Argus Media

The impact of Covid-19 on the outlook for propylene

Sarah Rae and Becky Zhang discuss the outlook for propylene in light of the pandemic. Together, they delve into what has changed from last year, lower GDP growth but higher polypropylene demand, the impact on new projects and the acceleration of changes in the refining sector.

Related Links

• Learn more about Argus' olefins and polymers services

Inside Fertilizer Analytics: Potash, Mar. 2021

Traditionally steady potash prices have experienced surging upward momentum recently, particularly in the US. On the demand side, crop prices have been very supportive in the US and Brazil, while on the supply side limited new capacity has caused tightening of the supply-demand balance. 

Join David Riley, Lead Potash Analyst, and Tim Cheyne, VP, Fertilizers, as they discuss these developments and the impact of freight price increases, the influence of the BPC India and China contracts, other key regions to keep an eye on and what key projects we're monitoring for the longer term capacity outlook.

Related Links:

• More information about Argus Potash Analytics
• Request a sample

Jet Fuel Insights: Europe’s flight to SAF

The market is embracing the need of cleaner fuels, so what is be the impact of this factors on the Sustainable Aviation Fuel Oil market, also called SAF? Join Alfonso Berrocal, Business Development Manager - Oil Products, and Florence Schmit, Market Reporter, for an in-depth discussion on SAF production and demand in Europe.

The Crude Report: China cooling?

First in, first out. Although Chinese oil demand was first to be affected by Covid-19, it was also the first to recover, ending 2020 higher by 1.3mn b/d. Despite the recovery, there are now signs that Chinese crude buying is cooling.

In this episode of The Crude Report, vice president Tom Reed and reporter Alex Endress discuss what to watch for while taking China’s temperature.

Weight of Freight: Dry Bulk outlook with Golden Ocean CEO

Listen in as Will Collins, Editor, Freight meets with Ulrik Anderson, CEO of Golden Ocean, to review 2020 and the outlook for the global dry bulk market for 2021.

The Crude Report: Changing the Dated game

Last week’s expected announcement that Argus competitor Platts would add WTI into the Dated Brent basket starting July 2022 took a surprising turn when it was also revealed that the assessment will become a delivered-Rotterdam benchmark.

In this episode of The Crude Report, Argus Crude editor Michael Carolan and Argus vice president James Gooder explains how this fob to cif change will affect not just crude oil markets, but also gas and LNG markets that also use Dated Brent.

From the Economist's Chair: A Fourth Bridge for Opec+

Hello, I’m David Fyfe and welcome to another Argus podcast and blog in the “From the Economist’s Chair” series.

The Forth Bridge in Scotland was opened on the 4^th of March 1890. Opec+ Ministers will hope their meeting on the same date 131 years later provides a bridge to both stronger oil demand and sustainably higher prices.

Inside Fertilizer Analytics: Processed phosphates, Feb. 2021

Phosphate prices have been benefitting from tight global supply, because of the Covid-19 pandemic as well as the fallout of the potential duties which could be placed on US imports of Moroccan and Russian product.

With the final ruling pending and new capacity expected to come online in to 2022, what could future market prices and trade flows look like? Claira Lloyd, Phosphate and Phosphate Rock Research Manager, and Tim Cheyne VP, Fertilizers discuss.

The Crude Report: Texas’ cold snap boosts US Aframax spot, futures prices

Aframax tonnage has been tight in the Atlantic basin thanks to heavy demand for fuel oil loadings in Europe, but demand grew even more this past week as charterers rushed to secure vessels for US loadings in response to Texas’ unusual winter weather.

In this episode of The Crude Report, Americas Freight editor Nicholas Watt and freight reporter Liz Ramanand discuss the market's recent 30% surge in rates and the effect the spot market is having on futures prices.

Biofuels feedstocks in the EU: New renewables targets drive shifts in demand

In this Driving discussions episode we take a look at the biofuels feedstock market within Europe and explore how it will develop under the EU’s recast Renewable Energy Directive (RED II), which will come into effect in June this year.