Argus Media

Fertilizer Matters: Ep2 Sulphur Phosphate Podcast Sep 2023

Hear Argus’ analysis of sulphuric acid supply, demand and the short-term outlook as unexpected demand from OCP, spot price developments in Chile and 2024 contract negotiations shape a vital period for the global sulphuric acid market.

Join Mike Nash, Senior Editor and Liliana Minton, Editor – Sulphuric Acid as they discuss these topics and more in the first episode of our new bi-weekly podcast series - Fertilizer Matters.

Complimentary download: Access supporting slide pack including:

• Chile sulphuric acid imports (2018 – 2022)
• Chile cfr spot vs contract (2020 – 2023)
• NW Europe and China fobs (Sep 2022 – Aug 2023)
• Download here

Key topics covered and questions addressed in the podcast:

• Brief picture of the global sulphuric acid market's current state
• Why has there been unexpected demand from OCP, and what has been the impact of the resulting supply squeeze?
• Chilean market insight and sentiment ahead of yearly contract negotiations for 2024
• Current spot price in Chile, and how it drives the timing and mood for price negotiations
• Is European supply into Chile going to face competition from alternative supply sources coming into play (for example from Asia)?
• Impact of logistical issues in the Panama canal
• The timeframe for contract negotiations in Chile
• Supporting slide pack available: Download here

Related links

• Request a sample/more information
• Sulphur and sulphuric acid price reporting, short and mid to long-term outlook services
• Free sign up: Fertilizer Focus Magazine
• Other complimentary fertilizer content

Falando de Mercado: Mudanças na Lei dos Motoristas pode encarecer custo logístico

Em junho, o Supremo Tribunal Federal (STF) decidiu por uma série de mudanças na chamada Lei dos Motoristas, que definiu regras para os motoristas profissionais e estabeleceu normas sobre a jornada de trabalho para o setor. Porém, existe uma grande preocupação do setor logístico, especialmente de grãos e fertilizantes, de que isso provoque uma alta significativa dos custos.

A diretora da Argus no Brasil, Camila Dias, e o repórter sênior da publicação Argus Brasil Grãos e Fertilizantes, João Petrini, conversam sobre as alternativas logísticas que podem ajudar a amenizar a situação do transporte, que pode registrar alta nos fretes de até 40pc, dependendo da rota percorrida e do tipo de carga.

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

Driving Discussions: High Times for MTBE

Senior Reporter for methanol and MTBE, Steven McGinn, and Argus’ Blendstocks Reporter, Jason Metko, recap a very busy summer in the MTBE world, and how the market may finish the remainder of 2023. 

Fertilizer Matters: Sulphuric Acid, Sep 2023

Hear Argus’ analysis of sulphuric acid supply, demand and the short-term outlook as unexpected demand from OCP, spot price developments in Chile and 2024 contract negotiations shape a vital period for the global sulphuric acid market. Join Mike Nash, Senior Editor and Lili Minton, Editor – Sulphuric Acid as they discuss these topics and more in the first episode of our new Fertilizer Matters podcast series.

 

Complimentary download: Access supporting slide pack including:

• Chile sulphuric acid imports (2018 – 2022)
• Chile cfr spot vs contract (2020 – 2023)
• NW Europe and China fobs (Sep 2022 – Aug 2023)
• Download here

 

Key topics covered and questions addressed in the podcast:

• Brief picture of the global sulphuric acid market's current state
• Why has there been unexpected demand from OCP, and what's the impact of this supply squeeze?
• Chilean market insight and sentiment ahead of yearly contracts negotiations for 2024
• Current spot price in Chile, and how it drives the timing and mood for price negotiations
• Is European supply into Chile going to face competition from alternative supply sources coming into play (for example from Asia)?
• Impact of logistical issues in the Panama canal
• The timeframe for contract negotiations in Chile
• Supporting slide pack available: Download here

 

Related links

• Request a sample/more information
• Sulphur and sulphuric acid price reporting, short and mid to long-term outlook services
• Free sign up: Fertilizer Focus Magazine
• Other complimentary fertilizer content

 

Global LPG Conversations: China PDH and LPG Import Trends

In this episode, David Appleton, Esther Phua and Frances Goh discuss the current market situation in LPG in Asia-Pacific, focusing on how the Propane Dehydrogenation (PDH) segment is performing and whether what the potential impact of overcapacity will be in 2024

Falando de Mercado: Os rumos do mercado brasileiro de fertilizantes

Com a importação de cerca de 85pc dos adubos necessários, a geopolítica é o primeiro entrave enfrentado pelo mercado brasileiro de fertilizantes. Fretes marítimos, transporte rodoviário e armazenamento são outras questões em constante discussão no setor. Além de debates antigos, novos temas estão em pauta, como redução da pegada de carbono, uso de tecnologia, participação de empresas internacionais no mercado doméstico e Plano Nacional de Fertilizantes.  

Junte-se a Renata Cardarelli, editora assistente da publicação Argus Brasil Grãos e Fertilizantes, e Ricardo Tortorella, diretor-executivo da Associação Nacional para Difusão de Adubos (Anda). Eles conversam sobre os principais temas debatidos no 10º Congresso Brasileiro de Fertilizantes, realizado pela Anda.

Chemical Conversations: Gasoline Blending

Argus’ aromatics and fuels and octane experts Simon Palmer and Roel Salazar talk to Jeff Eickholt about:

• The increased demand for aromatic octane components in the U.S. during 2022 and what has changed since
• The impact on the recovery of aromatics products for chemicals
• The knock-on impact on other components like MTBE
• The repercussions overseas and the outlook for 2024

Falando de mercado: Redução de diesel nacionalizado nos portos do Brasil

Distribuidores lidam com oferta limitada de diesel nos portos brasileiros e ofertas de venda em níveis elevados em relação ao produto comercializado nas refinarias estatais, resultado da crescente demanda pelo produto e da diminuição das importações em julho. Camila Dias, diretora da Argus Brasil e Gabrielle Moreira, editora-assistente da publicação Argus Brasil Combustíveis, falam da busca acirrada por volumes no mercado doméstico e do fortalecimento da Rússia no fluxo de importações.

Asphalt Story: European and African Markets

What does the supply and demand outlook look like? What impacts do sanctions have? 

Argus experts, Irina Vinogradova, Keyvan Hedvat, and James Fernandes provide an overview on the outlook for the bitumen markets in Europe and Africa. 

Learn more about the Argus Asphalt Annual 2023

Check out our weekly pricing report, Argus Bitumen

Metal Movers: Closing the e-waste loop with EERA

Julie-Ann Adams, CEO, EERA, joins Cristina Belda, Associate Editor to discuss the challenges faced by Europe’s rapidly growing e-waste industry.

Learn how the organisation acts as a voice for electronics reuse, recycling, and re-processing companies. Our guest speaker also highlights environmental sustainability (including eco-design), recycling highly engineered devices and how the critical raw materials act could be a key driver in e-waste recycling.