Argus Media
The Crude Report: Iran crude to India post sanctions

The Crude Report: Iran crude to India post sanctions

July 8, 2021

Indirect talks between Iran and the US have not yet resolved disagreements over a roadmap toward lifting US sanctions and enforcing Tehran's nuclear compliance. But refiners are watching the developments closely, and the eventual lifting of US sanctions is expected to trigger a revival in Iranian crude sales to Asia.

Driving Discussions: What’s causing volatility in the RINs market? Prt.1

Driving Discussions: What’s causing volatility in the RINs market? Prt.1

July 7, 2021

Over the last month there has been a lot of volatility in the RINs and RVO markets caused by key government decisions. 
 
Listen in as Louise Burke, VP renewables for Argus Media, and Thom Dwyer, US biofuels reporter for Argus Media, give an overview on the RINs and RVO markets, discuss refinery biofuels waivers, and the impacts on the long-awaited decisions on US biofuel blending requirements.

Environmental Market Insights: What’s next for LCFS programs?

Environmental Market Insights: What’s next for LCFS programs?

July 6, 2021

This third episode in a new mini-series will discuss growth in low carbon fuel standards programs  across the US and Canada.

Over the coming weeks we will be discussing growth in the US environmental markets including the new NOx allowance program, expansion of cap-and-trade programs, expansion of LCFS programs, and an update on renewable energy certificates.

In this third episode, Jessica Dell and Elliott Blackburn break down the expansion of low carbon fuel standards (LCFS) programs across North America as more states and regions look to cut the carbon intensity of the transportation pool. 

From the Economist’s Chair: A Fork in the Road

From the Economist’s Chair: A Fork in the Road

July 6, 2021

Hello, I’m David Fyfe and welcome to another Argus podcast and blog in the “From the Economist’s Chair” series.

Opec+ Ministers failed to agree a route forward for crude production on 5 July, leaving a market that arguably needs more barrels short-term, but then seeks tighter restraint once again from 2022.

Stay ahead of the rapidly changing energy and commodity markets with the latest Argus news and insight. Argus Market Highlights FREE industry-specific email updates help you to understand the key drivers behind market trends and price movements.

Driving Discussions: New pricing solutions for the transition to E10 in Europe

Driving Discussions: New pricing solutions for the transition to E10 in Europe

July 2, 2021

Listen in as Elliot Radley, Editor European Products, and George King Cassell, Associate Editor of European Products, give an overview of Europe’s transition to E10 fuel, the non-oxy gasoline cargo market and new pricing solutions available to accurately assess this transition.

Inside Fertilizer Analytics: Phosphate Rock, Jul. 2021

Inside Fertilizer Analytics: Phosphate Rock, Jul. 2021

July 1, 2021

The phosphate rock market has seen structural changes in Egypt, changes in Indian market dynamics and intriguing developments around projects in Israel, Australasia and China. How have these and other factors influenced our view of the phosphate rock market?

Join Claira Lloyd - Phosphate and Phosphate Rock Research Manager, Harry Minihan - Editor, Argus Phosphates, Claudia Wlk – Deputy Editor, Argus Phosphates and Tim Cheyne - VP, Fertilizers as they start with a look at structural changes in the Egyptian market and the timely addition of two new Argus phosphate rock export price assessments from Egypt and a new import price into South East Asia. We then assess developments in the Indian phosphate rock market, looking at pricing, demand side concerns, production levels and Indian buyers moving to source phosphate rock from Algeria, Syria, Senegal and Jordan. We review demand levels in South East Asia, liquidity issues, price increases and the factors influencing these market dynamics. We then pivot to the medium term view, analysing the intriguing situation in Israel where an ICL mine closure and significant ramp of production in two other mines could lead to Israel to becoming a net importer of phosphate rock by 2026. We then move to a short review of projects in USA, New Zealand and French Polynesia. We review the Yangtze river protection law impact on the phosphate rock market supply outlook. We finish with how we see phosphate rock prices developing in the mid to long term.

Weight of Freight: Is high price of crude good for tanker market?

Weight of Freight: Is high price of crude good for tanker market?

July 1, 2021

We welcome a special guest from Vortexa in this next instalment of the Weight of Freight podcast series.

Recent history says that high price of oil usually spells trouble for tanker freight. Will this be different in 2021 where shipowners place hopes on rising post-pandemic demand and anticipated boost in oil production.  

In this episode of Weight of Freight, Arthur Richier, Senior Freight Analyst at Vortexa joins Argus’ Head of Freight Alex Younevitch to explore if tanker freight could benefit from recovering crude prices and extra OPEC barrels, connection between marine fuels and fleet utilization and other topics. 

The Crude Report: The Brent basket’s burden: Part 2

The Crude Report: The Brent basket’s burden: Part 2

June 30, 2021

The staple crude oil price benchmark Dated Brent needs reinforcements, but how should the North Sea maintain its status in the global oil markets?

In a recent informal poll run by Argus, voters were asked how the Brent basket should be bolstered – by adding US crude or new Norwegian grade Johan Sverdrup. In this episode of The Crude Report we take a look at how voters responded.

Chemical Conversations: US butadiene prices expected to remain strong

Chemical Conversations: US butadiene prices expected to remain strong

June 29, 2021

How did the US butadiene market become the global price leader and how long will this trend continue?

In a twist, US butadiene (BD) prices are the highest globally because of ongoing supply constraints, planned and unplanned cracker maintenance globally and strong demand. Typically the world market looks to Asia for price direction. But North America has yet to fully recover from a mid-February winter storm that unexpectedly shut US Gulf coast BD production for several weeks. As such, the US has purchased spot volumes primarily from Europe but also Asia-Pacific. This, in turn, has supported higher prices in other regions. 

In this episode of Chemical Conversations, Ron Baughman and Angie Joe walk listeners through the developments leading up to current conditions and take a peak to see what lies ahead.

Related Links

The Crude Report: IFAD Murban – a maturing crude oil benchmark?

The Crude Report: IFAD Murban – a maturing crude oil benchmark?

June 23, 2021

In this episode of The Crude Report, Alejandro Barbajosa, VP Business Development and Karl Kleemeier, Head Oil in Asia, take a closer look at how the contract is faring. We aim to provide answers as to how fast Murban may evolve from a fledgling price reference to a maturing crude benchmark in the Middle East, looking at liquidity, market depth and levels of participation relative to expectations.

Podbean App

Play this podcast on Podbean App