Argus Media

Falando de Mercado: Gás de novos campos pode demorar demais e não criar novo mercado

Equinor, Petrobras e Repsol Sinopec recentemente anunciaram a decisão de investimento do campo BM-C-33, que pode fornecer 16mn m³/d de gás natural. Junto com outros novos projetos, a Petrobras afirma que o Brasil terá um “choque de gás”. Mas a realidade pode ser bem menos animadora para os consumidores.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre prazos, características e perspectivas para os preços dessa oferta d

Chemical Conversations - Caustic Soda: Shifting landscape impacts long-term fundamentals

Chlor-Alkali experts George Eisenhauer, Bernard Law and Stephanie Koenig talk to Lauren Williamson, VP, Product, about the long-term fundamentals of the caustic soda market, including:

• Policy impact on battery demand and what that means for the North American supply chain
• Where European opportunities lie among continued optimisation processes and net zero targets
• How Northeast Asia's role will change with diminished reinvestment in export capability, and against a backdrop of Southeast Asia's growing demand

This podcast is delivered by Argus’ chlor-alkali experts using data and insight from the Argus Caustic Soda Analytics service.

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Chemical Conversations: MTBE Outlook

MTBE expert Roel Salazar talks to Lauren Williamson, VP, Product, about the outlook for MTBE, including: 

• Current trends and their effect on the MTBE market and its key drivers over the next 12-24 months 
• How Argus approaches its 5-year MTBE forecast 

• Where additional MTBE from a new Texas MTBE-ETBE unit might be absorbed and the challenges U.S. industry might face with that 
• Other key factors industry should monitor in 2023 and beyond 

This podcast is delivered by Argus’ MTBE experts using data and insight from the Argus MTBE Outlook. 

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Chemical Conversations: Chlor-Alkali Outlook

Chlor-Alkali experts George Eisenhauer and Bernard Law talk to Lauren Williamson, VP, Product, about the outlook for chlor-alkali, including 

• Current trends and their effect on the chlor-alkali market and its key drivers over the next 12-24 months 
• How Argus approaches its 5-year chlor-alkali forecast and what industry should be looking out for The top
• The top three factors Argus is focusing on for the remainder of the year 

This podcast is delivered by Argus’ butadiene experts using data and insight from the Argus Chlor-Alkali Outlook. 

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Driving Discussions: The evolving world of US refineries

On this episode, US Downstream reporter Nathan Risser sits down with Jason Metko to talk over the changes within the domestic refinery landscape since the COVID-19 pandemic, and how those changes will affect road fuel consumers during the 2023 summer driving season. 

How is the SAF spot market developing and where is it heading?

Listen to Argus experts Alfonso Berrocal and Giulia Squadrin as they discuss the latest developments of the SAF spot market, the role of biofuels tickets, and recent updates on the EU-wide SAF mandate set to kick-in in less than two years.

Global LPG Conversations: Poland’s eastern dilemma

Has the Polish LPG industry reduced its dependency on Russia? How have price volatility and supply disruptions impacted demand? Should the market expect another year of logistical bottlenecks?

In this episode of Global LPG conversations, David Appleton, VP LPG, and LPG reporter Waldemar Jaszczyk try to answer those questions and more as they closely examine the market's attempts to juggle supply security with a yawning east-west price gap and logistical limitations. The podcast draws on a recently released Argus White Paper on Poland's shifting LPG supply routes in the face of the Russia-Ukraine War.

Argus Whitepaper - Polish Ports LPG (argusmedia.com)

Webinar: 2023 so far: Global LPG Markets Review and Outlook (argusmedia.com)

Chemical Conversations: Polyolefins Outlook

Polyolefins expert Terry Glass talks to Amanda Richardson about the outlook for polyolefins, including: 

• Current trends and their effect on the polyolefins market and its key drivers over the next 12-24 months 
• How Argus approaches its 5-year forecast and what industry should be looking out for 

• Asian, and especially Chinese capacity additions and what that means for rationalization and trade flows elsewhere 
• Other key factors industry needs to stay close to in 2023 and beyond 

Olefins Outlook Podcast

Listen as olefins expert Craig Barry talks to @manda Richardson about the outlook for olefins, including: 

• Whether we’ve reached the bottom of the market 
• How the market will absorb recent and upcoming capacity additions  
• The impact of decarbonization in circularity initiatives on the market  

Falando de Mercado: Mercado de Cbios reage às mudanças no Renovabio

O governo restabeleceu o período de 12 meses até dezembro de cada ano para comprovação das metasdo Renovabio, praticamente dando início à agenda de fortalecimento da Política Nacional deBiocombustíveis. Receio sobre o cenário de oferta de Cbios em 2024 e conversas de fundos parafomentar a liquidez do mercado estão no radar de produtores de biocombustíveis e distribuidoras decombustíveis.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação ArgusBrasil Combustíveis, e entenda o cenário de curto e médio prazos dos créditos de descarbonizaçãonegociados na B3.