OPIS TALKS CHEMICALS:

The Middle East conflict triggered extreme price volatility and shifted global trade flows, but the most lasting impact is a fundamental change in Chinese production. In this episode, Joel Morales, Vice President, Polyolefins Americas, breaks down why China’s temporary pivot from importer to net exporter has permanently altered the supply landscape.

Learn about current demand loss, whether it might recover and what producers should expect as oversupply challenges persist through 2030. You’ll also find out how China leveraged inventory to fill supply gaps, the harsh reality of "lost consumption" in 2026 versus the expected bounce-back, and how the natural gas-to-oil spread is currently sustaining US production.

Continue the discussion at the Global Plastics Summit in Houston, Texas, on November 2-4, 2026. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/gps to register.

Have questions or feedback? Please drop us a line at [email protected].

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OPIS TALKS CHEMICALS:

In this episode of OPIS Talks, Ana Lopez, Executive Director, Inorganics North America, Chemical Market Analytics by OPIS, joins Mariana Santos Moreira, Thought Leadership Director, to discuss the forces shaping today's global PVC market.

From the impact of the Middle East conflict on regional producers and trade flows to mainland China's growing advantage in carbide-based PVC production, they explore the market dynamics influencing supply, pricing and competitiveness.

The conversation also examines the industry's long-term oversupply outlook, the implications for margins and operating rates, and how mainland China's renewed focus on coal-to-chemicals could shape future investment and production.

Continue the conversation at the Global Plastics Summit, taking place November 2-4, 2026 in Houston, TX. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/gps to register.

Have questions or feedback? Please drop us a line at [email protected].

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS CHEMICALS:

In this episode of OPIS Talks, Director of Methanol – Americas, Chemical Market Analytics by OPIS, Maia Dolan, joins Mariana Santos Moreira, Thought Leadership Director, to discuss the forces reshaping global methanol markets.

From tightening U.S. sanctions affecting Iran, Russia and India to shifting trade flows and China's methanol-to-olefins (MTO) economics, they explore the key market dynamics influencing producers, consumers and traders around the world.

The conversation also examines natural gas feedstock availability, the outlook for major export hubs, the evolving opportunities for blue and green methanol, and whether today's geopolitical uncertainty could delay the maritime industry's transition to low-carbon e-methanol.

Continue the conversation at the World Methanol Conference, taking place 29 September–1 October 2026 in Rotterdam, Netherlands. As a thank you for listening, use promo code TPOD15 to receive 15% off your conference registration. Visit chemicalmarketanalytics.com/wmc to register.

Have questions or feedback? Please drop us a line at [email protected].

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS REFINED FUELS:

In this episode of OPIS Talks’ limited series on refined spot products, Reagan Pritchard speaks with OPIS Chief Oil Analyst Denton Cinquegrana and Senior Journalist, Mexico Fuels, Karla Omaña about how rising Venezuelan crude flows could reshape fuel dynamics between the U.S. Gulf Coast and Mexico. They discuss what still needs to happen before Venezuela can become a more substantial force in global oil markets, why U.S. Gulf Coast refiners remain well positioned to process Venezuelan crude, and how Mexico’s push for greater energy independence is affecting refining, imports and supply strategy. The conversation also examines Pemex’s dominant role in the Mexican fuels market, the significance of its agreement with Petrobras, the operational challenges at Dos Bocas, and how renewed conflict involving Iran could influence fuel prices across the Western Hemisphere.

Have questions or feedback? Please drop us a line at [email protected].

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS REFINED FUELS:

In this episode of OPIS Talks’ limited series on refined spot products, Reagan Pritchard speaks with OPIS Chief Oil Analyst Denton Cinquegrana and Senior Journalist, Mexico Fuels, Karla Omaña about how rising Venezuelan crude flows could reshape fuel dynamics between the U.S. Gulf Coast and Mexico. They discuss what still needs to happen before Venezuela can become a more substantial force in global oil markets, why U.S. Gulf Coast refiners remain well positioned to process Venezuelan crude, and how Mexico’s push for greater energy independence is affecting refining, imports and supply strategy. The conversation also examines Pemex’s dominant role in the Mexican fuels market, the significance of its agreement with Petrobras, the operational challenges at Dos Bocas, and how renewed conflict involving Iran could influence fuel prices across the Western Hemisphere.

Have questions or feedback? Please drop us a line at [email protected].

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS COAL, METALS & MINING:

In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton discuss why crude markets may be understating real geopolitical risk, with a focus on flows through the Strait of Hormuz and the vulnerability of the Bab el-Mandeb as an alternate outlet for Middle Eastern supply. They also examine what a weaker Japanese yen could mean for global debt markets and why current Treasury signals suggest borrowing costs may stay higher for longer than many market participants expect. For energy, metals and mining audiences, the conversation zeroes in on the macro and shipping risks that could shape fuel, freight and broader commodity markets in the weeks ahead.

Have questions or feedback? Please drop us a line at [email protected].

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS COAL, METALS & MINING:

In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton examine the latest US-Iran memorandum of understanding and why any reopening of the Strait is unlikely to bring an immediate return to normal energy flows.

They discuss why the market may be underestimating the time, cost and logistical hurdles involved in restoring crude, LNG and refined-product movement, even after a ceasefire.

The conversation also looks at what tighter inventories and ongoing uncertainty could mean for diesel buyers and risk management, particularly for mining and industrial customers.

The episode closes with a look at newly announced Section 301 tariffs and why tariff uncertainty may be on firmer legal footing rather than fading away.

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Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS REFINED FUEL:

The global shipping and freight landscape has undergone a chaotic transformation as an ongoing conflict between the U.S. and Iran completely scrambles global product flows. In the episode of OPIS Talks, the first of a limited series on refined spot products, Reagan Pritchard, OPIS lead editor for the U.S. Gulf Coast Distillates Market, joins Tom Sosnowski, associate director of global marine fuels for OPIS, to analyze this sudden disruption. They discuss how a three-month shutdown of the Strait of Hormuz has trapped 1,600 vessels, forcing traffic around the Cape of Good Hope and sending freight rates to astronomical heights. They also evaluate logistical stopgaps, such as Saudi Arabia's Yanbu terminal, and detail how the Trump administration's Jones Act waivers enabled foreign-flagged ships to deliver critical fuel from the U.S. Gulf Coast to California. Finally, they examine the extensive 18-to-22-week timeline required to safely restore normal maritime transit.

Have questions or feedback? Please drop us a line at [email protected].

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS COAL, METALS & MINING:

In this latest Tariff Talk Charles and James focus — again — on Iran. We talk about how the situation might play out and why a deal is so hard to come by. We discuss risks stemming from the Iran situation, and particularly focus on diesel. We also talk about how some miners — notably those in Indonesia where James just visited — are reacting to the current situation.

Have questions or feedback? Please drop us a line at [email protected].

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

OPIS TALKS COAL, METALS & MINING:

Charles Dayton and James Stevenson discuss the ongoing war in the Middle East. They discuss likely timeframes for its duration, and what its commodity impacts are. We focus on impacts on LNG, and flow-through impacts on coal demand. And we close with some discussion of some of the larger Iranian strategies in the war, such as weakening the petrodollar.

Have questions or feedback? Please drop us a line at [email protected].

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.