27 janeiro 2020 Viewpoints 2020: Crude oil Crude oil uniquely ties energy markets with geopolitics and what you hear in the headlines. And with all of the uncertainty around political affairs, it's easy to forget that there are still basic market fundamentals to watch.
23 janeiro 2020 LNG market at turning point in 2020 An oversupplied LNG market could intertwine with political challenges to shape the future of the industry next year.
20 janeiro 2020 Impacts of IMO 2020 The introduction of the global IMO 0.5pc sulphur cap for marine fuels is finally here. After several years of debate regarding the potential impact across the refining and shipping industries, we are now beginning to see things unfold.
02 janeiro 2020 Part two: How did the sulphur market get here? The broader contributing factors In part one, the two biggest influencers on sulphur prices falling to 10-year lows were discussed — China and phosphate fertilizers. This part will look at other contributing factors that have helped bring the market to this point.
30 dezembro 2019 Part one: How did the sulphur market get here? China and phosphate fertilizers The sulphur market has been incredibly volatile over the last three years with changes in trading patterns and trade flows, as well as a series of unfortunate supply outages causing prices to spike in the fourth quarters of 2017 and 2018.
27 dezembro 2019 The US Crude Export Chronicles: December 2019 Last month we devoted the entire blog to the Port of Corpus Christi and its emergence as a key outlet for US crude exports. Why? Some big new pipelines — including Cactus 2 and Epic — started service to that port.
17 dezembro 2019 TPC’s fire at Port Neches, Texas, stresses US crude C4 and butadiene supply chain A serious fire broke out at TPC’s Port Neches, Texas, 425,000 t/yr butadiene (BD) facility on 27 November, prompting shifts in the entire supply chain.
11 dezembro 2019 Sustainable aviation fuel: What needs to be done to grow the market? In this first part of a two-part blog series, we look at the growing sustainable aviation fuel market.
06 dezembro 2019 Non-Opec producers secure condensate exemption Excerpt from Argus Global Markets’ Opec+ Vienna Special Report: The exemption will come into force for December, benefiting Russia and perhaps Oman.
06 dezembro 2019 Opec output falls from six-month high Excerpt from Argus Global Markets’ Opec+ Vienna Special Report: Saudi Arabia accounted for most of the reduction, with Angola also making a substantial cut.
06 dezembro 2019 Saudis surprise market with deeper cuts Excerpt from Argus Global Markets’ Opec+ Vienna Special Report: Saudi Arabia has pledged to cut output by an additional 400,000 b/d.
06 dezembro 2019 Deeper Opec cuts put compliance on shaky ground Excerpt from Argus Global Markets’ Opec+ Vienna Special Report: Iraq and Nigeria are coming under increased pressure to comply with their output targets.
11 fevereiro 2020 The China Connection - New petrochemical refineries: Impactful or disruptive? Podcast: China's petrochemical refiners are making their presence felt way beyond the country's borders. How will this impact global supply, demand, and trade balances? Will global operating rates be reduced?
29 novembro 2019 Known unknowns in the German road fuel market Integrated oil companies may be better equipped than their smaller competitors to meet the rising cost of compliance with Germany’s greenhouse gas (GHG) emission reduction targets for road fuels.
27 novembro 2019 Viennese waltz: OPEC+ dancing between a rock and a hard place Early indications suggest that Opec+ may simply extend their existing output deal beyond March 2020 when they meet on 5-6 December in Vienna. Broader commodity markets have shifted higher amid signs of an imminent stage-one US-China trade deal, and the IMO 2020 bunker r