed at providing steelmakers and recyclers with alternative indexation opportunities for scrap transactions.

Join Latin America Business Development Manager, Sergio Meana, and US metals deputy editor, Marialuisa Rincon, in this podcast unraveling the complexities of the Mexican market and the strategic fundamentals supporting this launch.

Read more about the foundational elements behind the price launch in our latest blog:  𝗠𝗲𝘅𝗶𝗰𝗼 𝘀𝘁𝗲𝗲𝗹𝗺𝗮𝗸𝗶𝗻𝗴 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻𝘀 𝗳𝘂𝗲𝗹 𝘀𝗰𝗿𝗮𝗽 𝗱𝗲𝗺𝗮𝗻𝗱.

Argus provides daily price assessments, key market dynamics and analysis for the US ferrous scrap market. Find out more: Argus Scrap Markets

Hablando del Mercado: Llegamos al mercado mexicano de metales ferrosos20 Nov 202300:07:20

La industria siderúrgica mexicana se ubica como la segunda más grande en América Latina y continúa creciendo. Los nuevos precios de la chatarra ferrosa de Monterrey/Saltillo de Argus están ya disponibles para ofrecer oportunidades alternativas de indexación a los fabricantes de acero y recicladores cuando buscan comprar o vender chatarra.

Escuche a Sergio Meana, gerente de desarrollo de negocios de América Latina,  y a Marialuisa Rincón, subeditora de metales de Estados Unidos, conversar sobre el mercado mexicano y los fundamentos que respaldan el lanzamiento.

Servicios Relacionadas: Argus Scrap Markets

Net Zero Transition: Biomass Markets – EU’s Renewable Energy Directive for the biomass market16 Nov 202300:09:56

Listen to Argus expert John Cooper and Bioenergy Europe's Irene di Padua as they discuss the opportunities and challenges of the EU's Renewable Energy Directive for the biomass market.

Argus reports prices and industry news on biofuels, feedstock and biomass markets including wood chips and pellets. Find out more: https://www.argusmedia.com/en/bioenergy

 

Falando de Mercado: Captura de carbono no Brasil e o potencial do etanol14 Nov 202300:07:26

O sistema de captura e armazenamento de carbono pela rota da bioenergia (BECCS, na sigla em inglês) é considerado um elemento importante para a meta global de zerar as emissões de CO2 até 2050. Ainda inédita no Brasil, a técnica a partir da biomassa vem conquistando o interesse de grandes empresas de etanol que visam ter uma produção de biocombustível carbono negativa.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Laura Guedes, integrante do time da publicação Argus Brasil Combustíveis. Elas conversam sobre o funcionamento dessas tecnologias e o potencial do etanol carbono negativo no mercado internacional.

A Argus oferece relatórios de preços e notícias sobre os mercados de biocombustíveis, insumos e biomassa incluindo pellets de madeira, cavacos de madeira. Descubra mais em: https://www.argusmedia.com/pt/bioenergy

Hablando del Mercado: La “nueva” demanda de turbosina en México14 Nov 202300:18:13

La industria de aviación en México ha visto cambios importantes durante la actual administración que incluyen cambios en la administración y construcción de nuevos aeropuertos la recuperación de la categoría 1 y hasta una nueva aerolínea estatal. En medio de estos cambios, el Aeropuerto Internacional Felipe Ángeles (AIFA), obra insignia del gobierno del presidente Andrés Manuel López Obrador, ha visto una creciente demanda de turbosina como resultado de la transferencia de aerolíneas de carga del Aeropuerto Internacional de la Ciudad de México (AICM).

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 Markets, y entérese de cómo la demanda de la turbosina está cambiando en México y las implicaciones para el precio de la turbosina.

Servicios Relacionadas:

Argus Mexico Fuel Markets

Metal Movers: GDI on China’s graphite control and Si anodes14 Nov 202300:26:49

Rob Anstey, CEO and Founder of GDI shares his thoughts on the future of EVs, spotlighting the importance of fast-charging, graphite availability to the West, next-gen cell chemistry and how to remain competitive against China's vertically integrated supply chains.

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Download a sample of Argus Battery Materials or request a trial for the latest battery materials price data, including over 130 battery material price assessments, daily market news, historical data, short and long-term price forecasts.

Fertilizer Matters: Market spotlight - US and Brazil, Nov 202314 Nov 202300:24:18

Hear Argus’ analysis of fertilizer market developments in the US and Brazil, direct from our teams based in the Argus Houston and Sao Paulo offices. Join Mike Nash, Senior Editor, Jasmine Davis, Editor - Argus North American Fertilizer and Flavia Bohone, Editor – Argus Brazil Grains and Fertilizer as they provide expert domestic insight on both these markets, as well as analysis of their influence on international markets.

This fifth episode of the Fertilizer Matters podcast series also includes a complimentary slide pack – see more details below:

Key topics covered in the podcast:

  • How important are the US and Brazilian fertilizer markets to the global market?
  • US and Brazilian fertilizer market dynamics, focusing on nitrogen, phosphate and potash
  • US spotlight: The importance of the New Orleans market and potential impact of revised US import duties
  • Brazil spotlight: The importance of MOP and urea - and explaining barter rates
  • Near term outlook for the US and Brazilian fertilizer markets

Related links

 

Driving Discussions: California bulk R99 renewable diesel10 Nov 202300:09:44

On this episode, Biofuels and Feedstocks Market Specialist, Jackie Reigle, and Argus' VP Business Development, Louise Burke, discuss the latest market trends affecting Argus' newly launched California renewable diesel spot indexes.

 

They discuss what the indexes are, their advantages, and how they can be used in the context of ever-changing market fundamentals.

Falando de Mercado: Explorando a Margem Equatorial brasileira, uma nova fronteira energética08 Nov 202300:06:38

A Margem Equatorial, faixa da costa da América Latina que engloba seis países, entre eles o Brasil, tem sido palco de grandes descobertas e investimentos, com potencial para moldar o futuro da energia no país. Junte-se a Camila Dias, diretora da Argus no Brasil, e Betina Moura, editora de Gás Natural e Energia Elétrica. Elas conversam sobre as expectativas do Brasil para essa área na corrida pela segurança energética em meio às questões ambientais.

Chemical Conversations: Crude Tall Oil and Biofuels Markets07 Nov 202300:12:55

Biofuels expert Giulia Squadrin talks to pine chemicals expert Leonardo Siqueira about the crude tall oil (CTO) and biofuels markets, including: 

  • Market fundamentals for biofuels and the impact on demand for HVO feedstocks 
  • CTO demand in the year ahead 
  • Legislation impacts on CTO usage into biofuels 
Brazil corn and soybeans: farmer selling, harvest update and 2024-25 outlook25 Jul 202400:11:04

Since the 2022-23 season, farmers have been selling at a historically slow pace, believing that prices would maintain an upward trend, but the global oversupply continued pressuring prices down. What can we expect for this season’s soybeans and corn crops, and what’s the likely picture for the 2024-25 season?

 

Listen to this podcast where our experts will address:

  • Farmer selling pace and planting decisions for corn and soybeans
  • 2023-24 crop estimates and initial outlook for the 2024-25 season
  • Demand outlooks for 2023-24 and 2024-25
Asphalt Story: Asian and Middle Eastern Markets Impacts from Russian crude, fluctuating prices, demand shifts, and other market disruptors07 Nov 202300:25:12

Listen in as Argus experts provide a deep dive into the asphalt markets in the Middle East and Asia-Pacific. They will provide a current state of the market and a view into the long-term outlook.

Learn more about the Argus Asphalt Annual: Your annual forecast update on the latest developments in the asphalt market, including production, trade flow and consumption data.

Listen to the other two episodes in our asphalt series, Asphalt Story: Americas Market and Asphalt Story: European and African Markets

Metal Movers: Niobium’s potential with WA106 Nov 202300:11:15

Join Sian Morris, Senior Reporter, as she quizzes Gustavo Macedo on the importance of niobium in the energy transition as well as WA1 Resources’ project in Western Australia. The podcast covers challenges and opportunities for the industry, the applications of niobium in steel, batteries and MRI machines, and the classification of niobium as a critical mineral.

Download a sample of Argus Non-Ferrous or request a trial for the latest niobium and critical mineral prices, including indexation-standard assessments from across minor metals, rare earths, ferro-alloys, base metals and non-ferrous scrap.

Driving Discussions Europe: The new European Diesel flows looking to meet winter specs03 Nov 202300:19:46

In this new episode, Benedict George, deputy editor, joins Alfonso Berrocal, business development manager, to discuss the diesel spec changes from summer to winter and how they might affect diesel producers. Additionally, the talk about trade flows, demand, and supply in Europe.

Falando de Mercado: O desafio logístico para exportar sebo bovino03 Nov 202300:11:13

Falando de Mercado: O desafio logístico para exportar sebo bovino

 

O mercado de sebo bovino para exportação está crescendo de forma acelerada no Brasil, impulsionado principalmente pela demanda dos Estados Unidos. De janeiro a setembro de 2023, os embarques totalizaram 125.000 toneladas, o que representa um salto de 54pc em relação ao volume exportado em todo o ano passado. Os principais produtores de biocombustíveis avançados no exterior querem fechar contratos de longo prazo com parceiros no Brasil e buscam entender a dinâmica local deste mercado.

O chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, e o repórter sênior da publicação Argus Brasil Combustíveis, Alexandre Melo, conversam sobre os acontecimentos mais recentes dos mercados de sebo bovino no Brasil e nos Estados Unidos, além do desafio logístico para fornecedores brasileiros driblarem gargalos nos portos que já impactam os preços do insumo no mercado doméstico.

 

 

 

 

 

Repsol ramping up SAF production in Spain31 Oct 202300:12:51

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 the evolution towards a low-emissions energy model and has several renewable fuels and SAF projects in Spain.

Fertilizer Matters: A History of Fertilizers, Oct 202327 Oct 202300:12:36

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 1840-1860 and the exploitation of nitrates in the Atacama desert in the 1870s: Download here

 

Access the History of Fertilizers written series in our Fertilizer Focus Magazine

Key topics covered in the podcast:

  • The origins: Use of organic fertilizers by ancient civilizations (particularly the Romans and the Chinese)
  • Scaling up in the 1800s: The story of the Chincha Islands, Peru - and guano
  • The tragic history of work gangs and slave labour to mine guano
  • Atacama Desert, Chile - 1870s: Huge deposits of naturally occurring nitrates discovered
  • The application of these deposits for fertilizer application, fireworks and explosives

Related links

Falando de Mercado: Reajustes da gasolina afetam consumo na bomba26 Oct 202300:08:40

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 automotivos, levando em conta a disputa entre gasolina e etanol no cenário atual do setor sucroalcooleiro.

 

Weight of Freight: VLGC freight is steering into a volatile winter20 Oct 202300:13:15

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

Driving Discussions: RIN and Yang19 Oct 202300:08:50

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.

Falando de Mercado: Fretes de grãos têm comportamento atípico19 Oct 202300:08:01

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 e as particularidades observadas no comportamento dos fretes de grãos ao longo da safra 2022-23.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer 

Driving Discussions: Dropping in on USAC Diesel23 Jul 202400:08:43

In this episode we take a look back on recent developments in the region, the state of play during the summer of 2024 and an early forecast of what may lie ahead in the fall.

Argus' Senior US Atlantic Coast distillate report Cooper Sukaly and Associate Editor of US Products Jason Metko.

Asphalt Story: Americas19 Oct 202300:17:41

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.

Falando de Mercado: Frete de combustíveis volta a subir12 Oct 202300:08:53

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 e um cenário de restrição na oferta de diesel, que impulsionou o custo do frete rodoviário, principalmente na região Sudeste, onde a alta ultrapassou 20%, segundo um levantamento da Argus.

Junte-se a Amance Boutin, editor da publicação Argus Brasil Combustíveis, e Conrado Mazzoni, chefe de redação adjunto da Argus, para saber mais sobre este tema.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products

Fertilizer Matters: Phosphates, Potash and Indian subsidies, Oct 202312 Oct 202300:16:42

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 demand and importer margins
  • Indian government DAP support package for public companies
  • New MOP contract price negotiations
  • India driving DAP prices

Related links

 

Driving Discussions: Recent Refinery Revelations10 Oct 202300:19:40

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. 

Hablando de Mercado: Posiciones de transición en América Latina de cara a la próxima COP28 en Dubái06 Oct 202300:12:19

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 Energy Markets, y entérese de cuáles son las diferentes posiciones en la región.

Market Talks: Brazil’s Matopiba region becomes a new soybean producing hub05 Oct 202300:07:00

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 publication, as they talk about what led to the expansion of Matopiba’s soybean crop and what can be expected for the 2023-24 season. 

Falando de Mercado: Região brasileira do Matopiba desponta como polo produtor de soja03 Oct 202300:06:47

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 talk about what factors led to the expansion of soybean cultivation in Matopiba and what we can expect for the 2023-24 harvest.

Market Talks: Mixed trend for nitrogen-based fertilizers in Southern Cone28 Sep 202300:07:41

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 markets.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/en/fertilizer 

Falando de Mercado: Tendência mista para nitrogenados no Cone Sul28 Sep 202300:07:26

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 sobre a demanda por nitrogenados nos mercados do Cone Sul.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer 

Global LPG Conversations: Biopropane - growth, challenges and opportunities27 Sep 202300:13:34

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.

 

Falando de Mercado: O impacto da reforma tributária nas commodities18 Jul 202400:28:55

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.”

 

Major Midcon Gasoline Movements22 Sep 202300:08:32

Senior Editor of US products, David Ruisard, joins Argus’ Blendstocks Reporter, Jason Metko, in this new episode

Chemical Conversations: Exceptional capacity growth for hydrocarbon based tackifiers expected during 2018-25 period21 Sep 202300:11:00

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  

Request a free trial or more information for Argus’ C5 and hydrocarbon resins services

Fertilizer Matters: Ep2 Sulphur Phosphate Podcast Sep 202320 Sep 202300:09:30

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 sulphuric acid imports (2018 – 2022)
  • Chile cfr spot vs contract (2020 – 2023)
  • NW Europe and China fobs (Sep 2022 – Aug 2023)
  • Download here

Key topics covered and questions addressed in the podcast:

  • Brief picture of the global sulphuric acid market's current state
  • Why has there been unexpected demand from OCP, and what has been the impact of the resulting supply squeeze?
  • Chilean market insight and sentiment ahead of yearly contract negotiations for 2024
  • Current spot price in Chile, and how it drives the timing and mood for price negotiations
  • Is European supply into Chile going to face competition from alternative supply sources coming into play (for example from Asia)?
  • Impact of logistical issues in the Panama canal
  • The timeframe for contract negotiations in Chile
  • Supporting slide pack available: Download here

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