Argus Media (Argus Media)

Com a disparada do preço do barril de petróleo em meio aos problemas internacionais, o diesel no Brasil acumula alta significativa ao longo de 2022. Isso vem criando um cenário desafiador para os setores agrícola e de fertilizantes na questão logística, por causa do aumento nos fretes de grãos e de nutrientes. 

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre os impactos do aumento das tarifas com transporte para o mercado e o que podemos esperar para a sequência do ano.

Fique por dentro de tudo o que acontece no mercado de combustíveis

O ex-deputado e ex-senador Alexandre Silveira assumiu no início de janeiro o Ministério de Minas e Energia com um grande desafio: reduzir a desigualdade energética sem se prender a clichês desenvolvimentistas e armadilhas do passado. Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas analisam o discurso de posse do ministro e os planos da pasta para os setores de gás natural e eletricidade no país. 

As perspectivas para a safra brasileira de trigo seguem positivas este ano, impulsionadas por condições climáticas favoráveis e pelo aumento da área plantada. Projeções mais otimistas estimam uma colheita recorde do cereal em 2020. Qual a condição das lavouras brasileiras e como a alta produtividade deve impactar a balança comercial do produto?

 

No episódio desta semana da série Falando de Mercado, Flavia Bohone, Editora do relatório Argus Brasil Grãos e Fertilizantes, conversa com José Roberto Gomes, repórter de Agricultura e Fertilizantes, sobre as perspectivas para a safra brasileira de trigo este ano.

O aumento nos pedidos de recuperação judicial do produtor rural individual deve encarecer o crédito agrícola e elevar os juros a médio prazo, trazendo novos desafios ao setor. Qual o impacto do uso crescente deste recurso no mercado e quais alternativas o agricultor tem à disposição?

No episódio desta semana da série Falando de Mercado, Flavia Bohone, Editora do relatório Argus Brasil Grãos e Fertilizantes, conversa com Ticiane Figueiredo, advogada especialista em crédito agro e operações de barter na FLC Assessoria Jurídica, sobre mudanças no mercado de financiamento agrícola no Brasil.

As increasing and more diverse light sweet Denver-Julesburg (DJ) crude volumes are delivered into Cushing, Oklahoma, from the Rocky Mountains, a need for better pricing has become all the more important. 

And now more buyers than ever are depending on spot supplies due to variable lease supplies and fewer evergreen and term contracts. 

In order to meet the needs of this changing market, Argus launched the DJ Light Cushing price on 28 June – which includes trades on four DJ Basin streams at Cushing – to better represent this market.

Has the Polish LPG industry reduced its dependency on Russia? How have price volatility and supply disruptions impacted demand? Should the market expect another year of logistical bottlenecks?

In this episode of Global LPG conversations, David Appleton, VP LPG, and LPG reporter Waldemar Jaszczyk try to answer those questions and more as they closely examine the market's attempts to juggle supply security with a yawning east-west price gap and logistical limitations. The podcast draws on a recently released Argus White Paper on Poland's shifting LPG supply routes in the face of the Russia-Ukraine War.

Argus Whitepaper - Polish Ports LPG (argusmedia.com)

Webinar: 2023 so far: Global LPG Markets Review and Outlook (argusmedia.com)

Main market participants in the fertilizer sector gather at Fertilizer Latino Americano, the major event of the sector. Understand the dynamics of the Brazilian market amid the postponement of nitrogen purchases for the 2024-25 second corn crop and the intensification of SSP and NPS deals for the 2025-26 soybean season.

Join Argus Brazil Grains and Fertilizer editor Renata Cardarelli and senior reporter Gisele Augusto as they discuss the context of the Brazilian fertilizer market.

A China está negociando com o Brasil um acordo sanitário para que possa importar, entre outros produtos, algumas variedades de feijão. O movimento está em linha com a demanda crescente pelo chamado mercado de pulses, leguminosas como feijão, ervilha, lentilha e grão de bico, que atendem a maior procura por proteína vegetal.

Junte-se a Alessandra Mello, editora assistente de agricultura e fertilizantes da Argus no Brasil, e Marcelo Luders, presidente do Instituto Brasileiro do Feijão e Pulses (Ibrafe). Eles falam sobre as oportunidades para o Brasil aumentar a produção e as exportações de pulses.

Filas nos portos brasileiros não são uma novidade. Entretanto, neste segundo semestre de 2023, o tempo médio de espera para atracação de navios de grãos e fertilizantes está acima da média de anos anteriores. Uma combinação de fatores envolvendo clima adverso - com seca no Norte e fortes chuvas no Sul e Sudeste -, baixa liquidez no mercado de fertilizantes e lenta comercialização de safras vêm contribuindo para esse cenário.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter sênior da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as atuais circunstâncias e os efeitos do elevado tempo de espera para as exportações e importações do país, elevando custos logísticos.

Argus produz um conjunto de soluções de preços e inteligencia de mercado para a indústria de fertilizantes. Descubra mais em: https://www.argusmedia.com/pt/fertilizer 

Argus explores the essential role of copper in the global energy transition with LSEG.

Tune in as Mark Seddon, Senior Manager - Metals, quizzes LSEG experts Karen Norton, Lead Base Metals Analyst, and Bruce Alway, Director – Metals Research, on the forecast for copper demand and the impact of EVs, renewables and other transition industries.

Prices at historically high levels, tight supply and an unfavourable barter rate for farmers will likely lead Brazilian importers to purchase lower fertilizer volumes in early 2022 and more regularly throughout the year to meet the domestic demand while managing financial risks.

Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about 2021 Brazilian fertilizer market highlights and the outlook for 2022.

Stay connected with the fertilizer market

Listen in as Josefine Ahlström, VP, Business Development, Europe hosts Elliot Radley, Editor, Argus European Products, and Benedict George, Market Reporter. This podcast revisits the current state of European fuel market and refineries, this time with a focus on European refinery utilisation rates.

The Russia-Ukraine conflict is causing wide ranging impact across commodity markets and the political landscape, with short and longer-term implications for China. Join Tom Reed, VP of China, Crude and Oil Products, Kevin Foster, Editorial Manager, Asia and Haik Gugarats, Associate Editor and resident expert on US and international energy policy and politics as they discuss and answer key questions including:

• What the conflict portends for China in economic and political terms
• Whether the liberal democratic world order is moribund, fractured, and systemically weak to China's advantage - or will it in fact emerge stronger to China's disadvantage
• What is the impact on China’s near-term security environment - how does China view a reinvigorated West and discussion of Taiwan?
• Does China stand to benefit from Russia refocusing energy exports towards Asia - can China can just wait on the sidelines, mopping up all the Russian oil that no one else will buy
• How will the west/Russia/China relationship evolve?

Join Josefine Ahlström, VP, Business Development, Europe and Elliot Radley, Editor, Argus European Products as they explore the impact of coronavirus on European fuel market and refineries. This podcast will focus on the short-to-medium-term supply/demand of gasoline, diesel, heating oil and jet.

The rapid evolution of the TMX market is starting to impact the supply profile along the US west coast, with Latin American producers beginning to feel the pressure from increased competition. Asia-Pacific producers may soon also feel the pinch with an active delivered market in Shandong opening the door for Canadian volumes to enter the region. As the reach of the TMX barrels continues to expand, prices in Vancouver and Shandong appear to be increasing, reflecting global market fundamentals. Join Argus’ crude and LPG editorial manager Gus Vasquez and Pacific coast reporter Rachel McGuire in discussing recent developments and price behaviour.

Key topics covered in the podcast:

•   LatAm crudes being displaced from the US west coast
•   Recent price movements at Vancouver
•   How logistics continue to play a prominent role in where the volumes go

Listen as Leonardo Siqueira, Editor, Pine Chemicals, talks to Steve Williams, VP, C5 and Hydrocarbon Resins about: 

• The demand outlook for hydrocarbon tackifiers in Europe and elsewhere, including key factors driving supply, demand and feedstock availability 
• Issues surrounding Crude Tall Oil (CTO) in the US and Europe \
• Changes in tackifier production capacity and whether it could offset any potential loss of CTO derivative production
• CTO pricing and availability impact on tackifier consumers trying to meet their sustainability goals
• The impact of US imposed tariffs to several Chinese goods on the longer-term imports of both pine-based and hydrocarbon-based tackifiers to the US 

This podcast is delivered by Argus’s pine chemical and hydrocarbon resin experts using data and insight from Argus Pine Chemicals and Argus C5 and Hydrocarbon Resins. Click on the links to request a free trial or more information. 

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.

This week’s episode includes:

• WTI reached nearly one-year high
• minimum gasoline reserve bill advances
• Delek completes retail asset sale to Femsa

Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Thomas Kavanagh, Editor, Argus, quizzes Gabi Knesel, VP Mining and Minerals Processing at Locus Mining Solutions on the emerging importance of biosurfactants in the mining industry with a focus on transition metals, like copper, graphite, lithium and mo

This episode is driven by data and insight from Argus Global Steam Cracker Economics, a global monthly report and downloadable dataset. The service outlines cost and margin advantages of various feedstocks being cracked into ethylene by region, including a three-month forecast. 

Listening to this episode will give you insights into:

• The impact of energy price volatility on chemical production economics
• Where’s the best money to be made – assessing ethylene production and coproduct yields
• Where to find the essential insights within the Argus Global Steam Cracker Economics service
• What to watch in the next few months

Speakers:

• Chuck Venezia, SVP for chemicals
• Jimmy Levine, VP for ethylene
• Lauren Williamson, VP for commercial product 
• Chris Cothran, lead analyst
• Dhanish Kalayarasu, analyst

This episode is delivered by Argus’ chemicals experts using data and insight from Argus Global Steam Cracker Economics. Get more information and request a chat with one of our chemicals specialists.

US Midcontinent distillate reporter Hunter Fite joins Associate Editor of US Products Jason Metko on a chat focusing on the region's spring planting season, and the implications for those in the diesel world.

Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products?utm_medium=social&utm_source=linkedin&utm_campaign=linkedin-ctas&utm_content=linkedin-ctas-oil-products-en

Base oils reporter John Dietrich joins Blendstocks reporter and host Jason Metko, in the latest episode focusing on recent challenges within the base oils market, from inventory, to demand drivers, oversupply and more. 

Links for blog post: 

Check out the Driving Discussions podcast series 

Das usinas ao postos de abastecimento, o etanol brasileiro transita por uma cadeia logística que envolve modais de cabotagem, transporte rodoviário e dutoviário. Como esta dinâmica vem evoluindo para conjugar eficiência econômica e baixa emissão de carbono, em linha com os parâmetros do RenovaBio?

 

No episódio desta semana da série Falando de Mercado, Amance Boutin, editor do relatório Argus Brasil Combustíveis, conversa com Leandro Almeida, diretor comercial da Logum, sobre as transformações logísticas no setor.

Brazilian soybean and corn crops continue to break production and early sales records, driven by favorable exchange rates for farmers. How is this performance reflected along the agriculture value chain and how has it impacted the fertilizer market?

In the sixth episode of the Market Talks series, Flavia Bohone, Agriculture and Fertilizer Editor, and Jose Roberto Gomes, Agriculture and Fertilizers Reporter, analyze production and early sales records broken by Brazil’s agriculture market.

David Appleton, VP Business Development LPG, and Esther Phua, Senior Editor Singapore, discuss the Argus Ningbo Index, the drive behind its launch, and the key differences with the Argus Far East Index. They touch on contracts in the current market to conclude with the risk management tools and new opportunities arising from this new index. 

 

Learn more about our LPG services, including market news, price assessments and analytical outlooks 

In this episode, Argus petroleum coke consultant Hayden Atkins joins editor Lauren Masterson to discuss the US coke supply picture. 

The Covid-19 pandemic’s unprecedented disruption to the refining industry has dominated most thoughts about why coke supply has been so scarce. But Hayden points out that cokers have actually been running at higher rates than overall crude processing would suggest. Much of the recent extreme supply crunch actually stems from demand-driven inventory drawdowns in the first quarter. These are now catching up with refiners, who in fact face more challenging coker economics now than they did in the second quarter. 

Listen in as Hayden and Lauren discuss where Argus sees the US coke supply scenario in the coming months.

O Brasil passa por uma crise elétrica, com os órgãos de governo e entidades do setor buscando formas de evitar um apagão, com custos altos para o consumidor e para o país. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas conversam sobre as causas dessa crise e suas consequencias, como reflexos nos custos da energia, e o que esperar para 2022.

Links Relacionados

• Conheça mais sobre os serviços da Argus para o Mercado de Energia

This latest episode in our Driving Discussions series covers the launch of renewable energy assessments in Asia for HVO and SAF. Argus host Sunita Sharma, VP - Asia Products, invites colleague Amandeep Parma, Editor - Biofuels, to comment on the role of these assessments.

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

Acron, Eurochem, Nutrien, OCP, Uralkali movimentam suas peças no tabuleiro do mercado corporativo brasileiro. O país caminha para ter mais misturadoras e distribuidoras de fertilizantes com controle estrangeiro, em um momento em que o governo estuda expandir a produção nacional de fertilizantes.  

Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas conversam sobre processos de vendas de controles acionários de companhias brasileiras e a participação de estrangeiros no mercado doméstico. 

Fique por dentro de tudo o que acontece no mercado de fertilizantes, acesse. 

Covid-19 continues to wreak havoc, as three Asian refineries are on the brink of shuttering thanks to weakened refined product demand. In this episode of The Crude Report, our Asia-Pacific and Middle East crude markets editor Azlin Ahmad explains how these closures would reduce Asia-Pacific demand for light sweet crude.

As the US dollar index breaches 20-year highs, many foresee an imminent cyclical devaluation, although rumours of the demise of the dollar as the de-facto global currency look premature. 

By Argus Chief Economist, David Fyfe

A produção da segunda safra de milho 2022-23 deve bater recorde, segundo projeções, o que poderia elevar a necessidade pelo serviço de transporte. Entretanto, com um ritmo de venda mais lento na comparação com anos anteriores, a alta dos fretes de grãos em Mato Grosso pode não ser tão acentuada durante o pico da demanda na colheita.

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre o que esperar de fretes de grãos durante o segundo semestre de 2023, em meio ao cenário de maior oferta do grão e as dificuldades logísticas para exportação.

O modelo brasileiro de comercialização de biodiesel por meio de leilões públicos começa a apresentar sinais de desgaste e, apesar da redução no percentual de mescla obrigatória, incertezas acerca do abastecimento colocam este mecanismo em cheque. Qual a visão dos atores deste mercado e quais as perspectivas para mudança deste modelo?

 

No episódio desta semana da série Falando de Mercado, Camila Dias, chefe de redação da Argus no Brasil, conversa com Gabrielle Moreira, repórter de combustíveis, sobre as perspectivas para um novo modelo de comercialização de biodiesel no Brasil.

The asphalt US Gulf coast price levels changed during the Covid-19 pandemic, affecting Latin American demand. And the Russia-Ukraine conflict worsened the scenario, reducing material availability and increasing crude and oil products prices. 

 Join Josh Vence, Argus’ Business Development Manager for Latin America, and Kauanna Navarro, journalist for the Argus Americas Asphalt report, as they discuss the dynamics of asphalt supply and demand in Latin America and around the world.  

Os estoques de passagem historicamente mais altos e a baixa demanda devem manter as compras de nitrogenados e potássicos reduzidas no início do ano, enquanto a negociação de volumes remanescente para soja 2023-24 eleva a movimentação entre os fosfatados. Camila Dias, diretora da Argus no Brasil e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre a tendência dos principais fertilizantes no mercado de importação e doméstico do Brasil para o início de 2023. 

 

This episode focuses on the implications of the new European Union waste ship regulations (WSR).

Learn about the short and long-term impact of the new proposal with Ronan Murphy, European Editor and Chi Hin Ling, Deputy Editor of Argus Metal Prices.

Sign up for our free Argus Metals Market Highlights

On this episode, US Downstream reporter Nathan Risser sits down with Jason Metko to talk over the changes within the domestic refinery landscape since the COVID-19 pandemic, and how those changes will affect road fuel consumers during the 2023 summer driving season. 

Novos hábitos de consumo pós-pandemia devem trazer um impacto significativo na mobilidade urbana e transportes, mudando o perfil de consumo de combustíveis do ciclo Otto no Brasil nos próximos anos. Como isso afetará os fundamentos de mercado e a produção de combustíveis e outros derivados de petróleo no país?

No episódio desta semana da série Falando de Mercado, Amance Boutin, Editor do relatório Argus Brasil Combustíveis, conversa com  Heloísa Borges Esteves, Diretora de Estudos de Petróleo, Gás e Biocombustíveis da Empresa de Pesquisa Energética (EPE) sobre o novo perfil de consumo doméstico de combustíveis.

In this latest episode, Argus US NGLs editor, Amy Strahan, talks to Argus Business Development Executive, David Appleton, about the recent developments in US LPG fundamentals and pricing trends, and the views around the impact of the new Biden administration on the supply of LPG going forward.

Lauren Williamson talks to leading olefins expert Angie Joe about the Argus Butadiene Outlook:

• Market direction and underlying trends over the next 12 months
• Expansion projects and regulatory policies that could affect prices and trade flows
• Information or visuals with deep relevance to the market
• How we forecast 24 months ahead
• Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ butadiene expert using data and insight from the Argus Butadiene Outlook.

Get more information and request a free trial

A reta final antes da abertura do novo mercado de biodiesel, que acontece hoje, foi repleta de surpresas e resoluções de última hora. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Amance Boutin, editor da publicação Argus Brasil Combustíveis. Elas conversam sobre esta transição e os principais desafios pela frente com o começo do novo modelo.

Quer ficar por dentro de tudo que acontece no mercado de biocombustíveis? 

Argus had a team of editors and reports on the ground in Sharm El Sheikh for Cop 27 – this podcast draws on this coverage and provide a review of the key developments and outcomes from the conference. Join Michael Ball, Editor of Argus Air Daily (our service focusing on North American emissions and environmental markets) and Georgia Gratton, Senior Reporter covering energy transition, for our concise and insightful podcast.

Brazil launched the fertilizer plan in early March to reduce the share of fertilizer it sources from imports, amid concerns on global market rising prices and restrictions on major global producer exports. 

The plan projects different scenarios to reduce nitrogen, phosphates and potash imports dependency by 2050. 

Join Camila Dias, Argus Brazil Country Manager, and Renata Cardarelli, reporter for the Argus Brazil Grains and Fertilizer publication. They talk about the main points of Brazil’s fertilizer plan. 

Stay in touch with the fertilizers market

Will a new year bring WAF markets old concerns? Our west African crude market reporter Nicola de Sanctis talks the three biggest things the WAF markets are looking out for.

Listen in as Mike Nash, Senior Editor - Fertilizers, interviews Innocent Okuku, Vice President of the West African Fertilizer Association and CEO of Intrio Synergy. This podcast is the first in a series examining the market forces that influence and impact the African fertilizer sector.

Our new podcast series, Global LPG Conversations, explores developments and key drivers in the global LPG markets. Our first episode focuses on the drivers behind LPG freight and its impact on the global LPG market. 

Listen in as NGL Americas editor Amy Strahan and Head of Freight Alex Younevitch share their thoughts on recent changes in VLGC freight.

Learn more about the more than $1 trillion infrastructure bill and the effects on the landscape in particular when it comes to electric vehicles and the energy transition.

Join Jason Metko, Argus Spot Ticker report, and Stephen Jones, SVP Oil Market Strategies, as they breakdown the infrastructure bill and look at Covid-19 recovery and the impacts to the US vehicle fleet. 

Geopolitical factors are changing the supply of sulfur for fertilizer producers in Latin America. Firm-priced raw materials are raising production costs, but lower-cost options come with higher risks. 

Join Josh Vence, Argus Latin America Business Development Manager, and Maria Mosquera, the editor of Argus Sulfur, the sulfur report, on market conditions affecting imported sulfur prices in Latin America. 

As the fallout from Russia’s invasion of Ukraine continues to impact oil markets, Opec+ producers are restoring the last of the production cuts agreed in 2020 in the face of the Covid-19 pandemic. But with countries rich and poor struggling with rising fuel prices, the pressure is on to do more – especially with a high-profile visitor due in Saudi Arabia later this week.

In this episode of The Crude Report, our Middle East Editor Nader Itayim and Editor-in-Chief Jim Washer discuss where Opec+ output policy goes next, the alliance’s anxieties over limited spare capacity, and what to expect from US President Joe Biden’s forthcoming trip to the Mideast Gulf.

Learn more about the Argus Crude report

Events since early November have boosted equities, strengthened crude oil prices, placed a floor under the USD index and moderated some of the recent safe-haven demand for gold. But market optimism after the US Presidential election, and news of Covid-19 vaccine successes that quickly followed it, could prove short-lived if pandemic impacts worsen further during the northern hemisphere winter. Opec+ Ministers will surely be watching closely.  

David Fyfe, Chief Economist for Argus Media, presents this latest podcast and blog post in the “From the Economist’s Chair” series.

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

Chlor-Alkali experts George Eisenhauer, Bernard Law and Stephanie Koenig talk to Lauren Williamson, VP, Product, about the long-term fundamentals of the caustic soda market, including:

• Policy impact on battery demand and what that means for the North American supply chain
• Where European opportunities lie among continued optimisation processes and net zero targets
• How Northeast Asia's role will change with diminished reinvestment in export capability, and against a backdrop of Southeast Asia's growing demand

This podcast is delivered by Argus’ chlor-alkali experts using data and insight from the Argus Caustic Soda Analytics service.

Request a free trial or more information

The European diesel market continues to see challenging times as the market struggles through loss of liquidity, self-sanctioning due to the conflict in Ukraine, high freight costs, and overall market uncertainty.  

Diesel is still moving through Europe at a normal rate despite the conflict in Ukraine, but prices indicate tight supply. What is causing this and what is the answer to Europe’s diesel problem?  

Listen in as Alfonso Berrocal, European business development manager, Benedict George, senior European market reporter, and Alina Rapoport, senior markets reporter in Germany, as they break down the current state of the European diesel market, including Germany, and provide an update to the Driving Discussions episode on 22 February 2022, Driving Discussions: The bumpy road ahead for European diesel prices.  

Check out other episodes in the Driving Discussions series.

Learn more about Argus' European pricing solutions for transport fuels

A equipe de Minas e Energia do governo de transição do presidente eleito Luiz Inácio Lula da Silva avalia que há custos extras de R$500 bilhões a serem pagos pelos consumidores de energia elétrica nos próximos anos. Esse é um dos desafios do próximo ministro da área, mas não o único. O relacionamento com o setor e com o Congresso deve dominar boa parte da agenda do futuro ministro.

Junte-se a Camila Dias, diretora da Argus no Brasil, e Flávia Pierry, editora de Gás Natural e Energia. Elas discutem os desdobramentos dessa questão durante o próximo governo.

This latest podcast of the series focuses on US Atlantic Coast distillates, with Senior USAC distillate reporter, Craig Ross and Spot Ticker, Jason Metko. It will touch upon the changes seen since the start of the new year and how the market is shaping up through the rest of winter '23. 

Tune in as Siew Hua Seah, Global Editor – Argus Ferrous Markets, Lora Stoyanova, Deputy Editor, Argus Ferrous Markets, and Elena Grebiniuk, Senior Reporter share how EU buyers are shifting their procurement strategy in the face of the Russian steel import ban.

Os custos logísticos representam uma parcela considerável na conta das distribuidoras de combustíveis, que dependem muito do modal rodoviário para movimentar seus produtos em todo o Brasil. Com o encarecimento do diesel B na bomba e grandes variações regionais de preços e de disponibilidade de produto, distribuidoras e transportadores enfrentam desafios constantes para mobilizar suas frotas de maneira eficiente. O mês de agosto foi particularmente agitado, com um aumento do custo do combustível e um cenário de restrição na oferta de diesel, que impulsionou o custo do frete rodoviário, principalmente na região Sudeste, onde a alta ultrapassou 20%, segundo um levantamento da Argus.

Junte-se a Amance Boutin, editor da publicação Argus Brasil Combustíveis, e Conrado Mazzoni, chefe de redação adjunto da Argus, para saber mais sobre este tema.

Os serviços da Argus cobrem toda a gama de produtos derivados de petróleo em todo o mundo, utilizando metodologias transparentes e apropriadas para cada mercado. Saiba mais em: https://www.argusmedia.com/pt/oil-products

The ongoing conflict between Russian and Ukraine has prompted a need to replace Russian Urals and ESPO. Sour crude demand from Latin America and the US Gulf coast has increased to help fill the gap left by bans on Russian supplies. 

As price volatility increases amid geopolitical tensions, Argus also re-launches two Latin American price assessments.

Learn more about the Argus Crude report

Join Alfonso Berrocal, Business Development Manager - Oil Products, Argus as he quizzes Oskar Meijerink, Team Lead - Future Fuels, SkyNRG on SAF production capacity in Europe for 2025-2030. Will physical SAF production meet the demand forecast from the EU and UK mandates? Tune in to find out the Argus and SkyNRG view.

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, Chief Economist for Argus Media.

Visit www.argusmedia.com for more on commodity market pricing, market intelligence and analysis. 

A U-turn on plans to transform the Dated Brent benchmark has left its future more uncertain than ever. Will it be FOB or CIF? How long will it be until some type of decision will be made? How long past July 2022 will these changes take place? 

In this episode of The Crude Report, Argus Crude editor Michael Carolan gives more detail on the U-turn and what other questions remain looming. 

Argus’ John Scott talks to hydrogen experts Stefan Krümpelmann, editor of the Argus Hydrogen and Future Fuels service, and Michał Żuk, hydrogen analyst at LSEG's Data and Analytics Supply Chain and Commodities Research Team, about:

• Promising EU-wide demand-side policies for hydrogen
• Individual member state policies
• Whether current measures are enough to help production projects secure offtake agreements
• Non-monetary support
• CBAM and importing hydrogen
• Demand-side initiatives outside of the EU

For more information about the Argus Hydrogen and Future Fuels service or to request a free trial, please visit view.argusmedia.com/ahff.

O mercado brasileiro de biodiesel vive um momento de transição com o fim dos leilões previsto para janeiro de 2022. Junte-se a Alexandre Melo, repórter da publicação Argus Brasil Combustíveis, e Erasmo Battistella, presidente do ECB Group e da Associação dos Produtores de Biocombustíveis do Brasil (Aprobio). Eles conversam sobre a abertura do mercado de biodiesel e os planos de investimento do ECB Group. 

Links Relacionados

• Serviço diário: Argus Brasil Combustíveis
• Webinar: Visibilidade de preços na cadeia de abastecimento de diesel no Brasil
• White paper: Argus fornece visibilidade de preços para toda a cadeia de suprimento de diesel no Brasil

 

What are the key drivers for short term LPG prices and how will these impact costs as we head into winter?

In this episode of Global LPG Conversations, Argus’ LPG VP David Appleton and consultant Kristen Mueller provide an outlook for the LPG market. They examine how, whilst turmoil and high prices dominate the discussion of the wider energy market, LPG-specific factors are keeping propane and butane prices relatively low and stable. Hear their discussion of crude and gas markets, naphtha, China’s PDH sector, and more. Listen now.  

Learn more about our LPG services, including market news, price assessments and analytical outlooks: www.argusmedia.com/en/lpg-ngl 

Join Will Collins, Editor, Argus Freight and Peter Sand, Chief Shipping Analyst, BIMCO as they share their thoughts on the current state of the global shipping industry. Discussion points include: the impact of freight on commodity markets, short and long-haul costs, tanker demand and subsidy initiatives.

Despite growing calls to boost supply more aggressively to help curb rising oil prices, expectations are that Opec+ will once again decide to stay the course and sanction a 400,000 b/d increase its collective output, as planned. 

In this episode of The Crude Report, Editor-in-Chief Jim Washer and Dubai Editorial Manager Nader Itayim look at the reasons why the Opec+ coalition is likely to resist change and what challenges it is likely to face in the months ahead. 

Although the volume of US crude exports is falling, there is still international demand for US crude, most notably in Europe, which has overtaken Asia as the largest regional buyer. Join Jeff Kralowetz, VP, crude and NGLs, as he talks with Amanda Hilow, senior reporter, as they discuss how trade patterns for exports leaving the US Gulf coast continue to evolve. They cover Corpus overtaking Houston as the top export location, waterborne prices diverging from pipelines, and increasing volumes of crude headed to storage in the Caribbean before reaching destinations around the world.

The closure of Inovyn’s Runcorn sulphuric acid plant has impacted the European market, while the tightness in supply is set to influence global prices in the longer term.

Join Meena Chauhan - Head of Sulphur and Sulphuric Acid Research, Siobhan Lismore-Scott - Editor, Sulphuric Acid and Tim Cheyne - VP, Fertilizers as they discuss trade, prices and the impact of supply disruptions on the market.

 

We start with a review of the global sulphuric acid price rally and its causes, the evolution of contract pricing in Europe – including Argus’ new NW European sulphur burning contract price – before moving on to the 2021 outlook for pricing in the global market. We then assess global market drivers in the mid to long-term, before moving on to the impact of Inovyn’s closure of the Runcorn plant and a global outlook for new capacity and associated risk factors. We review drivers of demand in the short, mid and long-term, with key insight on increasing demand from the metals sector. We end with an intriguing look at shifting trade flows.

Related Links

• Argus Sulphuric Acid Analytics
• Argus Sulphuric Acid
• Argus North American Sulphur and Sulphuric Acid
• Request a sample/more information

Government sanctions on Russia and self-sanctioning by companies have altered global oil, coal and grain trade flows. But what impact has that had on freight rates? 

In this Weight of Freight podcast, Argus freight reporter Michael Connolly interviews VesselsValue analysts Vivek Srivastava and Ynes Benotmane about how the ongoing Russia-Ukraine conflict has impacted freight rates and trade flows for both the tanker and dry bulk markets. 

 

Learn more about the Argus Freight Service 

Os mercados de combustíveis das Américas começam a demonstrar os primeiros sinais de recuperação, conforme as medidas de restrição de mobilidade impostas durante a quarentena vêm sendo relaxadas. Em quais países esta recuperação tem sido mais expressiva e quais são os efeitos esperados na região? 

No episódio desta semana da série Falando de Mercado, Vanessa Viola, Vice-Presidente Sênior da Argus para a América Latina, e Clayton Melo, Diretor da Argus no Brasil, fazem um balanço do mercado de combustíveis nas Américas ao completarmos 100 dias de quarentena.

Olá e bem-vindos ao ‘Falando de Mercado’ – uma série de podcasts trazidos semanalmente pela Argus sobre os principais acontecimentos com impacto para os setores de commodities e energia no Brasil e no mundo. Meu nome é Camila Dias, eu sou diretora da Argus no Brasil. No episódio de hoje eu converso com Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e falaremos sobre o que o podemos esperar dos créditos de descarbonização, os Cbios, para 2024.

Hear Argus’ intriguing review of the history of the fertilizer industry, from early civilization through to the late 1800s. Learn more about the pivotal developments in this period as Mike Nash, Senior Editor and Maria Mosquera, Editor of Argus Sulphur walk you through a pivotal period in the story of fertilizers in the fourth episode of the Fertilizer Matters podcast series.

 

Complimentary download – access small supporting slide pack

• Get supporting slides covering Chinchas Island’s guano 1840-1860 and the exploitation of nitrates in the Atacama desert in the 1870s: Download here

 

Access the History of Fertilizers written series in our Fertilizer Focus Magazine

• Free access to our magazine and the series: Click here to get access

Key topics covered in the podcast:

• The origins: Use of organic fertilizers by ancient civilizations (particularly the Romans and the Chinese)
• Scaling up in the 1800s: The story of the Chincha Islands, Peru - and guano
• The tragic history of work gangs and slave labour to mine guano
• Atacama Desert, Chile - 1870s: Huge deposits of naturally occurring nitrates discovered
• The application of these deposits for fertilizer application, fireworks and explosives

Related links

• Free sign up: Fertilizer Focus Magazine
• Other complimentary fertilizer content
• Fertilizer Matters podcast series

Listen in as Tim Cheyne, VP, Business Development for Emissions & Fertilizers discusses the impact of Covid-19 on the global AdBlue, DEF and ARLA32 markets with Fabricio Cardoso, Research Manager and Will Talbot, Analyst.

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 DAPL pipelines, and the Trans Mountain expansion and Enbridge Line 3 replacement projects in Canada. 

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.

Lauren Williamson, VP for Commercial Products, talks to leading olefins experts Sarah Rae, Jimmy Levine, and Ron Baughman, plus analyst Chris Cothran about the Argus Olefins Outlook:

• Market direction and underlying trends over the next 12 months  • Expansion projects and regulatory policies that could affect prices and trade flows • Information or visuals with deep relevance to the market • How we forecast 24 months ahead • Insights to help subscribers make better business decisions

This podcast is delivered by Argus’ olefins experts using data and insight from the Argus Olefins Outlook.

Get more information and request a free trial

A alta dos combustíveis alimenta a inflação em ano eleitoral, colocando na berlinda a política de preços da Petrobras em meio ao salto do petróleo acima de 100 dólares o barril. Saiba o que está em jogo na precificação de diesel e gasolina, segundo as principais plataformas que devem concorrer na corrida presidencial. 

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, editor adjunto da publicação Argus Brasil Combustíveis, e fique por dentro da visão das pré-candidaturas ao Palácio do Planalto em relação aos preços da Petrobras. 

Quer ficar por dentro de tudo o que acontece nos mercados de combustível e petróleo? Acesse.

Welcome to the next episode in Driving Discussions. This week we join host Elliot Radley, Editor, European Products as he explores how Covid-19 has impacted the relationship between Naphtha and Gasoline in the European market. Elliot is joined by Thomas Warner, European Naphtha Market Reporter, and George King Cassell, Senior Market Reporter.

The Brazilian region commonly known as Matopiba registered an impressive boost of soybean productions between the 2012-13 and 2022-23 crops, becoming a new important producing oilseed hub for the country. But the next 2023-24 cycle could be challenging for the region’s soy crop and interrupt the series of successive production records registered over the past few seasons.

Join Camila Dias, Argus Brazil Country Manager, and Nathalia Giannetti, reporter for the Argus Brazil Grains and Fertilizer publication, as they talk about what led to the expansion of Matopiba’s soybean crop and what can be expected for the 2023-24 season. 

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

The planting of transgenic wheat in Argentina, the main supplier of the grain to Brazil, is causing a lot of controversy. Will Brazil approve the entry of GM wheat in the country? And if not, what would the effect be on other wheat producing and consuming countries? 

Join Camila Dias, Argus Brazil Bureau Chief, and Alessandra Mello, Deputy Editor of the Argus Brazil Grains and Fertilizer publication. They discuss what is at stake in this debate about GM wheat. 

Stay connected with the agriculture market

This 18-minute podcast covers the 4 top takeaways from the Marine Focus Day at the Argus Biofuels Conference that was held in London on the 15th of October.

Argus Alternative Marine Fuels Reporter, Hussein Al Khalisy highlights:

• Potential conflict between EU ETS, Fuel EU compliance and claiming Dutch HBE-Gs for Advanced Fame 0 

• IMO’s MEPC 82 update and implications for CII

• Novel feedstocks and competition with the aviation sector

• Where shipowners can find the most cost competitive marine biodiesel blends globally 

US sour crude grades included in the Argus Sour Crude Index have tightened their discounts to light sweet WTI Houston in August. The upcoming refill of the US Strategic Petroleum Reserve (SPR) in August will see 3mn bl of US-produced sour crude returned to the Big Hill site near Houston. Global support for medium sour grades has come from Opec+ supply cuts from Russia and Saudi Arabia.

This new episode with Gus Vasquez, Americas crude editor, and Scott Phillips, Americas crude market reporter.

 

Iraq’s state-owned marketer Somo has split the exports of key Iraqi Basrah crude from two into three grades, now Basrah Light, Basrah Medium (the newest classification) and Basrah Heavy, and also made adjustments in the quality of the Basrah Light and Basrah Heavy grades. 

In this episode of The Crude Report, our Asia-Pacific and Middle East crude markets editor Azlin Ahmad talks with Singapore crude reporter Fabian Ng on how these changes are being received in the Asia-Pacific market and the demand for Iraq’s new Basrah Medium crude.  

The opening of the TMX pipeline expansion to Canada’s Pacific coast has given China access to a new, short-haul source of cheap crude — Chinese firms are taking advantage of the new supply route to boost exports, with implications for global crude pricing

Key topics covered in the podcast:

• Trump’s threat to tax Canadian crude imports to the US, and implications for shipments to Asia Pacific
• Factors driving Chinese demand for TMX exports
• Impact on sour crude pricing, from China’s access to TMX and ESPO Blend crude

In this episode, The Petcoke Podcast examines the latest trends for the Russian petroleum coke markets.   Argus deputy editor Erisa Senerdem is joined by Yury Burenko , Trading Director at DYM Resources, to review the year so far for Russian pet coke. They discuss key points affecting trading patterns, from supply and demand fundamentals, the impact of oil price wars on Russian production, the Covid-19 impact on markets and challenges of selling to different regions. Yury shares his thoughts on what to expect into 2021 and how production from the new capacity coming online in Russia and the former Soviet Union countries in the next five years will be accommodated in global markets.

In this episode, petroleum coke editor Lauren Masterson and petroleum coke and coal analyst Hayden Atkins analyse the overall outlook for the fuel and anode-grade coke markets over the next five years. To better understand the fast changing market, listen to the Petcoke Podcast today.

A expectativa de produção recorde de milho na safra 2021-22 tem elevado a demanda por nitrogenados no Brasil. Junte-se a Camila Dias, chefe de redação da Argus no Brasil, e Renata Cardarelli, repórter da publicação Argus Brasil Grãos e Fertilizantes. Elas falam sobre os fatores por trás do aumento dos preços de nitrogenados e o cenário global para a oferta do nutriente.

President Joe Biden's push for Opec+ members to move faster to unwind crude production cuts has been a gift to his critics in the oil sector, while causing heartburn for allies who say a new climate report shows the need to shift off fossil fuels. But the gambit could pay off if it lowers inflation concerns from moderate Democrats he needs to pass roughly $4.2 trillion in proposed new spending. 

  In this episode of The Crude Report, senior reporter Chris Knight and associate editor Haik Gugarats discuss the latest US initiatives around energy policy.  

The US is set to implement 25pc import tariffs on steel on 12 March. The market saw this movie once before in 2018 when President Donald Trump enforced Section 232 tariffs on steel. Will the sequel be a replay or should we expect plot twists? Join editorial manager Blake Hurtik, metals vice president Michael Fitzgerald and associate editor Brad MacAulay as they discuss the impacts of tariffs on the US steel and ferrous scrap markets.

Key topics covered: o Look back at impact of Section 232 import tariffs on steel and scrap prices o Analysis of new tariff scheme and market impacts o Potential resulting changes to domestic steel industry

The competition to supply crude oil to Chinese markets continues, with Canada being the latest player to up their game.  

In this episode of The Crude Report, our vice presidents Jeff Kralowetz and Tom Reed talk through China’s current market condition, their government's latest initiatives around import quotas and the impact on Canada’s future aspirations to directly supply this market. 

Will Collins, Global Editor for Argus Recycled Polymers, travelled with Zach Kluver, USA Recycled Polymers Reporter, to the recent Plastics Recycling Conference in Washington, USA, to meet with the industry.  

They spoke to a selection of industry participants to find out: 

• How the US recycling market has changed  
• The challenges it faces  
• What regulators and other stakeholders can do to help industry develop in the next 5 years 

Argus Recycled Polymers launched price assessments for bales and recycled pellets for the US rHDPE and rPP markets on 3 March. 

Get more information and request a free trial for Argus Recycled Polymers 

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series.  

 In this episode, the Argus methanol expert Dave McCaskill and senior analyst Cassidy Staggers discuss 

• October pricing and market trends
• Legislation updates by the European Commission on low-carbon fuels
• Information on the conclusion of IMO’s MEPC 82nd session

 Argus offers methanol prices, news, analysis, forecasts, and consulting. Get more information and request a free trial. 

With road fuel demand slightly up but refining utilization still down, how are US refiners coping? Join John Demopoulos, vice president of North America refined products and Steve Webber, vice president of Americas consulting for an update on the status of US refining and what’s to come next.

Join Amy Strahan, editor of Argus NGL Americas, and Brian O’Rourke, Argus North American NGL Business Development Manager, for the latest episode in the Global LPG Conversations podcast series, discussing the Far East Index, Mont Belvieu waterborne propane market and the associated freight market. Amy and Brian discuss how this spread has performed this winter, as well as exploring what might be expected of the market during the remaining weeks of this heating season. 

Learn more about our LPG services, including market news, price assessments and analytical outlooks 

In this episode, Elaine Levin, President of Powerhouse, DC-based risk management and hedging organization, joins Argus’ Blendstocks Reporter, Jason Metko, to discuss the current state of the downstream industry, and how the next few months will play out in the US crude, diesel and gasoline markets.

Multiple North Dakota Bakken pricing locations and the Light Sweet Guernsey market have undergone recent methodology changes by Argus with the introduction of cumulative monthly volume-weighted averages. Join Argus Americas Crude team colleagues, Gus Vasquez and Amanda Smith, in this podcast for an update on the new assessments and a few market observations.

Depois de bater recorde, o preço do Cbio, o crédito de descarbonização negociado na B3, chegou a praticamente zerar os ganhos acumulados em 2022 antes de voltar a reagir, com o mercado debatendo o futuro do Renovabio em meio às propostas de mudanças apresentadas pelo Ministério de Minas e Energia que buscam aliviar o custo da descarbonização.  

Junte-se a Camila Dias, diretora da Argus no Brasil, e Conrado Mazzoni, subeditor da publicação Argus Brasil Combustíveis, e fique por dentro do que vem a seguir no mercado brasileiro de créditos de carbono. 

In this first episode of this new podcast series, get some insights from last week's Argus Biofuels and Feedstock Conference in Singapore. Among the prominent topics were emerging regional mandates in Asia, particularly on SAF, changing trade flows and increased traceability for feedstocks, as well as some exciting updates on SAF blends. The team also share highlights from the Women in Biofuels breakfast panel which attracted a large audience at the conference.

Listen to Josefine Ahlström, VP Business Development Europe, Sunita Sharma, VP of Oil Products, and Lauren Moffitt, deputy editor for Biofuels in this episode.

Argus services cover refined oil products from around the world using transparent and market-appropriate methodologies. Find out more: https://www.argusmedia.com/en/oil-products