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Inside Fertilizer Analytics: Green ammonia, June 2021

Join Andrea Valentini, Principal – Projects and Tim Cheyne, VP – Fertilizers as they discuss the key questions facing the exciting green ammonia sector. We start with a high level view on green ammonia pricing, the commercial application of green ammonia and how it could be priced.

Global LPG Conversations: Factors affecting supply and demand over the medium term

In this latest episode, Kristen Mueller, principal consultant for Argus LPG, talks with David Appleton about the outlook for LPG in 2021, the medium-term developments on the supply side of the balance and the key factors that could reshape the market over the long-term.

The LPG demand in 2021 has evolved a bit differently than expected. The demand trends significantly differ based on a geographical split and the Covid-19 impact on those regions. Chinese petrochemicals demand remains bullish similar to 2020 with new plants coming online while India remains an area of concern given the recent surge in cases across the country.

In the mid-term, Europe has seen a number of closures to facilities while Asia and the Middle East saw a number of large refineries come online. The supply from US remains bullish. The bigger question over the long-term will relate to the developments in African market and the support from local governments.

Learn more about Argus' suite of analytics products by visiting our webpage.

Falando de Mercado: Principais indicadores de preços de gás no mundo

A Petrobras passará a permitir que contratos de gás firmados com a petroleira sejam precificados com o indicador norte-americano Henry Hub. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flavia Pierry, editora de Gás Natural e Energia no Brasil. Elas falam sobre os principais indicadores de preço de gás no Brasil e no mundo e discutem as mudanças esperadas para esse mercado no Brasil com a sanção da nova Lei do Gás em abril. 

Links Relacionados

• Podcast Falando de Mercado
• Argus Latin America Energy

Weight of Freight: Mideast refinery expansions to add 100,000 b/d of distillate exports

Refining growth in Asia, India’s Covid-19 uptick, and shifting Asian fuel trades are key topics in this episode featuring Argus freight reporter Vivien Gu and special guest Stefanos Kazantzis, the commercial director at McQuilling Services.

Inside Fertilizer Analytics: Processed phosphates, May 2021

At the start of the year DAP prices were on firm footing and increasing, MAP showed more stability – particularly in Latin America, while US duties on Russian and Moroccan phosphates were proposed. How have things developed since then?

Join Claira Lloyd - Phosphate and Phosphate Rock Research Manager and Tim Cheyne - VP, Fertilizers as they begin with a discussion on the return of firmness in the MAP market, and the reasons for this change. We then move on to the impact of US duties on Russian and Moroccan phosphates and the resulting change in trade flows. We review legislation in China (the Yangtze river protection law) and assess its potential impact on key Chinese phosphate producers within the Yangtze river economic region. We review how seasonality of purchasing in India has evolved, India’s DAP subsidy and our view of its influence. We cover India and Pakistan’s potential DAP capacity additions and their expected impact on East of Suez market dynamics in the medium term. We finish with how we see processed phosphates prices developing in the medium term.

Related Links

• Argus Processed Phosphates Analytics
• Argus Phosphate Rock Analytics
• Request a sample/more information

El Reporte de Crudo: China sorprende con un golpe tributario a Venezuela

Un nuevo impuesto chino sobre derivados esotéricos presenta un desafío al crudo pesado, sobre todo el Merey de Venezuela. 

En este episodio del Reporte de Crudo, editora senior Patricia Garip conversa con Julio Faldin de business development sobre el nuevo tributo que amenaza con abandonar unos 400,000 b/d de importaciones de crudo venezolano — que han sido una salvación para Caracas desde que los EEUU le impuso sanciones petroleras en enero del 2019.

Obtener más información

• Argus China Petroleum
• Argus Latin Markets

The Crude Report: China taxes out Venezuelan barrels

A new Chinese tax on esoteric oil products poses a challenge for heavy sour crude, particularly from Venezuela.

In this episode of The Crude Report, vice president Tom Reed and senior contributing editor Patricia Garip discuss how Beijing’s new import tax threatens to orphan 400,000 b/d of Venezuelan crude that has been a lifeline for Caracas since the US imposed sanctions in 2019.

Related links

• Argus China Petroleum
• Argus Latin Markets

Weight of Freight: The “King’s” carriage: Can tanker owners break the cycle of low rates?

We welcome a special guest from Teekay Tankers in this next instalment of the Weight of Freight podcast series.

 

The dirty tanker market has been severely depressed for over a year now. Shipowners are struggling with low earnings, uncertainty in demand and looming decarbonization goals. Can they break the status quo in the market where “cargo is king”?

 

In this episode of Weight of Freight, Mikkel Seidelin, Director, Chartering & Freight Trading at Teekay Tankers joins Argus’ Head of Freight Alex Younevitch to discuss how tanker owners can make money in a weak market, the challenges of fleet supply and decarbonization and other topics.   

Chemical Conversations: Petrochemical supply chains in the Middle East Gulf

Muhamad Fadhil, VP – Petrochemicals, Argus, is joined by Dr. Abdulwahab Al Sadoun, Secretary General of the GPCA, to discuss the regional and global supply chains and lifecycles in a Covid-19 environment. Dr. Sadoun also shares his thoughts on how companies are taking steps to address high container rates and promptly moving towards sustainable supply chains and digitization.

Argus will be joining GPCA as a networking partner at the 12th GPCA Supply Chain Conference, 26-27 May 2021 to discuss the above topics in detail.

The Middle East petrochemical industry saw a significant wave of changes and supply chain disruptions since the start of the Covid-19 pandemic in 2020. Rising container freight rates from Middle East to US, Europe and Asia impacted regional producers and their petrochemical export strategy. Higher freight rates erode margins in highly oversupplied petrochemical markets, where Middle East producers face increased competition.

Looking into the longer term, international shipping companies are actively promoting digitization in logistics, shipping and supply chain management. Covid-19 accelerated this move due to an increasing need for contactless supply chains, but digitization would also lower costs and reduce the need for paperwork for regional and global players.

Related Links

• Learn more about Argus petrochemical services
• Argus recently launched two new weekly polymer services. Learn more about Argus Global Polyethylene and Argus Global Polypropylene

The Crude Report: China’s sweet and sour story

China is back in the market for sweet crude oil ahead of the release of new import quotas for independent refiners — but demand for the sourer grades favoured by state-owned firms looks weaker.

In this episode of The Crude Report, vice presidents Tom Reed and James Gooder discuss the two sides of China’s crude market.

Related links
Argus China Petroleum service