Argus Media

Fertilizer Matters Episode 16: Ammonia – New capacity, price outlook, trade flows

Hear Argus’ analysis of key factors driving global ammonia market sentiment, with a particular focus on significant new capacity additions and its potential impact on prices and trade routes.

Join Ruth Sharpe, Editor, Argus Ammonia and Sophie Mason, Manager, Urea and Ammonia Analytics as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

• Overview of travel in Q2 and main themes raised in market
• The latest on new capacity from US and Russia
• Knock on impact on key markets in the east and west
• Outlook for sentiment and pricing in Q3
• Impact of more Chinese exports emerging in east Asia

The Crude Report: The TMX series - As volumes hit the water, markets and prices emerge

The start of waterborne loadings from the 590,000 b/d Trans Mountain Expansion (TMX) pipeline is already providing a glimpse of how markets and prices will evolve around this new development. While still in its early stages, the new flows of heavy Canadian crude are having some impact on global markets and have shown to be perhaps less competitive than initially expected. Join Argus’ crude and LPG editorial manager Gus Vasquez and Pacific coast reporter Rachel McGuire in discussing the most recent developments and price behaviour.

Key topics covered in the podcast:

•   Canadian crude pricing as initial volumes hit the water
•   Insights into who is buying and where the flows are headed
•   How logistics are developing to meet challenges in Vancouver

Falando de Mercado: O “tarifaço” na malha da NTS

O aumento inesperado nas tarifas de transporte da NTS vem gerando discussões no mercado de gás natural, com participantes apontando para a atuação da Agência Nacional de Petróleo, Gás Natural e Biocombustíveis (ANP) e para decisões da Petrobras como as principais causas do “tarifaço”.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter da publicação Argus Brazil Gas Markets, em um bate-papo sobre o que está acontecendo na malha da NTS e quais as repercussões no mercado.

Driving Discussions: Musings from Mexico

Listen to the outcome of the Mexican presidential election and how the markets will shape over the summer, with Argus Senior Reporter Steven McGinn and Associate Editor of US Products Jason Metko.

With refineries incidents and maintenance around Mexico in May, how did all that impact imports into the Country, specifically from Gulf Coast refineries and gasoline blenders?

Global LPG conversations: LPG outlook for 2024 and beyond

Since the Covid pandemic, LPG markets have become far more volatile, but in 2024, prices appear to have paused for breath. Listen to David Appleton and Jack Greenwood as they discuss the market so far in 2024, the forecast for the rest of the year and beyond, and take a look at biopropane forecasting.

 

The Biofuels Report: Asian UCO exports to US surge

With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil.

Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malacca price assessments to reflect the growing flows of UCO out of China and SE Asia to the US. How will these flows affect UCO demand around the world? Listen in on this latest episode with our market experts, Jamuna Gautam and Sarah Giam.

Falando de Mercado: Demanda por fretes e adubo diante do próximo ciclo de plantio

O ano de 2024 tem tido diferentes particularidades no mercado brasileiro, tanto nos fretes rodoviários, quanto na comercialização de grãos e da compra de fertilizantes. Seja por aspectos no mercado internacional ou doméstico, as circunstâncias estão interligadas e afetam umas as outras.

A editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, Renata Cardarelli, e o repórter sênior, João Petrini, conversam sobre o atual cenário dos mercados e os efeitos de fretes rodoviários abaixo da média, comercialização atrasada de soja e milho e os desafios para compra de fertilizantes para a safra de soja 2024-25.

Fertilizer Matters: Episode 15 - Brazil, June 2024

Hear Argus’ analysis of current fertilizer market dynamics in Brazil - one of the largest and most influential fertilizer markets in the world. Join Mike Nash, Senior Editor - Fertilizers and Gisele Augusto, Reporter - Argus Brazil Grains and Fertilizer as they discuss this market in the latest episode of Argus’ Fertilizer Matters podcast series.

Key topics covered in the podcast:

• How the Brazilian fertilizer market has been developing in 2024
• Farmers' increased focus on purchasing potash
• Soybean barter rate update
• Slowdown in Brazilian imports
• Will Brazilian farmers ramp up phosphates purchases?

Related links

• Request a sample report/more information
• Fertilizer price reporting, short and mid to long-term outlook services
• Free sign up: Argus Fertilizer Market Highlights
• Fertilizer Matters podcast series

Chemical Conversations: Navigating pine chemicals and hydrocarbon resins amid plant shutdowns

Pine chemicals editor Leonardo Siqueira talks to Steve Williams, VP of Argus C5 and Hydrocarbon Resins, about navigating the pine chemicals and hydrocarbon resins markets, including:   

• How plant shutdowns may impact trade flows and regional supply/demand balances.  
• The impact of Chinese consumption taxes on C5 tackifier markets.  
• CTO demand in the US and Europe.  
• Other key factors the industry need to stay close to in 2024 and beyond. 

This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins services.  

Request a free trial or more information for Argus Pine Chemicals service.  

Request a free trial or more information for Argus C5 and Hydrocarbon Resins service.  

Falando de Mercado: Insegurança jurídica afeta precificação de Cbio

A inadimplência crescente no cumprimento das metas do Renovabio tem pautado as conversas de participantes do mercado de Cbios, com o capítulo de judicialização contra o programa ofuscando os fundamentos e encolhendo a liquidez dos créditos de descarbonização.

Junte-se a Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e Rebecca Gompertz, repórter do relatório Argus Brazil Gas Markets, e saiba mais sobre as perspectivas para o rumo do mercado de Cbios.