Episodi
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The new 590,000 b/d Trans Mountain Expansion (TMX) pipeline has the potential to shift export patterns for heavy sour Canadian crude away from the US Gulf coast by adding new capacity out of Vancouver’s Westridge terminal, but some obstacles persist. Join Argus’ crude and LPG editorial manager Gus Vasquez and deputy editor Amanda Hilow in discussing the new pipeline, its purpose and early trade patterns surrounding its deliveries.
Key topics covered in the podcast:
Canadian crude buyers seek a more efficient route to marketLingering logistical constraints after the commencement of TMXCrude grades being delivered via the pipeline -
Why Raizen decided to invest into waste-based origin ethanol, capacity plans, feedstocks?
And, where is future demand expected to come from?
Paulo Côrte-Real Neves, Global EVP President Raizen Trading, explains to Josefine Ahlström, Argus VP Business Development Europe.
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Episodi mancanti?
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Depois de se consolidar como fornecedor de diesel, a Rússia começa a se destacar nas importações de gasolina pelo Brasil. Ofertas do produto estão chegando aos compradores brasileiros, que veem preços mais baixos em relação aos fornecedores tradicionais, como Estados Unidos e Europa.
Neste episódio, a editora associada da publicação Argus Brasil Combustíveis, Gabrielle Moreira, e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, conversam sobre o cenário competitivo e de preços no mercado de importação de derivados de petróleo.
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Get insights into the LPG market in this podcast. Find out more about:
China’s LPG import increased by 20pc yoy in 2023. Will this momentum be sustained in 2024?PDHs demand for propane and crackers demand.Iranian LPG is still an important part of China’s imports.Chinese importers like to use more AFEI, because it reflects the supply/demand balance and could help some importers hedge via trade AFEI swap/DCE PP futures. -
Argus’ John Scott talks to hydrogen experts Stefan Krümpelmann, editor of the Argus Hydrogen and Future Fuels service, and Michał Żuk, hydrogen analyst at LSEG's Data and Analytics Supply Chain and Commodities Research Team, about:
Promising EU-wide demand-side policies for hydrogenIndividual member state policiesWhether current measures are enough to help production projects secure offtake agreementsNon-monetary supportCBAM and importing hydrogenDemand-side initiatives outside of the EUFor more information about the Argus Hydrogen and Future Fuels service or to request a free trial, please visit view.argusmedia.com/ahff.
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The global shipping industry is a cornerstone of the world's economy, yet it faces the critical challenge of reducing emissions. To help you navigate the new EU Emissions Trading System (ETS) for shipping, join experts Andrew Khaw, Editor Asia Freight, Mahua Chakravarty, Editor Asia Marine Fuels from Argus Media, and Brijesh Tewari, Lead Maritime Decarbonisation Consultant from Lloyd's Register.
Key topics covered in the podcast:
Understanding the EU ETS for Shipping: What it is and how it works.Impact on Different Vessel Types: Effects on tankers, dry bulk, and container ships.Cost Optimization Strategies: How shipowners can minimize costs, including the use of alternative fuels.Supply Chain Implications: How ETS compliance costs will influence the supply chain. -
Hear Argus’ analysis of changing market dynamics in the Chinese phosphate rock market in response to growing LFP battery demand, and the growth in DAP imports to South East Asia. Join Andrea Valentini, VP, Business Development and Huijun Yao, Editor, Asia Fertilizers as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series.
Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/commodities/fertilizers?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-en
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Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, to discuss a series of topics including:
Shifting trade flows on geopolitical turmoil
Rising Mexican refinery output
Panama Canal disruptions and demand outlooks for 2024
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Rio Grande do Sul is Brazil’s main producer of rice, wheat and summer corn, and it is set to become the country’s second largest producers of soybeans in the 2023-24 season. Considering the state is a large agricultural producer, Rio Grande do Sul is one of the main consumers of fertilizers in Brazil. Understand the impacts of the floods in the agricultural production and in logistics in Brazil.
Join Renata Cardarelli, deputy editor for the Argus Brazil Grains and Fertilizer publication, and Nathalia Giannetti, reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about the impacts of heavy rainfalls that have hit the state since 29 April, culminating in the worst floods ever registered in Rio Grande do Sul state.
Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/commodities/fertilizers?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-en
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O Rio Grande do Sul é o principal produtor de arroz, trigo e milho de verão do Brasil e deverá ser o segundo maior produtor de soja na safra 2023-24. Considerando que o estado é um grande produtor agrícola, o Rio Grande do Sul é um dos principais consumidores de fertilizantes do Brasil. Entenda quais são os impactos das enchentes na produção agrícola e na logística.
Junte-se a Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, repórter da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre os impactos das chuvas que atingem o estado desde 29 de abril, culminando na pior enchente da história do Rio Grande do 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?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-pt
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Listen to Carbon Neutral Fuels’ (CNF) co-founders Sophie Zienkiewicz and Alasdair Lumsden and Argus’ Giulia Squadrin as they discuss novel SAF production technologies as well as the project CNF and its partners are developing in the UK.
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Com uma dependência externa de mais de 85pc do fertilizante que consome, o Brasil segue procurando alternativas para elevar sua independência. A produtora Eurochem inaugurou em abril o projeto Serra do Salitre, em Minas Gerais, que deve contribuir para o Brasil reduzir a necessidade de importação de fosfatados. Já neste ano, a companhia deve fornecer TSP e SSP para a safra 2024-25 de soja.
A repórter do relatório Argus Brasil Grãos e Fertilizantes Gisele Augusto e o diretor-presidente da Eurochem na América do Sul, Gustavo Horbach, conversam sobre as expectativas da nova unidade da empresa em Serra do Salitre e os desafios do mercado brasileiro de fertilizantes em meio ao ritmo lento de compras para a safra de soja.
Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/commodities/fertilizers?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-en
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Cassidy Staggers, Sector Analyst for Argus Chemicals, talks to Roel Salazar, Lead Consultant for Argus MTBE and Octane Blending Components, about key trends, the market outlook and new enhancements to the Argus Octane Blending Outlook service.
This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Octane Blending Outlook service.
Request a free trial or more information for Argus Octane Blending Outlook.
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Adam Nye, VP of Business Development for Carbon Markets at Argus, talks to Joshua Strauss, President of Environmental Products at Anew Climate, and Lizzie Aldrich, VP of Business Development at Anew Climate, about Improved Forest Management (IFM), including the:
Key methods and diverse co-benefits of IFM. Changes taking place in forest management practices to optimise carbon sequestration. Outlook on IFM from both commercial and development perspectives. -
US Products Associate Editor Craig Ross sits down with Jason Metko discussing the recent lowering trends in the New York Harbor and Atlantic Coast distillate markets.
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Volatility, uncertainty, complexity, and ambiguity (VUCA) defined the dry bulk market in Q1 2024, and is expected to do so for the rest of 2024. Join Andrew Khaw, Editor Asia Freight and Wilson Wirawan, Dry Bulk Team Lead - Maritime Analyst, to navigate this complex landscape by analysing major events - dry weather, canal delays, Red Sea tensions - and their impact on dry bulk shipping in the short- to medium-term.
Key topics covered in the podcast:
Q1 2024 in Review: Is comparison the thief of joy?Q2 Outlook: Will the factors impacting Q1 (weather, exports, delays, tensions) continue to shape the market?VUCA Analysis: Navigating the Volatility, Uncertainty, Complexity, and Ambiguity of the current dry bulk landscape.Global Economic Impact: Understanding how major economies like China and the US are affecting the dry bulk market. -
As draught restrictions ease with the start of a much-awaited rainy season in the Panama Canal, difficulties are likely to persist for very large gas carriers (VLGCs) as other shipping markets move back to the route and escalate competition for transit slots.
Listen to Andres Pacheco, Analyst at the LPG Trading desk for Spain’s Repsol, and Yohanna Pinheiro, LPG Freight Market Reporter, discuss how increased competition to transit the Panama Canal and other market drivers will shape the costs of shipping LPG.
Key topics covered
Competitive advantages of the Panama Canal route in US-Asia routes for VLGCsDetails of the Panama Canal booking system and slot auction price trendsEffects of eased restrictions at the canal in heightening competition for slots among other marketsWeather outlook and possible La Nina effects in the marketsLong term projects to alleviate transits at Panama Canal -
Three months after the car carrier Galaxy Leader was hijacked in the Red Sea, attacks on merchant shipping in the region have continued. Freight and insurance costs have risen with diversions around the Cape of Good Hope, adding another three weeks to voyages. Maxence Servelle, head of cargo at Diot-Siaci Asia, joins Argus' senior freight reporter Sean Zhuang to discuss the increasing impact of insurance in maritime.
Key topics covered in the podcast:
Rising tensions in the Red Sea prompted LR tanker freight rates to spike in early JanuaryHow are rates faring now, and how is insurance moulding freight in the region?Impact of Cargo Insurance marketHow ‘The Polar” case ruling limits shipowner’s right to refuse Red Sea voyages -
Os diferenciais logísticos das usinas de biodiesel caíram consideravelmente, influenciados pelo atraso na coleta do produto pelas distribuidoras em meio ao cenário de sobreoferta de diesel e atraso na comercialização da soja.
Nesta edição do ‘Falando de Mercado’, o chefe adjunto de redação da Argus Brasil, Conrado Mazzoni, e o repórter sênior Alexandre Melo conversam a respeito das negociações para a contratação do biodiesel que abastecerá o mercado brasileiro em maio e junho.
Os serviços da 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
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The Black Sea region has been one of the most important price makers on the market for many years now.
Today, wheat prices are recovering from multi-year lows, supported by the weather market, geopolitical risks and strong export demand. Market participants are keeping a close eye on crop conditions in the major exporting countries.
Listen to our experts discussing the findings of Argus’ Black Sea crop tour and get exclusive insight on the wheat crop conditions in Russia, Ukraine and Romania in this short podcast.
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