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.
12 June 2020 Chinese crude oil markets reawaken The global oil market is looking toward China for tangible signs of a worldwide revival. Still the world’s largest oil demand center, China is seeing a healthy return of crude demand, particularly in Shandong, their main import hub.
10 June 2020 Market Talks: Competitiveness of the Brazilian refining market Petrobras' divestment program includes the planned sale of several refineries in Brazil, and the end of this monopoly could potentially reshape the country’s fuel market.
10 June 2020 Driving Discussions: Road to recovery (part 1) The latest episode in our Driving Discussions series looks at signs of recovery we might expect over the coming weeks and months as countries re-evaluate lockdown policies.
05 June 2020 Market Talks: The impacts of Covid-19 on agricultural financing in Brazil Credit to Brazilian farmers has been limited in the midst of the pandemic, despite the historically low interest rate in the country and production records. What is behind this restriction and how could it affect the purchase of fertilizers and inputs for the next seaso
03 June 2020 Global base oils: Margin pressures begin to build Plant maintenance, run cuts and arbitrage exports have helped base oil producers to balance out the drop in demand over the last two months. But weakening margins reflect the still-muted strength of the recovery in demand and the market’s structural oversupply.
03 June 2020 Driving Discussions: Changing tides in Russian diesel In the next iteration of our Driving Discussions series we turn to Russian diesel and the cuts imposed to rebalance the current supply/demand landscape across Europe.
03 June 2020 Covid-19 sows uncertainty for fertilizer demand Fertilizer could be the next commodity to fall victim to the economic effects of the Covid-19 pandemic, as the slump in demand for fuel — and biofuels — trickles down to the US corn crops used to produce ethanol.
02 June 2020 Over 2mn t — the new China sulphur inventory norm? China is unique when it comes to sulphur storage, as the key ports of Fangcheng, Beihai and Zhanjiang in the south of the country and the north China ports of Tangshan, Weifang, Zhenjiang and Nanjing have the capacity to hold in excess of 3mn t of sulphur.
