• OPIS TALKS: SOLAR • In this episode of OPIS Talks, OPIS Sr. Editor for US Solar Colt Shaw interviews Mike Carr, Executive Director of Solar Energy Manufacturers for America Coalition (SEMA). They delve into the US solar supply chain's growth and challenges, examining the impact of the Inflation Reduction Act, trade policies, and Chinese competition. Listen and learn more about the market dynamics that are shaping the US solar industry’s trajectory.

• OPIS TALKS: PETROCHEMICALS • Acrylonitrile, a key petrochemical, has seen downturns before; however, currently, the market is in a never-seen-before state. Margins remain depressed for all regions, leading producers to cut production rates to manage inventory. Even with a slow demand recovery, global capacity continues to rise—especially with China adding new plants. This caused capacity rationalization, restructuring, and shifts in global consumption and trade patterns.

In this episode of OPIS Talks, Kevin Longworth, Zengwei Yin, and David Onyekpe delve into these issues, sharing key insights and challenges in the current markets. They'll also preview what to expect at the upcoming Global Acrylonitrile & C4s Forum, Nov. 14-15, in Singapore.

• OPIS TALKS: COAL, METALS & MINING •

In this episode of OPIS Talks, you’ll hear from Dr. James Stevenson, executive director and research lead for McCloskey by OPIS, and Ranjana von Wendland, associate director, global business development, steel raw materials. They explain the changing market dynamics of met coal and met coke supplies in Europe.

• OPIS TALKS: OIL & GAS •

In this episode of OPIS Talks, you'll hear from Elaine Levin, president of Powerhouse TL. With winter coming, distributors and dealers are hedging their purchases of heating oil. Levin explains what this can mean for homeowners and also how the same principles can be applied for gasoline. The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS.

• OPIS TALKS: DOWNSTREAM FUELING •

In this episode of OPIS Talks, you'll hear from Tyler Cameron, head of strategy and analytics at Rovertown. Cameron shares how fuel retailers are injecting fun and discounts for customers with convenience stores apps, while enabling retailers to engage with customers faster and in novel ways. The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS, and Brandon Gormley, executive director of retail software sales and client success at OPIS.

• OPIS TALKS: RENEWABLE ENERGY •

In this episode of OPIS Talks, join us as we dive into the European Union's ambitious green hydrogen targets with industry expert Greg Pawelec. We'll explore whether the EU is on track to meet its goal of producing 20 million metric tons of renewable hydrogen by 2030, the challenges in scaling up infrastructure, and the complex realities of implementation. From technology bottlenecks to policy shortfalls, this discussion offers an unfiltered look at the future of green energy in Europe.

• OPIS TALKS: RENEWABLE ENERGY •

In this episode of OPIS Talks, you'll hear from Andy Lipow, President of Lipow Oil Associates, and Jordan Godwin, Director of Renewables at OPIS. Lipow shares insights into what you can expect from the biofuels market in the coming months, including a potential renewable credits shortfall, LCFS and renewable diesel under pressure, and tax credit options.

• OPIS TALKS: DOWNSTREAM FUELING •

In this episode of OPIS Talks, you'll hear from Alan Meyer of Meyer Oil and Mach 1. Alan addresses topics including:

What does the future of convenience stores (c-stores) look like?

Why is Mach 1 developing truck stops and how will those differ from the typical c-store?

How does adopting new technology help keep the customer at the center of focus?

The interview is hosted by Denton Cinquegrana, chief oil analyst at OPIS, and Brandon Gormley, executive director of retail software sales and client success at OPIS.

• OPIS TALKS: OIL & GAS •

In this episode of OPIS Talks, you'll hear from Tom Kloza, one of the founders of OPIS, who has been covering oil -- and hurricanes -- for nearly 50 years. Tom shares how oil production and supply are affected by hurricanes; issues with transportation infrastructure after a storm; the affect on futures pricing and physical gasoline prices; plus some unique views on the potential price spikes tied specifically to hurricane categories.

• OPIS TALKS: RENEWABLE ENERGY •

In this episode of OPIS Talks, you'll hear from Rodolphe Tribolet, a trader at Mercuria, and Jordan Godwin, Director of Renewables at OPIS. Tribolet shares his perspectives on the RIN balance, if the U.S. election will have an impact on biofuels markets, the renewable diesel landscape, and much more.