Argus Media

Falando de Mercado: A reinjeção de gás natural no Brasil e o que a ANP está preparando sobre o tema

O Brasil aproveita pouco mais da metade do gás natural que produz. Isso devido à reinjeção desse gás. O assunto divide produtores e consumidores e agora se tornou um tema de atenção da ANP, agência reguladora do setor. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, Editora de Gás Natural e Energia, que conversam sobre o que a ANP planeja fazer para tentar equalizar o assunto, aumentando a oferta de gás aos consumidores sem comprometer os compromissos das petroleiras.

Quer ficar por dentro de tudo que acontece no mercado de gás natural e eletricidade?

The Crude Report: Pipeline capacity goes from famine to feast

What began as a frenzy to build crude oil pipelines connecting US oil fields like the Permian basin to ports for export has resulted in more pipeline capacity than the crude to fill it. 

In this episode of The Crude Report, our vice president Jeff Kralowetz and Petroleum Transportation North America editor Chris Baltimore go over the latest developments with the US Wink-to-Webster, Capline and DAPL pipelines, and the Trans Mountain expansion and Enbridge Line 3 replacement projects in Canada. 

Metal Movers: The rise of lithium and cobalt

This latest episode in the Metal Movers series visits the world of battery metals, examining the global supply/demand landscape for lithium and cobalt.

Tune in as Anuradha Ramanathan, Deputy Editor – Minor Metals, and Thomas Kavanagh, Associate Editor - Battery Metals, dive into a discussion on two crucial battery metals –  lithium and cobalt. The podcast explores near and medium-term demand, the impact of supply tightness, upcoming projects that could shift the current import/export dynamic, as well as industry specifics like Johnson Matthey’s exit from the EV battery space.

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Falando de Mercado: A reorganização do mercado de diesel nacionalizado

Desde outubro, vemos um maior interesse comprador de diesel importado nos portos do Sul e do Sudeste, mesmo com os valores bem acima do produto comercializado nas refinarias da Petrobras. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis. Elas conversam sobre os fatores que tem estimulado essa demanda e seus desdobramentos.

Quer ficar por dentro de tudo que acontece no mercado de combustíveis? 

The Crude Report: Asia’s call for delivered barrels

As crudes from every region compete for market share in Asia-Pacific, refiners are gaining influence over the pricing mechanisms they prefer. Price discovery increasingly takes place at the delivery point, and while Shandong pioneered this trend, larger refiners elsewhere in China, India, South Korea and Southeast Asia aim to align the pricing of Atlantic basin imports with Middle Eastern supplies. 

In this episode of The Crude Report, Argus vice presidents Alejandro Barbajosa and Tom Reed discuss how these market players are focusing on the total value of cargoes, including freight costs. 

Related links:

• Argus China Petroleum
• Argus Crude service

Metal Movers: China flattens its full-year steel output

China’s October steel output fell to its lowest level ever since December 2017. This episode of Metal Movers focuses on China’s next steps to reach its output and emissions targets.

Join Chris Newman, Senior Editor – Ferrous Markets, and Sharon Liao, Lead Analyst – Asia Steel, as they discuss the latest numbers for China’s steel production, including seasonal restrictions, export numbers, domestic demand and the impact of Beijing’s 2022 Winter Olympics.

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From the Economist‘s Chair: Drag still battling thrust in the US shale space

Some observers have been surprised by the stubbornly slow response of US shale production to WTI’s ascent towards $80/bbl. Sector consolidation, 2021 hedging losses and an ongoing imperative to show financial discipline have been widely noted before. But now supply-chain bottlenecks and cost inflation are also afflicting the shale sector, just as they are the broader economy.

With David Fyfe, Chief Economist for Argus Media.

Visit www.argusmedia.com for more on commodity market pricing, market intelligence and analysis. 

The Crude Report: US export conditions volatile

After falling to below 2.7mn b/d in September, US crude oil exports are poised to rebound to the typical volume of more than 3mn b/d temporarily before potentially falling back to depressed levels by the end of the year.

In this episode of The Crude Report, associate editor Amanda Hilow and vice president Jeff Kralowetz review what changes the market has had since September and discuss the volatility of various market fundamentals that will affect crude flows through the remainder of 2021.

Argus Americas Crude

Falando de Mercado: PLD, um problema que o setor elétrico precisa enfrentar

Vimos o Brasil novamente submetido ao risco de racionamento. E, como resultado, os altos custos da geração termelétrica emergencial. Possivelmente, parte dos problemas do setor elétrico brasileiro poderiam ser resolvidos se o país parasse para debater e atualizar o PLD, ou o Preço de Liquidação das Diferenças, o preço da eletricidade no mercado de curto prazo. 

Junte-se a Camila Dias, chefe de Redação da Argus no Brasil, e Flávia Pierry, Editora de Gás Natural e Energia. Elas conversam sobre as pecualiaridades do PLD. 

Quer ficar por dentro de tudo que acontece no mercado de gás natural e energia? 

Driving Discussions: The final stretch for 2021; winter pressure and holiday stress

As we near the end of 2021 and look back at the year we’ve seen a relatively strong Covid-19 recovery, supply chain shortages and impending winter energy constraints. 

Join Jason Metko and Stephen Jones for a look at the current oil market landscape and what’s to come in the remainder of 2021, the first part of 2022 and a quick recap on the COP26 Climate Summit. 

Learn more about Argus’ global oil products coverage
Listen to other episodes in the Driving Discussions series
See more Argus coverage from COP26