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

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

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

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

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

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.

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.

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.

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 how CAPA will impact and incentivise their business.

Join Ruth Sharpe, Editor, Argus Ammonia and Andrea Valentini, VP, Business Development – Ammonia as they discuss CAPA and introduce our Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB), in the latest episode of Argus’ Fertilizer Matters podcast series.

Download our supporting guide to clean ammonia pricing. It includes:

• What are the most likely clean ammonia pricing structures?

Key topics covered in the podcast::

• What is CAPA and how is it calculated?

Related links:

• Request a sample report/more information

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 complexities with confidence.

In our second episode, we dive into:

• US Gulf coast diesel cash prices reach a low | Read more

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

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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 desafios de Autazes, está a logística da região, considerando a manutenção de hidrovias no Amazonas.

O repórter sênior da publicação Argus Brasil Grãos e Fertilizantes, João Petrini, conversa com o executivo sobre o Projeto Autazes, abordando desafios e perspectivas, além de expectativas para o mercado de fertilizantes no atual e próximo ciclos de plantio do país.

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, chefe adjunto de redação da Argus no Brasil, em uma conversa sobre detalhes dessa mistura voluntária, recentemente autorizada pela ANP, inclusive em termos de preços.