Explore every episode of the podcast OPIS Talks

OPIS TALKS RENEWABLES:

Renewable Identification Number (RIN) credits under the Renewable Fuel Standard have hit record-highs for much of 2026, on the back of ambitious blending targets finalized by the Environmental Protection Agency in March. Bloomberg Intelligence Equity Research Analyst Brett Gibbs and OPIS Biofuels Director Jordan Godwin discuss the current state of play in U.S. biofuels policy and how the markets have responded.

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OPIS TALKS LPG:

El mercado de GLP en América Latina está entrando en una nueva etapa. Geopolítica, volatilidad, infraestructura y nuevas fuentes de suministro están redefiniendo cómo la región compra, transporta y consume GLP. Pero ¿qué factores realmente están moviendo el mercado y cuáles son simplemente ruido?

En este episodio de GLP en Conexión, Adrian Calcaneo, Vicepresidente de Energía y Materias Primas en OPIS, conversa con Fabricio Duarte, Director Ejecutivo de la AIGLP, para analizar las fuerzas que están transformando el mercado regional y, sobre todo, qué significan para las empresas que deben tomar decisiones de suministro, inversión y gestión de riesgo.

En este episodio analizamos:

Geopolítica vs. fundamentos: ¿por qué Mont Belvieu se mantuvo relativamente estable incluso ante las tensiones en el estrecho de Ormuz? ¿Qué nos dice esto sobre los verdaderos fundamentos del mercado?

Spot vs. contratos de largo plazo: el costo —y el riesgo— de depender del mercado spot y las lecciones que dejan mercados como Colombia y Perú.

Un nuevo mapa de suministro: cómo Vaca Muerta y Guyana podrían cambiar los flujos regionales, diversificar el abastecimiento y reducir la dependencia del Golfo de Estados Unidos.

Infraestructura y seguridad energética: el creciente papel del GLP en la generación eléctrica, la industria y las estrategias de seguridad energética de América Latina.

Lo que viene: las señales que compradores, distribuidores, productores e inversionistas deberían observar durante los próximos meses.

Más que explicar lo que ya ocurrió, este episodio busca entender qué viene después.

Escuche GLP en Conexión para obtener una perspectiva estratégica sobre los cambios que están redefiniendo el mercado latinoamericano de GLP y las oportunidades y riesgos que podrían marcar el próximo trimestre.

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OPIS TALKS CARBON:

The latest OPIS Talks episode examines the European Commission’s proposed overhaul of the EU Emissions Trading System and what it could mean for carbon pricing, industrial decarbonization and competitiveness across Europe’s energy-intensive sectors. The discussion breaks down the most consequential elements of the proposal, including a slower post-2030 cap decline, new industrial support mechanisms, conditional free allocation and the possible return of international carbon credits, all against a backdrop of geopolitical strain, market volatility and the EU’s 2040 climate target.

Host Humberto J. Rocha speaks with OPIS carbon reporter Nia Simeonova about how the market has reacted so far, what the proposed changes could mean for European industry and why the negotiations ahead may reshape the balance between climate ambition and industrial policy.

Tune in for a clear, timely look at the policy proposals, market signals and political fault lines that will help determine where the EU carbon market heads next.

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OPIS TALKS COAL, METALS & MINING:

In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton discuss how U.S. support for the Japanese yen, persistent disruption to crude flows through Hormuz and Bab el-Mandeb, and tightening diesel availability are reshaping energy and commodity markets right now. The conversation connects currency intervention, shipping chokepoints, refinery constraints and China's import behavior to the risks facing mining companies and other fuel-intensive industries. James and Charles unpack what these developments could mean for diesel costs, supply security and the policy moves that may shape markets heading into the U.S. midterms. Tune in for a clear look at the trade flows, market signals and downside risks you should be watching next.

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OPIS TALKS CHEMICALS:

The Middle East conflict triggered extreme price volatility and shifted global trade flows, but the most lasting impact is a fundamental change in Chinese production. In this episode, Joel Morales, Vice President, Polyolefins Americas, breaks down why China’s temporary pivot from importer to net exporter has permanently altered the supply landscape.

Learn about current demand loss, whether it might recover and what producers should expect as oversupply challenges persist through 2030. You’ll also find out how China leveraged inventory to fill supply gaps, the harsh reality of "lost consumption" in 2026 versus the expected bounce-back, and how the natural gas-to-oil spread is currently sustaining US production.

Continue the discussion at the Global Plastics Summit in Houston, Texas, on November 2-4, 2026. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/gps to register.

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Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS CHEMICALS:

In this episode of OPIS Talks, Ana Lopez, Executive Director, Inorganics North America, Chemical Market Analytics by OPIS, joins Mariana Santos Moreira, Thought Leadership Director, to discuss the forces shaping today's global PVC market.

From the impact of the Middle East conflict on regional producers and trade flows to mainland China's growing advantage in carbide-based PVC production, they explore the market dynamics influencing supply, pricing and competitiveness.

The conversation also examines the industry's long-term oversupply outlook, the implications for margins and operating rates, and how mainland China's renewed focus on coal-to-chemicals could shape future investment and production.

Continue the conversation at the Global Plastics Summit, taking place November 2-4, 2026 in Houston, TX. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/gps to register.

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS CHEMICALS:

In this episode of OPIS Talks, Director of Methanol – Americas, Chemical Market Analytics by OPIS, Maia Dolan, joins Mariana Santos Moreira, Thought Leadership Director, to discuss the forces reshaping global methanol markets.

From tightening U.S. sanctions affecting Iran, Russia and India to shifting trade flows and China's methanol-to-olefins (MTO) economics, they explore the key market dynamics influencing producers, consumers and traders around the world.

The conversation also examines natural gas feedstock availability, the outlook for major export hubs, the evolving opportunities for blue and green methanol, and whether today's geopolitical uncertainty could delay the maritime industry's transition to low-carbon e-methanol.

Continue the conversation at the World Methanol Conference, taking place 29 September–1 October 2026 in Rotterdam, Netherlands. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/wmc to register.

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OPIS TALKS REFINED FUELS:

In this episode of OPIS Talks’ limited series on refined spot products, Reagan Pritchard speaks with OPIS Chief Oil Analyst Denton Cinquegrana and Senior Journalist, Mexico Fuels, Karla Omaña about how rising Venezuelan crude flows could reshape fuel dynamics between the U.S. Gulf Coast and Mexico. They discuss what still needs to happen before Venezuela can become a more substantial force in global oil markets, why U.S. Gulf Coast refiners remain well positioned to process Venezuelan crude, and how Mexico’s push for greater energy independence is affecting refining, imports and supply strategy. The conversation also examines Pemex’s dominant role in the Mexican fuels market, the significance of its agreement with Petrobras, the operational challenges at Dos Bocas, and how renewed conflict involving Iran could influence fuel prices across the Western Hemisphere.

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OPIS TALKS COAL, METALS & MINING:

In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton discuss why crude markets may be understating real geopolitical risk, with a focus on flows through the Strait of Hormuz and the vulnerability of the Bab el-Mandeb as an alternate outlet for Middle Eastern supply. They also examine what a weaker Japanese yen could mean for global debt markets and why current Treasury signals suggest borrowing costs may stay higher for longer than many market participants expect. For energy, metals and mining audiences, the conversation zeroes in on the macro and shipping risks that could shape fuel, freight and broader commodity markets in the weeks ahead.

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OPIS TALKS COAL, METALS & MINING:

In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton examine the latest US-Iran memorandum of understanding and why any reopening of the Strait is unlikely to bring an immediate return to normal energy flows.

They discuss why the market may be underestimating the time, cost and logistical hurdles involved in restoring crude, LNG and refined-product movement, even after a ceasefire.

The conversation also looks at what tighter inventories and ongoing uncertainty could mean for diesel buyers and risk management, particularly for mining and industrial customers.

The episode closes with a look at newly announced Section 301 tariffs and why tariff uncertainty may be on firmer legal footing rather than fading away.

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OPIS TALKS REFINED FUEL:

The global shipping and freight landscape has undergone a chaotic transformation as an ongoing conflict between the U.S. and Iran completely scrambles global product flows. In the episode of OPIS Talks, the first of a limited series on refined spot products, Reagan Pritchard, OPIS lead editor for the U.S. Gulf Coast Distillates Market, joins Tom Sosnowski, associate director of global marine fuels for OPIS, to analyze this sudden disruption. They discuss how a three-month shutdown of the Strait of Hormuz has trapped 1,600 vessels, forcing traffic around the Cape of Good Hope and sending freight rates to astronomical heights. They also evaluate logistical stopgaps, such as Saudi Arabia's Yanbu terminal, and detail how the Trump administration's Jones Act waivers enabled foreign-flagged ships to deliver critical fuel from the U.S. Gulf Coast to California. Finally, they examine the extensive 18-to-22-week timeline required to safely restore normal maritime transit.

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OPIS TALKS COAL, METALS & MINING:

In this latest Tariff Talk Charles and James focus — again — on Iran. We talk about how the situation might play out and why a deal is so hard to come by. We discuss risks stemming from the Iran situation, and particularly focus on diesel. We also talk about how some miners — notably those in Indonesia where James just visited — are reacting to the current situation.

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OPIS TALKS COAL, METALS & MINING:

Charles Dayton and James Stevenson discuss the ongoing war in the Middle East. They discuss likely timeframes for its duration, and what its commodity impacts are. We focus on impacts on LNG, and flow-through impacts on coal demand. And we close with some discussion of some of the larger Iranian strategies in the war, such as weakening the petrodollar.

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OPIS TALKS ENVIRONMENTAL COMMODITIES:

Humberto J. Rocha sits down with senior markets editor Henry Kronk to unpack CORSIA — the UN-backed scheme pushing airlines to limit growth in emissions through sustainable aviation fuel and carbon credit retirements. Henry walks us through the tightening supply of CORSIA-eligible credits, the process and politics of credit authorization under the Paris Agreement, and what a potential U.S. exit could mean for prices, compliance risk and competition in global aviation.

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OPIS TALKS ENVIRONMENTAL COMMODITIES:

Humberto J. Rocha sits down with Svenja Telle, CEO of Denominator, to explore the work involved in building the infrastructure behind credible carbon data. Svenja walks us through Denominator’s five-stage AI pipeline, how it's used in real-world deployments — from Middle East CCS to Latin American green ammonia — and why machine-verifiable carbon accounting is becoming essential for lenders, regulators and industrial producers. Tune in to learn more about Environmental Attribute Certificates (EACs), climate-tech financing barriers and why Svenja, who will be at CERA Week this month, sees Denominator as an infrastructure company first, and a climate tech company second.

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OPIS TALKS ENVIRONMENTAL COMMODITIES:

In this episode of OPIS Talks, host Humberto J. Rocha sits down with Guadalupe Ruiz, Principal Carbon Markets Analyst at Dow Jones, to unpack the dramatic shifts in European carbon markets over the past year.

Guadalupe breaks down the three major trends that shaped EU carbon allowance (EUA) prices in 2025: the evolving relationship between natural gas and carbon prices as renewables reshape the power sector, the impact of US tariffs and trade policy uncertainty on industrial demand, and the unprecedented surge in investment fund positioning that reached all-time highs this year.

As 2026 unfolds, the conversation turns to the sharp reversal in market sentiment, driven by profit-taking, geopolitical tensions, and speculation around potential policy changes. Guadalupe also explores the upcoming EU ETS review, what it could mean for supply and demand dynamics, and how the UK-EU carbon market linkage is influencing price correlations.

Whether you're tracking compliance obligations, investment strategies, or policy developments, this episode offers essential insights into the forces driving European carbon markets—and what to watch for in the months ahead.

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OPIS TALKS RENEWABLES: Jordan Godwin, Director of Renewable Fuels Pricing and News at OPIS, chat with Fred Ghatala, President of Advanced Biofuels Canada, to unpack the seismic shifts happening in Canadian biofuels policy. With the U.S. Inflation Reduction Act's 45Z tax credit threatening domestic production, Canada is responding with bold amendments to its Clean Fuel Regulations, including potential domestic content requirements and credit bonuses for Canadian producers.

Fred breaks down the delicate balance regulators face: protecting domestic producers while keeping fuel prices affordable, maintaining healthy credit markets, and ensuring long-term policy viability.

From surging CFR credit prices to provincial policy updates in British Columbia, Alberta, and Saskatchewan, this episode covers everything you need to know about where Canadian biofuels are headed.

Whether you're a producer, trader, or policy wonk, this conversation offers essential insights into how Canada is positioning itself for energy security, emissions reduction, and economic growth in the renewable fuels sector.

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

OPIS TALKS COAL, METALS & MINING:

James Stevenson and Charles Dayton discuss the recent Supreme Court ruling that struck down Trump's tariffs under IEEPA, exploring alternative tariff mechanisms like Section 122 and Section 301. They examine concerning trends in US economic data, including substantial downward revisions to job creation numbers and questionable inflation calculations that may not reflect consumers' actual experience with rising prices.

The conversation also covers potential geopolitical risks, particularly around Iran and the Strait of Hormuz, which could disrupt global oil and LNG flows. Throughout the discussion, they emphasize how these factors could influence Federal Reserve policy and global commodity markets, drawing from their research publication 'Tariff Talk' that covers macroeconomic issues affecting energy and commodity markets.

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OPIS TALKS ENVIRONMENTAL COMMODITIES:

Humberto J. Rocha interviews Vikki Patton and Dan Rockefeller from Ramboll.

Ramboll recently released its European Biodiversity Metric, a habitats-based biodiversity metric specifically designed for the continent. The conversation explores how Ramboll developed this latest metric, the role of policy and voluntary action, and how companies are already using these metrics and tools to guide development decisions, design biodiversity enhancements, and even put nature on the balance sheet. With real-world case studies and a look ahead to 2030, this episode offers a practical deep dive into how measurement can drive meaningful action for nature.

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OPIS TALKS CHEMICALS:

Joe McCabe, President & CEO of Autoforecast Solutions LLC, talks to Mariana Santos Moreira, Thought Leadership Director for Chemical Market Analytics by OPIS, about the mixed signals emerging in global EV adoption. They explore whether recent policy shifts point to a genuine slowdown or a temporary pause, the growing role of plug-in hybrids in future forecasts, and how China has become the world’s EV powerhouse. The conversation also looks at the feasibility of fully electrifying the global passenger car fleet within the foreseeable future.

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OPIS TALKS CHEMICALS:

In this episode of OPIS Talks, Mark Plamondon, Executive Director of Alberta’s Industrial Heartland Association, talks to Mariana Santos Moreira, Thought Leadership Director for Chemical Market Analytics by OPIS about Canada’s emerging role in the next phase of the global energy and chemicals industry. They discuss the investment pull of large-scale CCUS, how companies can navigate volatile feedstock markets, and how Alberta’s Industrial Heartland plans to connect Alberta’s resources to global markets in a world of shifting supply chains.

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OPIS TALKS COAL, METALS & MINING:

James Stevenson and Ranjana von Wendland explore a rapidly shifting global landscape for the coal and coke markets. With the Indian government replacing quantitative restrictions on coke imports with anti-dumping duties, and political developments in Venezuela creating ripple effects across Latin America, the Colombian industry is facing a period of significant change and uncertainty.

The discussion covers the repercussions of the Venezuelan political situation on Colombia’s coal sector and the wider Latin American market, the impact of India’s introduction of anti-dumping duties in place of quotas on the global coke market, Colombia’s export diversification strategies, rising cost pressures and shrinking margins for Colombian producers, and the upcoming Colombian elections and their potential implications for the industry.

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OPIS TALKS ENVIRONMENTAL COMMODITIES:

As the EU’s Carbon Border Adjustment Mechanism (CBAM) enters its definitive phase in 2026, market participants face a new era of carbon accountability. In this episode of OPIS Talks, host Humberto Juarez Rocha is joined by McCloskey steel and sustainability journalist Benjamin Steven to unpack what CBAM really means for steel producers, importers, and traders. From emissions reporting and default values to verification challenges and global competitiveness, the conversation explores how CBAM will reshape supply chains, trade flows, and decarbonization strategies in the years ahead.

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OPIS TALKS DOWNSTREAM:

Is the era of the "street sign discount" over? As fuel volumes dip and consumer budgets tighten, the strategy for winning market share has moved from the totem to the smartphone.

In this episode, Dr. Thomas Weinandy (Principal Research Economist at Upside) explores why personalized offers now significantly outperform traditional price cuts in driving consumer behavior. He navigates the high-stakes "minefield" of dynamic pricing, revealing the stark reality of how customers actually perceive customized costs—and why 50% of them may be pushing back.

As value-seeking becomes the new norm, digital loyalty has emerged as the definitive battlefield for the 2026 economy. Join us as we explain why a retailer's biggest threat isn’t the station down the street—it’s the mobile device already sitting in their customer’s pocket.

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OPIS TALKS DOWNSTREAM FUELING:

Anyone who has worked beside Scott Berhang, had him speak at an event, listened to his fuel buying training, or has had a good old-fashioned conversation with him understands his deep knowledge of the fuel industry. From his OPIS roots to his current role as CEO at SIGMA, Scott dishes about customer relationships, benchmarks, price transparency and education - a topic near and dear to his heart.

In under 30 minutes, you’ll hear a lively discussion on topics including his transition from a price reporting agency to a well-established industry association, the importance of succession and business continuity and the crazy penny shortage that is happening.

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OPIS TALKS ENVIRONMENTAL COMMODITIES:

Learn about Brazil’s newly established carbon market and how the country plans to integrate carbon credits under Article 6 of the Paris Agreement. Aloisio Melo, Brazil’s National Secretary for Climate Change, chats with OPIS Senior Editor Humberto J. Rocha about Brazil’s path toward decarbonization, its unique renewable energy profile, and the nation’s role as host of COP30 in Belém — the first UN climate summit held in the Amazon.

You’ll want to tune in if you’re following the evolution of international carbon markets, preparing for COP30, or seeking insights into how Brazil’s approach could shape the next phase of global climate cooperation.

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OPIS TALKS METALS:

South Africa’s chrome and manganese ore sectors are at a historic inflection point.

With President Cyril Ramaphosa announcing plans for export tariffs on both minerals, questions are mounting across the mining and global ferro alloys industry, which is dependent on South Africa for its ores.

Will the proposed duty help rebuild domestic smelting capacity or risk undermining one of South Africa’s most valuable export streams?

In this exclusive OPIS Talks podcast with McCloskey, Bongani Motsa, Chief Economist at the Minerals Council South Africa, joins our Research and Analysis Director Tiisetso Nkosi and Associate Director, Research & Analysis, Rohan Baid to unpack the economics, trade implications, and policy risks of this proposed intervention. From China’s dependence on South African ore to the realities of high energy costs and illegal mining, we explore what’s really at stake for South African miners and global ferro alloy smelters.

OPIS TALKS ENVIRONMENTAL COMMODITIES:

In this episode, Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, sits down with Mark Lewis—one of the first full-time carbon analysts in London and a longtime observer of carbon markets—to unpack the evolving dynamics of the EU Emissions Trading System (EU ETS).

They explore:

• Why EU Allowance prices may be on the cusp of a bullish breakout
• How the Carbon Border Adjustment Mechanism (CBAM) and the phase-out of free allowances could reshape industrial behavior
• The growing role of speculative capital
• Prospects for international offset integration post-2030
• Global carbon market developments—from China to California to the UK ETS

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OPIS TALKS ENVIRONMENTAL COMMODITIES:

Learn about the emerging world of water credits and their role in the broader nature-based solutions markets of water, soil, carbon, and biodiversity. Daniel Sanchez, market maker at Nat5, talks to Humberto Juarez Rocha, OPIS senior editor for carbon and biodiversity, about how Nat5 is helping shape a future for voluntary water markets, corporate water stewardship, and ecosystem restoration – from infiltration projects in drought-stricken Chihuahua, Mexico, to pilot initiatives in France. The conversation also touches on the geopolitical importance of water, indigenous participation in nature markets, and recent EU developments around biodiversity credits.

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OPIS TALKS PETROCHEMICALS:

In this episode of OPIS Talks, plastics recycling expert John Jungjohann joins Xavier Cronin, senior editor of the OPIS Global Recycled Plastics Report, to dig into the key challenges around plastic recycling. They explore common misconceptions among consumers, especially the complications caused by contamination and mixed plastic types. The conversation touches on the U.S.’s slower progress compared to Europe and highlights the need for more public education. John also shares how chemical recycling could improve material quality and efficiency. Throughout the episode, they make a case for broader awareness and policy support to help move the needle on growing the U.S. plastics recycling market.

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OPIS TALKS STEEL:

How are pressure from U.S. tariffs and a surge in Chinese imports causing a shift in the Latin American steel industry's landscape? Could intensifying geopolitical tensions and wars in the Middle East impact Latin American steel? What is the economic outlook for Latin American steel? Are there efforts by regional steelmakers to reduce carbon emissions?

In this episode of OPIS Talks, you’ll hear an interview with Ezequiel Tavernelli, executive director of Alacero, an organization that contributes to strengthening networks throughout the value chain and provides solutions for the Latin American steel industry. The interview is conducted by Dr. James Stevenson, executive director and research lead for McCloskey by OPIS, and Ranjana von Wendland, associate director, global business development, steel raw materials.

Tune in for insights on how the Latin American steel sector is adapting to global headwinds and regional challenges as we explore the key factors shaping the region’s steel market and what lies ahead.

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OPIS TALKS CHEMICALS:

Why has an industry that poured over a trillion dollars into new capacity over the past 25 years now shutting plants, slashing capex, and hunting for merger partners?

In this episode of OPIS Talks, you’ll hear from Cornelia Schirber, VP, Consulting, for Chemical Market Analytics; Chuck Carr, VP, Consulting, for Chemical Market Analytics; and Tzyy Lok, Executive Director, Consulting, for Chemical Market Analytics. They explain the chemical downcycle, what makes the chemical industry so cyclical, and whether chemical demand is expected to continue to grow long-term.

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OPIS TALKS DOWNSTREAM FUELING:

How are convenience stores adapting to evolving consumer behavior and the changing landscape of transportation fuels? How do broader economic conditions and consumer spending habits impact the performance of the energy retail sector? How has a convenience store giant achieved impressive same-store sales growth despite overall gasoline demand headwinds?

In this episode of OPIS Talks, you’ll hear from Nathaniel Doddridge, senior vice president of fuel operations at Casey's. He discusses his leadership philosophies, shares perspectives on the evolution of the convenience store model, explores the complexities of fuel management, and emphasizes the importance of people in driving success. The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS, and Brandon Gormley, executive director of retail software sales and client success at OPIS.

This episode is brought to you by OPIS RetailSuite, a collection of retail fuel software solutions that help retailers track and analyze key metrics for their gas stations.

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OPIS TALKS RENEWABLES:

Could Canada’s Clean Fuel Regulations be a model—or a warning—for U.S. policymakers? How are U.S. tax credits like the Inflation Reduction Act reshaping the North American renewable fuels market? What happens when Canadian biodiesel and renewable diesel producers can’t compete with U.S. imports? Why are Canadian provinces starting to require "made in Canada" biofuels—and what does that mean for cross-border trade?

In this episode of OPIS Talks, you’ll learn about these issues as we dive into the rapidly shifting dynamics of Canada’s renewable fuels landscape. From the real-world impacts of the Clean Fuel Regulations to the growing tension around trade and tax policy, this conversation with Fred Ghatala, president of Advanced Biofuels Canada, unpacks the opportunities—and risks—facing biofuel producers on both sides of the border. Fred and the host, Jordan Godwin, director of renewables pricing and news at OPIS, explore the domestic content requirements emerging in British Columbia, how U.S. tax credits are disrupting competitiveness, and why 2025 is a pivotal year for biofuels in Canada. Whether you're in policy, production, or just passionate about renewables, this is a must-listen for understanding where Canada's clean energy economy is headed.

Fred also gives a sneak peek at what to expect from his upcoming appearance at the OPIS Canadian Carbon and Biofuels Forum in Vancouver this May. The 1st Annual OPIS Canadian Carbon & Biofuels Forum, scheduled for May 20-21, 2025, in Vancouver, will address the evolving landscape of energy pricing, economic shifts, and policy changes impacting Canada's fuel industry. Attendees will gain insights into topics such as pricing dynamics, regulatory developments, supply and demand forecasts, infrastructure growth, and the energy transition, equipping them to navigate and capitalize on emerging opportunities. Find out more here: https://www.opisnet.com/canadian-carbon-biofuels-forum/

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

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OPIS TALKS COAL, METALS & MINING:

What’s driving the global demand for metallurgical coal and coke? Can Colombia position itself as a reliable supplier amid shifting trade dynamics? How are logistics and freight challenges shaping the future of this essential industry?

In this episode of OPIS Talks, Carlos Andres Cante Puentes, Executive President of FenalCarbon, tackles these questions and the evolving landscape of coal and coke markets, with a spotlight on Colombia’s reserves, production growth, and export potential. The episode examines the impact of infrastructure limitations, freight costs, and competition from countries like Australia. The discussion also covers the effects of geopolitical shifts, tariffs, and environmental policies on global trade patterns. With insights into the ongoing tension between decarbonization goals and the need for reliable, affordable energy, this episode offers a timely look at the forces shaping the future of industrial raw materials.

This interview is hosted by Dr. James Stevenson, Vice President and Research Lead, Coal, Metals, & Mining, and Ranjana von Wendland, Associate Director, Global Business Development, Steel Raw Materials.

Join us for the 28th McCloskey Coal Conference of the Americas, in Cartagena, Colombia, April 22-24, 2025! Network with industry leaders, government officials and market experts while you gain critical insights into the thermal coal, metallurgical coal, metallurgical coke, and anthracite markets. Learn more: https://www.opisnet.com/mccloskey-coal-conference-americas/

​Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS RENEWABLE ENERGY:

How will the EU’s Carbon Border Adjustment Mechanism (CBAM) reshape global trade? How has the EU Commission proposed to change the CBAM since it first came online in late 2023? What challenges will businesses face as potentially increasing carbon costs are imposed on imports?

In this episode of OPIS Talks, Dan Maleski, CBAM lead at Redshaw Advisors, explains the purpose of CBAM, how it works, and what industries will be most affected. You’ll also learn about compliance requirements, recent policy proposals and potential changes, and the broader implications for supply chains and international competitiveness.

As countries around the world consider similar measures, many are wondering about the future of carbon pricing and its implications for global markets. You'll want to tune in to this episode if you’re a business leader navigating the EU’s carbon regulations, a policymaker shaping climate strategies, or a sustainability professional seeking insights into how CBAM will impact global trade and supply chains.

This interview is hosted by Humberto Juarez Rocha, OPIS senior editor covering carbon and biodiversity markets.

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

​The OPIS Carbon Suite offers comprehensive market intelligence solutions, including policy insights, daily and forecasted prices, and robust analytics, to empower sustainability leaders, investors, and traders in navigating the evolving decarbonization economy. With services like CAMIRO, Carbon Market Reports, and Biodiversity Market Reports, OPIS provides the data and expertise needed to make informed decisions in compliance and voluntary carbon markets. Find out more: www.opisnet.com/carbon

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS DOWNSTREAM:

How is the transportation industry handling an aging workforce and the growing challenge of attracting young drivers? Is breaking outdated trucking stereotypes and embracing new technology the key?

In this episode of OPIS Talks, Pete Phoebus, VP of Transportation at Cato Oil Company, describes how the industry is evolving and what Cato has done to bring in the next generation of fuel truck drivers. You’ll learn how flexible scheduling, safety incentives, and a strong company culture are all part of what helps Cato retain drivers. The interview is hosted by Keith Patterson, Director of Product Marketing at Axxis Software.

If you’re in the energy or logistics space—or simply curious about the future of fuel transportation—this episode is packed with insights you won’t want to miss.

Learn more about Axxis by visiting axxispetro.com.

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS PETROCHEMICALS: Why does so much plastic waste end up in landfills?

Plastic recycling is a complex matter and there’s no one-size-fits-all answer. In this episode of OPIS Talks, Michael Lipton, president of Arizona Pacific Plastics, talks to Xavier Cronin, senior editor of Recycled Plastics Weekly about those complexities. They explore the distinction between post-industrial and post-consumer plastics, the economic challenges of recycling, and why so much plastic waste still ends up in landfills. Lipton provides an insider's perspective on the costs, logistics, and markets that drive the recycling industry.

The conversation also touches on global recycling models, including Japan’s strict waste-sorting system, and whether the U.S. can improve its plastic recycling rates.

Tune in for an eye-opening discussion on the real fate of the plastics you toss into your bin.

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

• OPIS TALKS DOWNSTREAM FUELING: In this episode of OPIS Talks, you'll hear from Rich Lisauskas, Art King, and Paul Cobb from Axxis, a sister company of OPIS. The discussion explores Axxis’ role in fuel supply chain management, detailing how their software solutions help clients optimize fuel purchasing, selling, and logistics. The guests highlight advancements in automation, data integration, and artificial intelligence, along with upcoming innovations aimed at improving operational efficiency in a rapidly evolving energy market. The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS, and Brandon Gormley, executive director of retail software sales and client success at OPIS.

Download the Axxis software flashcard.

• OPIS TALKS DOWNSTREAM FUELING • In this episode of OPIS Talks, you'll hear from Brent Eubanks, principal consultant, and Mike Strickland, managing director from capSpire, who discuss the company's consulting approach, especially in solving challenges in the energy sector. They explain how capSpire differentiates itself by leveraging subject matter experts who deeply understand the nuances of industries like convenience store fuel retailing. They also discuss the potential impacts of recent political changes on energy policies, mergers and acquisitions, and regulatory challenges in upstream, midstream, and downstream sectors. The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS, and Brandon Gormley, executive director of retail software sales and client success at OPIS.

OPIS TALKS: RENEWABLE ENERGY •

In this episode of OPIS Talks, you'll hear from Megan Boutwell, president of Stillwater Associates, an energy consulting firm focused on the energy transition. Boutwell shares insights into what we might expect from the biofuels and LCFS markets in the coming months.

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

• OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Kaushik Mitra, Executive Director, Polyolefins, EMEA, and Anton Shenouda, Head of Middle East & Africa at Chemical Market Analytics by OPIS, discuss polyolefins market across the Middle East, including trends driving demand, sustainability and volatility challenges, and where the market might be headed.

• OPIS TALKS: SOLAR • In this episode of OPIS Talks, OPIS Sr. Editor for US Solar Colt Shaw interviews Mike Carr, Executive Director of Solar Energy Manufacturers for America Coalition (SEMA). They delve into the US solar supply chain's growth and challenges, examining the impact of the Inflation Reduction Act, trade policies, and Chinese competition. Listen and learn more about the market dynamics that are shaping the US solar industry’s trajectory.

• OPIS TALKS: PETROCHEMICALS • Acrylonitrile, a key petrochemical, has seen downturns before; however, currently, the market is in a never-seen-before state. Margins remain depressed for all regions, leading producers to cut production rates to manage inventory. Even with a slow demand recovery, global capacity continues to rise—especially with China adding new plants. This caused capacity rationalization, restructuring, and shifts in global consumption and trade patterns.

In this episode of OPIS Talks, Kevin Longworth, Zengwei Yin, and David Onyekpe delve into these issues, sharing key insights and challenges in the current markets. They'll also preview what to expect at the upcoming Global Acrylonitrile & C4s Forum, Nov. 14-15, in Singapore.

• OPIS TALKS: COAL, METALS & MINING •

In this episode of OPIS Talks, you’ll hear from Dr. James Stevenson, executive director and research lead for McCloskey by OPIS, and Ranjana von Wendland, associate director, global business development, steel raw materials. They explain the changing market dynamics of met coal and met coke supplies in Europe.

• OPIS TALKS: OIL & GAS •

In this episode of OPIS Talks, you'll hear from Elaine Levin, president of Powerhouse TL. With winter coming, distributors and dealers are hedging their purchases of heating oil. Levin explains what this can mean for homeowners and also how the same principles can be applied for gasoline. The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS.

• OPIS TALKS: DOWNSTREAM FUELING •

In this episode of OPIS Talks, you'll hear from Tyler Cameron, head of strategy and analytics at Rovertown. Cameron shares how fuel retailers are injecting fun and discounts for customers with convenience stores apps, while enabling retailers to engage with customers faster and in novel ways. The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS, and Brandon Gormley, executive director of retail software sales and client success at OPIS.

• OPIS TALKS: RENEWABLE ENERGY •

In this episode of OPIS Talks, join us as we dive into the European Union's ambitious green hydrogen targets with industry expert Greg Pawelec. We'll explore whether the EU is on track to meet its goal of producing 20 million metric tons of renewable hydrogen by 2030, the challenges in scaling up infrastructure, and the complex realities of implementation. From technology bottlenecks to policy shortfalls, this discussion offers an unfiltered look at the future of green energy in Europe.

• OPIS TALKS: RENEWABLE ENERGY •

In this episode of OPIS Talks, you'll hear from Andy Lipow, President of Lipow Oil Associates, and Jordan Godwin, Director of Renewables at OPIS. Lipow shares insights into what you can expect from the biofuels market in the coming months, including a potential renewable credits shortfall, LCFS and renewable diesel under pressure, and tax credit options.

• OPIS TALKS: DOWNSTREAM FUELING •

In this episode of OPIS Talks, you'll hear from Alan Meyer of Meyer Oil and Mach 1. Alan addresses topics including:

What does the future of convenience stores (c-stores) look like?

Why is Mach 1 developing truck stops and how will those differ from the typical c-store?

How does adopting new technology help keep the customer at the center of focus?

The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS, and Brandon Gormley, executive director of retail software sales and client success at OPIS.