Argus Media

European distillates’ demand will shape the global flows and the shipping market, which is to become a central element for the supply of Diesel into Europe, particularly from February 2023 onwards, once Russian Diesel is phased out. In this podcast, Alfonso Berrocal speaks to John Ollett, in-house freight expert, about the capacity and availability of Long Range vessels (LR2s) to supply Diesel to Europe. 

Check out the Driving Discussions podcast series 

As 2022 draws to a close, Claira Lloyd, Phosphate and Phosphate Rock Research Manager and Timothy Evans, Phosphate Analyst join Tim Cheyne, SVP – Global Head of Fertilizers, to discuss and assess key developments across policy, new projects and pricing.

Key topics covered by the podcast:

Policy update

- Possible impact of Indian authorities' increasing vigilance on environmental issues (accumulation of Phosphogypsum)

- New Brazilian government and Brazil's President Lula plans to increase domestic fertilizer production and reduce fertilizer imports

New projects

- Afrimat's mine in South Africa

- Agriflex's Ardmore Phosphate Rock Project

- Growth in Australian projects over the last 18 months

Pricing

- Forecast overview: Key influences and risks going forward

- Potential for emergence of two separate two tier pricing systems

Phosphate Rock Analytics development at Argus

- Phosphate rock costs in our Long Run Marginal Costs analysis

- Mine level cost modelling - enhancing the robustness of our cost modelling even further

The WTI Houston pipeline market price is directly connected to the waterborne WTI price at the US Gulf coast and international market factors. This has been highlighted as some importers diversify away from Russian crude and pipeline premiums rise. Recently high freight rates and shipping costs are weighing on the US pipeline-assessed prices in recent days, further demonstrating its connectedness to the global market. 

Geopolitical factors are changing the supply of sulfur for fertilizer producers in Latin America. Firm-priced raw materials are raising production costs, but lower-cost options come with higher risks. 

Join Josh Vence, Argus Latin America Business Development Manager, and Maria Mosquera, the editor of Argus Sulfur, the sulfur report, on market conditions affecting imported sulfur prices in Latin America. 

Lars Rosenløv, Chief Executive Officer of chemical recycling firm Quantafuel, talks to Will Collins, Global Editor for Argus Recycled Polymers, about:

• The challenges of commissioning a commercial scale pyrolysis plant

Join Argus Spot Ticker reporter, Jason Metko, and Senior VP, Global Head of Oil Products, Stephen Jones, as they discuss the current status of the global oil markets, the upcoming EU sanctions for crude and refined products, and how they will affect American consumers and drivers. 

Check out the Driving Discussions podcast series 

Learn more about Argus’ comprehensive coverage of the US Products market 

Argus had a team of editors and reports on the ground in Sharm El Sheikh for Cop 27 – this podcast draws on this coverage and provide a review of the key developments and outcomes from the conference. Join Michael Ball, Editor of Argus Air Daily (our service focusing on North American emissions and environmental markets) and Georgia Gratton, Senior Reporter covering energy transition, for our concise and insightful podcast.

Metal Movers: Metal Movers: Lithium supply in EU with Tees Valley Lithium 

Listen to our latest podcast to learn about the new 96,000t lithium hydroxide project from Tees Valley Lithium with Thomas Kavanagh, Associate Editor, Argus and John Walker, CEO, Tees Valley Lithium. 

This episode also touches on the LFP vs NCM debate, the logistical challenges of establishing a European lithium supply chain and the battery material demand oulook for 2030. 

What is the power-to-liquid SAF production pathway, when can we expect production, and how does it compare with the most popular SAF pathway, HEFA? Check out the latest episode of SAF Insights with Argus European SAF reporter Bea O’Kelly, and Sasol EcoFT senior vice president D Helge Sachs. 

Listen to the other episodes in the SAF Insights podcast series 

Learn more about Argus’ comprehensive SAF market coverage