Argus Media

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, Argus methanol expert Dave McCaskill and senior analyst Cassidy Staggers discuss global methanol markets, including: 

• Current events affecting supply and demand. 

• Forward view on pricing direction. 

• What you can expect at the Argus Methanol Forum, 9-11 September. 

 Methanol Market Puts-and-Takes podcasts are driven by data and insight from Argus' methanol portfolio - get more information and request a free trial. 

U.S. corn and soybean: How does the USDA calculate yields?

Listen in as Eduardo Gonzales, Argus US grains and oilseeds analyst, discusses the new USDA WASDE report with industry expert, Scott Irwin.

This episode will cover:

• What data the USDA uses for their yield calculations

• How does the USDA collect this data

• Overall historic accuracy

• Market impacts from the WASDE reports

Chinese propylene tightens grip on Asian LPG in summer

Listen about LPG demand from the Chinese petrochemical sector this summer and the near term price outlook, with Toong Shien Lee, Associate Editor, Chemicals and Frances Goh, Editor, LPG.

Fertilizer Matters EP17: Urea – Global supply and demand, Aug 2024

Hear Argus’ analysis of key factors driving global urea supply and demand, with a particular focus on India, Egypt and China.

 

Join Mike Nash, Senior Editor and Harry Minihan, Editor, Argus Nitrogen as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.

Falando de Mercado: Preços internacionais de soja e milho desestimulam vendas de safra brasileira

O ritmo de farmer selling para as safras brasileiras de soja e milho progride lentamente desde a temporada 2022-23, à medida que produtores acreditavam que os preços subiriam em 2023. Mas o excesso de oferta global pressiona para baixo os preços da oleaginosa e do grão desde então. Diante da lentidão das vendas, qual o cenário atual para a safra 2023-24 e o que podemos esperar para a temporada 2024-25? 

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 a comercialização da safra brasileira, diferencial portuário de soja e milho em relação à Bolsa de Chicago e perspectivas para a próxima temporada.

Brazil corn and soybeans: farmer selling, harvest update and 2024-25 outlook

Since the 2022-23 season, farmers have been selling at a historically slow pace, believing that prices would maintain an upward trend, but the global oversupply continued pressuring prices down. What can we expect for this season’s soybeans and corn crops, and what’s the likely picture for the 2024-25 season?

 

Listen to this podcast where our experts will address:

• Farmer selling pace and planting decisions for corn and soybeans
• 2023-24 crop estimates and initial outlook for the 2024-25 season
• Demand outlooks for 2023-24 and 2024-25

Driving Discussions: Dropping in on USAC Diesel

In this episode we take a look back on recent developments in the region, the state of play during the summer of 2024 and an early forecast of what may lie ahead in the fall.

Argus' Senior US Atlantic Coast distillate report Cooper Sukaly and Associate Editor of US Products Jason Metko.

Falando de Mercado: O impacto da reforma tributária nas commodities

A reforma tributária terá grande impacto nos mercados de petróleo, gás, minérios e combustíveis. Após a aprovação do primeiro projeto de regulamentação da pauta na Câmara, o texto segue agora para o Senado.

 Junte-se a Rebecca Gompertz, repórter da publicação Argus Brazil Gas Markets, e Diogo Martins Teixeira, sócio no escritório de advocacia Machado Meyer e especialista em tributação, e saiba mais sobre o projeto aprovado e quais mudanças ainda estão em discussão no Senado.”

 

SAF Insights with EcoCeres

Asia Biofuels & Net Zero Deputy Editor Lauren Moffitt speaks to EcoCeres’ Global Head of SAF, Phil Moore, on recent issues affecting SAF markets and their implications for the nascent Asian industry. Topics include impacts of the anti-dumping investigations the EU and UK have launched into Chinese biofuels imports, regional and global developments in SAF mandates and how they will affect the Asian market, changes to SAF feedstocks accepted in the US and EU and pricing trends and outlook.

Marine fuels dialogue: Red Sea blues and its impact

The key bunkering hub of Singapore has seen an increase in vessel arrivals in the first half of 2024, particularly as ships divert around the Cape of Good Hope. Fuel prices and freight rates continue to be elevated compared to a year back, reflecting varied constraints in vessel routes, supplies, and firm buying interest for conventional fuels in Asia. Join Argus’ team of reporters from freight, oil products and marine fuels desks in this lively discussion, as they analyse the impact of geopolitical trends on these key markets.

Topics covered:

• Overview of Mideast gulf freight rates and Asia fuel pricing in 1H24
• Insights into marine fuel supply and demand in Asia
• How the shipping industry has adapted to meet the challenges of Red Sea disruptions

Speaking on this podcast:

• Cassia Teo, Reporter - Marine Fuels
• Asill Bardh, Reporter - Oil Products
• Sean Zhuang, Senior Reporter - Reporter