Argus Media

Weight of Freight: Georgia’s IMO rep talks fake registrations

Matthew Mitchell, Market Reporter at Argus sits down with Ivane Abashidze, Georgia's rep to the IMO and Vice Chair to the IMO Legal Commitee as they discuss the IMO's legal committee and some of the issues it deals with including insurance and sanctions.

They also discuss the fraudulent registration of vessels and companies to avoid sanctions and disguise other illegal activities including how widespread the problem is and how the IMO, the legal committee, and member states are tackling it.

Falando de Mercado: Estoque de passagem de fertilizantes deve ser o maior desde 2013

As importações brasileiras de fertilizantes, especialmente, de MAP, MOP e sulfato de amônio saltaram no primeiro semestre de 2022, em meio ao receio sobre a disponibilidade global. Importadores tiraram o pé do acelerador no segundo semestre, diante da baixa liquidez no mercado doméstico.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, repórter sênior da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre os fatores que devem culminar no maior estoque de passagem em quase uma década e as perspectivas para os próximos anos.

Market Talks: Brazil’s fertilizer carry-over may be the highest since 2013

Brazilian fertilizer imports, especially of MAP, MOP and ammonium sulphate, jumped in the first half of 2022, because of concerns about global supplies. Importers slowed the pace in the second half of the year, faced with low liquidity in the domestic market.

Join Camila Dias, Argus Brazil Country Manager, and Renata Cardarelli, Senior Reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about the factors that may culminate in the highest carry-over in almost a decade and the perspective for the coming years.

Hablando de Mercado: What were the key outcomes of COP 27 and its implications in Latin America?

The results obtained in November at COP 27 in Egypt were cautiously celebrated in Latin America. Agreements to create a loss and damage fund were seen as a victory, but efforts to set more ambitious emissions mitigation targets have failed. 

Join Josh Vence, Argus’ Business Development Manager for Latin America, and Jacqueline Echevarría, Editor of the Argus Latin America Energy, as they discuss the key developments of the COP 27 conference and the implications for Latin America and the Caribbean. 

This podcast episode addresses key topics including: 

• Loss and damage 
• Mitigation and adaptation plans  

• Fossil fuels in final text 
• Carbon markets 

Related Service: 

• Learn more about the Argus Latin America Energy service 

Global LPG Conversations: Canadian propane waterborne exports rise in 2022

In this episode of Global LPG Conversations, Argus’ Americas NGLs editor, Amy Strahan, and Canadian NGLs, senior reporter, Yulia Golub, examine Canadian propane demand and exports. They discuss how strong Asian demand for Canadian propane is drawing more propane waterborne exports instead of railed exports into the US.

 

Learn more about our LPG services, including market news, price assessments and analytical outlooks

Driving Discussions and the Weight of Freight: Why 2023 will be a year of change for diesel shipping

European distillates’ demand will shape the global flows and the shipping market, which is to become a central element for the supply of Diesel into Europe, particularly from February 2023 onwards, once Russian Diesel is phased out. In this podcast, Alfonso Berrocal speaks to John Ollett, in-house freight expert, about the capacity and availability of Long Range vessels (LR2s) to supply Diesel to Europe. 

 

Check out the Driving Discussions podcast series 

Inside Fertilizer Analytics: Phosphate Rock, Dec. 2022

As 2022 draws to a close, Claira Lloyd, Phosphate and Phosphate Rock Research Manager and Timothy Evans, Phosphate Analyst join Tim Cheyne, SVP – Global Head of Fertilizers, to discuss and assess key developments across policy, new projects and pricing.

 

Key topics covered by the podcast:

 

Policy update

- Possible impact of Indian authorities' increasing vigilance on environmental issues (accumulation of Phosphogypsum)

- New Brazilian government and Brazil's President Lula plans to increase domestic fertilizer production and reduce fertilizer imports

 

New projects

- Afrimat's mine in South Africa

- Agriflex's Ardmore Phosphate Rock Project

- Growth in Australian projects over the last 18 months

 

Pricing

- Forecast overview: Key influences and risks going forward

- Potential for emergence of two separate two tier pricing systems

 

Phosphate Rock Analytics development at Argus

- Phosphate rock costs in our Long Run Marginal Costs analysis

- Mine level cost modelling - enhancing the robustness of our cost modelling even further

The Crude Report: China changes course on Covid

Argus China editor Tom Reed joins James Gooder in the pod to talk about the China's abrupt change of Covid policy - does this mean Chinese oil demand will come roaring back?

The Crude Report: Quick update on US Permian WTI market

The WTI Houston pipeline market price is directly connected to the waterborne WTI price at the US Gulf coast and international market factors. This has been highlighted as some importers diversify away from Russian crude and pipeline premiums rise. Recently high freight rates and shipping costs are weighing on the US pipeline-assessed prices in recent days, further demonstrating its connectedness to the global market. 

Hablando de Mercado: What are the key factors impacting sulfur prices for Latin American importers?

Geopolitical factors are changing the supply of sulfur for fertilizer producers in Latin America. Firm-priced raw materials are raising production costs, but lower-cost options come with higher risks. 

Join Josh Vence, Argus Latin America Business Development Manager, and Maria Mosquera, the editor of Argus Sulfur, the sulfur report, on market conditions affecting imported sulfur prices in Latin America.