Episodit
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Hear Argus’ analysis of what the Carbon Border Adjustment Mechanism (CBAM) is, how it will work and what it means for the fertilizer sector in Europe and abroad.
We have recently entered the transition phase for CBAM, so this is a great time to join Mike Nash, Senior Editor and Claudia Wlk, Editor – Argus Fertilizer Europe as they discuss this subject in the latest episode of the Argus’ Fertilizer Matters podcast series.
Related links
Argus fertilizer market coverageAmmonia price reporting, short and mid to long-term outlook servicesNitrogen price reporting, short and mid to long-term outlook servicesPhosphates price reporting, short and mid to long-term outlook servicesNPKs price reporting, short and mid to long-term outlook servicesRequest more informationFree sign up: Fertilizer Focus MagazineOther complimentary fertilizer content -
Join Argus Biomass Markets editor Erisa Senerdem and Elizabeth Woodworth, Interim Executive Director at the US Industrial Pellets Association (USIPA) as they discuss the raw material situation in southeast US, upcoming sawmilling capacity in the region, the largest risks to the forestry sector in North America – including impact from climate change and land use change, the cascading principle, and the future of the wood pellets sector.
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Puuttuva jakso?
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La prohibición de importación de productos rusos afectó la estabilidad del suministro y los precios del diésel europeo generando un nuevo equilibrio. En este episodio discutimos cómo la India se convirtió en el ganador de este nuevo rebalanceo del mercado, posicionándose como el principal proveedor de diésel a Europa. Además, analizaremos las implicaciones para América Latina y la transición hacia alternativas más sostenibles en el transporte que se han visto en los mercados europeos.
En este nuevo episodio de “Hablando del Mercado” también descubrimos los desafíos del mercado europeo de diésel en pleno invierno y en medio de tensiones geopolíticas con Sergio Meana, gerente de desarrollo de negocios de América Latina y Alfonso Berrocal, Gerente de Desarrollo de Negocios en Europa para diésel y combustibles automotores de Argus.
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In this episode of SAF Insights, hear from RSB’s Max Eichelbaum and Argus’ Giulia Squadrin as they discuss the need for a trusted Book & Claim system in the SAF market. Understand what this system is, why it matters to the SAF market and what RSB’s commitment is to building a credible approach.
Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products
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A menor oferta de diesel no mercado internacional tende a acirrar a competição por barris do produto, encarecendo as cargas com destino ao Brasil. Importadores negociam com antecedência junto às refinarias no exterior para abastecer o mercado brasileiro, que não é autossuficiente desse combustível crucial para a logística rodoviária.
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 no mercado de importação de derivados de petróleo.
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A utilização de grãos de inverno como matérias-primas para o etanol surge como uma solução para deslanchar a indústria do biocombustível no Rio Grande do Sul. Com um déficit estrutural de produção, o estado tem sido palco de investimentos para a construção de plantas de etanol à base de trigo, cevada, triticale e sorgo.
O chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, e a integrante do time da publicação Argus Brasil Combustíveis, Laura Guedes, conversam sobre os fundamentos da expansão do biocombustível de grãos de inverno na região, o apoio do governo estadual e os projetos visando novas usinas.
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A comercialização de fertilizantes segue com baixa liquidez na Argentina, por questões políticas. No Paraguai, condições climáticas desfavoráveis, reflexo do fenômeno El Niño, contribuem para o ritmo lento no mercado de adubos, enquanto compradores têm dificuldade para encontrar caminhões disponíveis para o transporte de fertilizantes a partir do Brasil.
Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre o mercado sul-americano de fertilizantes no começo de 2024 e sobre os principais fatores que geram baixa liquidez nesse mercado.
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
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Fertilizer purchases are on the sidelines in the Argentinian market because of the country’s political scenario. In Paraguay unfavorable weather conditions because of the El Nino phenomenon cause lower liquidity, while Paraguayan buyers struggle to find trucks available to carry fertilizers from Brazil.
Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, deputy editor for the Argus Brazil Grains and Fertilizer publication, as they talk about the South American fertilizer market at the beginning of 2024 and the main reasons that cause low liquidity in this market.
Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/en/fertilizer
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La comercialización de fertilizantes sigue frenada en Argentina por cuestiones políticas. En Paraguay, condiciones climáticas desfavorables, a causa del fenómeno El Niño contribuyen para la baja liquidez, en cuanto compradores paraguayos tienen dificultades para encontrar camiones disponibles para transportar fertilizantes desde Brasil.
Acompañe Vanessa Viola, Sénior vicepresidente para Latinoamérica, y Renata Cardarelli, editora adjunta de la publicación Argus Brazil Grains and Fertilizers y entérese del escenario en el mercado sudamericano de fertilizantes en el comienzo de 2024 y de los factores que generan baja liquidez en ese mercado.
Servicios Relacionadas: Argus Fertilizer
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This episode was recorded on 26th January 2024
As geopolitical storms brew in the Red Sea, shipping routes are getting caught in the crossfire. Listen to Andrew Khaw, Editor Asia Freight and Wilson Wirawan, Dry Bulk Team Lead - Maritime Analyst, BRS, discuss the escalating tensions and their impact on trade routes, freight costs, and the overall market outlook for the dry bulk freight segment.
Key topics covered in the podcast:
Red Sea Flashpoint: Unpacking the risks and disruptions caused by heightened tensions.Suez Canal Squeeze: How are escalating Red Sea concerns impacting Suez Canal traffic and dry bulk shipments?Market Manoeuvres: Exploring potential alternative routes and their cost implications for dry bulk shippers and shipowners.China's Conundrum: Analysing China's economic slowdown on dry bulk demand and trade patterns, amid geopolitical uncertaintiesFuture Forecast: Charting the course for dry bulk shipping in the face of a complex and evolving landscape. -
Hear Argus’ concise analysis of how the conflict in the Red Sea has impacted fertilizer logistics, focusing on the ammonia, potash and sulphuric acid markets.
Join Mike Nash, Senior Editor, Lizzy Lancaster, Senior Reporter – Ammonia, Julia Campbell, Editor of Argus Potash and Liliana Minton, Editor of Argus Sulphuric Acid as they discuss the impact of this developing crises in the latest episode of Argus’ Fertilizer Matters podcast series.
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Rising tensions in the Red Sea forced VLGCs away from the Suez Canal in a second shock to US-Asia-Pacific LPG trade only two months after the Panama Canal imposed its tightest-ever transit restrictions, adding even more instability to an already volatile market. Listen to Oystein Kalleklev, CEO of Avance Gas and Flex LNG, and Yohanna Pinheiro, LPG Freight Market Reporter, discuss how diverting around the Cape of Good Hope and other market drivers will shape the costs of shipping LPG this year and beyond.
Key topics covered in this podcast:
• Panama Canal restrictions' ongoing impact on freight markets• Rising tensions in the Red Sea and diversions via Cape of Good Hope• VLGC orderbook and long-term outlook• ETS impact on VLGC freight• Avance Gas' fleet renewal programme • Ammonia freight and new markets
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Após um ano de mudança nas dinâmicas de comercialização de fertilizantes, a expectativa do mercado se volta para o primeiro trimestre do ano. Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre quais as perspectivas para os principais macronutrientes no início de 2024.
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After a year of changes in fertilizers trade flows, market expectations turn to this year’s first quarter. Join Renata Cardarelli, Argus Brazil Grains and Fertilizer Deputy Editor, and Gisele Augusto, Argus Brazil Grains and Fertilizer Reporter, as they talk about the perspective for key-macronutrients in early 2024.
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2024 marks the beginning of carbon pricing on ship emissions in Europe with the inclusion of shipping into the EU’s Emissions Trading System (ETS). Listen to Nicholas Watt, Editorial Manager of Freight, and Elena Domashenko, Senior Analyst, discuss the additional costs shippers should expect to pay this year and how freight and marine fuels markets will be affected.
Key topics covered in the podcast:
Argus coverage of ETS costs in freight, bunkers marketsCCF (Carbon Cost of Freight) assessments for crude, refined products, petroleum coke, coal, iron ore, grains, andConventional vs. alternative fuel pricingLNG bunkering outlookShifting regulatory landscape in EuropePossibility of a two-tier shipping marketRelated links
https://www.argusmedia.com/en/blog/2023/September/27/weight-of-freight-eu-ets-compliance-will-add-about-3-4pc-to-freight-bill -
Chloe Kinner, European editor for Argus Recycled Polymers, talks to Antonello Ciotti, president of Petcore Europe, about the outlook for recycled PET and virgin PET markets.
Current trends and their effect on the recycled polymers market and key drivers for 2024’s outlook. What changes to plastic and packaging regulations may mean for the market. Other key factors industry needs to stay close to in 2024 and beyond.This podcast is delivered by Argus’ recycled polymers experts using data and insight from the Argus Recycled Polymers service.
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In this first episode of 2024, join Argus experts Amy Strahan, Esther Phua and Efcharis Sgourou along with host David Appleton for insights on the latest trends in the Americas, Asia-Pacific and Europe, as LPG markets adjust to logistical challenges posed by capacity reductions at the Panama Canal and security issues in the Red Sea.
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Os embarques de sebo bovino brasileiro rumo ao mercado internacional atingiram a marca recorde de 246.000t em 2023, com destaque para a demanda pelo produto nos Estados Unidos. Com novos projetos no radar, a capacidade de produção de diesel renovável nos EUA deve crescer neste ano, ampliando a demanda por matérias-primas, dentre elas o sebo bovino.
Junte-se a Alexandre Melo, repórter sênior da publicação Argus Brasil Combustíveis, e Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e saiba mais sobre as perspectivas e preços do mercado de gordura animal.
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O mercado brasileiro de biometano deve continuar seu crescimento em 2024, mas alguns desafios devem extrapolar os limites do ano.
Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter da publicação Argus Brazil Gas and Power. Elas conversam sobre quais as expectativas para o mercado de biometano em 2024 e quais devem ser os maiores desafios do setor.
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En este episodio, exploramos los dinámicos flujos internacionales de crudo y su impacto directo en los precios actuales y futuros.
Acompañe a Sergio Meana, gerente de desarrollo de negocios en Argus para América Latina, y Gustavo Vasquez, editor gerente de crudo y LPG para las Américas, mientras que analizan los cambios significativos en los flujos de crudo este año y desentrañamos las proyecciones para el próximo. Desde el conflicto Rusia-Ucrania hasta el desarrollo del mercado en Argentina, descubre como esto factores influirán en los mercados y que podemos esperar en el año que se avecina.
Servicios Relacionadas: Argus Americas Crude
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