Argus Media

Fuels Focus: Your Weekly Insight into the US Refined Products Market | Week of Review for 17 February

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

 This week in review’s episode features:

• US retail fuel prices rise
• Chicago ULSK prices highest in four months
• HF Sinclair to benefit from tight western US supply

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

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Driving Discussions: The Diesel Divide - Eastern vs Western European Trends

 

European diesel demand in general has been weak. Adding to the poor market performance, multiple incidents and shutdowns are only amplifying the deterioration of the refinery landscape. However, the weakness of diesel demand is not uniform.

Listen to this podcast as our market experts - Alfonso Berrocal (VP of Middle Distillates and Sustainable Aviation Fuels), Johannes Guhlke (Senior Market Report) and Ivan Kudinov (Head of Desk, Ukrainian Oil Products) - discuss the different factors pulling demand apart between Western and Eastern Europe;

• Current trends of diesel consumption and the factors driving them

• A look into the supply side of the markets

• Statistics evidencing the growth of EVs and biofuels

• The impact the Russian invasion has had on the Ukrainian market

• Whether the trend to move away from fossil fuels and diesel will change after the German federal election

• And much more.

Metal Movers: Aerospace Metals outlook

The aerospace industry is contending with various supply chain headwinds progressing into 2025, as
manufacturers are not producing parts and aircraft at a commensurate rate to demand. Further
upstream, the titanium market is grappling with this choppy recovery in demand from OEMs, while
weighing its own uncertain supply situation.

Ronan Murphy, Editor of Argus Non-Ferrous Markets, spoke to Argus’ titanium experts Samuel Wood
and Alex Nicoll to explore the challenges for aerospace OEMs, when they may be resolved, and how
this will translate back to demand for titanium metal. Argus’ associate editor Cristina Belda also
provides a view on complications in high-temperature alloy supply chains, and how dual-use items
are getting caught up in escalating global trade tensions.

Key topics covered in the podcast:
* What challenges have limited a ramp-up in aircraft production?
* How has this affected demand for titanium raw materials, and generation of titanium scrap?
* Where does China’s burgeoning titanium market fit into western aerospace supply chains?
* How are China's recently imposed enhanced export controls on dual use items affecting
supply chains?

 

Global LPG Conversations: Poland faces a post-embargo supply glut

In the lead-up to the EU ban on LPG imports from the east on 20 December a sombre mood dominated the Polish LPG industry, as it was grappling with the ramifications of losing its largest supplier. But contrary to pessimistic expectations of product shortages, the EU’s largest autogas market entered the new year long on supply and shallow on demand. In this episode of Global LPG Conversations Argus’ David Appleton, VP LPG, and LPG Deputy Editor, Waldemar Jaszczyk, discuss the key reasons behind the market’s current weakness and whether the industry is truly out of the woods. 

Chemical Conversations: Global PE, PP and PVC markets evaluation, with focus on Turkish market

Dila Odluyurt, senior reporter, covering the Turkish PE, PP and PVC speaks about: 

• How 2025 started for PE, PP and PVC markets globally 

• How the latest news around the globe have been affecting the polymer markets 

• How the prices have been in the Turkish market since the new years 

• How the market dynamics for demand and supply are before Ramadan starts

SAF Insights: A look ahead at 2025 supply & demand in Asia-Pacific

In this episode of SAF Insights, VP for biofuels business development in northeast Asia Alvin Chew and Senior biofuels reporter Deborah Sun discuss SAF demand and supply in the region in 2025, touching on the impact of upcoming mandates and capacity in Asia, as well as implications for Argus pricing.

Driving Discussions: Talkin' the Bakken

John Argo, Vice President at Williston Basin of Continental Resources sits down with US Products Associate Editor Jason Metko on the sidelines of the 2025 Argus Crude Summit to chat about the Bakken Formation;

• A brief history of the Bakken Formation and how it evolved

• The effect of US politics in the region

• How the area will fare in the future

Fuels Focus: Your Weekly Insight into the US Refined Products Market | Week of 3 Feb

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence. 

This week’s episode features: 

• Retail fuel prices mostly steady
• Refiners talk Trump tariffs
• Marathon's 4Q refinery margins decline

Tune in every Monday for your weekly recap of the stories shaping the road fuels market. 

Falando de Mercado: Portos do Arco Norte aumentam participação nas exportações de milho na década

Na safra de milho inverno 2024-25, o Brasil deve produzir 94,6 milhões de t do grão e exportar 34 milhões de t, ou seja, cerca de 36pc. Os portos do Arco Norte são estratégicos, devido à proximidade de importantes regiões agrícolas, além de serem uma importante via de exportação para mercados da Europa e da África. Os portos de Itaqui e Barcarena respondem juntos por mais da metade dos embarques de milho do Arco Norte.

Junte-se à editora do relatório Argus Brasil Grãos e Fertilizantes Renata Cardarelli e à repórter Nathalia Giannetti, que conversam sobre o diferencial portuário de milho dos portos de Barcarena, Itaqui, Santos e Tubarão.

Market Talks: Northern Arc ports boost share in corn exports this decade

Brazil is expected to produce 94.6mn metric tonnes (t) of corn in the 2024-25 second crop and export 34mn t, or around 36pc of the production. Northern Arc ports are strategic because of their proximity to important agricultural hubs and are important export route to markets in Europe and Africa. Itaqui and Barcarena ports account for more than half of Northern Arc's corn shipments.

Join Argus global agriculture editor Jade Delafraye and reporter Nathalia Giannetti as they discuss corn port differentials in the Barcarena, Itaqui, Santos and Tubarao ports.