Argus Media

Global LPG Conversations: US tariffs and implications for Canadian energy sector

In this episode of Argus podcasts, Argus’ Calgary-based reporters Brett Holmes and Yulia Golub discuss US tariffs that could be imposed on Canadian energy sector in March and how it might impact trade flows.

For the latest Global LPG news: https://www.argusmedia.com/en/commodities/lpg

Fuels Focus: Your Weekly Insight into the US Refined Products Market | Week in Review for 24 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:

• Atlantic coast gasoline stocks hit multi-year high
• Trump North American tariffs start March 4
• EPA upholds Midcon E15 expansion

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

 

Chemical Conversations: Methanol Market Puts-and-Takes

Methanol Market Puts-and-Takes Episode 8 

In this episode, Argus global methanol consultant Dave McCaskill and senior analyst Cassidy Staggers discuss the following: 

• Are Atlantic Basin prices starting to soften after a year of monthly increases?
• New capacity outlook – possible Iran additions and MTO units
• Will market dynamics change after Methanex acquires OCI’s methanol assets? 

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial. 

Chemical Conversations: Strengths and weaknesses of Europe’s ARG ethylene pipeline

Argus’ VP for Olefins and Derivatives Sara Raeis joined by Lead consultant for Ethylene and derivatives, Europe, Alan Williamson to present the first of a three-part Podcast series exploring the logistics of supplying ethylene to Europe and the export options from the US. In this first episode, our experts focus on the current landscape of the major West European ethylene pipelines, as well as the strengths and weaknesses of the European ARG ethylene pipeline system and its potential to import significant quantities of ethylene.   

This week, they discuss: 

• An overview of the major ethylene pipelines across Western Europe 

• How the ARG is currently structured including its strengths and potential weaknesses  

• The ability of the ARG to transport/distribute substantial amounts of imported ethylene from ARA to inland consumers. 

Further details and additional insights are available from Argus' Light Olefins services including: 

• Argus Ethylene https://www.argusmedia.com/en/solutions/products/argus-ethylene-and-derivatives 

• Argus Olefins Margins https://www.argusmedia.com/en/solutions/products/argus-olefins-margins  

• Argus Ethylene Analytics https://www.argusmedia.com/en/solutions/products/argus-ethylene-analytics  

Metal Movers: Is Japan a potential market for the European lithium producer?

Join Eramet's Tokyo-based market research analyst Antoine DE VEYRAC, and Argus’ Senior reporter, Yusuke Maekawa as they talk about recent development in Eramet's lithium productions and their views on the Japanese battery industry.

Key topics covered in the podcast:

• Eramet's latest development in lithium production
• Japan's lithium-ion battery industry updates
• Demand and Supply prospect for battery materials (li, Ni, Mn) in Japan

Speakers:

• Antoine DE VEYRAC, Market research analyst, Eramet
• Yusuke Maekawa, Senior Reporter, Argus

Related product: Argus Battery Materials

The content of this podcast came from the Argus Battery Materials service. Learn more about Argus Battery Materials here: https://www.argusmedia.com/en/solutions/products/argus-battery-materials

 

Biofuels Market Pulse - Exclusive podcast episode by Argus Media

In this episode, Senior Reporter Tom Woodlock speaks with Jess Bloomfield, the Executive Officer of the Australian Renderers Association.

Tom and Jess discuss what tallow is, what it’s used for and what makes Australian tallow a good biofuels feedstock. They also discuss how the Australian tallow market trades, where Australian tallow is being exported to for biofuels production, the chances of an Australian government announcing a biofuels mandate this year and why Argus has started pricing Australian tallow in its biofuels report.

Argus services cover biofuels and feedstocks news from around the world using transparent and market-appropriate methodologies. Find out more.

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.

Discover our services and see how we can help your business thrive in the ever-changing market landscape:
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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.