Strait Talk: Black Hole Sums

Strait Talk: Black Hole Sums

In this week's Strait Talk, Argus experts examine why freight rates are rising so rapidly, whether increasing Middle East exports are driving demand for tankers, and what the implications are for crude-importing regions such as Europe and Asia.

As shipping costs climb, the economics of oil trading are becoming increasingly strained. Freight premiums are adding tens of dollars per barrel to delivered crude costs, raising questions about demand destruction and the sustainability of current market pricing.

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Episoder(1000)

From Economist’s Chair: Oil in Focus “Storm on the Water”

From Economist’s Chair: Oil in Focus “Storm on the Water”

Crude futures are easing as Saudi supply returns, but tight physical barrels, Hormuz risks and diesel stress mean sentiment could turn fast   In this week's episode, David notes the easing of prices s...

7 Okt 7min

SAF Insights: Scaling SAF in the Business Aviation Sector

SAF Insights: Scaling SAF in the Business Aviation Sector

Business aviation is moving SAF from early adoption to everyday airport operations, bringing new demands around fuel quality, logistics and customer confidence. In this episode of SAF Insights, Louise...

5 Okt 13min

Trade Flows: The Changing Economics of Renewable Diesel

Trade Flows: The Changing Economics of Renewable Diesel

The renewable diesel market is being reshaped by changing trade flows, evolving policy incentives, and shifting demand patterns on both sides of the Atlantic. In this episode, Argus experts Giulia Squ...

2 Okt 20min

Chemical Conversations: Methanol Market - Conference Recap, China Trade & Atlantic Outlook

Chemical Conversations: Methanol Market - Conference Recap, China Trade & Atlantic Outlook

Welcome to Episode 24 of the Methanol Market Puts-and-Takes podcast, part of the Chemical Conversations series. In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of ...

30 Sep 24min

Power Dispatch: Managing Weather Risk - The Rise of Weather Derivatives

Power Dispatch: Managing Weather Risk - The Rise of Weather Derivatives

As renewable generation continues to expand and extreme weather phenomena become more frequent, managing weather risk is becoming increasingly important for energy companies. Conventional hedging stra...

30 Sep 32min

Strait Talk: Thin diesel

Strait Talk: Thin diesel

In this week's Strait Talk: Thin Diesel, Argus experts examine how the market has changed following the Houthi maritime ban on Saudi-linked shipping and attacks on key refining infrastructure. Product...

30 Sep 28min

Biomass Beat: Similar Isn't the Same - Classifying Biocarbon for Shipping

Biomass Beat: Similar Isn't the Same - Classifying Biocarbon for Shipping

As biocarbon production scales up and international trade expands, transport regulations are emerging as one of the industry's biggest challenges. In this episode of Biomass Beat, Hannah Adler, Deputy...

30 Sep 17min

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