Argus Media

The Crude Report: The TMX series - Canadian heavy crude flows hit the Pacific markets

The new 590,000 b/d Trans Mountain Expansion (TMX) pipeline has the potential to shift export patterns for heavy sour Canadian crude away from the US Gulf coast by adding new capacity out of Vancouver’s Westridge terminal, but some obstacles persist. Join Argus’ crude and LPG editorial manager Gus Vasquez and deputy editor Amanda Hilow in discussing the new pipeline, its purpose and early trade patterns surrounding its deliveries.

Key topics covered in the podcast:

• Canadian crude buyers seek a more efficient route to market
• Lingering logistical constraints after the commencement of TMX
• Crude grades being delivered via the pipeline

 

The Biofuels Report: Waste based ethanol on the rise with Raizen

Why Raizen decided to invest into waste-based origin ethanol, capacity plans, feedstocks?

And, where is future demand expected to come from?

Paulo Côrte-Real Neves, Global EVP President Raizen Trading, explains to Josefine Ahlström, Argus VP Business Development Europe.

Falando de Mercado: Mudança no fluxo de gasolina para o Brasil

Depois de se consolidar como fornecedor de diesel, a Rússia começa a se destacar nas importações de gasolina pelo Brasil. Ofertas do produto estão chegando aos compradores brasileiros, que veem preços mais baixos em relação aos fornecedores tradicionais, como Estados Unidos e Europa.

Neste episódio, a editora associada da publicação Argus Brasil Combustíveis, Gabrielle Moreira, e o chefe adjunto de redação da Argus no Brasil, Conrado Mazzoni, conversam sobre o cenário competitivo e de preços no mercado de importação de derivados de petróleo.

Global LPG Conversations: How is China’s LPG demand in 2024?

Get insights into the LPG market in this podcast. Find out more about:

• China’s LPG import increased by 20pc yoy in 2023. Will this momentum be sustained in 2024?
• PDHs demand for propane and crackers demand.
• Iranian LPG is still an important part of China’s imports.
• Chinese importers like to use more AFEI, because it reflects the supply/demand balance and could help some importers hedge via trade AFEI swap/DCE PP futures.

Taking Stock of Clean Hydrogen Demand-side Policies

Argus’ John Scott talks to hydrogen experts Stefan Krümpelmann, editor of the Argus Hydrogen and Future Fuels service, and Michał Żuk, hydrogen analyst at LSEG's Data and Analytics Supply Chain and Commodities Research Team, about:

• Promising EU-wide demand-side policies for hydrogen
• Individual member state policies
• Whether current measures are enough to help production projects secure offtake agreements
• Non-monetary support
• CBAM and importing hydrogen
• Demand-side initiatives outside of the EU

For more information about the Argus Hydrogen and Future Fuels service or to request a free trial, please visit view.argusmedia.com/ahff.

Weight of Freight: Navigating the Essentials of EU ETS and Maritime Decarbonisation

The global shipping industry is a cornerstone of the world's economy, yet it faces the critical challenge of reducing emissions. To help you navigate the new EU Emissions Trading System (ETS) for shipping, join experts Andrew Khaw, Editor Asia Freight, Mahua Chakravarty, Editor Asia Marine Fuels from Argus Media, and Brijesh Tewari, Lead Maritime Decarbonisation Consultant from Lloyd's Register.

Key topics covered in the podcast:

• Understanding the EU ETS for Shipping: What it is and how it works.
• Impact on Different Vessel Types: Effects on tankers, dry bulk, and container ships.
• Cost Optimization Strategies: How shipowners can minimize costs, including the use of alternative fuels.
• Supply Chain Implications: How ETS compliance costs will influence the supply chain.

Fertilizer Matters: Phosphates in Asia, May 2024

Hear Argus’ analysis of changing market dynamics in the Chinese phosphate rock market in response to growing LFP battery demand, and the growth in DAP imports to South East Asia. Join Andrea Valentini, VP, Business Development and Huijun Yao, Editor, Asia Fertilizers as they discuss these topics in the latest episode of Argus’ Fertilizer Matters podcast series.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/commodities/fertilizers?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-en

Driving Discussions: How is US refined oil products export market affected by USGC medium range tanker rates bouncing back?

Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, to discuss a series of topics including:

• Shifting trade flows on geopolitical turmoil

• Rising Mexican refinery output

• Panama Canal disruptions and demand outlooks for 2024

Market Talks: Unprecedented floods hit Brazil’s Southern Rio Grande do Sul state

Rio Grande do Sul is Brazil’s main producer of rice, wheat and summer corn, and it is set to become the country’s second largest producers of soybeans in the 2023-24 season. Considering the state is a large agricultural producer, Rio Grande do Sul is one of the main consumers of fertilizers in Brazil. Understand the impacts of the floods in the agricultural production and in logistics in Brazil.

Join Renata Cardarelli, deputy editor for the Argus Brazil Grains and Fertilizer publication, and Nathalia Giannetti, reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about the impacts of heavy rainfalls that have hit the state since 29 April, culminating in the worst floods ever registered in Rio Grande do Sul state.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/commodities/fertilizers?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-en

Falando de Mercado: Impactos das enchentes na agricultura do Rio Grande do Sul

O Rio Grande do Sul é o principal produtor de arroz, trigo e milho de verão do Brasil e deverá ser o segundo maior produtor de soja na safra 2023-24. Considerando que o estado é um grande produtor agrícola, o Rio Grande do Sul é um dos principais consumidores de fertilizantes do Brasil. Entenda quais são os impactos das enchentes na produção agrícola e na logística.

Junte-se a Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, repórter da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre os impactos das chuvas que atingem o estado desde 29 de abril, culminando na pior enchente da história do Rio Grande do Sul.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-fertilizer-pt