Argus Media

US and EU Hot-rolled coil (HRC) is the hot topic in this episode of Metal Movers featuring Colin Richardson, Editor - Steel, and Rye Druzin, Senior Steel Reporter. US HRC Midwest and southern assessments saw the largest drop since Argus began recording pricing and the lowest price since the beginning of June. Listen now to learn what is drying up domestic spot demand in the US, how the removal of...

This latest Weight of Freight podcast focuses on the current and possible forward state of the clean tanker markets in the East and West of Suez. Fundamentally, demand is strong, but Covid-19 refuses to let the world move on. The latest Omicron variant has caused concerns and resulted in a more cautious market. In this episode, our freight and transportation specialists explore the impacts of Omic...

Os preços do café atingiram níveis recordes em 2021 sob a influência da quebra de safra o Brasil, que foi bastante afetada pelo clima. Será que existe alguma chance de recuperar a produção na safra 2022-23?  E a alta no preço dos fertilizantes também pode afetar a cafeicultura?  A resposta para estas e outras perguntas você confere em mais um episódio do podcast Falando de Mercado . A editora de a...

How will a global tradeable market for hydrogen develop? What measures do stakeholders need to take? Is natural gas the closest analogue?  Doug Wood,  European Federation of Energy Traders (EFET) Board Member and Chair of its Gas Committee, and  Matthew Drinkwater , Senior Editor  Argus Natural Gas/LNG , join Tim Hard , SVP  Energy Transition at Argus,   to discuss what a tradeable market for hydr...

In with WTI Midland, and out with Brent and Forties – this is BP’s prescription for the future of the Dated Brent benchmark. But is the market ready for Brent-free Brent? Opinions remain sharply divided.  In this episode of The Crude Report , Vice President James Gooder and Argus Crude Editor Michael Carolan discuss the complications of adding WTI into the Brent forwards market and go over some of...

As relações de troca no Brasil estão ficando pouco favoráveis para os agricultores e eles terão que ajustar sua produção aos preços elevados. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Kauanna Navarro, Repórter da Publicação Argus Brasil Grãos e Fertilizantes, que conversam sobre esse tópico e seus impactos na demanda brasileira por fertilizantes. Quer ficar por dentro de tudo...

The barter rates in Brazil are becoming unfavorable to the farmers and they will need to adjust to the new high prices. Join Camila Dias, Argus Brazil Bureau Chief, and Kauanna Navarro, Argus Brazil Grains and Fertilizers Reporter, as they talk about what about the topic and how it will impact the fertilizer demand in Brazil. Stay connected with the grains and fertilizers market

Between SPR releases and Omicron, uncertainty was the underlying theme of last week’s monthly Opec+ meeting. And although they sanctioned another 400,000-b/d increase to their production quota in January, Opec+ ministers signaled they’d be watching developments closely and be ready to change course if needed. In this episode of The Crude Report , Editor-in-Chief Jim Washer and Mideast Gulf Editor...

In this episode, we discuss the drivers behind PVC markets and the exciting launch of the new Argus Global PVC Service. A weekly pricing service containing the latest resin price assessments, along with demand information and detailed commentary on key PVC grades and market fundamentals. Muhamad Fadhil , Vice President of Global Business Development at Argus, talks to Argus Petrochemicals speciali...

O Brasil aproveita pouco mais da metade do gás natural que produz. Isso devido à reinjeção desse gás. O assunto divide produtores e consumidores e agora se tornou um tema de atenção da ANP, agência reguladora do setor. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, Editora de Gás Natural e Energia, que conversam sobre o que a ANP planeja fazer para tentar equalizar o...

What began as a frenzy to build crude oil pipelines connecting US oil fields like the Permian basin to ports for export has resulted in more pipeline capacity than the crude to fill it.  In this episode of The Crude Report , our vice president Jeff Kralowetz and Petroleum Transportation North America editor Chris Baltimore go over the latest developments with the US Wink-to-Webster, Capline and DA...

This latest episode in the Metal Movers series visits the world of battery metals, examining the global supply/demand landscape for lithium and cobalt. Tune in as Anuradha Ramanathan , Deputy Editor – Minor Metals, and Thomas Kavanagh , Associate Editor - Battery Metals, dive into a discussion on two crucial battery metals –  lithium and cobalt. The podcast explores near and medium-term demand, th...

Desde outubro, vemos um maior interesse comprador de diesel importado nos portos do Sul e do Sudeste, mesmo com os valores bem acima do produto comercializado nas refinarias da Petrobras. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Gabrielle Moreira, repórter da publicação Argus Brasil Combustíveis. Elas conversam sobre os fatores que tem estimulado essa demanda e seus desdobram...

As crudes from every region compete for market share in Asia-Pacific, refiners are gaining influence over the pricing mechanisms they prefer. Price discovery increasingly takes place at the delivery point, and while Shandong pioneered this trend, larger refiners elsewhere in China, India, South Korea and Southeast Asia aim to align the pricing of Atlantic basin imports with Middle Eastern supplies...

China’s October steel output fell to its lowest level ever since December 2017. This episode of Metal Movers focuses on China’s next steps to reach its output and emissions targets. Join Chris Newman, Senior Editor – Ferrous Markets, and Sharon Liao, Lead Analyst – Asia Steel, as they discuss the latest numbers for China’s steel production, including seasonal restrictions, export numbers, domestic...

Some observers have been surprised by the stubbornly slow response of US shale production to WTI’s ascent towards $80/bbl. Sector consolidation, 2021 hedging losses and an ongoing imperative to show financial discipline have been widely noted before. But now supply-chain bottlenecks and cost inflation are also afflicting the shale sector, just as they are the broader economy. With David Fyfe, Chie...

After falling to below 2.7mn b/d in September, US crude oil exports are poised to rebound to the typical volume of more than 3mn b/d temporarily before potentially falling back to depressed levels by the end of the year. In this episode of The Crude Report , associate editor Amanda Hilow and vice president Jeff Kralowetz review what changes the market has had since September and discuss the volati...

Vimos o Brasil novamente submetido ao risco de racionamento. E, como resultado, os altos custos da geração termelétrica emergencial. Possivelmente, parte dos problemas do setor elétrico brasileiro poderiam ser resolvidos se o país parasse para debater e atualizar o PLD, ou o Preço de Liquidação das Diferenças, o preço da eletricidade no mercado de curto prazo.  Junte-se a Camila Dias, chefe de Red...

As we near the end of 2021 and look back at the year we’ve seen a relatively strong Covid-19 recovery, supply chain shortages and impending winter energy constraints.  Join Jason Metko and Stephen Jones for a look at the current oil market landscape and what’s to come in the remainder of 2021, the first part of 2022 and a quick recap on the COP26 Climate Summit.  Learn more about Argus’ global oil...

Our latest episode of Metal Movers invites a special guest to talk about the role of technology in driving the automotive industry to a greener future.  Join Caroline Messecar, Senior Reporter, Rare Earths/Electronic Metals as she quizzes Dave OudeNijeweme, Head of technology trends at Advanced Propulsion Centre, a non-profit organisation that facilitates funding to UK-based research and developme...

Brazil has launched discussions to boost the output of fertilizer and inputs for the domestic agriculture sector, but progress remains slow with dependency on imports strong. Difficulties in negotiating for the natural gas needed for nitrogen production is one of the reasons for the low Brazilian fertilizer production. Join Camila Dias, Argus Brazil Bureau Chief, and Kauanna Navarro, reporter of t...

O Brasil recentemente lançou discussões de alternativas para aumentar a produção nacional de fertilizantes e insumos para o setor agrícola doméstico, mas o progresso continua lento, com forte dependência de importações. A dificuldade de negociação do gás natural necessário para a produção de nitrogenados é um dos motivos da baixa produção brasileira de fertilizantes. Junte-se a Camila Dias, chefe...

The ongoing UN Cop 26 climate summit in Glasgow and the actions that President Joe Biden's administration is taking to implement his ambitious energy transition agenda are of direct relevance for the US oil and gas industry — a net zero emissions pledge by the US and other countries would result in a significantly lower share for fossil fuels in the energy mix. But oil, gasoline and natural gas pr...

The processed phosphates market has continued its year of surprises and price rallying since our last processed phosphates podcast episode and it’s the imposition of restrictions on Chinese phosphate exports which have spurred on the most recent wave of concerns and price support.  Claira Lloyd – Phosphate and Phosphate Rock Research Manager joins Tim Cheyne, VP Fertilizers to take a deep dive on...

Both Opec+ and the main central banks are tasked with ensuring adequate liquidity in world markets. But as the last week has shown, deciding when and how far to move is difficult, not least as their respective decisions now increasingly affect each other’s room for manoeuvre. “ From the Economist’s Chair ” podcast and blog post from David Fyfe, Argus Media Chief Economist: How much liquidity is en...