518.7K
Downloads
1152
Episodes
Argus Media podcast
Episodes
Tuesday Jun 29, 2021
Tuesday Jun 29, 2021
How did the US butadiene market become the global price leader and how long will this trend continue?
In a twist, US butadiene (BD) prices are the highest globally because of ongoing supply constraints, planned and unplanned cracker maintenance globally and strong demand. Typically the world market looks to Asia for price direction. But North America has yet to fully recover from a mid-February winter storm that unexpectedly shut US Gulf coast BD production for several weeks. As such, the US has purchased spot volumes primarily from Europe but also Asia-Pacific. This, in turn, has supported higher prices in other regions.
In this episode of Chemical Conversations, Ron Baughman and Angie Joe walk listeners through the developments leading up to current conditions and take a peak to see what lies ahead.
Related Links
Wednesday Jun 23, 2021
Wednesday Jun 23, 2021
In this episode of The Crude Report, Alejandro Barbajosa, VP Business Development and Karl Kleemeier, Head Oil in Asia, take a closer look at how the contract is faring. We aim to provide answers as to how fast Murban may evolve from a fledgling price reference to a maturing crude benchmark in the Middle East, looking at liquidity, market depth and levels of participation relative to expectations.
Tuesday Jun 22, 2021
Tuesday Jun 22, 2021
This second episode in a new mini-series will discuss the expanding cap-and-trade programs across the US.
Over the coming weeks we will be discussing growth in the US environmental markets including the new NOx allowance program, expansion of cap-and-trade programs, expansion of LCFS programs, and an update on renewable energy certificates. In this second episode, Michael Ball and Julia Martinez break down the new cap-and-trade programs coming online in Washington State, Oregon and the east coast. They will also provide a view into changes to come for the cap-and-trade program in California.
Wednesday Jun 16, 2021
Wednesday Jun 16, 2021
More than one year after the Nymex Cushing benchmark sank below zero for the first time ever, crude oil demand remains weak as a poor arbitrage from the Permian basin limits sell-side opportunities. Permian spot trade liquidity at the US Gulf coast has shifted toward refinery supply rather than exports, ultimately deteriorating the pipeline arbitrage and weighing on spot trade liquidity as speculative buying dies out.
In this episode of The Crude Report, Argus Americas Crude Associate Editor Amanda Hilow and Deputy Editor Amanda Smith, discuss the Midland-to-Houston spread, key elements weighing on market opportunities and expectations going forward.
Related links
Thursday Jun 10, 2021
Thursday Jun 10, 2021
O Brasil enfrenta historicamente um déficit de armazenagem de grãos, o que eleva bastante os custos ao longo da cadeia produtiva. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as perspectivas para esse segmento e as alternativas para reduzir o gargalo no armazenamento da produção de grãos no país.
Links Relacionados
Wednesday Jun 09, 2021
Wednesday Jun 09, 2021
Join David Riley - Lead Potash Analyst, Ewan Thomson - Editor, Potash and Tim Cheyne - VP, Fertilizers as they begin with a discussion of possible European and US sanctions on Belarus and the potential impact on the Belarussian potash industry - particularly export routes, production output and investment levels.
Tuesday Jun 08, 2021
Tuesday Jun 08, 2021
This first episode in a new mini-series will take a deep dive into the NOx market and changes coming this summer.
Over the coming weeks we will be discussing growth in the US environmental markets including the new NOx allowance program, expansion of cap-and-trade programs, expansion of LCFS programs, and an update on renewable energy certificates. In this first episode, Jessica Dell and Michael Ball break down the new NOx allowance program including market trends, pricing and more.
Related Links
Tuesday Jun 08, 2021
Tuesday Jun 08, 2021
Several key European customers of Russian medium sour Urals have been making steady progress towards co-processing renewables along with crude supplies at their refineries.
In this episode of The Crude Report, Argus Crude editor Michael Carolan and Crude Report Felix Todd, discuss just how much of a concern this trend is for sellers of Urals in northwest Europe, at a time when pressure from competing North Sea and long-haul US grades is starting to tell.
Tuesday Jun 08, 2021
Tuesday Jun 08, 2021
In this episode of Global LPG Conversations, James Gooder, VP for Africa, talks to David Appleton about his views on how LPG markets have evolved over the recent years and the challenges looking forward.
LPG demand in Africa has continued to grow each year as the fuel plays an increasingly important role in the cooking sector, not only in the more mature North African region but also across East, West and Southern Africa. Growth has been particularly strong in Nigeria, which is now consuming around 1 million tonnes per year, with government and industry plans to increase this figure substantially in the coming years. In East and southern Africa, new or potential upcoming storage and terminal projects are likely to push consumption up across the region well into the next decade.
Learn more about Argus’ suite of LPG services by visiting our webpage.
Wednesday Jun 02, 2021
Wednesday Jun 02, 2021
The physical basis of Dated Brent is not what it used to be, and BFOET production volumes have continued to fall.
In this episode of The Crude Report, vice president James Gooder and Argus Crude editor Michael Carolan revisit the Dated Brent discussion, and assess if the price can be resurrected with options like Johan Sverdrup or WTI.