Argus Media

Given the current conflict in Ukraine, the country’s ability to maintain its corn production has been in question. This is crucial for the global corn supply/demand balance as the country typically is a leading producer and exporter. Will Ukraine’s corn production fall significantly? Has the conflict impacted planted and harvested areas? What can we expect for the 2022-23 marketing year?

In this Agriculture Insights podcast Argus’ Global Editorial Manager for Agriculture Jade Delafraye is joined by Senior Grains Analyst Alexey Yeromin, to discuss Ukraine’s corn crop conditions and the findings from the Agritel crop survey organised in the last week of August.

More insights on grains and oilseeds with the AgriMarkets service

Si bien el clima de inversiones en México parece aún contener muchas trabas para la participación del sector privado por parte del gobierno de México, acciones recientes como la reapertura de dos terminales privadas de almacenamiento, y el restablecimiento de algunos permisos de importación parecen indicar que existe, al menos, un pequeño rayo de luz para las compañías y un relajamiento de los momentos de mayor rechazo a la iniciativa privada.

Acompañe a Josh Vence, gerente de desarrollo de negocios para América Latina de Argus, y Sergio Meana, corresponsal senior en México para Argus Media, y entérese del nuevo clima político y financiero para el amplio mercado de combustibles en México.

Enlaces adicionales

Argus Mexico Fuel Markets

Alaskan North Slope (ANS) crude assessments against Ice Brent have climbed to a record-high on stronger refinery margins at the US west coast and a halt in Russian crude imports. 

ANS for delivery to the US west coast in October has been selling at a $6.75/bl premium to CMA Ice Brent, the highest premium against the basis since the Argus assessment was launched in January 2018. The US west coast premium for ANS is up by over $6/bl from a year ago as demand for transportation fuels rebounds from Covid-19 pandemic lows and competing Russian crude supply is banned from US west coast refiners. 

Learn more about the Argus Crude report. 

Junte-se a Camila Dias, diretora da Argus no Brasil, e João Petrini, repórter da publicação Argus Brasil Grãos e Fertilizantes. Eles conversam sobre as variações nos preços de frete rodoviário com origem no estado de Mato Grosso e os valores que vêm sendo praticados em corredores de exportação. 

Dhanish Kalayarasu, talks to leading chlor-alkali experts George Eisenhauer, Stephanie Koenig, and Bernard Law, about the Argus Chlor-Alkali Outlook:

This podcast is delivered by Argus’ chlor-alkali experts using data and insight from the Argus Chlor-Alkali Outlook.

Get more information and request a free trial

How have raw materials, scrap and fuel costs factored into the decline of US HRC and rebar prices? 

Rye Druzin, Senior Reporter, quizzes Marialuisa Rincón, Reporter, on the downward trends of US rebar and the supply/demand expectations from construction. Rye also reflects on the new price floor for HRC and considers what the short-to-medium term might look like for US steel. 

Cassidy Staggers, talks to leading olefins experts Sarah Rae, Ron Baughman, plus senior reporter T.S. Lee about the Argus Olefins Outlook:

• Market direction and underlying trends over the next 12 months

This podcast is delivered by Argus’ olefins experts using data and insight from the Argus Olefins Outlook.

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As the US dollar index breaches 20-year highs, many foresee an imminent cyclical devaluation, although rumours of the demise of the dollar as the de-facto global currency look premature. 

By Argus Chief Economist, David Fyfe

O fenômeno La Niña sempre traz preocupações na agricultura brasileira, já que costuma reduzir os volumes de chuva na metade sul do país. Os meteorologistas confirmam que o padrão climático está presente pelo terceiro ano consecutivo e vai se estender pelo menos até o início da safra agrícola 2022-23. Mas será que desta vez será tão intenso quanto na safra passada? E quais os outros fatores climáticos que vão influenciar o tamanho da próxima safra brasileira? Junte-se a Camila Dias, diretora da Argus no Brasil, e Alessandra Mello, editora assistente de agricultura e fertilizantes. Elas conversam sobre as previsões mais recentes para o clima e a produção de soja e milho no Brasil.

Quer ficar por dentro de tudo que acontece no mercado de agricultura? Acesse: https://www.argusmedia.com/pt/agriculture