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Argus Media episodes

  • Falando de Mercado: Panorama sobre o mercado sul-americano de fertilizantes em 2024 | Argus Media

    A comercialização de fertilizantes segue com baixa liquidez na Argentina, por questões políticas. No Paraguai, condições climáticas desfavoráveis, reflexo do fenômeno El Niño, contribuem para o ritmo lento no mercado de adubos, enquanto compradores têm dificuldade para encontrar caminhões disponíveis para o transporte de fertilizantes a partir do Brasil.

    Junte-se a Camila Dias, diretora da Argus no Brasil, e Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, em um bate-papo sobre o mercado sul-americano de fertilizantes no começo de 2024 e sobre os principais fatores que geram baixa liquidez nesse mercado.

    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 

    9 min
  • Market Talks: South American fertilizer market in 2024 | Argus Media

    Fertilizer purchases are on the sidelines in the Argentinian market because of the country’s political scenario. In Paraguay unfavorable weather conditions because of the El Nino phenomenon cause lower liquidity, while Paraguayan buyers struggle to find trucks available to carry fertilizers from Brazil.

    Join Camila Dias, Argus Brazil Bureau Chief, and Renata Cardarelli, deputy editor for the Argus Brazil Grains and Fertilizer publication, as they talk about the South American fertilizer market at the beginning of 2024 and the main reasons that cause low liquidity in this market.

    Argus produces a comprehensive suite of pricing and market intelligence services for the fertilizer industry. Find out more: https://www.argusmedia.com/en/fertilizer 

    9 min
  • Hablando del Mercado: Una visión del mercado sudamericano de fertilizantes en 2024

    La comercialización de fertilizantes sigue frenada en Argentina por cuestiones políticas. En Paraguay, condiciones climáticas desfavorables, a causa del fenómeno El Niño contribuyen para la baja liquidez, en cuanto compradores paraguayos tienen dificultades para encontrar camiones disponibles para transportar fertilizantes desde Brasil.

    Acompañe Vanessa Viola, Sénior vicepresidente para Latinoamérica, y Renata Cardarelli, editora adjunta de la publicación Argus Brazil Grains and Fertilizers y entérese del escenario en el mercado sudamericano de fertilizantes en el comienzo de 2024 y de los factores que generan baja liquidez en ese mercado.

    Servicios Relacionadas: Argus Fertilizer

    10 min
  • Weight of Freight: Navigating Rising Tensions in the Red Sea - A Dry Freight Perspective

    This episode was recorded on 26th January 2024

    As geopolitical storms brew in the Red Sea, shipping routes are getting caught in the crossfire. Listen to Andrew Khaw, Editor Asia Freight and Wilson Wirawan, Dry Bulk Team Lead - Maritime Analyst, BRS, discuss the escalating tensions and their impact on trade routes, freight costs, and the overall market outlook for the dry bulk freight segment.

    Key topics covered in the podcast:

    • Red Sea Flashpoint: Unpacking the risks and disruptions caused by heightened tensions.
  • Suez Canal Squeeze: How are escalating Red Sea concerns impacting Suez Canal traffic and dry bulk shipments?
  • Market Manoeuvres: Exploring potential alternative routes and their cost implications for dry bulk shippers and shipowners.
  • China's Conundrum: Analysing China's economic slowdown on dry bulk demand and trade patterns, amid geopolitical uncertainties
  • Future Forecast: Charting the course for dry bulk shipping in the face of a complex and evolving landscape.
  • 20 min
  • Fertilizer Matters: Red Sea fertilizer logistics, Jan 2024

    Hear Argus’ concise analysis of how the conflict in the Red Sea has impacted fertilizer logistics, focusing on the ammonia, potash and sulphuric acid markets.

    Join Mike Nash, Senior Editor, Lizzy Lancaster, Senior Reporter – Ammonia, Julia Campbell, Editor of Argus Potash and Liliana Minton, Editor of Argus Sulphuric Acid as they discuss the impact of this developing crises in the latest episode of Argus’ Fertilizer Matters podcast series.

    15 min
  • Weight of Freight: Canal dilemmas push VLGC freight the long way round

    Rising tensions in the Red Sea forced VLGCs away from the Suez Canal in a second shock to US-Asia-Pacific LPG trade only two months after the Panama Canal imposed its tightest-ever transit restrictions, adding even more instability to an already volatile market. Listen to Oystein Kalleklev, CEO of Avance Gas and Flex LNG, and Yohanna Pinheiro, LPG Freight Market Reporter, discuss how diverting around the Cape of Good Hope and other market drivers will shape the costs of shipping LPG this year and beyond.

     

    Key topics covered in this podcast:

    • Panama Canal restrictions' ongoing impact on freight markets

    • Rising tensions in the Red Sea and diversions via Cape of Good Hope
    • VLGC orderbook and long-term outlook
    • ETS impact on VLGC freight
    • Avance Gas' fleet renewal programme 
    • Ammonia freight and new markets

    34 min
  • Falando de mercado: Perspectivas para fertilizantes no início de 2024

    Após um ano de mudança nas dinâmicas de comercialização de fertilizantes, a expectativa do mercado se volta para o primeiro trimestre do ano. Renata Cardarelli, editora adjunta da publicação Argus Brasil Grãos e Fertilizantes, e Gisele Augusto, repórter da publicação Argus Brasil Grãos e Fertilizantes, conversam sobre quais as perspectivas para os principais macronutrientes no início de 2024.

    8 min
  • Weight of Freight: Freight & Marine Fuels

    2024 marks the beginning of carbon pricing on ship emissions in Europe with the inclusion of shipping into the EU’s Emissions Trading System (ETS). Listen to Nicholas Watt, Editorial Manager of Freight, and Elena Domashenko, Senior Analyst, discuss the additional costs shippers should expect to pay this year and how freight and marine fuels markets will be affected.

     

    Key topics covered in the podcast:

     

    • Argus coverage of ETS costs in freight, bunkers markets
  • CCF (Carbon Cost of Freight) assessments for crude, refined products, petroleum coke, coal, iron ore, grains, and
  • Conventional vs. alternative fuel pricing
  • LNG bunkering outlook
  • Shifting regulatory landscape in Europe
  • Possibility of a two-tier shipping market
  •  

    Related links

    • https://www.argusmedia.com/en/blog/2023/September/27/weight-of-freight-eu-ets-compliance-will-add-about-3-4pc-to-freight-bill
    11 min
  • Chemical Conversations: Petcore Europe on Recycled Polymers’ Outlook for 2024

    Chloe Kinner, European editor for Argus Recycled Polymers, talks to Antonello Ciotti, president of Petcore Europe, about the outlook for recycled PET and virgin PET markets.  

    • Current trends and their effect on the recycled polymers market and key drivers for 2024’s outlook.  
  • What changes to plastic and packaging regulations may mean for the market.   
  • Other key factors industry needs to stay close to in 2024 and beyond.  
  • This podcast is delivered by Argus’ recycled polymers experts using data and insight from the Argus Recycled Polymers service.  

    20 min

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