Argus Media

On this episode, US downstream Reporter, Nathan Risser, and Argus’ Blendstocks Reporter, Jason Metko, dive into recent US refinery news; from maintenance to quarterly earnings, and give a preview on how 2023 might end within the industry. 

Si bien las mayores economías en América Latina dependen de sus exportaciones de combustibles fósiles como el petróleo y el carbón, éstas tienen que adaptar sus políticas económicas para evitar que la temperatura media global exceda los 1.5C acordado bajo el acuerdo de Paris. Sin embargo, así como cada cabeza es un mundo, cada país de la región tiene un plan y una visión distinta.

Acompañe a Sergio Meana, gerente de desarrollo de negocios, y a Jacqueline Echevarria, editora de Argus Latín Energy Markets, y entérese de cuáles son las diferentes posiciones en la región.

• Argus Latin Energy Markets: https://www.argusmedia.com/en/crude-oil/argus-latin-markets#:~:text=Argus%20Latin%20Energy%20Markets%20provides,biofuels%20and%20energy%20transition%20sectors
• Climate pushes NOCs to optimize portfolios: https://direct.argusmedia.com/newsandanalysis/article/2493489?keywords=luisa%20palacios
• Latam leaders call for fossil-fuels phase out: https://direct.argusmedia.com/newsandanalysis/article/2491406?keywords=latam%20fossil%20fuels

The Brazilian region commonly known as Matopiba registered an impressive boost of soybean productions between the 2012-13 and 2022-23 crops, becoming a new important producing oilseed hub for the country. But the next 2023-24 cycle could be challenging for the region’s soy crop and interrupt the series of successive production records registered over the past few seasons.

Join Camila Dias, Argus Brazil Country Manager, and Nathalia Giannetti, reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about what led to the expansion of Matopiba’s soybean crop and what can be expected for the 2023-24 season. 

The Brazilian region known as Matopiba experienced impressive increases in soybean production between the 2012-13 and 2022-23 harvests, becoming seen as a new important oilseed producing hub in the country. However, the 2023-24 cycle could be challenging for culture in the region and interrupt the series of successive records recorded over recent seasons.

Join Camila Dias, director of Argus in Brazil, and Nathalia Giannetti, reporter for the publication Argus Brasil Grãos e Fertilizandos. They talk about what factors led to the expansion of soybean cultivation in Matopiba and what we can expect for the 2023-24 harvest.

Nitrogen fertilizer market activity is poised to continue reduced in Argentina, where farmers may switch corn acreage to soybeans, as soybeans' cost of production is lower than corn. Ammonium sulphate purchases are expected to intensify in October in Paraguay to supply corn crop fertilizer needs.

Join Camila Dias, Argus Brazil Country Manager, and Renata Cardarelli, Deputy Editor for the Argus Brazil Grains and Fertilizer publication. They talk about the nitrogen demand in the Southern Cone markets.

Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/en/fertilizer 

A atividade no mercado de nitrogenados deve continuar reduzida na Argentina, onde agricultores poderão substituir a área plantada de milho por soja, já que o custo de produção da oleaginosa é inferior ao do grão. No Paraguai, negócios de sulfato de amônio devem se intensificar em outubro para atender às necessidades para a safra de milho.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre a demanda por nitrogenados nos mercados do Cone Sul.

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 

Join our experts David Appleton and Giulia Squadrin as they discuss biopropane market trends and dynamics as Argus prepares to launch a new daily price assessment to expand its coverage of the European hydrotreated biofuels market.

 

Senior Editor of US products, David Ruisard, joins Argus’ Blendstocks Reporter, Jason Metko, in this new episode

Argus C5 and hydrocarbon resins expert Steve Williams discusses capacity growth and operating rates for hydrocarbon based tackifier production, including: 

• The exceptional capacity growth for hydrocarbon based tackifiers during the 2018-25 period
• Recent and upcoming capacity additions highlighting the growth in China 
• The dramatic changes in hydrogenated hydrocarbon tackifier capacity since 2018 
• The repercussions of recent capacity growth on global operating rates for the balance of the decade  

Request a free trial or more information for Argus’ C5 and hydrocarbon resins services. 

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