Argus Media

This podcast takes a look at the impact of the virus on port and supply chain logistics, fertilizer import demand, local production and outstanding purchase tenders on the African continent.

The Alberta government’s recent announcement to partner with TC Energy on the northern part of the Keystone XL pipeline sparks a wider conversation on the current state of Canadian crude oil markets. Jeff Kralowetz, Vice President Crude & NGLs, and Cheryl Goodwin, Business Development, discuss the upstream, midstream and downstream crude landscapes in Canada at the moment as well as the economic facts underlying recent price shifts.

Mexico has long been a focus for refiners looking to grow their downstream footprint. But how will the country’s liberalizing markets fare as demand falls and margins tighten? Argus VP of North America Refined Products, John Demopoulos, Editor of Mexico Fuel Markets, Carla Bass and Senior Correspondent in Mexico City bureau, Sergio Meana discuss COVID-19 impacts to fuel flows in Mexico.

This podcast discusses how the global spread of the coronavirus is impacting the potash market and its connected infrastructure. Ewan Thomson, Editor - Potash, discusses the broad impacts on supply, demand and prices.  

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 coronavirus outbreak is significantly affecting commodity markets, including bitumen. Bitumen markets are almost completely shaped by weather, and financing, and the toll that coronavirus has taken on economies has affected bitumen.

Join Argus Media’s bitumen editor for Asia-Pacific, Aabha Gandhi, and vice-president for refined products, Asia, Sunita Sharma, in an exclusive podcast where they examine supply and demand fundamentals, as well as some of the expected repercussions in Asia-Pacific markets.

Refined product demand in the US has been upended, forcing refiners to cut production and pipelines to slow. What happens next? How are refiners dealing with uncertainty in the marketplace? John Demopoulos, Argus’ VP for North America refined products, and Elliott Blackburn, senior reporter for downstream and fuels, discuss this and more, including refining economics, maintenance and RVP issues.

Sentiment is bearish among Middle East producers as the coronavirus pandemic is impacting the demand in key export markets globally. Saudi Arabia and the UAE announced its measures to bolster their economies with packages worth a combined $55bn, with more likely to come. What is the direct impact on regional refiners and petrochemical producers in the Mideast Gulf and to their supply chains?

The start of the coronavirus outbreak coincided with an already pre-scheduled refinery maintenance programme in the Mideast Gulf. This capacity is scheduled to be back online soon, but operators may extend their turnarounds to keep units offline for some time given the prevailing market conditions.

Given the recent fall in oil and naphtha prices, petrochemical feedstock costs are compressed. Freight becomes a higher proportion of the final price and may provide a competitive benefit to regional petrochemical producers.

Join Nader Itayim, Editorial Manager for Argus’ Middle East bureau, Muhamad Fadhil, Argus’ petrochemical editor and Sarah Raffoul, Argus’ Mideast Gulf middle distillates reporter in this exclusive podcast.

It’s all too easy to be overwhelmed by the current global crisis, and this episode of “From the Economist’s Chair” takes a step back from the day-to-day maelstrom of likely crude oil price floors, inventory capacity, ultimate demand loss and upstream budget cuts. What shifts may be ahead in the global economic and financial system as a result of this pandemic?

Argus Chief Economist David Fyfe considers more broadly the changes this cruel coronavirus episode might force upon international commerce, global relations and the commodity markets.

Long-stable crude oil price relationships at the US Gulf coast have been upended by the global crude supply/demand imbalance. What is likely to happen next? How much crude can Cushing store? And what does this mean for US exports? Argus VPs for Crude Business Development, Jeff Kralowetz and Bruce Fulin, and Argus Americas Crude Editor Gus Vasquez discuss this and more.