Argus Media2 Sep 2024

Fertilizer Matters EP18: Carbon-adjusted price of ammonia

Hear analysis of Argus’ carbon-adjusted price of ammonia (CAPA) assessments, including what CAPA is and how it reflects the future impact of the carbon border adjustment mechanism (CBAM). The podcast explains Argus’ methodology for calculating CAPA and how it is being utilized by the market - including helping with risk management and evaluating how CAPA will impact and incentivise their business.

Join Ruth Sharpe, Editor, Argus Ammonia and Andrea Valentini, VP, Business Development – Ammonia as they discuss CAPA and introduce our Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB), in the latest episode of Argus’ Fertilizer Matters podcast series.

Download our supporting guide to clean ammonia pricing. It includes:

What are the most likely clean ammonia pricing structures?
What is Carbon-Adjusted Price of Ammonia (CAPA)
CAPA and low-carbon price formation in Europe – and CAPA’s relevance beyond Europe
What is the Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB)
How JKLAB can help potential offtakers in Japan and South Korea

Key topics covered in the podcast::

What is CAPA and how is it calculated?
How the price is being utilized by the market – and how will it help with risk management
Measuring carbon intensity
What is CBAM’s impact on existing ammonia prices?
What is the Argus Japan and Korea Low-Carbon Ammonia Benchmark (JKLAB)

Episoder(1000)

Chemical Conversations: Polyurethanes Global Outlook

In this episode of Chemical Conversations, Argus’ James Elliott speaks with global polyurethanes editor Laura Tovey-Fall and US polyurethanes reporter Catherine Rabe to discuss the latest developments...

1 Jun 8min

Global LPG Conversations: US butane flows surge to meet Asia’s demand

Why US butane is in high demand across Asia and what growing export volumes mean for prices, trade flows and infrastructure plans. The war in Iran and the Strait of Hormuz blockade have shaken LPG tra...

28 Mai 12min

Base Oils Disrupted: War-Driven Supply Tightness

In this special edition episode, we discuss the impact of the US–Iran conflict and the closure of the Strait of Hormuz on the global base oil markets. Even as trade flows evolve, Group III supply rema...

28 Mai 13min

Fertilizer Matters EP51: North American Fertilizers - To Re-Export or Not Re-Export

Hear Argus’ essential analysis of what’s driving US traders to export phosphates and urea rather than sell domestically, the impact of they Indian buy tenders on Nola urea prices, US politicians/offic...

27 Mai 8min

Power Dispatch: Storage Wars - Batteries and Dams in focus

Here is the podcast description to post on podbean: In this episode of The Power Dispatch, Daniel Craig, Senior Reporter of Argus European Electricity, speaks with Deputy Editor Apostolos Tsarikas ...

26 Mai 26min

Fertilizer Matters EP50: Southeast Asia’s Phosphate Market

Hear Argus’ essential analysis of what’s driving changing trade flows in Southeast Asia’s phosphate market, focusing on the impact of the Middle East war, China’s export constraints, buyers diversifyi...

25 Mai 11min

Global LPG Conversations: New storage data highlights Africa growth

Editor Peter Wilton is joined by LPG World editor Matt Scotland and reporter Yasmin Zaman to unpack the latest findings from the Global LPG Storage Survey. They explore how clean cooking policies are ...

21 Mai 14min

Metal Movers: China flat steel outlook shaped by exports, costs and risk

Chinese flat steel prices rose sharply in early May, supported by stronger domestic sentiment, tighter export conditions and heightened geopolitical risks. Annie Wang, senior analyst at Argus Media, d...

21 Mai 17min