The China Connection - New petrochemical refineries: Impactful or disruptive?

The return of Saudi petrochemical feedstock after curbs and its implications: Most Saudi petrochemical producers announced feedstock curbs of between 15 and 50pc in the immediate aftermath of the mid-September attacks on the country's oil installations. Petrochemical feedstock curbs are easing with a majority of producers anno... by Argus Media

4 min listen

Coping with disruption: Saudi supply shock rattles Asian crude oil markets: After a decade of oil supply diversification across Asia, security of crude oil supply is returning with a vengeance. Attacks on Saudi oil infrastructure in mid-September temporarily shut more than half the country’s production, raising supply concer... by Argus Media

6 min listen

The US Gulf coast crude network: Opening the floodgates: Booming US crude production and resulting export volumes are drastically changing global crude trade flows. With US Gulf coast crude exports expected to grow well past the current level of 3mn b/d, midstream players are busy building more pipelines t... by Argus Media

8 min listen

The early impacts of IMO 2020 in the Americas: One month has passed since IMO 2020 came into effect, directing oceangoing vessels to switch from heavy bunker fuel to the cleaner 0.5% very low sulphur fuel oil (VLSFO). Listen to our latest podcast to learn how the Americas shipping industry has re... by Argus Media

19 min listen

The early impacts of IMO 2020 in Europe: One month has passed since IMO 2020 came into effect, directing oceangoing vessels to switch from heavy bunker fuel to the cleaner 0.5% very low sulphur fuel oil (VLSFO). Listen to our latest podcast to learn how the Americas shipping industry has re... by Argus Media

15 min listen

Cushing: The heart of US crude is still beatin’: Crude is rushing past Cushing on its way to the coast, but the traditional price setting center of the US oil industry is likely to maintain its role for years to come. The Nymex futures contract for light sweet crude oil delivering at Cushing is str... by Argus Media

12 min listen

West Texas Sour: Teaching an old dog new tricks: Although historically popular with US midcontinent refiners, West Texas Sour (WTS) has had to change with the times and learn new tricks as both a supply gap filler and a blending component. WTS’ new role as a blending component to make West Texas In... by Argus Media

11 min listen

The impact of the coronavirus on the minor metals markets: Sentiment is bearish as the coronavirus crisis has affected the economy and reduced minor metals demand from most downstream sectors. China, being one of the largest global producers and consumers of minor metals, is significantly affected. Metals de... by Argus Media

9 min listen

Western Canadian Select Houston: A heavy crude benchmark emerges: The loss of Venezuelan imports, the stagnation of Mexican production and the diversion of many Mideast grades to Asia has paved the way for Canadian grades — like Western Canadian Select — to take a strong share of the Gulf coast heavy crude market. by Argus Media

10 min listen

The early impacts of IMO 2020 in Asia-Pacific: One month has passed since IMO 2020 came into effect, directing oceangoing vessels to switch from heavy bunker fuel to the cleaner 0.5% very low sulphur fuel oil (VLSFO). Listen to our latest podcast to learn how the Americas shipping industry has re... by Argus Media

13 min listen

Opec and US shale: the latest coronavirus casualties – Episode 3: Oil prices have posted their biggest drop in almost three decades towards $30/bl on expectations that an Opec-induced supply surge will exacerbate a global surplus, as demand growth collapses beyond Asia with the spread of the coronavirus to most maj... by Argus Media

8 min listen

The China Connection - New petrochemical refineries: Impactful or disruptive?: 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? Textile giants Rongsheng and Hengli have shaken up... by Argus Media

16 min listen

Light Louisiana Sweet: Unbecoming a benchmark: Shale production, US crude exports and pipeline shifts have dramatically changed the utility of Light Louisiana Sweet (LLS), which has shifted from bellwether to regional feedstock as new grades increasingly encroach on its territory. by Argus Media

10 min listen

West Texas Light: New crude on the block: Booming US crude production and resulting export volumes are drastically changing the global crude trade flow and market landscape. We explain why and how WTL (West Texas Light) spot trade has blossomed in west Texas as it makes its way toward the US... by Argus Media

8 min listen

Upside down: New price relationships in the US Gulf coast crude markets: Long-stable crude oil price relationships at the US Gulf coast have been upended by the global crude supply/demand imbalance. What is likely to happen next? How much crude can Cushing store? And what does this mean for US exports? Argus VPs for Crude... by Argus Media

9 min listen

Coronavirus trickles down global oil markets - Episode 2: Economic activity has significantly slowed across Asia, denting energy consumption and oil demand, particularly in the transportation sector. Travel restrictions and precautionary behaviour are curtailing people movement, sending oil prices to their ... by Argus Media

7 min listen

Driving Discussions: The Renewable Fuels Standard under Trump: Volatility has returned to America’s RIN market, with court decisions adding some unexpected shorts to a constrained marketplace. Argus VP of North America Refined Products, John Demopoulos, and Argus Senior Reporter Elliott Blackburn take a deep div... by Argus Media

16 min listen

From the Economist's Chair: State and Future of Global Energy 2019: Welcome to the first in our blog post/podcast series, "From the Economist's Chair", from David Fyfe, Chief Economist at Argus Media. In this episode, Dr. Rouben Indjikian, lecturer in energy and commodities at Webster University Geneva speaks to Davi... by Argus Media

20 min listen

Asian refiners react to pandemic as crude glut soars | Episode 4: Asia-Pacific refiners are preparing to scale down operations to confront a collapse in global fuel demand. As storage fills up, they will have to reduce the amount of crude they process, but not at the expense of competitive feedstocks from the Middl... by Argus Media

8 min listen

The China Connection: The Belt and Road Initiative: A deeper look into China's Belt and Road Initiative (BRI) and how Xi Jinping is positioning it globally, regionally and domestically. The BRI is often seen as a global power move, and while this is the case, it’s not the whole story. In this China Co... by Argus Media

14 min listen

Impact of coronavirus on the African fertilizer market: This podcast takes a look at the impact of the virus on port and supply chain logistics, fertilizer import demand, local production and outstanding purchase tenders on the African continent. by Argus Media

10 min listen

The China Connection – Plastics Recycling Challenges: Nearly two years after China's ban on imports of plastic waste, what are the implications for plastic waste trade flows for the rest of the world? China's ban on the imports of plastic waste has had a significant impact across the rest of the world ... by Argus Media

11 min listen

Covid-19 and Europe - coping during the key season: Listen in as David Maher, Editor - Europe Fertilizer, explains how Europe's markets have kept moving during their key season, spring, despite the ongoing challenges posed by Covid-19. It also examines how geography and the nature of the EU have playe... by Argus Media

6 min listen

Coronavirus: a black swan event for the global crude market - Episode 1: The epidemic’s effect on energy consumption in China, the world’s top crude importer, is unprecedented. About a third of the country’s total refining capacity is down at a time when oil markets were already oversupplied. Economic activity remains sub... by Argus Media

8 min listen

The impact of the coronavirus on Middle East supply chain, petrochemical shipping and aviation markets: Sentiment is bearish among Middle East producers as the coronavirus pandemic is impacting the demand in key export markets globally. Saudi Arabia and the UAE announced its measures to bolster their economies with packages worth a combined $55bn, with... by Argus Media

18 min listen

Covid-19: Hitting the sulphur market from all sides: Tune in to Claira Lloyd, Editor and Sulphur Fertilizers Team Leader, as she provides an update on the global sulphur market amidst the coronavirus pandemic. by Argus Media

9 min listen

The China Connection: Xi vs Trump: The US-China trade war has seen more than $600bn of bilateral trade fall victim to tariffs, including crude, LNG, natural gas liquids (NGLs) and other commodities related to manufactured industrial goods. While China just wants the tariffs to be remo... by Argus Media

14 min listen

Driving Discussions: COVID-19 impacts on US refinery operations: The US refining industry is entering unchartered territory as it navigates impacts from the Coronavirus. How will refiners handle the virus? How will their markets be affected? Argus VP of North America Refined Products, John Demopoulos, and Argus Se... by Argus Media

12 min listen

From the Economist's Chair: The geopolitics of crude: From the Economist's Chair: The geopolitics of crude - Trade disputes, sanctions and changing trade flows. Geopolitics remain pivotal in influencing crude prices and investor sentiment – to both the upside and downside. Ahead of the Argus Global Crud... by Argus Media

5 min listen

The China Connection: IMO 2020 and Zhoushan: What role will China play in the global bunker market in 2020 and beyond? The deadline for IMO 2020 is fast approaching and China is well positioned to emerge as a key player. China is home to six of the world's 10 largest container ports, has the wo... by Argus Media

10 min listen

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The China Connection - New petrochemical refineries: Impactful or disruptive?

The China Connection - New petrochemical refineries: Impactful or disruptive?

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