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The Crude Report: Asian heavy demand lures Canadian railcars, US exports

The Crude Report: Asian heavy demand lures Canadian railcars, US exports

January 13, 2021

Transportation arbitrage economics from Canada to the US Gulf coast began improving in the back half of 2020 as international demand for Canadian heavy crude oil grades picked up.

In this episode of The Crude Report, our reporters Alex Endress and Brett Holmes discuss the resulting lift in domestic prices which could support a return to crude-by-rail demand in 2021 and how Canadian crude is becoming more competitive on the global landscape.

Falando de Mercado: Perspectivas para o mercado brasileiro de milho em 2021

Falando de Mercado: Perspectivas para o mercado brasileiro de milho em 2021

January 12, 2021

O Brasil registrou nova safra recorde de milho em 2020, período em que os preços internos do grão também atingiram máximas históricas. O que esperar deste mercado em 2021 e qual a perspectiva para os agricultores que atuam nas principais regiões produtoras do país?
 
No episódio desta semana da série Falando de Mercado, Camila Dias, Chefe de Redação da Argus no Brasil, e José Roberto Gomes, repórter de agricultura e fertilizantes, conversam sobre o mercado brasileiro de milho e as perspectivas para a próxima safra doméstica do grão.

The Crude Report: AGS locational spreads tighten

The Crude Report: AGS locational spreads tighten

January 6, 2021

Locational WTI spreads are tightening across the US Gulf coast as new connectivity options boost total liquidity, ultimately paving the pathway for Argus AGS to succeed as a future benchmark for light sweet crude in global markets. 

In this episode of The Crude Report, Alex Endress, Argus US Gulf coast physical crude markets reporter is joined by Amanda Hilow, associate editor, to discuss Argus AGS - the up-and-coming benchmark for Midland-quality WTI at the US Gulf coast - in more detail.

The Crude Report: Asian plant closures to weigh on light sweet grades

The Crude Report: Asian plant closures to weigh on light sweet grades

December 30, 2020

Covid-19 continues to wreak havoc, as three Asian refineries are on the brink of shuttering thanks to weakened refined product demand. In this episode of The Crude Report, our Asia-Pacific and Middle East crude markets editor Azlin Ahmad explains how these closures would reduce Asia-Pacific demand for light sweet crude.

Driving Discussions: What to expect from 2021

Driving Discussions: What to expect from 2021

December 29, 2020

2020 is a year for the history books –  global pandemic, road fuel demand destruction, social unrest, and the list goes on. With everything 2020 threw at us, are we ready for 2021 and what should we expect? 

In this episode of Driving Discussions, John Demopoulos, VP North America Oil Products and Stephen Jones, SVP Oil Market Strategy, discuss the highs and lows of 2020 and what’s to come in 2021. 

The Crude Report: The effects of Opec+, vaccines and piracy on WAF markets

The Crude Report: The effects of Opec+, vaccines and piracy on WAF markets

December 23, 2020

Will a new year bring WAF markets old concerns? Our west African crude market reporter Nicola de Sanctis talks the three biggest things the WAF markets are looking out for.

Peter Sand on tanker freight - The balance of optimism and realism

Peter Sand on tanker freight - The balance of optimism and realism

December 18, 2020

Join Will Collins, Editor, Argus Freight and Peter Sand, Chief Shipping Analyst, BIMCO as they share their thoughts on the current state of the global shipping industry. Discussion points include: the impact of freight on commodity markets, short and long-haul costs, tanker demand and subsidy initiatives.

The Crude Report: Alaskan oil demand surfaces in China

The Crude Report: Alaskan oil demand surfaces in China

December 16, 2020

Alaskan North Slope (ANS) crude oil exports to China surfaced this year on an interim trade deal signed by Beijing and Washington and as US west coast refining slackens on Covid-19 demand destruction.

In this episode of The Crude Report, Alex Endress, US Gulf coast crude markets reporter, is joined by Benjamin Peyton, North American waterborne markets and the west coast reporter - who also heads up Argus' ANS coverage - discuss how much ANS is going into China and some of the driving forces behind the recent uptick.

Jet Fuel Insights: The growing importance of SAF in the US

Jet Fuel Insights: The growing importance of SAF in the US

December 15, 2020

With increased demand and more clean fuels programs on the horizon in the US and Canada, sustainable aviation fuel (SAF) is joining center stage with renewable diesel as a key fuel in North America. Argus launched a daily US West coast SAF assessment on December 4, 2020 to bring more transparency to this growing market. 

Listen in as Louise Burke, VP Business Development, Jessica Dell, West coast bureau chief, and Zander Capozzola, editor, Argus Jet, discuss the key factors that have led to importance of  SAF and what’s next for this fuel. 

Falando de Mercado: Balanço do primeiro ano da BP Bunge Bioenergia e o mercado brasileiro de etanol

Falando de Mercado: Balanço do primeiro ano da BP Bunge Bioenergia e o mercado brasileiro de etanol

December 9, 2020

A pandemia de Covid-19 não atrapalhou os planos da BP Bunge Bioenergia, joint venture formada há pouco mais de um ano entre a britânica BP e a norte-americana Bunge para os ativos sucroalcooleiros no Brasil. Quais foram as sinergias obtidas após a fusão e o que a companhia projeta para o restante do ano-safra de cana-de-açúcar?

No episódio desta semana da série Falando de Mercado, Alexandre Melo, repórter de combustíveis da Argus, conversa com executivos da BP Bunge Bioenergia, Mario Lindenhayn, presidente executivo e do conselho, e Geovane Consul, CEO, sobre o mercado brasileiro de etanol.

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