24 June 2020 Driving Discussions: US road fuels exports, floating storage and freight markets The latest podcast in our Driving Discussions series provides an update on the US gasoline and diesel markets.
24 June 2020 Seaborne thermal coal trade slips back to 2018 levels The impact of Covid-19 on Indian power demand and industrial output, and coal-to-gas fuel switching in Europe has driven seaborne thermal coal trade lower in 2020.
24 June 2020 Market Talks: Effects of the increase in Brazilian farmers’ bankruptcy protection requests The increase in bankruptcy protection requests by individual rural producers in Brazil could make agricultural credit more expensive and raise Brazilian interest rates in the medium term, raising new challenges for the sector.
23 June 2020 Mexico’s shifting line on energy reforms Efforts by Mexico’s president and allies to remove the commercial shackles imposed by the country’s 2014 reform on state-owned energy companies have again stalled – for now – just one step short of the country’s constitution.
23 June 2020 War is peace John Bolton’s account of his time in the White House reveals doubts by his colleagues and President Donald Trump about the prospects of the “maximum pressure” policy of oil sanctions toward Venezuela and Iran.
22 June 2020 From the Economist’s Chair: Paint It Bleak As summer arrives and the world emerges from lock-down, hopes are high for gradual economic and oil demand recovery. Alongside reasonable levels of Opec+ discipline, this could help place a floor under crude prices. But whisper it quietly, a bleaker scenario also exists
18 June 2020 Digitalisation of mining to weather future storms Mining is no stranger to digitalisation. The widely held perception of the resources industry is one of workers in mines and not one of machines running almost everything.
18 June 2020 Market Talks: Outlook for the ARLA 32/AdBlue market ARLA 32/AdBlue has been increasingly used in heavy vehicles worldwide to reduce emissions and environmental damage. What’s the size of this market in Brazil, and how much is it expected to grow as the country’s truck fleet is renewed?
17 June 2020 Driving Discussions: How long does the Opec+ deal stay on the road? The latest podcast in our Driving Discussions series takes a closer look at how Opec's policies have shaped the road fuels supply/demand landscape.
17 June 2020 Epitaph for a cause The tyranny of the heir to iconic late president Hugo Chavez has shown that he can survive without the “devil’s excrement”, sustained instead by opaque revenue streams that always seem a step ahead of US sanctions.
17 June 2020 Ashes to ashes: Bitumen ships in mourning When demand rises from the ashes of a pandemic, you’d expect both the price of a commodity and freight rates for ships that move it to rise sharply. Bitumen has dutifully followed the first expectation but rebelled against the second.
15 June 2020 Artisanal and small-scale miners walk a thin line The Covid-19 pandemic once again has cast a spotlight on the vulnerability of artisanal and small-scale miners (ASMs) in Africa to global threats and economic fluctuations, along with the fragility of supply chains for key metals such as cobalt, tantalum and gold.
15 June 2020 Global urea short-term market drivers Listen in as Gavin Chong, VP, Asia, Business Development for Fertilizers and Carl Roache, Senior Editor, Fertilizers, discuss recent price and demand trends in the market, while also highlighting key factors for the third quarter.
15 June 2020 African Fertilizer Knowledge Series: Assessing the impact of Covid-19 on west Africa fertilizer supply and demand Welcome to the first episode of our Africa fertilizer knowledge series. In this podcast we discuss the supply/demand dynamics in western Africa with the West African Fertilizer Association.
15 June 2020 Global base oils market snapshot – Week of 15 June Squeezed margins, changing arbitrage spreads and firmer export prices reflect expectations that base oil prices and demand have bottomed out.
