Argus Media
Falando de mercado: Déficit de armazenagem de grãos

Falando de mercado: Déficit de armazenagem de grãos

June 10, 2021

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. 

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Inside Fertilizer Analytics: Potash, Jun. 2021

Inside Fertilizer Analytics: Potash, Jun. 2021

June 9, 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.

Environmental Market Insights: NOx allowance program

Environmental Market Insights: NOx allowance program

June 8, 2021

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. 

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The Crude Report: The move to renewables – a concern for Russian Urals?

The Crude Report: The move to renewables – a concern for Russian Urals?

June 8, 2021

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.

Global LPG Conversations: Pricing LPG in Africa’s emerging markets

Global LPG Conversations: Pricing LPG in Africa’s emerging markets

June 8, 2021

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.

LPG demand in Africa has continued to grow each year as the fuel plays an increasingly important role in the cooking sector, not only in the more mature North African region but also across East, West and Southern Africa. Growth has been particularly strong in Nigeria, which is now consuming around 1 million tonnes per year, with government and industry plans to increase this figure substantially in the coming years. In East and southern Africa, new or potential upcoming storage and terminal projects are likely to push consumption up across the region well into the next decade.

Learn more about Argus’ suite of LPG services by visiting our webpage.

The Crude Report: The Brent basket’s burden

The Crude Report: The Brent basket’s burden

June 2, 2021

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. 

Inside Fertilizer Analytics: Green ammonia, June 2021

Inside Fertilizer Analytics: Green ammonia, June 2021

June 2, 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.

Global LPG Conversations: Factors affecting supply and demand over the medium term

Global LPG Conversations: Factors affecting supply and demand over the medium term

June 1, 2021

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. 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.

Falando de Mercado: Principais indicadores de preços de gás no mundo

Falando de Mercado: Principais indicadores de preços de gás no mundo

May 28, 2021

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

Weight of Freight: Mideast refinery expansions to add 100,000 b/d of distillate exports

Weight of Freight: Mideast refinery expansions to add 100,000 b/d of distillate exports

May 27, 2021

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.

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