Argus Media

Falando de Mercado: Brasil colhe área recorde de algodão na safra 2023-24

Custos de produção de algodão mais baixos incentivaram produtores a investir na fibra safra 2023-24, elevando as exportações do país também para uma alta histórica.  

Junte-se a Renata Cardarelli, editora da publicação Argus Brasil Grãos e Fertilizantes, e Nathalia Giannetti, repórter da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre quais fatores influenciaram a maior rentabilidade do algodão no país, onde está localizada a maior parte de produção e quais são seus principais destinos.

Driving Discussions: Diesel Draught Turns into Floods

Diesel refinery margins in Europe have weakened significantly and been at their lowest rates since a year ago. Listen to this episode of our podcast - Driving Discussions: Diesel Draught Turns into Floods - as our market experts Alfonso Berrocal (VP - Middle Distillates and Sustainable Aviation Fuels) and Benedict George (European Associate Editor - Oil Products) discuss the drivers of these low margins and the impact on refineries.

Metal Movers: The future of African lithium

The fall in prices for spodumene and lithium carbonate since the start of 2023 has weighed on both established and emerging projects the world over, with many producers cutting or delaying production targets until prices rebound. For emerging spodumene producers in southern Africa, often operating on low grades, many lithium projects are struggling to get off the ground.

As Argus launches spot spodumene lithium prices fob southern Africa, Tom Kavanagh, Editor of Argus Battery Materials, is joined by Clive Murray, founder and CEO of Small Artisanal Mining Services (SAMS), to look further into African lithium in the context of the global market.

Key topics covered in the podcast:

• The state of African lithium in the global market
• How SAMS is supporting early-stage spodumene producers in southern Africa

Chemical Conversations: Polyurethanes Market Updates

Argus’ James Elliott is joined by global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments in the US and global polyurethanes market. Ahead of The Center for the Polyurethanes Industry’s (CPI's) annual Polyurethanes Technical Conference in Atlanta Georgia next week, the team discuss:  

• The latest developments for MDI, TDI and polyols in the US market.  

• Market updates in Europe, Latin America and China.  

• What to look out for in the polyurethanes industry for the coming weeks.  

Fuels Focus: Your Weekly Insight into the US Refined Products Market

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

 This week’s episode features:

• US retail motor fuels prices extend declines
• US court asked for third Citgo auction extension
• Court rebuffs requests to rethink SRE rulings

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Chemical Conversations: Polyurethanes Market Updates

Argus’ James Elliott is joined by global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments in the US and global polyurethanes market. Ahead of The Center for the Polyurethanes Industry’s (CPI's) annual Polyurethanes Technical Conference in Atlanta Georgia next week, the team discuss:  

• The latest developments for MDI, TDI and polyols in the US market.  

• Market updates in Europe, Latin America and China.  

• What to look out for in the polyurethanes industry for the coming weeks.  

Weight of Freight: Gas carriers’ ammonia puzzle

Ammonia freight is stepping up from traditional smaller gas carriers with a rush of high-tech, very large ammonia carriers (VLACs). Listen to Lisa Assmann, Senior Shipbroker at the Sales & Purchase/Project department at Norwegian shipbroking company Steem1960, which focuses on ammonia projects, Mathias Kyllingstad, Gas Analyst at Steem1960, and Yohanna Pinheiro, Argus Gas Freight Reporter, discuss how the gas carrier markets will evolve in the wake of clean ammonia momentum.

 

Key topics covered in the podcast:

• Overview of the current seaborne ammonia market trade
• Details of the LPG/ammonia fleet and order book
• Current geopolitical effects on ammonia routes and tonne-mile demand
• Potential freight demand supported by blue and green ammonia projects
• Intersections of the LPG and ammonia freight markets
• Infrastructure challenges for Very Large Ammonia Carriers
• Challenges and opportunities in investing in ammonia freight

Fuels Focus: Your Weekly Insight into the US Refined Products Market

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode features:

• Hurricane Francine brings a pause to Louisiana’s oil infrastructure | Read more
• US Summer Driving Season gasoline demand declines  | Read more
• Ethanol group asks court to rethink SRE rulings | Read more

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Chemical Conversations: Methanol Market Puts-and-Takes

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. 

In this episode, the Argus global methanol team (Dave McCaskill, Cassidy Staggers, Roel Salazar, Victoria Baghdjian, Becky Zhang) recap events and discussions from this year’s Argus Methanol Forum, including:

• News of Methanex’s acquisition of OCI’s methanol business
• Insights from speaker presentations and panels
• Implications on international supply/demand fundamentals and pricing direction

Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial. 

Crude Report: The TMX series: LatAm sellers start to feel the pressure

The rapid evolution of the TMX market is starting to impact the supply profile along the US west coast, with Latin American producers beginning to feel the pressure from increased competition. Asia-Pacific producers may soon also feel the pinch with an active delivered market in Shandong opening the door for Canadian volumes to enter the region. As the reach of the TMX barrels continues to expand, prices in Vancouver and Shandong appear to be increasing, reflecting global market fundamentals. Join Argus’ crude and LPG editorial manager Gus Vasquez and Pacific coast reporter Rachel McGuire in discussing recent developments and price behaviour.

Key topics covered in the podcast:

•   LatAm crudes being displaced from the US west coast
•   Recent price movements at Vancouver
•   How logistics continue to play a prominent role in where the volumes go