Created with Sketch.
10 minutes | Jun 16, 2021
The Crude Report: Midland narrows in on Houston
More than one year after the Nymex Cushing benchmark sank below zero for the first time ever, crude oil demand remains weak as a poor arbitrage from the Permian basin limits sell-side opportunities. Permian spot trade liquidity at the US Gulf coast has shifted toward refinery supply rather than exports, ultimately deteriorating the pipeline arbitrage and weighing on spot trade liquidity as speculative buying dies out. In this episode of The Crude Report, Argus Americas Crude Associate Editor Amanda Hilow and Deputy Editor Amanda Smith, discuss the Midland-to-Houston spread, key elements weighing on market opportunities and expectations going forward. Related links Argus WTI Houston price assessment Argus Petroleum Transportation North America
7 minutes | Jun 10, 2021
Falando de mercado: Déficit de armazenagem de grãos
O Brasil enfrenta historicamente um déficit de armazenagem de grãos, o que eleva bastante os custos ao longo da cadeia produtiva. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as perspectivas para esse segmento e as alternativas para reduzir o gargalo no armazenamento da produção de grãos no país. Links Relacionados Podcast Falando de Mercado Argus Brasil Grãos e Fertilizantes Frete rodoviário para transporte de grãos
22 minutes | Jun 9, 2021
Inside Fertilizer Analytics: Potash, Jun. 2021
Join David Riley - Lead Potash Analyst, Ewan Thomson - Editor, Potash and Tim Cheyne - VP, Fertilizers as they begin with a discussion of possible European and US sanctions on Belarus and the potential impact on the Belarussian potash industry - particularly export routes, production output and investment levels.
11 minutes | Jun 8, 2021
Environmental Market Insights: NOx allowance program
This first episode in a new mini-series will take a deep dive into the NOx market and changes coming this summer. Over the coming weeks we will be discussing growth in the US environmental markets including the new NOx allowance program, expansion of cap-and-trade programs, expansion of LCFS programs, and an update on renewable energy certificates. In this first episode, Jessica Dell and Michael Ball break down the new NOx allowance program including market trends, pricing and more. Related Links Learn more about the Argus seasonal NOx allowance price assessments The Argus Energy Transition hub Argus Air Daily Other Argus podcast episodes
6 minutes | Jun 8, 2021
The Crude Report: The move to renewables – a concern for Russian Urals?
Several key European customers of Russian medium sour Urals have been making steady progress towards co-processing renewables along with crude supplies at their refineries. In this episode of The Crude Report, Argus Crude editor Michael Carolan and Crude Report Felix Todd, discuss just how much of a concern this trend is for sellers of Urals in northwest Europe, at a time when pressure from competing North Sea and long-haul US grades is starting to tell.
16 minutes | Jun 8, 2021
Global LPG Conversations: Pricing LPG in Africa’s Emerging Markets
In this episode of Global LPG Conversations, James Gooder, VP for Africa, talks to David Appleton about his views on how LPG markets have evolved over the recent years and the challenges looking forward. This edition also delves into the role played by the import parity pricing as a tool to stimulate investment and manage pricing risk.
13 minutes | Jun 2, 2021
The Crude Report: The Brent basket’s burden
The physical basis of Dated Brent is not what it used to be, and BFOET production volumes have continued to fall. In this episode of The Crude Report, vice president James Gooder and Argus Crude editor Michael Carolan revisit the Dated Brent discussion, and assess if the price can be resurrected with options like Johan Sverdrup or WTI.
28 minutes | Jun 2, 2021
Inside Fertilizer Analytics: Green ammonia, June 2021
Join Andrea Valentini, Principal – Projects and Tim Cheyne, VP – Fertilizers as they discuss the key questions facing the exciting green ammonia sector. We start with a high level view on green ammonia pricing, the commercial application of green ammonia and how it could be priced.
13 minutes | Jun 1, 2021
Global LPG Conversations: Factors affecting supply and demand over the medium term
In this latest episode, Kristen Mueller, principal consultant for Argus LPG, talks with David Appleton about the outlook for LPG in 2021, the medium-term developments on the supply side of the balance and the key factors that could reshape the market over the long-term. The LPG demand in 2021 has evolved a bit differently than expected. The demand trends significantly differ based on a geographical split and the Covid-19 impact on those regions than playing out as a year of two halves. Chinese petrochemicals demand remains bullish similar to 2020 with new plants coming online while India remains an area of concern given the recent surge in cases across the country. In the mid-term, Europe has seen a number of closures to facilities while Asia and the Middle East saw a number of large refineries come online. The supply from US remains bullish. The bigger question over the long-term will relate to the developments in African market and the support from local governments. Learn more about Argus' suite of analytics products by visiting our webpage.
13 minutes | May 28, 2021
Falando de Mercado: Principais indicadores de preços de gás no mundo
A Petrobras passará a permitir que contratos de gás firmados com a petroleira sejam precificados com o indicador norte-americano Henry Hub. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flavia Pierry, editora de Gás Natural e Energia no Brasil. Elas falam sobre os principais indicadores de preço de gás no Brasil e no mundo e discutem as mudanças esperadas para esse mercado no Brasil com a sanção da nova Lei do Gás em abril. Links Relacionados Podcast Falando de Mercado Argus Latin America Energy
21 minutes | May 27, 2021
Weight of Freight: Mideast refinery expansions to add 100,000 b/d of distillate exports
Refining growth in Asia, India’s Covid-19 uptick, and shifting Asian fuel trades are key topics in this episode featuring Argus freight reporter Vivien Gu and special guest Stefanos Kazantzis, the commercial director at McQuilling Services.
21 minutes | May 26, 2021
Inside Fertilizer Analytics: Processed phosphates, May 2021
At the start of the year DAP prices were on firm footing and increasing, MAP showed more stability – particularly in Latin America, while US duties on Russian and Moroccan phosphates were proposed. How have things developed since then? Join Claira Lloyd - Phosphate and Phosphate Rock Research Manager and Tim Cheyne - VP, Fertilizers as they begin with a discussion on the return of firmness in the MAP market, and the reasons for this change. We then move on to the impact of US duties on Russian and Moroccan phosphates and the resulting change in trade flows. We review legislation in China (the Yangtze river protection law) and assess its potential impact on key Chinese phosphate producers within the Yangtze river economic region. We review how seasonality of purchasing in India has evolved, India’s DAP subsidy and our view of its influence. We cover India and Pakistan’s potential DAP capacity additions and their expected impact on East of Suez market dynamics in the medium term. We finish with how we see processed phosphates prices developing in the medium term. Related Links Argus Processed Phosphates Analytics Argus Phosphate Rock Analytics Request a sample/more information
11 minutes | May 26, 2021
El Reporte de Crudo: China sorprende con un golpe tributario a Venezuela
Un nuevo impuesto chino sobre derivados esotéricos presenta un desafío al crudo pesado, sobre todo el Merey de Venezuela. En este episodio del Reporte de Crudo, editora senior Patricia Garip conversa con Julio Faldin de business development sobre el nuevo tributo que amenaza con abandonar unos 400,000 b/d de importaciones de crudo venezolano — que han sido una salvación para Caracas desde que los EEUU le impuso sanciones petroleras en enero del 2019. Obtener más información Argus China Petroleum Argus Latin Markets
9 minutes | May 26, 2021
The Crude Report: China taxes out Venezuelan barrels
A new Chinese tax on esoteric oil products poses a challenge for heavy sour crude, particularly from Venezuela. In this episode of The Crude Report, vice president Tom Reed and senior contributing editor Patricia Garip discuss how Beijing’s new import tax threatens to orphan 400,000 b/d of Venezuelan crude that has been a lifeline for Caracas since the US imposed sanctions in 2019. Related links Argus China Petroleum Argus Latin Markets
33 minutes | May 25, 2021
The “King’s” carriage: Can tanker owners break the cycle of low rates?
We welcome a special guest from Teekay Tankers in this next instalment of the Weight of Freight podcast series. The dirty tanker market has been severely depressed for over a year now. Shipowners are struggling with low earnings, uncertainty in demand and looming decarbonization goals. Can they break the status quo in the market where “cargo is king”? In this episode of Weight of Freight, Mikkel Seidelin, Director, Chartering & Freight Trading at Teekay Tankers joins Argus’ Head of Freight Alex Younevitch to discuss how tanker owners can make money in a weak market, the challenges of fleet supply and decarbonization and other topics.
18 minutes | May 24, 2021
Chemical Conversations: Petrochemical supply chains in the Middle East Gulf
Muhamad Fadhil, VP – Petrochemicals, Argus, is joined by Dr. Abdulwahab Al Sadoun, Secretary General of the GPCA, to discuss the regional and global supply chains and lifecycles in a Covid-19 environment. Dr. Sadoun also shares his thoughts on how companies are taking steps to address high container rates and promptly moving towards sustainable supply chains and digitization. Argus will be joining GPCA as a networking partner at the 12th GPCA Supply Chain Conference, 26-27 May 2021 to discuss the above topics in detail. The Middle East petrochemical industry saw a significant wave of changes and supply chain disruptions since the start of the Covid-19 pandemic in 2020. Rising container freight rates from Middle East to US, Europe and Asia impacted regional producers and their petrochemical export strategy. Higher freight rates erode margins in highly oversupplied petrochemical markets, where Middle East producers face increased competition. Looking into the longer term, international shipping companies are actively promoting digitization in logistics, shipping and supply chain management. Covid-19 accelerated this move due to an increasing need for contactless supply chains, but digitization would also lower costs and reduce the need for paperwork for regional and global players. Related Links Learn more about Argus petrochemical services Argus recently launched two new weekly polymer services. Learn more about Argus Global Polyethylene and Argus Global Polypropylene
12 minutes | May 19, 2021
The Crude Report: China’s sweet and sour story
China is back in the market for sweet crude oil ahead of the release of new import quotas for independent refiners — but demand for the sourer grades favoured by state-owned firms looks weaker. In this episode of The Crude Report, vice presidents Tom Reed and James Gooder discuss the two sides of China’s crude market. Related links Argus China Petroleum service
18 minutes | May 13, 2021
Driving Discussions: Colonial Pipeline shutdown and repercussions
This Driving Discussions episode looks at the colonial pipeline shutdown and the impacts to the transportation fuels market over the last few days. Join Stephen Jones, SVP, Oil Markets, John Demopoulos, VP, Americas Refined Products and Dave Ruisard, Editor, US Refined Products as they discuss the impacts to the transportation fuels market for the restart and learnings for the summer driving season ahead.
16 minutes | May 13, 2021
Falando de Mercado: A abertura do mercado de biodiesel no Brasil
O mercado brasileiro de biodiesel vive um momento de transição com o fim dos leilões previsto para janeiro de 2022. Junte-se a Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, e Erasmo Battistella, presidente do ECB Group e da Associação dos Produtores de Biocombustíveis do Brasil (Aprobio). Eles conversam sobre a abertura do mercado de biodiesel e os planos de investimento do ECB Group. Links Relacionados Serviço diário: Argus Brasil Combustíveis Webinar: Visibilidade de preços na cadeia de abastecimento de diesel no Brasil White paper: Argus fornece visibilidade de preços para toda a cadeia de suprimento de diesel no Brasil
10 minutes | May 12, 2021
The Crude Report: India's demand reversal
After India’s total oil sales just returned to pre-Covid-19 levels in March, preliminary data suggests that total April demand could have declined by 1mn b/d in response to the tragic deterioration in the county’s Covid-19 situation. In this episode of The Crude Report, Argus’ vice president Alejandro Barbajosa and head of forecasting Francis Osborne discuss the impact on India’s oil sector and how it may affect global crude oil and refined products markets more widely.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021