Argus Media

Bringing novel SAF pathways to market

Listen to Carbon Neutral Fuels’ (CNF) co-founders Sophie Zienkiewicz and Alasdair Lumsden and Argus’ Giulia Squadrin as they discuss novel SAF production technologies as well as the project CNF and its partners are developing in the UK.

Falando de Mercado: Projeto Serra do Salitre e oferta de fosfatados

Com uma dependência externa de mais de 85pc do fertilizante que consome, o Brasil segue procurando alternativas para elevar sua independência. A produtora Eurochem inaugurou em abril o projeto Serra do Salitre, em Minas Gerais, que deve contribuir para o Brasil reduzir a necessidade de importação de fosfatados. Já neste ano, a companhia deve fornecer TSP e SSP para a safra 2024-25 de soja.

A repórter do relatório Argus Brasil Grãos e Fertilizantes Gisele Augusto e o diretor-presidente da Eurochem na América do Sul, Gustavo Horbach, conversam sobre as expectativas da nova unidade da empresa em Serra do Salitre e os desafios do mercado brasileiro de fertilizantes em meio ao ritmo lento de compras para a safra de soja.

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

Chemical Conversations: Octane Blending Outlook

Cassidy Staggers, Sector Analyst for Argus Chemicals, talks to Roel Salazar, Lead Consultant for Argus MTBE and Octane Blending Components, about key trends, the market outlook and new enhancements to the Argus Octane Blending Outlook service. 

This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Octane Blending Outlook service.  

Request a free trial or more information for Argus Octane Blending Outlook.  

Net Zero Transition: Improved Forest Management

Adam Nye, VP of Business Development for Carbon Markets at Argus, talks to Joshua Strauss, President of Environmental Products at Anew Climate, and Lizzie Aldrich, VP of Business Development at Anew Climate, about Improved Forest Management (IFM), including the:   

• Key methods and diverse co-benefits of IFM.  
• Changes taking place in forest management practices to optimise carbon sequestration. 
• Outlook on IFM from both commercial and development perspectives.   

Driving Discussions: Downward Diesel in the USAC

US Products Associate Editor Craig Ross sits down with Jason Metko discussing the recent lowering trends in the New York Harbor and Atlantic Coast distillate markets. 

 

Weight of Freight: Dry Bulk - A VUCA Market Analysis

Volatility, uncertainty, complexity, and ambiguity (VUCA) defined the dry bulk market in Q1 2024, and is expected to do so for the rest of 2024. Join Andrew Khaw, Editor Asia Freight and Wilson Wirawan, Dry Bulk Team Lead - Maritime Analyst, to navigate this complex landscape by analysing major events - dry weather, canal delays, Red Sea tensions - and their impact on dry bulk shipping in the short- to medium-term.

Key topics covered in the podcast:

• Q1 2024 in Review: Is comparison the thief of joy?
• Q2 Outlook: Will the factors impacting Q1 (weather, exports, delays, tensions) continue to shape the market?
• VUCA Analysis: Navigating the Volatility, Uncertainty, Complexity, and Ambiguity of the current dry bulk landscape.
• Global Economic Impact: Understanding how major economies like China and the US are affecting the dry bulk market.

Weight of Freight: VLGC troubles to persist through the rainy season at Panama Canal

As draught restrictions ease with the start of a much-awaited rainy season in the Panama Canal, difficulties are likely to persist for very large gas carriers (VLGCs) as other shipping markets move back to the route and escalate competition for transit slots.

Listen to Andres Pacheco, Analyst at the LPG Trading desk for Spain’s Repsol, and Yohanna Pinheiro, LPG Freight Market Reporter, discuss how increased competition to transit the Panama Canal and other market drivers will shape the costs of shipping LPG. 

Key topics covered

• Competitive advantages of the Panama Canal route in US-Asia routes for VLGCs
• Details of the Panama Canal booking system and slot auction price trends
• Effects of eased restrictions at the canal in heightening competition for slots among other markets
• Weather outlook and possible La Nina effects in the markets
• Long term projects to alleviate transits at Panama Canal

Weight of Freight: Rising role on Insurance in maritime

Three months after the car carrier Galaxy Leader was hijacked in the Red Sea, attacks on merchant shipping in the region have continued. Freight and insurance costs have risen with diversions around the Cape of Good Hope, adding another three weeks to voyages. Maxence Servelle, head of cargo at Diot-Siaci Asia, joins Argus' senior freight reporter Sean Zhuang to discuss the increasing impact of insurance in maritime.

Key topics covered in the podcast:

• Rising tensions in the Red Sea prompted LR tanker freight rates to spike in early January
  • How are rates faring now, and how is insurance moulding freight in the region?
• Impact of Cargo Insurance market
• How ‘The Polar” case ruling limits shipowner’s right to refuse Red Sea voyages

Falando de Mercado: Negociação de contratos de biodiesel

Os diferenciais logísticos das usinas de biodiesel caíram consideravelmente, influenciados pelo atraso na coleta do produto pelas distribuidoras em meio ao cenário de sobreoferta de diesel e atraso na comercialização da soja.

Nesta edição do ‘Falando de Mercado’, o chefe adjunto de redação da Argus Brasil, Conrado Mazzoni, e o repórter sênior Alexandre Melo conversam a respeito das negociações para a contratação do biodiesel que abastecerá o mercado brasileiro em maio e junho.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-pt

Back from the fields: Black Sea crop tour insight – April 2024

The Black Sea region has been one of the most important price makers on the market for many years now.

Today, wheat prices are recovering from multi-year lows, supported by the weather market, geopolitical risks and strong export demand. Market participants are keeping a close eye on crop conditions in the major exporting countries.

Listen to our experts discussing the findings of Argus’ Black Sea crop tour and get exclusive insight on the wheat crop conditions in Russia, Ukraine and Romania in this short podcast.