Τα καλύτερα Brasil Em 5 podcast (2024)

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Falando de Mercado: Potássio do Brasil prevê que Autazes oferte MOP em 5 anos 18:30

15d ago18:30

18:30

O Projeto Autazes deve atender especialmente o mercado de Mato Grosso, com parte da produção voltada para o sul do Amazonas e Rondônia, segundo o presidente da Potássio do Brasil, Adriano Espechit. O projeto é visto como essencial para o Plano Nacional de Fertilizantes, que tem o objetivo de reduzir a dependência externa de nutrientes. Entre os des…

1
Chemical Conversations: Methanol Market Puts-and-Takes 14:31

1d ago14:31

14:31

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 …

1
Crude Report: The TMX series: LatAm sellers start to feel the pressure 8:20

4d ago8:20

8:20

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…

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Fuels Focus: Your Weekly Insight into the US Refined Products Market 3:52

7d ago3:52

3:52

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 comple…

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Market Talks: Automotive grade urea supply and demand in the Brazilian market 7:29

7d ago7:29

7:29

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…

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Falando de Mercado: Oferta e demanda por ureia automotiva no mercado brasileiro 7:05

7d ago7:05

7:05

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 F…

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Global LPG Conversations: The UK election and the future of LPG 14:31

11d ago14:31

14:31

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 …

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Fertilizer Matters EP18: Carbon-adjusted price of ammonia 10:46

11d ago10:46

10:46

Hear analysis of Argus’ carbon-adjusted price of ammonia (CAPA) assessments, including what CAPA is and how it reflects the future impact of the carbon border adjustment mechanism (CBAM). The podcast explains Argus’ methodology for calculating CAPA and how it is being utilized by the market - including helping with risk management and evaluating ho…

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Fuels Focus: Your Weekly Insight into the US Refined Products Market | Episode 2 2:53

12d ago2:53

2:53

Stay informed with Fuels Focus, the essential podcast from 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 comple…

1
Falando de Mercado: O potencial do mercado de bio-bunker 18:30

17d ago18:30

18:30

A mistura de biodiesel no combustível marítimo pode ajudar empresas na agenda de reduzir a pegada de carbono do transporte, abrindo uma demanda potencial para o biocombustível em um mercado de 4 milhões de toneladas de bunker consumidas anualmente no Brasil. Junte-se a Amance Boutin, editor da publicação Argus Brasil Combustíveis, e Conrado Mazzoni…

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Driving Discussions: Demand Dynamics in the Downstream 9:05

17d ago9:05

9:05

The last few months have undoubtedly been very busy for the downstream market, particularly for refineries, with huge impact on demand and profits. Listen to Jason Metko (Associate Editor of US Products) and Nathan Risser (Senior Correspondent) as they discuss the Demand Dynamics in the Downstream.Από τον Argus Media

1
Fuels Focus: Your Weekly Insight into the US Refined Products Market 3:09

21d ago3:09

3:09

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 comple…

1
Chemical Conversations: Methanol Market Puts-and-Takes 16:19

21d ago16:19

16:19

Welcome to this Methanol Market Puts-and-Takes podcast episode, part of the Chemical Conversations series. In this episode, Argus methanol expert Dave McCaskill and senior analyst Cassidy Staggers discuss global methanol markets, including: Current events affecting supply and demand. Forward view on pricing direction. What you can expect at the Arg…

1
U.S. corn and soybean: How does the USDA calculate yields? 30:00

1M ago30:00

30:00

Listen in as Eduardo Gonzales, Argus US grains and oilseeds analyst, discusses the new USDA WASDE report with industry expert, Scott Irwin. This episode will cover: What data the USDA uses for their yield calculations How does the USDA collect this data Overall historic accuracy Market impacts from the WASDE reports…

1
Chinese propylene tightens grip on Asian LPG in summer 9:01

1M ago9:01

9:01

Listen about LPG demand from the Chinese petrochemical sector this summer and the near term price outlook, with Toong Shien Lee, Associate Editor, Chemicals and Frances Goh, Editor, LPG.Από τον Argus Media

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Fertilizer Matters EP17: Urea – Global supply and demand, Aug 2024 14:42

1M ago14:42

14:42

Hear Argus’ analysis of key factors driving global urea supply and demand, with a particular focus on India, Egypt and China. Join Mike Nash, Senior Editor and Harry Minihan, Editor, Argus Nitrogen as they discuss these topics and more in the latest episode of Argus’ Fertilizer Matters podcast series.…

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Falando de Mercado: Preços internacionais de soja e milho desestimulam vendas de safra brasileira 11:06

2M ago11:06

11:06

O ritmo de farmer selling para as safras brasileiras de soja e milho progride lentamente desde a temporada 2022-23, à medida que produtores acreditavam que os preços subiriam em 2023. Mas o excesso de oferta global pressiona para baixo os preços da oleaginosa e do grão desde então. Diante da lentidão das vendas, qual o cenário atual para a safra 20…

1
Brazil corn and soybeans: farmer selling, harvest update and 2024-25 outlook 11:04

2M ago11:04

11:04

Since the 2022-23 season, farmers have been selling at a historically slow pace, believing that prices would maintain an upward trend, but the global oversupply continued pressuring prices down. What can we expect for this season’s soybeans and corn crops, and what’s the likely picture for the 2024-25 season? Listen to this podcast where our expert…

1
Driving Discussions: Dropping in on USAC Diesel 8:43

2M ago8:43

8:43

In this episode we take a look back on recent developments in the region, the state of play during the summer of 2024 and an early forecast of what may lie ahead in the fall. Argus' Senior US Atlantic Coast distillate report Cooper Sukaly and Associate Editor of US Products Jason Metko.Από τον Argus Media

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Falando de Mercado: O impacto da reforma tributária nas commodities 28:55

2M ago28:55

28:55

A reforma tributária terá grande impacto nos mercados de petróleo, gás, minérios e combustíveis. Após a aprovação do primeiro projeto de regulamentação da pauta na Câmara, o texto segue agora para o Senado. Junte-se a Rebecca Gompertz, repórter da publicação Argus Brazil Gas Markets, e Diogo Martins Teixeira, sócio no escritório de advocacia Machad…

1
SAF Insights with EcoCeres 27:16

2M ago27:16

27:16

Asia Biofuels & Net Zero Deputy Editor Lauren Moffitt speaks to EcoCeres’ Global Head of SAF, Phil Moore, on recent issues affecting SAF markets and their implications for the nascent Asian industry. Topics include impacts of the anti-dumping investigations the EU and UK have launched into Chinese biofuels imports, regional and global developments …

1
Marine fuels dialogue: Red Sea blues and its impact 8:27

2M ago8:27

8:27

The key bunkering hub of Singapore has seen an increase in vessel arrivals in the first half of 2024, particularly as ships divert around the Cape of Good Hope. Fuel prices and freight rates continue to be elevated compared to a year back, reflecting varied constraints in vessel routes, supplies, and firm buying interest for conventional fuels in A…

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Fertilizer Matters Episode 16: Ammonia – New capacity, price outlook, trade flows 12:54

2M ago12:54

12:54

Hear Argus’ analysis of key factors driving global ammonia market sentiment, with a particular focus on significant new capacity additions and its potential impact on prices and trade routes. Join Ruth Sharpe, Editor, Argus Ammonia and Sophie Mason, Manager, Urea and Ammonia Analytics as they discuss these topics in the latest episode of Argus’ Fer…

1
The Crude Report: The TMX series - As volumes hit the water, markets and prices emerge 11:48

2M ago11:48

11:48

The start of waterborne loadings from the 590,000 b/d Trans Mountain Expansion (TMX) pipeline is already providing a glimpse of how markets and prices will evolve around this new development. While still in its early stages, the new flows of heavy Canadian crude are having some impact on global markets and have shown to be perhaps less competitive …

1
Falando de Mercado: O “tarifaço” na malha da NTS 6:48

2M ago6:48

6:48

O aumento inesperado nas tarifas de transporte da NTS vem gerando discussões no mercado de gás natural, com participantes apontando para a atuação da Agência Nacional de Petróleo, Gás Natural e Biocombustíveis (ANP) e para decisões da Petrobras como as principais causas do “tarifaço”. Junte-se a Camila Dias, diretora da Argus no Brasil, e Rebecca G…

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Driving Discussions: Musings from Mexico 8:05

3M ago8:05

8:05

Listen to the outcome of the Mexican presidential election and how the markets will shape over the summer, with Argus Senior Reporter Steven McGinn and Associate Editor of US Products Jason Metko. With refineries incidents and maintenance around Mexico in May, how did all that impact imports into the Country, specifically from Gulf Coast refineries…

1
Global LPG conversations: LPG outlook for 2024 and beyond 17:54

3M ago17:54

17:54

Since the Covid pandemic, LPG markets have become far more volatile, but in 2024, prices appear to have paused for breath. Listen to David Appleton and Jack Greenwood as they discuss the market so far in 2024, the forecast for the rest of the year and beyond, and take a look at biopropane forecasting.…

1
The Biofuels Report: Asian UCO exports to US surge 6:48

3M ago6:48

6:48

With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil. Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malacca price assessments to reflect the growing flows of UCO out of China and SE Asia…

1
Falando de Mercado: Demanda por fretes e adubo diante do próximo ciclo de plantio 11:05

3M ago11:05

11:05

O ano de 2024 tem tido diferentes particularidades no mercado brasileiro, tanto nos fretes rodoviários, quanto na comercialização de grãos e da compra de fertilizantes. Seja por aspectos no mercado internacional ou doméstico, as circunstâncias estão interligadas e afetam umas as outras. A editora adjunta da publicação Argus Brasil Grãos e Fertiliza…

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Fertilizer Matters: Episode 15 - Brazil, June 2024 6:18

3M ago6:18

6:18

Hear Argus’ analysis of current fertilizer market dynamics in Brazil - one of the largest and most influential fertilizer markets in the world. Join Mike Nash, Senior Editor - Fertilizers and Gisele Augusto, Reporter - Argus Brazil Grains and Fertilizer as they discuss this market in the latest episode of Argus’ Fertilizer Matters podcast series. K…

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Chemical Conversations: Navigating pine chemicals and hydrocarbon resins amid plant shutdowns 17:19

3M ago17:19

17:19

Pine chemicals editor Leonardo Siqueira talks to Steve Williams, VP of Argus C5 and Hydrocarbon Resins, about navigating the pine chemicals and hydrocarbon resins markets, including: How plant shutdowns may impact trade flows and regional supply/demand balances. The impact of Chinese consumption taxes on C5 tackifier markets. CTO demand in the US a…

1
Falando de Mercado: Insegurança jurídica afeta precificação de Cbio 12:40

3M ago12:40

12:40

A inadimplência crescente no cumprimento das metas do Renovabio tem pautado as conversas de participantes do mercado de Cbios, com o capítulo de judicialização contra o programa ofuscando os fundamentos e encolhendo a liquidez dos créditos de descarbonização. Junte-se a Conrado Mazzoni, chefe adjunto de redação da Argus no Brasil, e Rebecca Gompert…

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The Crude Report: The TMX series - Canadian heavy crude flows hit the Pacific markets 10:18

4M ago10:18

10:18

The new 590,000 b/d Trans Mountain Expansion (TMX) pipeline has the potential to shift export patterns for heavy sour Canadian crude away from the US Gulf coast by adding new capacity out of Vancouver’s Westridge terminal, but some obstacles persist. Join Argus’ crude and LPG editorial manager Gus Vasquez and deputy editor Amanda Hilow in discussin…

1
The Biofuels Report: Waste based ethanol on the rise with Raizen 33:45

4M ago33:45

33:45

Why Raizen decided to invest into waste-based origin ethanol, capacity plans, feedstocks? And, where is future demand expected to come from? Paulo Côrte-Real Neves, Global EVP President Raizen Trading, explains to Josefine Ahlström, Argus VP Business Development Europe.Από τον Argus Media

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Falando de Mercado: Mudança no fluxo de gasolina para o Brasil 8:19

4M ago8:19

8:19

Depois de se consolidar como fornecedor de diesel, a Rússia começa a se destacar nas importações de gasolina pelo Brasil. Ofertas do produto estão chegando aos compradores brasileiros, que veem preços mais baixos em relação aos fornecedores tradicionais, como Estados Unidos e Europa. Neste episódio, a editora associada da publicação Argus Brasil Co…

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Global LPG Conversations: How is China’s LPG demand in 2024? 26:07

4M ago26:07

26:07

Get insights into the LPG market in this podcast. Find out more about: China’s LPG import increased by 20pc yoy in 2023. Will this momentum be sustained in 2024? PDHs demand for propane and crackers demand. Iranian LPG is still an important part of China’s imports. Chinese importers like to use more AFEI, because it reflects the supply/demand balan…

1
Taking Stock of Clean Hydrogen Demand-side Policies 19:57

4M ago19:57

19:57

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 enou…

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Weight of Freight: Navigating the Essentials of EU ETS and Maritime Decarbonisation 38:28

4M ago38:28

38:28

The global shipping industry is a cornerstone of the world's economy, yet it faces the critical challenge of reducing emissions. To help you navigate the new EU Emissions Trading System (ETS) for shipping, join experts Andrew Khaw, Editor Asia Freight, Mahua Chakravarty, Editor Asia Marine Fuels from Argus Media, and Brijesh Tewari, Lead Maritime D…

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Fertilizer Matters: Phosphates in Asia, May 2024 6:45

4M ago6:45

6:45

Hear Argus’ analysis of changing market dynamics in the Chinese phosphate rock market in response to growing LFP battery demand, and the growth in DAP imports to South East Asia. Join Andrea Valentini, VP, Business Development and Huijun Yao, Editor, Asia Fertilizers as they discuss these topics in the latest episode of Argus’ Fertilizer Matters po…

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Driving Discussions: How is US refined oil products export market affected by USGC medium range tanker rates bouncing back? 17:52

4M ago17:52

17:52

Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, to discuss a series of topics including: Shifting trade flows on geopoli…

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Market Talks: Unprecedented floods hit Brazil’s Southern Rio Grande do Sul state 10:17

4M ago10:17

10:17

Rio Grande do Sul is Brazil’s main producer of rice, wheat and summer corn, and it is set to become the country’s second largest producers of soybeans in the 2023-24 season. Considering the state is a large agricultural producer, Rio Grande do Sul is one of the main consumers of fertilizers in Brazil. Understand the impacts of the floods in the agr…

1
Falando de Mercado: Impactos das enchentes na agricultura do Rio Grande do Sul 10:41

4M ago10:41

10:41

O Rio Grande do Sul é o principal produtor de arroz, trigo e milho de verão do Brasil e deverá ser o segundo maior produtor de soja na safra 2023-24. Considerando que o estado é um grande produtor agrícola, o Rio Grande do Sul é um dos principais consumidores de fertilizantes do Brasil. Entenda quais são os impactos das enchentes na produção agríco…

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Bringing novel SAF pathways to market 13:23

4M ago13:23

13:23

Listen to Carbon Neutral Fuels’ (CNF) co-founders Sophie Zienkiewicz and Alasdair Lumsden and Argus’ Giulia Squadrin as they discuss novel SAF production technologies as well as the project CNF and its partners are developing in the UK.Από τον Argus Media

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Falando de Mercado: Projeto Serra do Salitre e oferta de fosfatados 20:49

4M ago20:49

20:49

Com uma dependência externa de mais de 85pc do fertilizante que consome, o Brasil segue procurando alternativas para elevar sua independência. A produtora Eurochem inaugurou em abril o projeto Serra do Salitre, em Minas Gerais, que deve contribuir para o Brasil reduzir a necessidade de importação de fosfatados. Já neste ano, a companhia deve fornec…

1
Chemical Conversations: Octane Blending Outlook 8:03

4M ago8:03

8:03

Cassidy Staggers, Sector Analyst for Argus Chemicals, talks to Roel Salazar, Lead Consultant for Argus MTBE and Octane Blending Components, about key trends, the market outlook and new enhancements to the Argus Octane Blending Outlook service. This podcast is delivered by Argus’ chemical experts using data and insights from the Argus Octane Blendin…

1
Net Zero Transition: Improved Forest Management 28:53

4M ago28:53

28:53

Adam Nye, VP of Business Development for Carbon Markets at Argus, talks to Joshua Strauss, President of Environmental Products at Anew Climate, and Lizzie Aldrich, VP of Business Development at Anew Climate, about Improved Forest Management (IFM), including the: Key methods and diverse co-benefits of IFM. Changes taking place in forest management p…

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Driving Discussions: Downward Diesel in the USAC 10:03

4M ago10:03

10:03

US Products Associate Editor Craig Ross sits down with Jason Metko discussing the recent lowering trends in the New York Harbor and Atlantic Coast distillate markets.Από τον Argus Media

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Weight of Freight: Dry Bulk - A VUCA Market Analysis 30:48

4M ago30:48

30:48

Volatility, uncertainty, complexity, and ambiguity (VUCA) defined the dry bulk market in Q1 2024, and is expected to do so for the rest of 2024. Join Andrew Khaw, Editor Asia Freight and Wilson Wirawan, Dry Bulk Team Lead - Maritime Analyst, to navigate this complex landscape by analysing major events - dry weather, canal delays, Red Sea tensions -…

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Weight of Freight: VLGC troubles to persist through the rainy season at Panama Canal 21:55

4M ago21:55

21:55

As draught restrictions ease with the start of a much-awaited rainy season in the Panama Canal, difficulties are likely to persist for very large gas carriers (VLGCs) as other shipping markets move back to the route and escalate competition for transit slots. Listen to Andres Pacheco, Analyst at the LPG Trading desk for Spain’s Repsol, and Yohanna …

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Weight of Freight: Rising role on Insurance in maritime 22:08

4M ago22:08

22:08

Three months after the car carrier Galaxy Leader was hijacked in the Red Sea, attacks on merchant shipping in the region have continued. Freight and insurance costs have risen with diversions around the Cape of Good Hope, adding another three weeks to voyages. Maxence Servelle, head of cargo at Diot-Siaci Asia, joins Argus' senior freight reporter …

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