Argus Media

Metal Movers: Powering the automotive revolution with the Advanced Propulsion Centre

Our latest episode of Metal Movers invites a special guest to talk about the role of technology in driving the automotive industry to a greener future. 

Join Caroline Messecar, Senior Reporter, Rare Earths/Electronic Metals as she quizzes Dave OudeNijeweme, Head of technology trends at Advanced Propulsion Centre, a non-profit organisation that facilitates funding to UK-based research and development projects developing low-carbon emission powertrain technologies. Our speakers explore the viability of EVs in the context of the power electronics supply chain and how it might impact traditional business models.

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Market Talks: Brazilian fertilizer dependency to continue

Brazil has launched discussions to boost the output of fertilizer and inputs for the domestic agriculture sector, but progress remains slow with dependency on imports strong. Difficulties in negotiating for the natural gas needed for nitrogen production is one of the reasons for the low Brazilian fertilizer production. Join Camila Dias, Argus Brazil Bureau Chief, and Kauanna Navarro, reporter of the Argus Brazil Grains and Fertilizer publication. They discuss why the Brazilian fertilizer dependency may continue. 

 

Stay connected with the Fertilizer Market

https://www.argusmedia.com/fertilizers

Falando de Mercado: Dependência brasileira de fertilizantes importados deve continuar

O Brasil recentemente lançou discussões de alternativas para aumentar a produção nacional de fertilizantes e insumos para o setor agrícola doméstico, mas o progresso continua lento, com forte dependência de importações. A dificuldade de negociação do gás natural necessário para a produção de nitrogenados é um dos motivos da baixa produção brasileira de fertilizantes. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Kauanna Navarro, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre a dependência brasileira dos fertilizantes importados

 

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

https://www.argusmedia.com/pt/fertilizers

The Crude Report: Net Zero ambitions

The ongoing UN Cop 26 climate summit in Glasgow and the actions that President Joe Biden's administration is taking to implement his ambitious energy transition agenda are of direct relevance for the US oil and gas industry — a net zero emissions pledge by the US and other countries would result in a significantly lower share for fossil fuels in the energy mix. But oil, gasoline and natural gas prices are at seven-year highs, giving Biden’s critics an opening to push back against his decarbonisation agenda.

In this episode of The Crude Report, Argus Air Daily editor Michael Ball, senior reporter Chris Knight and associate editor Haik Gugarats discuss potential outcomes of the climate summit on the US oil and gas industry and policies that Biden has presented to fulfil his net zero emissions goal for the US.

 

Related links

Argus Air Daily
Argus Americas Crude
Petroleum Argus
Argus COP26 hub

Inside Fertilizer Analytics: Processed Phosphates, November 2021

The processed phosphates market has continued its year of surprises and price rallying since our last processed phosphates podcast episode and it’s the imposition of restrictions on Chinese phosphate exports which have spurred on the most recent wave of concerns and price support. 

Claira Lloyd – Phosphate and Phosphate Rock Research Manager joins Tim Cheyne, VP Fertilizers to take a deep dive on the Chinese export cuts and what it means for consuming markets both east and west of Suez, and even how it will cause some difficulties for those markets which are not reliant on Chinese supply. India, Australia, Brazil, Pakistan and the US will be their areas of focus as they explore what the removal of China means for our market. 

They will then discuss new supply projects which have been added to the Argus Processed Phosphates Analytics base-case and what environmental restrictions and concerns could mean for their future.

Finally, they review pricing expectations for the rest of this year and in to the medium-term, particularly as market dynamics have changed swiftly with the confirmation of Chinese export limitations.

From the Economist’s Chair: How much liquidity is enough?

Both Opec+ and the main central banks are tasked with ensuring adequate liquidity in world markets. But as the last week has shown, deciding when and how far to move is difficult, not least as their respective decisions now increasingly affect each other’s room for manoeuvre.

“From the Economist’s Chair” podcast and blog post from David Fyfe, Argus Media Chief Economist: How much liquidity is enough?

Global oil market highlights

Metal Movers: The China coal customs shuffle

Over a year has passed since China imposed an informal ban on Australian coals. What is China's stance today and what has been the impact on the wider market?

Join Siew Hua Seah, Europe Editor, Argus Ferrous Markets, and Brendan Kjellberg-Motton, Reporter - Coking Coal, as they explore the impact on US, Canada and Russia coking coal. Our speakers will also dive into the prices and share thoughts on industry sentiment towards China's restrictions.

Sign up for our free Argus Metal Market Highlights: These free bi-weekly newsletters include handpicked industry news, analytical insight, special featured content and key pricing indications to help you stay ahead of the metal markets.

Driving Discussions: What impacts will the $1 trillion infrastructure bill have on oil markets?

Learn more about the more than $1 trillion infrastructure bill and the effects on the landscape in particular when it comes to electric vehicles and the energy transition.

Join Jason Metko, Argus Spot Ticker report, and Stephen Jones, SVP Oil Market Strategies, as they breakdown the infrastructure bill and look at Covid-19 recovery and the impacts to the US vehicle fleet. 

Market Talks: Why GM wheat in Argentina could hit the global market?

The planting of transgenic wheat in Argentina, the main supplier of the grain to Brazil, is causing a lot of controversy. Will Brazil approve the entry of GM wheat in the country? And if not, what would the effect be on other wheat producing and consuming countries? 

Join Camila Dias, Argus Brazil Bureau Chief, and Alessandra Mello, Deputy Editor of the Argus Brazil Grains and Fertilizer publication. They discuss what is at stake in this debate about GM wheat. 

Stay connected with the agriculture market

Falando de Mercado: Por que o trigo transgênico na Argentina pode afetar o mercado global?

O plantio de trigo transgênico na Argentina, principal fornecedor do cereal para o Brasil, está causando muita polêmica. Será que o Brasil vai aprovar a entrada de trigo geneticamente modificado no país? E caso não aprove, qual seria o efeito para outros países produtores e consumidores de trigo? 

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Alessandra Mello, editora assistente da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre o que está em jogo neste debate sobre o trigo transgênico. 

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