Shale tries to answer the carbon question

US shale producers are starting to respond to investor demands that they map out a plan for developing and adjusting their business models to fit in with the world’s slow march towards a lower carbon economy.

28 октября 2020

The Crude Report: WAF demand revival

West African crude is seeing a demand revival from its key market in China and also, to a lesser extent, from some more unexpected sources.

27 октября 2020

The Petcoke Podcast: Russian petcoke markets in 2020 and beyond

In this episode, The Petcoke Podcast examines the latest trends for the Russian petroleum coke markets.

26 октября 2020

From the Economist’s Chair: Energy outlooks offer divergent paths for oil demand

The annual autumn glut of energy outlooks shows disparate potential global oil demand levels by 2040, with Covid-19’s aftermath now augmenting energy transition pathways as a source of uncertainty.

26 октября 2020

Driving Discussions: US road fuels market update

This latest episode of Driving Discussions focuses on the recent drop in gasoline prices, a new spec for RBOB gasoline and how refining margins have evolved.

21 октября 2020

The Crude Report: Mind the (small) gap between light and heavy sour prices

The price spread of light to heavy sour crude has tightened in the last several months amid changes in market dynamics on the light crudes and also on the heavy sour crude side.

21 октября 2020

Market Talks: Outlook for Brazil’s ethanol logistics

From producing mills to service stations, Brazilian ethanol has an extensive logistics chain, including tanker cabotage, road transportation and dedicated pipelines.

20 октября 2020

Non-dairy distraction: Mexico eyes US election but real challenge is within

The stakes are high for Mexico as the US presidential election looms, but domestic politics — not US policies — are still the primary concern for investors in one of the latest major economies to open up its energy sector to investment.

20 октября 2020

Global base oils market snapshot – Week of 19 October

Global base oil prices have extended their rise in response to firm supply-demand fundamentals. Prices are unusually high, supply is tight and demand is strong at a time of year when prices and market fundamentals typically weaken. That scenario is playing out different

20 октября 2020

Jet Fuel Insights: Exports out of USGC

This final episode of our four-part podcast miniseries considers how the freight market affects jet fuel prices around the globe.

14 октября 2020

The Crude Report: Dated volumes problem returns

With annual output of key grade Forties falling to a 44-year low, the grades making up the Dated benchmark are seeing continued production declines.

14 октября 2020

LNG as a widely used future marine fuel

What impact has Covid-19 had on LNG as a marine fuel? Argus discusses the future of IMO compliance with Titan LNG.

13 октября 2020

Market Talks: What has changed in Brazil’s grains exports contracts?

Traditionally used by Brazilian exporters to standardise marine grain shipments, the country’s cereal exports association Anec's contract models underwent a wide revision in July to reflect the new market dynamics.

08 октября 2020

Is iron ore’s bull run almost over?

Iron ore has performed more strongly than a broad cross-section of globally-traded metals, with prices almost doubling to a recent high of $130/dmt on 14 September. Which factors have driven the price this year and what are forward-looking expectations for the market?

07 октября 2020

Malaysian palm oil at a crossroads

Malaysia’s freeze on cross-border hiring in response to Covid-19 has left oil palm estates grappling with a lack of hands during their peak harvesting season, and at a potential turning point in the industry’s labour dynamics.

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