Inside Fertilizer Analytics: Processed Phosphates, November 2021
Argus Media9 Nov 2021

Inside Fertilizer Analytics: Processed Phosphates, November 2021

The processed phosphates market has continued its year of surprises and price rallying since our last processed phosphates podcast episode and it’s the imposition of restrictions on Chinese phosphate exports which have spurred on the most recent wave of concerns and price support.

Claira Lloyd – Phosphate and Phosphate Rock Research Manager joins Tim Cheyne, VP Fertilizers to take a deep dive on the Chinese export cuts and what it means for consuming markets both east and west of Suez, and even how it will cause some difficulties for those markets which are not reliant on Chinese supply. India, Australia, Brazil, Pakistan and the US will be their areas of focus as they explore what the removal of China means for our market.

They will then discuss new supply projects which have been added to the Argus Processed Phosphates Analytics base-case and what environmental restrictions and concerns could mean for their future.

Finally, they review pricing expectations for the rest of this year and in to the medium-term, particularly as market dynamics have changed swiftly with the confirmation of Chinese export limitations.

Episoder(1000)

Hablando de Mercado: Petróleo de esquisto en Argentina

Hablando de Mercado: Petróleo de esquisto en Argentina

Argentina ha dejado atrás un modelo basado en el crudo convencional para convertirse en un productor claramente dominado por el petróleo de esquisto de Vaca Muerta. Acompaña a Camila Fontana, jefa adj...

8 Apr 18min

Market Talks: Shale oil surge in Argentina

Market Talks: Shale oil surge in Argentina

Argentina has moved away from a model based on conventional crude to become a producer clearly dominated by Vaca Muerta shale oil. Join Camila Fontana, deputy bureau chief of the Argus office in São P...

8 Apr 15min

Falando de Mercado: Petróleo de xisto na Argentina

Falando de Mercado: Petróleo de xisto na Argentina

A Argentina deixou para trás um modelo fundamentado no petróleo convencional e se tornou um produtor claramente dominado pelo petróleo de xisto de Vaca Muerta. Acompanhe a conversa entre Camila Fontan...

8 Apr 14min

The Biofuels Report: RFS Reset - US Biofuel Mandates Evolve

The Biofuels Report: RFS Reset - US Biofuel Mandates Evolve

Listen to a detailed breakdown of the new US biofuel blend mandates and what they mean for farm and fuel markets. Our Renewable Fuel Standard experts – Cole Martin, associate editor and Matthew Cope, ...

7 Apr 28min

Chemical Conversations: BTX Market Pressures Amid Middle East Conflict

Chemical Conversations: BTX Market Pressures Amid Middle East Conflict

Santosh Navada speaks with Ashish Kulkarni, Argus’ lead aromatics consultant, to examine how rising conflict in the Middle East is reshaping global BTX flows.   They discuss:   How the conflict has ...

2 Apr 19min

Metal Movers: How the Iran Conflict is Impacting Steel Markets

Metal Movers: How the Iran Conflict is Impacting Steel Markets

In this episode, Argus analysts examine the implications of Iran‑related geopolitical tensions for ferrous metals markets. The discussion focuses on how regional developments could influence steel pro...

1 Apr 19min

Falando de Mercado: Potencial do biometano no Sul

Falando de Mercado: Potencial do biometano no Sul

O biometano entra em 2026 sob novas forças de demanda regulatória e com ofertas em expansão, enquanto o mercado ainda define referências de preço e modelos de contratação. É neste contexto que a cidad...

1 Apr 18min

Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

Hear Argus’ essential analysis of the impact the Middle East conflict on sulphur and ammonia markets, focusing on production, logistical constraints, price surges across both daily and weekly price as...

1 Apr 32min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
utbytte
pengesnakk
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
lederpodden
rss-pa-konto
rss-politisk-preik
finansredaksjonen
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
rss-densannepodden
rss-impressions-2