Argus Media

Rising tensions in the Red Sea forced VLGCs away from the Suez Canal in a second shock to US-Asia-Pacific LPG trade only two months after the Panama Canal imposed its tightest-ever transit restrictions, adding even more instability to an already volatile market. Listen to Oystein Kalleklev, CEO of Avance Gas and Flex LNG, and Yohanna Pinheiro, LPG Freight Market Reporter, discuss how diverting around the Cape of Good Hope and other market drivers will shape the costs of shipping LPG this year and beyond.

 

Key topics covered in this podcast:

• Panama Canal restrictions' ongoing impact on freight markets
• Rising tensions in the Red Sea and diversions via Cape of Good Hope
• VLGC orderbook and long-term outlook
• ETS impact on VLGC freight
• Avance Gas' fleet renewal programme 
• Ammonia freight and new markets

Após um ano de mudança nas dinâmicas de comercialização de fertilizantes, a expectativa do mercado se volta para o primeiro trimestre do ano. Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre quais as perspectivas para os principais macronutrientes no início de 2024.

After a year of changes in fertilizers trade flows, market expectations turn to this year’s first quarter. Join Renata Cardarelli, Argus Brazil Grains and Fertilizer Deputy Editor, and Gisele Augusto, Argus Brazil Grains and Fertilizer Reporter, as they talk about the perspective for key-macronutrients in early 2024. 

2024 marks the beginning of carbon pricing on ship emissions in Europe with the inclusion of shipping into the EU’s Emissions Trading System (ETS). Listen to Nicholas Watt, Editorial Manager of Freight, and Elena Domashenko, Senior Analyst, discuss the additional costs shippers should expect to pay this year and how freight and marine fuels markets will be affected.
 

Key topics covered in the podcast:

 

• Argus coverage of ETS costs in freight, bunkers markets
• CCF (Carbon Cost of Freight) assessments for crude, refined products, petroleum coke, coal, iron ore, grains, and
• Conventional vs. alternative fuel pricing
• LNG bunkering outlook
• Shifting regulatory landscape in Europe
• Possibility of a two-tier shipping market

 

Related links

• https://www.argusmedia.com/en/blog/2023/September/27/weight-of-freight-eu-ets-compliance-will-add-about-3-4pc-to-freight-bill

Chloe Kinner, European editor for Argus Recycled Polymers, talks to Antonello Ciotti, president of Petcore Europe, about the outlook for recycled PET and virgin PET markets.  

• Current trends and their effect on the recycled polymers market and key drivers for 2024’s outlook.  
• What changes to plastic and packaging regulations may mean for the market.   
• Other key factors industry needs to stay close to in 2024 and beyond.  

This podcast is delivered by Argus’ recycled polymers experts using data and insight from the Argus Recycled Polymers service.  

In this first episode of 2024, join Argus experts Amy Strahan, Esther Phua and Efcharis Sgourou along with host David Appleton for insights on the latest trends in the Americas, Asia-Pacific and Europe, as LPG markets adjust to logistical challenges posed by capacity reductions at the Panama Canal and security issues in the Red Sea.

Os embarques de sebo bovino brasileiro rumo ao mercado internacional atingiram a marca recorde de 246.000t em 2023, com destaque para a demanda pelo produto nos Estados Unidos. Com novos projetos no radar, a capacidade de produção de diesel renovável nos EUA deve crescer neste ano, ampliando a demanda por matérias-primas, dentre elas o sebo bovino.

Junte-se a Alexandre Melo, repórter sênior da publicação Argus Brasil Combustíveis, e Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e saiba mais sobre as perspectivas e preços do mercado de gordura animal.

O mercado brasileiro de biometano deve continuar seu crescimento em 2024, mas alguns desafios devem extrapolar os limites do ano.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca Gompertz, repórter da publicação Argus Brazil Gas and Power. Elas conversam sobre quais as expectativas para o mercado de biometano em 2024 e quais devem ser os maiores desafios do setor.

En este episodio, exploramos los dinámicos flujos internacionales de crudo y su impacto directo en los precios actuales y futuros.

Acompañe a Sergio Meana, gerente de desarrollo de negocios en Argus para América Latina, y Gustavo Vasquez, editor gerente de crudo y LPG para las Américas, mientras que analizan los cambios significativos en los flujos de crudo este año y desentrañamos las proyecciones para el próximo. Desde el conflicto Rusia-Ucrania hasta el desarrollo del mercado en Argentina, descubre como esto factores influirán en los mercados y que podemos esperar en el año que se avecina.

Servicios Relacionadas: Argus Americas Crude

Os derivados do breu, como os ésteres de breu, competem com as resinas de hidrocarboneto em aplicações como adesivos hot melt. Camila Dias, diretora da Argus no Brasil, e Leonardo Siqueira, editor de Pine Chemicals da Argus, conversam sobre as perspectivas para os mercados de químicos de pinus e resinas de hidrocarboneto para 2024 e como estes mercados se relacionam.