OPIS Talks

OPIS TALKS RENEWABLES: Could Canada’s Clean Fuel Regulations be a model—or a warning—for U.S. policymakers? How are U.S. tax credits like the Inflation Reduction Act reshaping the North American renewable fuels market? What happens when Canadian biodiesel and renewable diesel producers can’t compete with U.S. imports? Why are Canadian provinces starting to require "made in Canada" biofuels—and wha...

OPIS TALKS COAL, METALS & MINING: What’s driving the global demand for metallurgical coal and coke? Can Colombia position itself as a reliable supplier amid shifting trade dynamics? How are logistics and freight challenges shaping the future of this essential industry? In this episode of OPIS Talks, Carlos Andres Cante Puentes, Executive President of FenalCarbon, tackles these questions and th...

OPIS TALKS RENEWABLE ENERGY: How will the EU’s Carbon Border Adjustment Mechanism (CBAM) reshape global trade? How has the EU Commission proposed to change the CBAM since it first came online in late 2023? What challenges will businesses face as potentially increasing carbon costs are imposed on imports? In this episode of OPIS Talks, Dan Maleski, CBAM lead at Redshaw Advisors, explains the purpos...

OPIS TALKS DOWNSTREAM: How is the transportation industry handling an aging workforce and the growing challenge of attracting young drivers? Is breaking outdated trucking stereotypes and embracing new technology the key? In this episode of OPIS Talks, Pete Phoebus, VP of Transportation at Cato Oil Company, describes how the industry is evolving and what Cato has done to bring in the next generatio...

OPIS TALKS PETROCHEMICALS: Why does so much plastic waste end up in landfills? Plastic recycling is a complex matter and there’s no one-size-fits-all answer. In this episode of OPIS Talks, Michael Lipton, president of Arizona Pacific Plastics, talks to Xavier Cronin, senior editor of Recycled Plastics Weekly about those complexities. They explore the distinction between post-industrial and post-co...

• OPIS TALKS DOWNSTREAM FUELING: In this episode of OPIS Talks, you'll hear from Rich Lisauskas, Art King, and Paul Cobb from Axxis, a sister company of OPIS. The discussion explores Axxis’ role in fuel supply chain management, detailing how their software solutions help clients optimize fuel purchasing, selling, and logistics. The guests highlight advancements in automation, data integration, and...

• OPIS TALKS DOWNSTREAM FUELING • In this episode of OPIS Talks, you'll hear from Brent Eubanks, principal consultant, and Mike Strickland, managing director from capSpire, who discuss the company's consulting approach, especially in solving challenges in the energy sector. They explain how capSpire differentiates itself by leveraging subject matter experts who deeply understand the nuances of ind...

OPIS TALKS: RENEWABLE ENERGY • In this episode of OPIS Talks, you'll hear from Megan Boutwell, president of Stillwater Associates, an energy consulting firm focused on the energy transition. Boutwell shares insights into what we might expect from the biofuels and LCFS markets in the coming months. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spr...

• OPIS TALKS CHEMICALS: In this episode of OPIS Talks, Kaushik Mitra, Executive Director, Polyolefins, EMEA, and Anton Shenouda, Head of Middle East & Africa at Chemical Market Analytics by OPIS, discuss polyolefins market across the Middle East, including trends driving demand, sustainability and volatility challenges, and where the market might be headed.

• OPIS TALKS: SOLAR • In this episode of OPIS Talks, OPIS Sr. Editor for US Solar Colt Shaw interviews Mike Carr, Executive Director of Solar Energy Manufacturers for America Coalition (SEMA). They delve into the US solar supply chain's growth and challenges, examining the impact of the Inflation Reduction Act, trade policies, and Chinese competition. Listen and learn more about the market dynamic...

• OPIS TALKS: PETROCHEMICALS • Acrylonitrile, a key petrochemical, has seen downturns before; however, currently, the market is in a never-seen-before state. Margins remain depressed for all regions, leading producers to cut production rates to manage inventory. Even with a slow demand recovery, global capacity continues to rise—especially with China adding new plants. This caused capacity rationa...

• OPIS TALKS: COAL, METALS & MINING • In this episode of OPIS Talks, you’ll hear from Dr. James Stevenson, executive director and research lead for McCloskey by OPIS , and Ranjana von Wendland, associate director, global business development, steel raw materials . They explain the changing market dynamics of met coal and met coke supplies in Europe.

• OPIS TALKS: OIL & GAS • In this episode of OPIS Talks, you'll hear from Elaine Levin, president of Powerhouse TL . With winter coming, distributors and dealers are hedging their purchases of heating oil. Levin explains what this can mean for homeowners and also how the same principles can be applied for gasoline. The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS .

• OPIS TALKS: DOWNSTREAM FUELING • In this episode of OPIS Talks, you'll hear from Tyler Cameron, head of strategy and analytics at Rovertown . Cameron shares how fuel retailers are injecting fun and discounts for customers with convenience stores apps, while enabling retailers to engage with customers faster and in novel ways. The interview is hosted by Denton Cinquegrana, chief oil analyst at OP...

• OPIS TALKS: RENEWABLE ENERGY • In this episode of OPIS Talks, join us as we dive into the European Union's ambitious green hydrogen targets with industry expert Greg Pawelec. We'll explore whether the EU is on track to meet its goal of producing 20 million metric tons of renewable hydrogen by 2030, the challenges in scaling up infrastructure, and the complex realities of implementation. From tec...

• OPIS TALKS: RENEWABLE ENERGY • In this episode of OPIS Talks, you'll hear from Andy Lipow , President of Lipow Oil Associates, and Jordan Godwin , Director of Renewables at OPIS. Lipow shares insights into what you can expect from the biofuels market in the coming months, including a potential renewable credits shortfall, LCFS and renewable diesel under pressure, and tax credit options.

• OPIS TALKS: DOWNSTREAM FUELING • In this episode of OPIS Talks, you'll hear from Alan Meyer of Meyer Oil and Mach 1. Alan addresses topics including: What does the future of convenience stores (c-stores) look like? Why is Mach 1 developing truck stops and how will those differ from the typical c-store? How does adopting new technology help keep the customer at the center of focus? The interview...

• OPIS TALKS: OIL & GAS • In this episode of OPIS Talks, you'll hear from Tom Kloza, one of the founders of OPIS, who has been covering oil -- and hurricanes -- for nearly 50 years. Tom shares how oil production and supply are affected by hurricanes; issues with transportation infrastructure after a storm; the affect on futures pricing and physical gasoline prices; plus some unique views on th...

• OPIS TALKS: RENEWABLE ENERGY • In this episode of OPIS Talks, you'll hear from Rodolphe Tribolet, a trader at Mercuria, and Jordan Godwin, Director of Renewables at OPIS. Tribolet shares his perspectives on the RIN balance, if the U.S. election will have an impact on biofuels markets, the renewable diesel landscape, and much more.

Welcome to OPIS Talks – where you’ll be in on conversations with insiders in the energy, chemicals and environmental commodities markets.

• OPIS TALKS: DOWNSTREAM FUELING • In the first episode of this new podcast series from OPIS, you'll hear from Brandon Gormley, OPIS Client Success Director , and Denton Cinquegrana, OPIS Chief Oil Analyst . Gormley shares why he joined OPIS, challenges faced by retailers, expectations for the current higher margin environment, and more.