Episodes

  • Weight of Freight: Gas carriers’ ammonia puzzle
    Sep 17 2024

    Ammonia freight is stepping up from traditional smaller gas carriers with a rush of high-tech, very large ammonia carriers (VLACs). Listen to Lisa Assmann, Senior Shipbroker at the Sales & Purchase/Project department at Norwegian shipbroking company Steem1960, which focuses on ammonia projects, Mathias Kyllingstad, Gas Analyst at Steem1960, and Yohanna Pinheiro, Argus Gas Freight Reporter, discuss how the gas carrier markets will evolve in the wake of clean ammonia momentum.

    Key topics covered in the podcast:

    • Overview of the current seaborne ammonia market trade
    • Details of the LPG/ammonia fleet and order book
    • Current geopolitical effects on ammonia routes and tonne-mile demand
    • Potential freight demand supported by blue and green ammonia projects
    • Intersections of the LPG and ammonia freight markets
    • Infrastructure challenges for Very Large Ammonia Carriers
    • Challenges and opportunities in investing in ammonia freight
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    23 mins
  • Fuels Focus: Your Weekly Insight into the US Refined Products Market
    Sep 16 2024

    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 features:

    • Hurricane Francine brings a pause to Louisiana’s oil infrastructure | Read more
    • US Summer Driving Season gasoline demand declines | Read more
    • Ethanol group asks court to rethink SRE rulings | Read more

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

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    3 mins
  • Chemical Conversations: Methanol Market Puts-and-Takes
    Sep 12 2024

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

    In this episode, the Argus global methanol team (Dave McCaskill, Cassidy Staggers, Roel Salazar, Victoria Baghdjian, Becky Zhang) recap events and discussions from this year’s Argus Methanol Forum, including:

    • News of Methanex’s acquisition of OCI’s methanol business
    • Insights from speaker presentations and panels
    • Implications on international supply/demand fundamentals and pricing direction

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

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    15 mins
  • Crude Report: The TMX series: LatAm sellers start to feel the pressure
    Sep 9 2024

    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
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    8 mins
  • Fuels Focus: Your Weekly Insight into the US Refined Products Market
    Sep 6 2024

    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 features:

    • WTI, Gasoline and Diesel continue declines | Read more
    • Edgewater to purchase Shell assets near Houston Ship Channel | Read more
    • Marathon Detroit Refinery Workers strike | Read more
    • Seven & i Holdings rejects Couche-Tard takeover bid | Read more

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

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    4 mins
  • Market Talks: Automotive grade urea supply and demand in the Brazilian market
    Sep 6 2024

    The spread between automotive grade urea (AGU) — a feedstock to produce Arla 32 — and the nitrogen fertilizer continues to increase, reducing demand for AGU in a market with low international availability.

    Join Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizer publication, and reporter Gisele Augusto as they discuss the context of the Brazilian market for AGU amid logistical challenges and its usage as a feedstock.

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    7 mins
  • Falando de Mercado: Oferta e demanda por ureia automotiva no mercado brasileiro
    Sep 6 2024

    O prêmio entre a ureia grau automotivo e o nitrogenado grau fertilizante segue aumentando, reduzindo a busca pelo grau correto para a produção de Arla 32, em um mercado marcado pela baixa disponibilidade internacional.

    Junte-se a repórter do relatório Argus Brasil Grãos e Fertilizantes, Gisele Augusto e a editora do relatório Argus Brasil Grãos e Fertilizantes, Renata Cardarelli. Elas conversam sobre o cenário do mercado brasileiro de ureia automotiva em meio aos desafios logísticos e ao uso da matéria-prima.

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    7 mins
  • Global LPG Conversations: The UK election and the future of LPG
    Sep 2 2024

    The change of the UK government comes at a time when the future of LPG is being decided. The recent Biomass Strategy, for the first time, carved out a role for the fuel in decarbonising off-grid heating. However, officials raised serious questions about the availability of bioLPG and volumes of sustainable feedstocks.

    In this episode of Global LPG Conversations Argus’ David Appleton, VP LPG, and Senior LPG Reporter Waldemar Jaszczyk zoom in on the UK to discuss what the new Labour administration means for the industry.

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    15 mins