OPIS Talks

OPIS TALKS CHEMICALS:

In this episode of OPIS Talks, Anton Schweitzer, Co-Founder and Business Developer at bse Methanol, joins Mariana Santos Moreira, Thought Leadership Director at Chemical Market Analytics, to discuss the technologies reshaping the methanol industry.

From the impact of geopolitical instability in the Middle East and shifting industrial policies to the critical role of the energy transition, they explore the key market dynamics influencing producers, consumers, and traders around the world. The conversation examines bse Methanol’s "Flex Methanol" technology—modular 10MW and 20MW units designed to utilize renewable energy and waste heat—and how these decentralized solutions offer a pathway to decarbonization for refineries and emerging markets in regions like Nigeria and Angola.

They also discuss the future of Power-to-X, the synergetic potential of combining green and gray production methods, and whether modular, flexible technology can bridge the gap between volatile renewable energy supplies and consistent industrial demand.

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 RENEWABLES:

Renewable Identification Number (RIN) credits under the Renewable Fuel Standard have hit record-highs for much of 2026, on the back of ambitious blending targets finalized by the Environmental Protection Agency in March. Bloomberg Intelligence Equity Research Analyst Brett Gibbs and OPIS Biofuels Director Jordan Godwin discuss the current state of play in U.S. biofuels policy and how the markets have responded.

Find out more about the 18th annual OPIS RFS, RINs, and Biofuels Forum in Chicago on October 13th: https://www.opis.com/rfs-rins-biofuels-forum

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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 LPG:

El mercado de GLP en América Latina está entrando en una nueva etapa. Geopolítica, volatilidad, infraestructura y nuevas fuentes de suministro están redefiniendo cómo la región compra, transporta y consume GLP. Pero ¿qué factores realmente están moviendo el mercado y cuáles son simplemente ruido?

En este episodio de GLP en Conexión, Adrian Calcaneo, Vicepresidente de Energía y Materias Primas en OPIS, conversa con Fabricio Duarte, Director Ejecutivo de la AIGLP, para analizar las fuerzas que están transformando el mercado regional y, sobre todo, qué significan para las empresas que deben tomar decisiones de suministro, inversión y gestión de riesgo.

En este episodio analizamos:

Geopolítica vs. fundamentos: ¿por qué Mont Belvieu se mantuvo relativamente estable incluso ante las tensiones en el estrecho de Ormuz? ¿Qué nos dice esto sobre los verdaderos fundamentos del mercado?

Spot vs. contratos de largo plazo: el costo —y el riesgo— de depender del mercado spot y las lecciones que dejan mercados como Colombia y Perú.

Un nuevo mapa de suministro: cómo Vaca Muerta y Guyana podrían cambiar los flujos regionales, diversificar el abastecimiento y reducir la dependencia del Golfo de Estados Unidos.

Infraestructura y seguridad energética: el creciente papel del GLP en la generación eléctrica, la industria y las estrategias de seguridad energética de América Latina.

Lo que viene: las señales que compradores, distribuidores, productores e inversionistas deberían observar durante los próximos meses.

Más que explicar lo que ya ocurrió, este episodio busca entender qué viene después.

Escuche GLP en Conexión para obtener una perspectiva estratégica sobre los cambios que están redefiniendo el mercado latinoamericano de GLP y las oportunidades y riesgos que podrían marcar el próximo trimestre.

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 CARBON:

The latest OPIS Talks episode examines the European Commission’s proposed overhaul of the EU Emissions Trading System and what it could mean for carbon pricing, industrial decarbonization and competitiveness across Europe’s energy-intensive sectors. The discussion breaks down the most consequential elements of the proposal, including a slower post-2030 cap decline, new industrial support mechanisms, conditional free allocation and the possible return of international carbon credits, all against a backdrop of geopolitical strain, market volatility and the EU’s 2040 climate target.

Host Humberto J. Rocha speaks with OPIS carbon reporter Nia Simeonova about how the market has reacted so far, what the proposed changes could mean for European industry and why the negotiations ahead may reshape the balance between climate ambition and industrial policy.

Tune in for a clear, timely look at the policy proposals, market signals and political fault lines that will help determine where the EU carbon market heads next.

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 how U.S. support for the Japanese yen, persistent disruption to crude flows through Hormuz and Bab el-Mandeb, and tightening diesel availability are reshaping energy and commodity markets right now. The conversation connects currency intervention, shipping chokepoints, refinery constraints and China's import behavior to the risks facing mining companies and other fuel-intensive industries. James and Charles unpack what these developments could mean for diesel costs, supply security and the policy moves that may shape markets heading into the U.S. midterms. Tune in for a clear look at the trade flows, market signals and downside risks you should be watching next.

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:

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].

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, 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.